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Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Update Custom Values in Math Operation Action

New Feature: Update Custom Values in Math Operation Action

October 21, 20241 min read

The Math Operation Action allows you to perform calculations based on contacts triggering it, making it great to keep track of totals and predict revenue for you. To make this action even more powerful, we’ve added the option to update Custom Values, keeping your numbers fresh in real-time.

⭐️Why Is This Feature Beneficial To Your Business?

  • Live Updates: This action can update your values as they go, giving you real-time data that can be added to your offers to gently pressure customers into completing their purchase or registration.

  • True-to-life Data: The constant updates provide accurate information, such as updating the opportunity value as the client interacts with you, giving you confidence when making predictions.

  • Promote Transparency: This feature provides a clear view of the progress or availability, reducing miscommunications and increasing client trust while, simultaneously, grounding expectations.

⭐️How To Update Custom Values in Math Operation Action:

  1. Inside the Workflow builder click the + sign button to add an action and select Math Operation.

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  2. Set the Field and Operation type for the calculation.

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  3. Open the "Update Field" dropdown and select the custom value you want to update.

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  4. This could be useful if you have an event with limited seats and want to display how many slots remain on your website.

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This action can be used for real-time updates to your custom values based on customer interaction. Since this will work with any numeric or date values the possibilities for what you can do are endless.

New FeatureNew UpdateImproved FeatureWorkflowsAutomationMath OperationCustom Values
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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