Coupon Triggers in Workflows

Coupon Triggers in Workflows

Published on: 24/07/2025

Coupons are a great way to motivate customers. We’ve made a collection of triggers you can use to manage and automate the steps to follow once a coupon code is applied, redeemed, or expires.

System Updates
Send Recurring Invoice Action

Send Recurring Invoice Action

Published on: 14/07/2025

Recurring invoices help you keep track of subscriptions, so no payment goes missing. However, automating this process needed some workarounds that made it a bit difficult. With this update, recurring invoices will be natively integrated and synced with workflows.

System Updates
Create Draft Estimates using Workflows

Create Draft Estimates using Workflows

Published on: 01/05/2025

Estimates are an awesome way to move customers along and get them to acquire your services, which can be automated with your Workflows. But what if you need to make last minute changes? We’re glad to introduce that option!

System Updates
Execution Log Enhancements

Execution Log Enhancements

Published on: 18/04/2025

The Execution Log section of your workflows lets you track every action your workflow takes during a customer's journey. We’ve improved it so you can easily handle issues and gain insights.

System Updates

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