TekMatix Help Blog
Search Help Categories
Use the search bar below to look for help articles you need.
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
How To Automate Private Channel Access in Tekmatix Workflows
Easily grant or revoke access to private channels within your community groups ...more
Workflow ,Communities
June 14, 2025•3 min read
How To Stay on Top of Document Views in Tekmatix for Faster Follow-Ups
When it comes to closing deals, timing is everything. That’s why Tekmatix has introduced an easy way to get notified the moment your document is first viewed by a recipient. ...more
Payment ,Workflow
June 14, 2025•2 min read
How to Create If/Else Logic in Your Workflows (The Smart Way to Automate Sales)
How to Create If/Else Logic in Your Workflows (The Smart Way to Automate Sales) ...more
Workflow
May 03, 2025•1 min read
History for GPT Actions: AI Memory Key in Tekmatix
In Tekmatix, we’re constantly working to improve your experience by integrating advanced features that drive efficiency and productivity. One such feature is the "History for GPT Actions," which utili... ...more
Workflow ,AI
April 24, 2025•4 min read
Introducing GPT-4 Models: Workflow AI in Tekmatix
Tekmatix continues to innovate with cutting-edge features to enhance your business operations. One of the most exciting developments is the integration of GPT-4 models into workflows, making your auto... ...more
Workflow ,AI
April 15, 2025•2 min read
Custom Objects are Live in Tekmatix Automated Workflows
Custom Objects are Live in Tekmatix Automated Workflows ...more
Workflow ,Custom Fields
March 23, 2025•3 min read
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS)
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS) ...more
Workflow ,Email Builder &Workflow Actions
March 13, 2025•5 min read
How To Track Document & Contract Activity in Tekmatix for Better Workflow
How To Track Document & Contract Activity in Tekmatix for Better Workflow ...more
Workflow
January 24, 2025•2 min read
How to Boost Business Efficiency Using Tekmatix's Workflow Actions
Discover how Tekmatix's Workflow Actions can streamline your operations and enhance productivity. This guide explores how leveraging HighLevel's powerful tools within our Workflow Builder can transfor... ...more
Workflow ,Workflow Actions &Workflow Triggers
December 10, 2024•1 min read
