TekMatix Blog & Help Articles
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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
How To Automate Affiliate Sale Follow-Ups in Tekmatix
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
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
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
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, 2025•5 min read
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, 2025•2 min read
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, 2025•5 min read
How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster
If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more
Workflow Guides ,Inbox
May 22, 2025•3 min read
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, 2025•2 min read
How to Effortlessly Automate Free Workshop Registrations and Reminders!
How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more
Workflow Guides
November 12, 2024•2 min read
How to Seamlessly Move Contacts to a NEW WORKFLOW!
How to Seamlessly Move Contacts to a NEW WORKFLOW! Wondering how to keep your audience engaged after they’ve completed your welcome emails? Here’s a quick and simple process to keep those valuable co... ...more
Workflow Guides
November 11, 2024•1 min read
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