TekMatix Blog & Help Articles
Use the search bar below to look for help articles you need.
How to Create and Customise QR Code Profiles and Digital Business Cards in Tekmatix
Learn how to create and customise QR Code Profiles and Digital Business Cards in Tekmatix, add custom links, capture contacts, save details and track new leads in your CRM. ...more
Course ,Workflow Actions &QR Codes
August 11, 2026•7 min read
How to Add and Automate Multiple Signer Roles in Tekmatix Documents and Contracts
Learn how to add up to six signer roles to Tekmatix Documents and Contracts and automatically populate and send multi-party agreements through Workflows. ...more
Workflow Actions ,Documents and Contracts
August 11, 2026•5 min read
How to Restore and Manage AI Workflow Versions in Tekmatix
Learn how to restore previous Workflow AI Builder versions in Tekmatix, compare AI-generated changes, recover earlier iterations and manage workflow Version History. ...more
Workflow Actions ,Automations
August 11, 2026•3 min read
How to Use the User Replied Goal Event in Tekmatix Workflows
Learn how to use the User Replied Goal in Tekmatix Workflows to stop automated messages, prevent duplicate communication and move contacts into human follow-up. ...more
Workflow Actions ,Automations
July 20, 2026•6 min read
How Tekmatix Improved Forms, Surveys & Quizzes with a HighRise Infrastructure Upgrade
Tekmatix has upgraded the submission page for Forms, Surveys and Quizzes, improving stability, scalability and future feature development. ...more
Course Creation ,Workflow Actions &Tekmatix AI
July 20, 2026•3 min read
How to Edit Service Bookings Without Canceling in Tekmatix
Edit paid and unpaid service bookings in Tekmatix, update services, staff, add-ons and coupons, and automatically reconcile payments and refunds. ...more
Calendars ,Workflow Actions
July 20, 2026•7 min read
How to Connect Jira with Tekmatix Workflows
Connect Jira to Tekmatix workflows to automate issue creation, updates, comments, attachments, work logs, sprints and customer notifications. ...more
Workflow Actions ,Automations
July 20, 2026•8 min read
How to Connect Todoist with Tekmatix Workflows
Connect Todoist to Tekmatix workflows to automate tasks, projects, comments, deadlines and team collaboration using powerful triggers and actions easily. ...more
Workflow Actions ,Workflow Triggers &Automations
July 20, 2026•5 min read
How to Integrate Calendly with Tekmatix Workflows for Automated Appointment Scheduling
Connect Calendly with Tekmatix Workflows to automate bookings, cancellations, no-shows, reminders, CRM updates, and appointment follow-ups with real-time workflow triggers and actions. ...more
Workflow Actions ,Automations
July 10, 2026•3 min read
What Are Workflow Actions in Tekmatix? (Complete List)
A full list of Tekmatix workflow actions that you can use to automate any task in your business ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
April 21, 2026•9 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
Copyright © 2026 TekMatix. All rights reserved | [email protected]