Workflows

Managing Marketplace App Permissions: White Label Agency Control
For the Actionera Marketing Portal Not for the Creator Portal This article offers step-by-step instructions for white label agencies on how ...
Tue, 5 Aug, 2025 at 3:42 AM
Ring Incoming call to multiple users
For the Actionera Marketing Portal Not for the Creator Portal In this article, we will understand how 'Ring Incoming call to all Users'...
Tue, 5 Aug, 2025 at 3:45 AM
How to use Custom Fields for Opportunities
For the Actionera Marketing Portal Not for the Creator Portal The Custom Fields for Opportunities feature empowers users to capture, organize,...
Tue, 5 Aug, 2025 at 9:28 AM
Overview of Ad Manager
For the Actionera Marketing Portal Not for the Creator Portal Generate new leads with simple ad creation and seamless syncing of leads or incre...
Tue, 5 Aug, 2025 at 9:33 AM
How to Send Annual Emails/Sms using workflows
For the Actionera Marketing Portal Not for the Creator Portal
Thu, 7 Aug, 2025 at 1:35 AM
What Are Dashboard Widgets?
For the Actionera Marketing Portal Not for the Creator Portal TABLE OF CONTENTS What are Dashboard Widgets Widget Categories: Chart type...
Thu, 7 Aug, 2025 at 1:39 AM
Overview of Merge Fields & Custom Variables
For the Actionera Marketing Portal Not for the Creator Portal This article explains merge fields and custom variables. You’ll learn about diffe...
Thu, 7 Aug, 2025 at 1:45 AM
Triggers - Overview
For the Actionera Marketing Portal Not for the Creator Portal Note: Now that Workflows are live in all accounts, you can do everything that...
Thu, 7 Aug, 2025 at 4:09 AM
Workflow Trigger - Number Validation
For the Actionera Marketing Portal Not for the Creator Portal TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure...
Thu, 14 Aug, 2025 at 5:11 AM
Where and How to Configure the Missed Call Text Back Feature
For the Actionera Marketing Portal Not for the Creator Portal Do you want to avoid missing important calls and potentially losing out on bus...
Thu, 14 Aug, 2025 at 9:44 AM