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.

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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: Airtable Actions & Triggers in Workflows

This update simplifies your task management by automating the connection between Airtable and your CRM. Improving document collaboration, keeping cloud backups updated, and content organized. ...more

Important Updates ,New Feature Release Workflows &Automations

September 23, 20251 min read

New Feature: Airtable Actions & Triggers in Workflows

New Feature: Google Contacts Actions & Triggers

This new feature keeps your CRM and Google contacts synced, simplifying communications and improving your efficiency when managing multiple devices connected to your Google Account. ...more

Important Updates ,New Feature Release Workflows &Automations

September 22, 20251 min read

New Feature: Google Contacts Actions & Triggers

New Feature: ClickUp Actions & Triggers in Workflows

This update helps you simplify your task management by automating the connection between ClickUp and your CRM for a smoother update process and improved direct integration. ...more

Important Updates ,New Feature Release Workflows &Automations

September 22, 20251 min read

New Feature: ClickUp Actions & Triggers in Workflows

New Feature: Notion Actions & Triggers in Automation

Connect your Notion database with your CRM, enabling you to update, fetch, and send data directly within your workflows, without requiring a third-party connection. ...more

Important Updates ,New Feature Release Workflows &Automations

September 19, 20251 min read

New Feature: Notion Actions & Triggers in Automation

Improved Feature: CC & BCC Support in Internal Email Notifications

We’ve added CC and BCC support to the Internal Notification action. Follow along to learn how to use it. ...more

Important Updates ,New Feature Release Workflows &Automations

August 19, 20251 min read

Improved Feature: CC & BCC Support in Internal Email Notifications

New Feature: Copy Actions Between Workflows

This feature enables you to copy any actions between workflows, eliminating the need to re-enter settings or messages afterward, thereby reducing configuration time and increasing user confidence when... ...more

Important Updates ,New Feature Release Workflows &Automations

August 18, 20251 min read

New Feature: Copy Actions Between Workflows

Improved Feature: Address Fields Added for Contact Changed Trigger

We’ve added address-related filters to the Contact Changed trigger for easier management. Follow along to learn more about these changes. ...more

Important Updates ,New Feature Release Workflows &Automations

August 05, 20251 min read

Improved Feature: Address Fields Added for Contact Changed Trigger

Improved Feature: Channel Selection in Send Invoice/Estimate Actions

Sending Estimates and Invoices to your customers has to be a smooth and fast process to ensure you’re capturing opportunities. So, we’ve made a small update that allows you to select the sending chann... ...more

Important Updates ,New Feature Release Workflows &Automations

July 31, 20251 min read

Improved Feature: Channel Selection in Send Invoice/Estimate Actions

New Feature: Coupon Triggers in Workflows

We’ve added four triggers to make coupon management easier, allowing you to use automation to ensure coupons work as intended and your team is notified whenever needed. Let’s check them out! ...more

Important Updates ,New Feature Release Workflows &Automations

July 10, 20251 min read

New Feature: Coupon Triggers in Workflows

New Feature: Send Recurring Invoice Action

This feature helps you manage your Recurring Invoices by using workflows with a new native integration. Sounds cool? Let’s check it out! ...more

Important Updates ,New Feature Release Payments Workflows &Automations

June 24, 20251 min read

New Feature: Send Recurring Invoice Action

Improved Feature: Create Draft Estimates using Workflows

This feature allows you to create draft estimates. Which are not sent to customers and can be reviewed, edited, and finalized later. Using workflows for creation and leaving sending to you! ...more

Important Updates ,New Feature Release Payments Workflows &Automations

April 22, 20251 min read

Improved Feature: Create Draft Estimates using Workflows

Improved Feature: Execution Log Enhancements

The Execution log gives you insights into your workflow’s functionality, helping you troubleshoot easily and maintain efficiency. We’ve made a few changes making it easier to use! Check them out! ...more

Important Updates ,New Feature Release Workflows &Automations

April 07, 20251 min read

Improved Feature: Execution Log Enhancements

New Feature: Create Draft Documents Using Workflows

This feature creates a document while keeping the final sending step in your hands, improving completion management and allowing you to send pre-signed and error-free documents. ...more

Important Updates ,New Feature Release Workflows &Automations

April 03, 20251 min read

New Feature: Create Draft Documents Using Workflows

New Feature: Error Highlight and Error Resolution in Workflows

This feature provides AI assistance to workflow management. Adding helpful insights into your workflow and boosting your confidence in automation while saving you time and lowering the need for extern... ...more

Important Updates ,New Feature Release Workflows &Automations

April 01, 20251 min read

New Feature: Error Highlight and Error Resolution in Workflows

Improved Feature: CC & BCC in Email Action

The Email action helps you reach your contacts through workflows. However, we know that email communications may include more than one recipient, so we’ve updated the Email Action to fit your needs. ...more

Important Updates ,New Feature Release Workflows &Automations

March 31, 20251 min read

Improved Feature: CC & BCC in Email Action
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