TekMatix Blog & Help Articles

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How To Automate Airtable with Tekmatix Workflows for Smarter Data Management

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, 20253 min read

How To Automate ClickUp Tasks and Projects with Tekmatix Workflows

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, 20253 min read

How To Automate Your Business with Notion Actions & Triggers in Tekmatix

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, 20253 min read

How To Sync and Automate Google Contacts with Tekmatix Workflows

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, 20253 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Automate WhatsApp Media Messages in Tekmatix Workflows

How To Automate WhatsApp Media Messages in Tekmatix Workflows

Want to streamline communication with multimedia?Tekmatix now makes it easy to send images, videos, documents, and audio through automated workflows in WhatsApp! ...more

Workflow Actions ,Business tips &Inbox

June 14, 20252 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

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

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

How To Automate Appointment Notes in Tekmatix for Better Client Records

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

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

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)

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, 20255 min read

Reach Customers with Your First SMS Campaign

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

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