Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: New Communities Triggers in Workflows
We’ve added four new triggers to aid you in your Community management and engagement response. Let’s check what they are and how they are configured! ...more
Important Updates ,New Feature Release Workflows &Automations
July 23, 2026•1 min read
Improved Feature: Goal Action Supports User Replies
The Goal Type “User Replied” allows you to use team member responses as the finishing condition for your workflow. Let’s check what has changed with this inclusion! ...more
Important Updates ,New Feature Release Workflows &Automations
July 22, 2026•1 min read
Improved Feature: Wait Step Now Supports User Replies
The Wait Type “Until A User Replies” allows you to use team member responses as the triggering condition for the next step. Let’s check what has changed with this inclusion! ...more
Important Updates ,New Feature Release Workflows &Automations
July 21, 2026•1 min read
New Feature: User Replied Trigger
The User Replied Trigger fires whenever a team member replies to a contact, making it easier to automate internal processes without waiting for a customer reply. Let’s learn how to use it! ...more
Important Updates ,New Feature Release Workflows &Automations
July 16, 2026•1 min read
New Feature: Client Portal File Uploaded Trigger
We’ve added a trigger to help you create seamless document-driven customer journeys within the Client Portal Shared Documents experience. Let’s learn how to use it! ...more
Important Updates ,New Feature Release Membership &Workflows
July 15, 2026•1 min read
Improved Feature: Notify Followers & Opportunity Owners with Workflows
We’ve expanded the Internal Notification capabilities, increasing the user selection options. Let’s check what has changed! ...more
Important Updates ,New Feature Release Workflows &Automations
July 08, 2026•1 min read
New Feature: Calendly Actions & Triggers
With this feature, meeting details automatically sync to the CRM, helping you eliminate manual logging, add support for more complex, personalized automation, access AI agents, and increase your produ... ...more
Important Updates ,New Feature Release Workflows &Automations
July 06, 2026•1 min read
Improved Feature: Workflow AI Assistant
We’ve increased the response capabilities of your Workflow AI Assistant, allowing it to provide complete answers to conversational questions. Let’s check what has changed! ...more
Important Updates ,New Feature Release Workflows &Automations
July 03, 2026•1 min read
Improved Feature: Opportunity Owners & Followers in If/Else Action
Now, you can use owners and followers currently assigned to the opportunity as Conditions to route the contact when reaching the If/Else step. Let’s check the changes! ...more
Important Updates ,New Feature Release Workflows &Automations
July 01, 2026•1 min read
New Feature: HouseCall Pro Actions & Triggers in Workflows
This lets you respond more efficiently to Home Services, keep your configuration flexible, improve lead capture, and make project management easier with an expanded array of automation tools. Let’s le... ...more
Important Updates ,New Feature Release Workflows &Automations
June 29, 2026•1 min read
Improved Feature: Goal Event Action
We’ve added the Task option to the Goal Event action, making it easier to manage, follow up, and move contacts across workflows whenever your team completes a key step. Let’s learn how to use it! ...more
Important Updates ,New Feature Release Workflows &Automations
June 22, 2026•1 min read
Improved Feature: AI Agent Action
With this addition, you can connect multiple knowledge bases to your AI Agent action, retrieving only the relevant information when needed. Allowing the agent to refer to them in its responses with st... ...more
Important Updates ,New Feature Release Workflows &Automations
June 18, 2026•1 min read
New Feature: AI Data Extract Action
This action helps you clean your data, with space to provide context when needed, and a simple setup with templates that give you downstream-ready outputs for other workflow actions. Let’s learn how t... ...more
Important Updates ,New Feature Release Workflows &Automations
June 18, 2026•1 min read
Improved Feature: Wait Action Revamp
We’ve completely redesigned the Wait Action, making type selection easier than ever, adding AI support, and grouping similar actions to streamline the configuration process. Let’s check it out! ...more
Important Updates ,New Feature Release &Workflows
June 09, 2026•1 min read
Improved Feature: Array Formatter Action
We’ve enhanced the Array Functions action; it's now free and easier to use under the name Array Formatter. Come check this update out! ...more
Important Updates ,New Feature Release &Workflows
June 08, 2026•1 min read
