Workflow setup and common configurations
By Shelby and 1 other2 authors12 articles
ActionsLearn how to use an Action in your Workflow Automations
Automate Contact TagsCreate an automated Workflow to add tags to contacts that meet certain criteria
Automate a Followup SMSSet up an automated followup SMS using Workflow Automations
Automate a Welcome SMSUse our workflow automations to send new contacts a text to welcome their business
ConditionsLearn how to use Conditions in your Workflow Automations
Configuring Workflow AutomationsWorkflow Automation is an efficient way of streamlining business processes, especially in customer support and sales departments.
Speech-to-Text TranscriptionSet up a automated transcription and export of call transcripts using workflow automations.
Export Survey AnswersUsing Workflow Automations, we can export survey responses from a campaign to a preferred CRM system
Forward Incoming SMS to SlackSet up an automated Slack notification system using Workflow Automations
Send Transcriptions to SlackGuidance on sending call transcriptions to Slack via CloudTalk's Workflow Automation system.
TriggersLearn how to use Triggers in your Workflow Automations
HubSpot AuthenticationHow the HubSpot API authenticates requests from workflow automations within CloudTalk