TekMatix Blog & Help Articles

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How to Download Certificates and Badges in Tekmatix

How to Download Certificates and Badges in Tekmatix

Download Tekmatix certificates and badges as PDF, PNG or JPG files for professional printing, websites, emails and easy social media sharing. ...more

Workflow Triggers ,Certificates

July 14, 20263 min read

How to Enable Two-Step Checkout in Tekmatix Store Builder

How to Enable Two-Step Checkout in Tekmatix Store Builder

Discover Tekmatix's new Two-Step Checkout feature. Collect customer contact and shipping details before payment, reduce checkout friction, and create a smoother purchasing experience. ...more

Workflow Triggers ,E-commerce

July 10, 20263 min read

How to Automate TikTok DM Replies with Tekmatix Workflows

How to Automate TikTok DM Replies with Tekmatix Workflows

Automate TikTok conversations with Tekmatix workflows. Pause workflows until a contact replies via TikTok DM, then automatically continue follow-up sequences, lead nurturing, and customer engagement. ...more

Workflow Triggers ,Automations

July 10, 20262 min read

Smarter Workflow Branching with Opportunity Owners & Followers

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, 20262 min read

How to Use the New HubSpot Integration in Tekmatix

How to Use the New HubSpot Integration in Tekmatix

Learn how to connect HubSpot to Tekmatix Workflows to automate contact syncing, CRM management, lead capture, and customer automations directly inside the Tekmatix platform. ...more

Workflow Triggers

May 16, 20265 min read

What Are Workflow Actions in Tekmatix? (Complete List)

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, 20269 min read

How To Automate Follow-Ups Using the Call Transcript Generated Trigger in Tekmatix

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, 20263 min read

How To Run Scheduled, Contactless Automations Using the Workflow Scheduler in Tekmatix

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, 20264 min read

How To Automate Post-Purchase Actions Using the Order Submitted Workflow Trigger in Tekmatix

How To Automate Post-Purchase Actions Using the Order Submitted Workflow Trigger in Tekmatix

Learn how to automate confirmation emails, onboarding, and internal notifications using the Order Submitted workflow trigger in Tekmatix. Includes PayPal support and step-by-step setup. ...more

Payment ,Workflow Triggers

January 07, 20264 min read

How To Automate, Track, and Personalize Campaigns Using Trigger Links in Tekmatix

How To Automate, Track, and Personalize Campaigns Using Trigger Links in Tekmatix

Learn how to automate workflows, track engagement, manage unsubscribe preferences, and personalize email and SMS campaigns using Trigger Links in Tekmatix. Includes step-by-step instructions and a rea... ...more

Email ,Workflow Triggers &Marketing

December 19, 20254 min read

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

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