TekMatix Blog & Help Articles

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How to Automate AI Studio Form Submissions with Workflows in Tekmatix

How to Automate AI Studio Form Submissions with Workflows in Tekmatix

Learn how to automate AI Studio form submissions in Tekmatix using the new Workflow Trigger. Instantly send emails, SMS, notifications, tags, and CRM updates after every lead submission. ...more

Workflow Triggers ,AI

July 29, 20263 min read

How to Manage Threads Comments from Social Planner in Tekmatix

How to Manage Threads Comments from Social Planner in Tekmatix

Learn how to manage and reply to Threads comments directly from Tekmatix Social Planner. Keep all your social conversations in one unified inbox with near real-time comment synchronization. ...more

Social Planner

July 29, 20263 min read

How to Create More Engaging Emails with AI-Powered Countdown Timer Suggestions in Tekmatix

How to Create More Engaging Emails with AI-Powered Countdown Timer Suggestions in Tekmatix

Learn how to use Tekmatix Email AI to automatically add Countdown Timers to promotional emails, boost urgency, and increase clicks and conversions. ...more

Email Builder

July 29, 20262 min read

How to Increase and Manage PIT Tokens in Tekmatix

How to Increase and Manage PIT Tokens in Tekmatix

Learn how to create up to 20 Personal Integration Tokens (PIT) per Tekmatix subaccount to manage API access, automate workflows, and connect more integrations. ...more

Integrations ,Automations

July 29, 20261 min read

How to Use the User Replied Goal Event in Tekmatix Workflows

How to Use the User Replied Goal Event in Tekmatix Workflows

Learn how to use the User Replied Goal in Tekmatix Workflows to stop automated messages, prevent duplicate communication and move contacts into human follow-up. ...more

Workflow Actions ,Automations

July 20, 20266 min read

How Tekmatix Improved Forms, Surveys & Quizzes with a HighRise Infrastructure Upgrade

How Tekmatix Improved Forms, Surveys & Quizzes with a HighRise Infrastructure Upgrade

Tekmatix has upgraded the submission page for Forms, Surveys and Quizzes, improving stability, scalability and future feature development. ...more

Course Creation ,Workflow Actions &Tekmatix AI

July 20, 20263 min read

How to Edit Service Bookings Without Canceling in Tekmatix

How to Edit Service Bookings Without Canceling in Tekmatix

Edit paid and unpaid service bookings in Tekmatix, update services, staff, add-ons and coupons, and automatically reconcile payments and refunds. ...more

Calendars ,Workflow Actions

July 20, 20267 min read

How to Connect Jira with Tekmatix Workflows

How to Connect Jira with Tekmatix Workflows

Connect Jira to Tekmatix workflows to automate issue creation, updates, comments, attachments, work logs, sprints and customer notifications. ...more

Workflow Actions ,Automations

July 20, 20268 min read

How to Connect Todoist with Tekmatix Workflows

How to Connect Todoist with Tekmatix Workflows

Connect Todoist to Tekmatix workflows to automate tasks, projects, comments, deadlines and team collaboration using powerful triggers and actions easily. ...more

Workflow Actions ,Workflow Triggers &Automations

July 20, 20265 min read

How to Manage Calendar Roles & Permissions Across Meetings, Services & Rentals in Tekmatix

How to Manage Calendar Roles & Permissions Across Meetings, Services & Rentals in Tekmatix

Manage staff access with granular roles and permissions across Meetings, Services and Rentals in Tekmatix for greater security and flexibility. ...more

Calendars

July 14, 20262 min read

How to Download Certificates and Badges in Tekmatix

How to Download Certificates and Badges in Tekmatix

Download Tekmatix certificates and badges as PDF, PNG or JPG files for professional printing, websites, emails and easy social media sharing. ...more

Workflow Triggers ,Certificates

July 14, 20263 min read

How to Automate Client Portal File Uploads with Workflows in Tekmatix

How to Automate Client Portal File Uploads with Workflows in Tekmatix

Automatically trigger Tekmatix workflows when clients upload files through the Client Portal to streamline reviews, onboarding and approvals. ...more

Client Portal

July 14, 20266 min read

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