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How To Use Workflow Switcher in Tekmatix for Faster Automation Management
Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read
How To Run Scheduled, Contactless Automations Using the Workflow Scheduler in Tekmatix
Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read
How To Automate Relationships Between Contacts, Companies, and Custom Objects in Tekmatix
Learn how to use Tekmatix Custom Object and Company-Based Workflow Actions to automate contacts, companies, and custom objects. Enroll, update, or remove associated records efficiently with precise wo... ...more
Workflow ,Workflow Actions
January 07, 2026•4 min read
How To Use Company-Based Workflows in Tekmatix to Automate B2B Processes
Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read
How To Automate Airtable with Tekmatix Workflows for Smarter Data Management
Learn how to integrate Airtable with Tekmatix to automate client onboarding, sync records, and manage projects with ease. Step-by-step guide + use cases. ...more
Integrations ,Workflow Workflow Actions Workflow Guides Workflow Triggers &Tasks, Kanban Boards & Project Management
October 15, 2025•3 min read
How To Automate ClickUp Tasks and Projects with Tekmatix Workflows
Learn how to automate tasks, projects, and documents in ClickUp with Tekmatix workflows. Discover triggers, actions, and real-world use cases to streamline project management. ...more
Integrations ,Workflow Workflow Actions Workflow Guides &Workflow Triggers
October 14, 2025•3 min read
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
Business Owners: Here are 8 Automations That Are CRITICAL To Switch On In Your Business…
Discover 8 powerful pre-made business automations — from welcome email sequences to project management workflows — that save you time, boost sales, and keep clients engaged. Activate them instantly wi... ...more
Workflow
August 13, 2025•0 min read
How To Filter Workflow Actions Based on T&C Agreement in Tekmatix
Learn how to segment workflow actions based on user agreement to terms and conditions for forms, surveys, and quizzes. ...more
Workflow ,Survey Form Workflow Actions Workflow Guides &Quiz Builder
July 12, 2025•2 min read
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 min read
