TekMatix Blog & Help Articles
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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, 2026•6 min read
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, 2026•3 min read
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, 2026•7 min read
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, 2026•8 min read
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, 2026•5 min read
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, 2026•2 min read
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, 2026•3 min read
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, 2026•6 min read
How to Manage Contacts Faster in the Tekmatix Mobile App
Discover the latest Tekmatix mobile contacts enhancements with faster navigation, redesigned contact profiles, smart lists, inline editing, quick actions, advanced filters, and improved contact manage... ...more
Contacts ,Mobile App
July 14, 2026•4 min read
How to Enable Two-Step Checkout in Tekmatix Store Builder
Discover Tekmatix's new Two-Step Checkout feature. Collect customer contact and shipping details before payment, reduce checkout friction, and create a smoother purchasing experience. ...more
Workflow Triggers ,E-commerce
July 10, 2026•3 min read
How to Enrich Prospecting Contacts in Tekmatix CRM
Discover how Tekmatix Prospecting now creates richer CRM contacts with enhanced data enrichment, cleaner records, fewer duplicates, and improved automation-ready prospect information. ...more
Blogs ,Contacts &Prospecting
July 10, 2026•3 min read
How to Use WhatsApp Notifications for Rental Bookings in Tekmatix
Automate rental booking updates with WhatsApp notifications in Tekmatix. Send confirmations, reminders, cancellations, and follow-ups using custom WhatsApp templates. ...more
Calendars
July 10, 2026•3 min read
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