TekMatix Blog & Help Articles
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New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Smarter Custom Object Automation with New Workflow Actions in Tekmatix Tekmatix now makes managing custom object records easier than ever with three new workflow actions: Create, Update, and Clear Ass... ...more
Workflow
September 11, 2025•3 min read
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Unlock Effortless Access with Global Magic Links in Tekmatix Tekmatix introduces Global Magic Links—revolutionizing how users access membership and client portals. No more course-specific triggers! No... ...more
Memberships ,Client Portal
September 11, 2025•2 min read
How to Share Your Tekmatix Blog Posts on Social Media With One Click
Easily share your blog posts across social media with Tekmatix’s new social sharing feature. Amplify your content, boost engagement, and spark conversations—all with a simple click! ...more
Blogs
September 11, 2025•2 min read
How to Bulk Delete Posts in Tekmatix Social Planner
Tekmatix now lets you bulk delete posts in the Social Planner and via Public APIs! Save time, clean up content effortlessly, and streamline workflows with this powerful update. Manage posts manually o... ...more
Social Planner
September 11, 2025•3 min read
How to Block Spam Calls and Identify Unknown Callers With Tekmatix Number Intelligence
Block spam calls, identify unknown U.S. callers, and validate numbers before sending SMS with Number Intelligence in Tekmatix—smarter, more efficient communication made easy. ...more
Phone
September 11, 2025•2 min read
How to Track Viewed Estimates and Automate Follow-Ups in Tekmatix
Tekmatix’s latest update makes managing estimates smarter! Track viewed estimates with new filters, auto-import product descriptions, prevent skipped invoice numbers, and add more detailed description... ...more
Invoices
September 11, 2025•2 min read
How to Streamline Social Media With Tekmatix Post Approval Flow
Improve collaboration with the Post Approval Flow in Tekmatix Social Planner! Easily review, approve, or edit scheduled posts to ensure quality and consistency. Streamline approvals manually or via bu... ...more
Social Planner
September 11, 2025•3 min read
How to Manage Reviews From Multiple Facebook Pages in Tekmatix
Easily manage reviews across multiple Facebook pages with Tekmatix’s new integration! View, respond, and showcase reviews from all your pages in one dashboard—saving time and boosting engagement. Perf... ...more
Social Media
September 11, 2025•2 min read
How to Schedule Evergreen Content With Tekmatix Category Queues
Effortlessly manage evergreen content with Tekmatix’s Category Queues—organize, schedule, and automate your posts for consistent brand visibility across all platforms, without the manual hassle. ...more
Social Planner
September 11, 2025•4 min read
How to Use Tekmatix Custom Value Linkage to Automate Documents and Contracts
Tekmatix’s Custom Value Linkage automates document management by linking text and data fields to custom values. Once signed, all linked fields update instantly—saving time, reducing errors, and stream... ...more
proposals
September 11, 2025•3 min read
How To Use Tekmatix AutoComplete Address for Faster, More Accurate Forms
The new AutoComplete Address feature in Forms and Surveys makes filling out address fields faster and easier by using Google Places APIs for smart suggestions. Agencies can manage settings and costs f... ...more
Form
September 11, 2025•2 min read
How to Manage Multiple WordPress Sites From One Dashboard With Tekmatix
Easily manage multiple WordPress sites under one sub-account with Tekmatix! Streamline workflows, track billing transparently, and switch between sites effortlessly—all from a single dashboard. Say go... ...more
Funnels and Websites
September 11, 2025•2 min read
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