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: 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
New Feature: Email Verification Action
The Email Verification action checks whether an email address is valid, risky, or invalid before the workflow proceeds. Helping reduce bounces and protecting your sender reputation. Let's learn how to... ...more
Important Updates ,New Feature Release &Workflows
June 01, 2026•1 min read
New Feature: Inbound Email Trigger
This trigger captures emails, helping you automate lead communications. Let’s learn how! ...more
Important Updates ,New Feature Release Workflows &Automations
May 07, 2026•1 min read
Improved Feature: Drip Action
We’ve improved the way the Drip action is configured, enhanced the way it displays information, and increased the overall statistic transparency. Let’s give this change a check. ...more
Important Updates ,New Feature Release Workflows &Automations
April 28, 2026•1 min read
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
