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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.

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New Features

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New Updates

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Resources & Tools

Important Updates

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

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, 20261 min read

New Feature: Drag and Drop Triggers & Actions

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, 20261 min read

New Feature: Monday.com Actions

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, 20261 min read

Improved Feature: Pause Workflow Actions

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, 20261 min read

New Feature: Generate Marketing Audit Report via Workflows

New Feature: Product Review Submitted Trigger

This new trigger lets you automate the review and response process the moment a customer submits a product review, using workflows targeted by the proper filters to improve the customer experience. Le... ...more

Important Updates ,New Feature Release Workflows Automations Online Store &Stores

February 11, 20261 min read

New Feature: Product Review Submitted Trigger

New Feature: Abandoned Checkout Trigger

This feature helps you follow up with customers who add items to their cart, provide their email, but don’t complete checkout, making it easy to manage them regardless of their order source. Let’s lea... ...more

Important Updates ,New Feature Release Workflows Automations Online Store &Stores

February 10, 20261 min read

New Feature: Abandoned Checkout Trigger

Improved Feature: Opportunity Changed Trigger

Previously, the Opportunity Changed filters would create missfiring due to a lack of specification, working as a catch-all. So, we’ve added support for event operators, helping you hone down on your w... ...more

Important Updates ,New Feature Release Workflows Automations &Opportunities

January 27, 20261 min read

Improved Feature: Opportunity Changed Trigger

Improved Feature: Dynamically Assign Fillable Fields in Workflows

With this update, whenever you select a template with fillable fields assigned to the sender in the “Send Documents & Contracts” action, you can set the user assignment in your workflow. Let’s give th... ...more

Important Updates ,New Feature Release Payments Workflows &Automations

January 16, 20261 min read

Improved Feature: Dynamically Assign Fillable Fields in Workflows

Improved Feature: AI Actions in Workflows

The AI Actions in workflows have undergone a remodel, upgrading their capabilities and improving their organization. Come give it a quick look. ...more

Important Updates ,New Feature Release Workflows &Automations

January 14, 20261 min read

Improved Feature: AI Actions in Workflows

New Feature: Bulk Operations in the Workflow Page

This update makes it easy to modify your workflows without repetitive manual labor, helping you be organized, fast, and consistent when managing your automations. Let’s learn how to use it. ...more

Important Updates ,New Feature Release Workflows &Automations

December 15, 20251 min read

New Feature: Bulk Operations in the Workflow Page

Improved Feature: Advanced Builder Enhancements

We’ve added selection-based quick actions to modify smaller areas of your workflow in the Advanced Builder. Let’s give the changes a look! ...more

Important Updates ,New Feature Release Workflows &Automations

December 10, 20251 min read

Improved Feature: Advanced Builder Enhancements

New Feature: Auto-Save in Workflow Builder

We’ve added an automatic save function to the workflow builder, helping you focus on creating rather than saving. Let’s check it out! ...more

Important Updates ,New Feature Release Workflows &Automations

November 12, 20251 min read

New Feature: Auto-Save in Workflow Builder

New Feature: Advanced Workflow Builder

The Advanced Builder lets you manage multiple workflows in a single canvas and start contacts on different actions. Simultaneously, adding keyboard shortcuts for quick actions, color coding, and autom... ...more

Important Updates ,New Feature Release Workflows &Automations

November 07, 20251 min read

New Feature: Advanced Workflow Builder

New Feature: Scheduler Trigger

The scheduler trigger allows you to create a more complex and specific schedule, excluding weekends, setting an end date, and providing for detailed interval setting. Let’s learn how to use it. ...more

Important Updates ,New Feature Release Workflows &Automations

November 03, 20251 min read

New Feature: Scheduler Trigger

New Feature: Company-Based Workflows

This update helps you automate entire company-level workflows, not just individual contacts, simplifying your B2B management, making your process easier to scale, and ensuring data is connected across... ...more

Important Updates ,New Feature Release Workflows &Automations

October 30, 20251 min read

New Feature: Company-Based Workflows
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