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The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature

Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more

Workflow Actions ,Workflow Guides &Workflow Triggers

May 28, 20255 min read

The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature

How To Automate Appointment Notes in Tekmatix for Better Client Records

Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more

Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides

May 27, 20252 min read

How To Automate Appointment Notes in Tekmatix for Better Client Records

How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up

Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more

Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips

May 25, 20255 min read

How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up

How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster

If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more

Workflow Guides ,Inbox

May 22, 20253 min read

How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster

Reach Customers with Your First SMS Campaign

Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more

Workflow Actions ,Workflow Guides &Social Media

February 11, 20252 min read

Reach Customers with Your First SMS Campaign

How to Effortlessly Automate Free Workshop Registrations and Reminders!

How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more

Workflow Guides

November 12, 20242 min read

How to Effortlessly Automate Free Workshop Registrations and Reminders!

How to Seamlessly Move Contacts to a NEW WORKFLOW!

How to Seamlessly Move Contacts to a NEW WORKFLOW! Wondering how to keep your audience engaged after they’ve completed your welcome emails? Here’s a quick and simple process to keep those valuable co... ...more

Workflow Guides

November 11, 20241 min read

How to Seamlessly Move Contacts to a NEW WORKFLOW!

How to Use TekMatix as a Ticketing System for Your Events

How to Use TekMatix as a Ticketing System for Your Events Yes, you can use TekMatix as a ticketing system for events! Whether you're hosting in-person events, webinars, workshops, or retreats, TekMat... ...more

Course ,Calendar & Scheduling Calendars Workflow Appointment Workflow Guides &Business tips

October 04, 20241 min read

How to Use TekMatix as a Ticketing System for Your Events

Stay Proactive with Workflow Error Notifications: A New Feature Update

Stay Proactive with Workflow Error Notifications: A New Feature Update ...more

Workflow ,Workflow Actions &Workflow Guides

August 17, 20243 min read

Stay Proactive with Workflow Error Notifications:  A New Feature Update

Automating WhatsApp Messaging

Automating WhatsApp Messaging ...more

Workflow ,Workflow Guides

June 30, 20242 min read

Automating WhatsApp Messaging
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