TekMatix Blog & Help Articles
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How do I tag my team in a conversation from a workflow on Tekmatix?
Tag your team in a conversation from a workflow on Tekmatix. The Add Internal Comment action posts a private note and @mentions teammates who need to act. ...more
Workflow ,Conversations Workflow Actions Inbox &Automations
October 29, 2026
How do I A/B test my automations on Tekmatix?
A/B test your automations on Tekmatix with the new A/B Test workflow action. Split contacts across up to 10 paths and send new contacts to the winning path. ...more
Workflow ,Workflow Actions Workflow Guides Marketing &Automations
October 29, 2026
How do I trigger a workflow when records are linked on Tekmatix?
Trigger a workflow when records are linked on Tekmatix with the Association Created trigger. Start follow-ups when contacts, companies or objects connect. ...more
CRM ,Workflow Workflow Triggers Company &Automations
October 29, 2026
How do I send Google Sheets data into my automations on Tekmatix?
Send Google Sheets data into your automations on Tekmatix. Four Premium triggers start workflows from new rows, edited rows, new tabs or new spreadsheets. ...more
Integrations ,Workflow Workflow Triggers &Automations
October 29, 2026
How do I start automations from Slack messages on Tekmatix?
Start automations from Slack messages on Tekmatix. Five Premium triggers launch workflows from direct messages, mentions, channel posts, joins and reactions. ...more
Integrations ,Workflow Workflow Triggers &Automations
October 29, 2026
Workflow Builder: Quick Access Sidebar Toggle
Navigate faster inside Tekmatix Workflow Builder with the new integrated sidebar. Access tools, pages, and features without leaving your workflow, improving productivity and streamlining automation bu... ...more
Workflow ,Automations
July 09, 2026•2 min read
Smarter Workflow Branching with Opportunity Owners & Followers
Build smarter automations with Opportunity Owners and Opportunity Followers in Tekmatix workflow conditions. Route leads, trigger actions, and personalise workflows based on opportunity assignments. ...more
Workflow ,Workflow Triggers
July 09, 2026•2 min read
How To Automate Follow-Ups Using the Call Transcript Generated Trigger in Tekmatix
Learn how to use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read
How To Use Auto Save in Tekmatix Workflows Without Losing Your Progress
Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read
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
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