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: AI Agent Action
The agent automatically searches and pulls context from across the entire CRM, allowing you to have a fully self-regulating agent that you can select a model for and use advanced options for improved ... ...more
Important Updates ,New Feature Release Workflows &Automations
April 24, 2026•1 min read
New Feature: Find and Replace in Workflows
This feature makes it easy to find specific actions, allowing you to add, edit, remove actions, and replace custom values or tags with your desired value. Helping you manage your builds efficiently wi... ...more
Important Updates ,New Feature Release Workflows &Automations
April 23, 2026•1 min read
Improved Feature: Appointment Triggers Now Support Guests
The Customer Booked Appointment and Appointment Status triggers now allow you to specify whether the guest should also be included in a workflow’s triggering when involved with an appointment. Let’s g... ...more
Important Updates ,New Feature Release Workflows &Automations
April 17, 2026•1 min read
Improved Feature: Media Storage Accessible Via Workflows
The attachment options inside workflow actions have been improved. This feature now provides more selection options, immediate content validation, and image carry-over when copying actions. Let’s chec... ...more
Important Updates ,New Feature Release Workflows Automations &Media Storage
April 13, 2026•1 min read
New Feature: Fathom Actions & Triggers
Connect your Fathom account with your CRM to start adding details from meetings to contact cards, automating follow-ups, and increasing rapport with the help of your workflows. ...more
Important Updates ,New Feature Release Workflows &Automations
April 08, 2026•1 min read
New Feature: Merge Contact Action
This action keeps your contact lists clean by allowing duplicates when it serves you. Preserving the older contact record and meticulous execution logs for every merge. Let’s learn how to use it. ...more
Important Updates ,New Feature Release Workflows Automations &Contacts
March 23, 2026•1 min read
Improved Feature: New Goal Events
We’ve added support for Paid Invoices and Clicked Review Links to the Goal Event action in workflows. Let’s give this improvement a check. ...more
Important Updates ,New Feature Release Workflows &Automations
March 23, 2026•1 min read
Improved Feature: Connect Call Action with Whisper Message
The whisper message allows your team members to prepare, improving the customer experience by including key information as custom values and allowing your team to open the contact information. Come ch... ...more
Important Updates ,New Feature Release Workflows &Automations
March 19, 2026•1 min read
Improved Feature: Standard Builder Sticky Notes 2.0
Use the Sticky Note tool on the Builder canvas to drop notes anywhere in your workflow. Customize with colors, formatted text, and embedded images or links. Let’s give this improvement a check. ...more
Important Updates ,New Feature Release Workflows &Automations
March 19, 2026•1 min read
Improved Feature: All-in-One Chat Filter Added to Customer Replied Trigger
We’ve added a filter to the Customer Replied Trigger, helping you fine-tune workflows responding to All-In-One chat widgets. Come check them out. ...more
Important Updates ,New Feature Release Workflows &Automations
March 09, 2026•1 min read
New Feature: Manus Actions & Triggers
This update allows you to integrate existing Manus processes into the system, making management easier with follow-up prompts, metadata, and parameter modifications, reactions to task lifecycle events... ...more
Important Updates ,New Feature Release Workflows &Automations
March 06, 2026•1 min read
New Feature: Drag and Drop Triggers & Actions
If you like the freedom of the advanced builder but aren’t a full expert yet, this feature gives you the happy middle. Maintaining placement flexibility while providing added guidance through highligh... ...more
Important Updates ,New Feature Release Workflows &Automations
February 25, 2026•1 min read
New Feature: Monday.com Actions
We’ve added native Monday.com actions to Workflows, enabling real-time automation between your CRM and Monday boards. Let’s learn how to use them. ...more
Important Updates ,New Feature Release Workflows &Automations
February 25, 2026•1 min read
Improved Feature: Pause Workflow Actions
This update adds the pause/play module to actions in the standard builder, allowing you to skip actions without disconnecting them. Let’s give it a check! ...more
Important Updates ,New Feature Release Workflows &Automations
February 24, 2026•1 min read
New Feature: Generate Marketing Audit Report via Workflows
This update allows you to automatically evaluate business health before outreach, making it easy to connect with leads no matter their source. And increasing the flexibility of your Marketing Audit Re... ...more
Important Updates ,New Feature Release Marketing Workflows &Automations
February 23, 2026•1 min read
