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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 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
How To Automate Your Business with Notion Actions & Triggers in Tekmatix
Learn how to automate workflows between Tekmatix and Notion using triggers and actions. Sync CRM data with Notion databases, auto-generate documents, and save time with seamless automation. ...more
Integrations ,Workflow Actions Workflow Guides &Workflow Triggers
October 14, 2025•3 min read
How To Sync and Automate Google Contacts with Tekmatix Workflows
Learn how to sync and automate Google Contacts with Tekmatix workflows. Discover triggers, actions, and real-world use cases to keep your contacts organized and up to date automatically. ...more
Integrations ,Contacts Workflow Actions Workflow Guides &Workflow Triggers
October 14, 2025•3 min read
How To Automate Recurring Invoices Using Tekmatix Workflows
Learn how to automate recurring invoices using Tekmatix workflows. Set frequencies, start dates, and auto-pay options for seamless billing cycles in just a few steps. ...more
Invoices ,Workflow Guides &Workflow Triggers
August 17, 2025•2 min read
How To Use WhatsApp Flows for Seamless Appointment Booking in Tekmatix
Learn how to create and automate WhatsApp Flows for appointment booking in Tekmatix. Offer a seamless, mobile-first booking experience inside WhatsApp with zero friction. ...more
Appointment ,Workflow Guides
August 03, 2025•3 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
