Workflow Automations
Workflow setup and common configurations
Workflow Automations guideThis guide explains how to set up CloudTalk’s Workflow Automations, using triggers, conditions, and actions to streamline tasks, automate messaging, and integrate with external tools.
Configuring Workflow AutomationsWorkflow Automation is an efficient way of streamlining business processes, especially in customer support and sales departments.
TriggersLearn how to use Triggers in your Workflow Automations
ConditionsLearn how to use Conditions in your Workflow Automations
ActionsLearn how to use an Action in your Workflow Automations
Automate a Welcome SMSUse our workflow automations to send new contacts a text to welcome their business
Speech-to-Text TranscriptionSet up a automated transcription and export of call transcripts using workflow automations.
Send Transcriptions to SlackOur workflow automations allow you to forward transcribed calls to your company Slack.
Automate Contact TagsCreate an automated Workflow to add tags to contacts that meet certain criteria
Automate a Follow-up SMSSet up an automated followup SMS using Workflow Automations
Forward Incoming SMS to SlackOur workflow automations allow you to forward inbound SMS messages to your company Slack.
Export Survey AnswersUsing Workflow Automations, we can export survey responses from a campaign to a preferred CRM system
HubSpot AuthenticationHow the HubSpot API authenticates requests from workflow automations within CloudTalk
Cue CardsCue Cards help your agents by showing up-to-date details, like client history, deal status, or custom call scripts.