Enhancement for Remove workflows action

Social Sync Collective

Published on: 05/09/2024

The "Remove workflows" action now lets users remove contacts from multiple specific workflows at once, unlike the previous method of removing them individually. New options include removing from the current workflow, another specific one, all but the current, or all workflows. Execution logs now reflect skipped actions if a contact is not part of a workflow. The deprecated "Remove from all workflows" action will be replaced by the new "Remove workflows" options.

Automations

Invoices: New workflow statuses - Viewed, Partially Paid, Void

Social Sync Collective

Published on: 05/08/2024

You can now filter invoices in your workflows by new statuses: Viewed, Partially Paid, and Void. Go to Workflows, add filters in the Invoice trigger based on your conditions, and configure action items using if/else conditions. This helps track these invoice statuses for better oversight and proactive communication.

Payments New Update