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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
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
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
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
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
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
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
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 min read
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, 2025•5 min read
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, 2025•2 min read
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, 2025•5 min read
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