Workflows

The Estimates trigger is designed to activate workflows when specific actions are taken on an estimate. Whether it’s being sent to a customer, accepted for a job, or declined after review, this trigger ensures timely follow-ups and appropriate action

Experience faster, more consistent workflow building with the ability to

Welcome to the GPT Powered by OpenAI Action, the tool that simplifies your business operations. It's built on advanced AI, handling complex tasks swiftly and efficiently. Say goodbye to tedious manual processes and hello to a whole new era of streaml

Workflow Actions in Bizura are pivotal components that facilitate the automation and management of various tasks within the Workflow Builder. Actions are executed sequentially following a triggering event, allowing for precise control over the order

Workflows help you automate repetitive tasks so you can save time and scale your business. Once configured, workflows run automatically based on triggers and perform a sequence of actions without manual intervention.

You can now discover and install marketplace apps directly from inside the Workflow Builder—no need to navigate to the marketplace separately. This streamlined process makes it faster and easier to enhance your workflows with powerful third-party and

Welcome to the Workflow Builder Walkthrough! This guide is designed to help you understand and navigate the Workflow Builder. Whether you're new to workflows or looking to refresh your knowledge, this article will guide you through key features, best

This article will show you how to use the "Survey Submitted" workflow trigger! This trigger allows you to automate actions when a contact submits a specific survey. From follow-up emails to tagging and lead qualification, this trigger helps streamlin

This article will show you how to use Payment Received workflow trigger to automate follow-up actions after any successful payment. Whether it’s a one-time charge, subscription renewal, or invoice payment, you can streamline confirmations, updates, a

This guide will help you set up workflow triggers for new prospects generated through the Prospecting Tool, whether they are created directly in-app or via embedded widgets. This allows you to automate actions based on prospect details, helping you o

This article provides an in-depth guide on the

The "Start IVR Trigger" in Bizura enables you to create and manage interactive voice response (IVR) systems within your workflows. This trigger allows you to initiate a multi-step voice menu that guides callers through various options, ensuring they

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The "Create or Update Opportunity" action in your automation workflow is designed to manage opportunities within your sales pipeline. This feature allows you to automatically create or update opportunities based on predefined criteria, ensuring that

The Custom Date Reminder Workflow Trigger is designed to help businesses automate reminders and notifications based on specific custom dates, such as anniversaries, subscription renewals, or event reminders. This trigger ensures that timely follow-up

The Birthday Reminder Workflow Trigger allows businesses to send automated birthday greetings, special offers, or reminders to contacts based on their birthdate. This trigger ensures personalized engagement with customers, helping strengthen relation

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Invoke Agent Studio Agent connects Bizura Workflows with Agent Studio so your automation can send context to an AI agent, receive a response, and continue to the next step without custom code. This setup is useful for summaries, lead qualification, c

Building and optimizing workflows just became faster and more collaborative. The Advanced Builder UI/UX Upgrades introduce a cleaner Stats Mode, image-ready Sticky Notes, inline Workflow Comments, and a right-click Quick Actions menu—everything you n

Workflow AI Builder lets you create complete automations by describing your goal in plain language. Instead of configuring triggers and actions manually, you can generate a workflow, review it, and refine it using AI. This guide explains access point

The Voicemail action allows you to send a pre-recorded voicemail directly to a contact. This can be useful for follow-ups, notifications, or delivering specific messages without engaging in a live call.

Create a workflow from this recipe to get an example of a full FB "comment to get the file" style workflow.

Create a workflow from this recipe to get an example of an AI-customized reply comment that also sends a DM only if the comment was positive.

Create a workflow from this recipe to get an example of a full IG "comment to get the file" style workflow.

More Tutorials from the Community

Please make sure that you are not using the test workflow button when testing the Facebook Conversion API in Workflow.

Seamless customer communication plays a vital role in business success, and managing inbound calls efficiently can significantly improve customer experience. An Interactive Voice Response (IVR) system helps automate call handling by guiding callers t

The Number Validation Trigger in Bizura enables users to automate workflows based on the validation status of phone numbers. This feature is crucial for ensuring that SMS messages are sent only to valid numbers, thereby reducing costs associated with

The Inbound Webhook Trigger in Bizura allows users to

This trigger initiates workflows when a viewer reaches a specified percentage of a video. It enables marketers to respond dynamically to viewer engagement levels, allowing for personalized follow-ups and targeted messaging based on how much of the vi

This article will show you how to quickly generate professional, high-converting emails in your workflows using Bizura’s new

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The "Messaging Error - SMS" trigger allows you to initiate workflows automatically whenever a SMS has resulted in undelivered state and returned one of the below-mentioned error code.

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This article will show you how to add task events and reminders to your Bizura campaigns. These task steps help automate internal follow-ups by assigning action items to your team when a contact reaches specific stages in your campaign.

Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder!

Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of Bizura together. Think of triggers as the wiring or 'secret sauce' in the back-end making all the cool things Bizura does actually happen.

Learn how to use Bizura's 'Copy Contact' workflow action to duplicate contacts between sub-accounts, including tags and custom fields, while maintaining data integrity.

This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder. Learn how to configure contact handling, communication timing, sender details, and more to ensure your workflows run precisely as intended.

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM. It can be customized with filters to target specific use cases. This trigger helps businesses automate tasks, streamline pr

The Date/Time Formatter action is a versatile tool that allows users to reformat and compare dates or date-times within workflows. This feature enables easy conversion of date formats for compatibility with different applications, database storage, o

The Slack Premium Workflow Action enables users to send automated messages to Slack channels and users, streamlining communication and improving team collaboration. The action offers three main events: sending a message to a user, a private channel,

The Custom Webhook Action enables real-time data exchange between your CRM and third-party services. It allows tailored requests with various HTTP methods, authorization, headers, and query parameters. This user-friendly tool ensures efficient and ac

This guide explains how to effectively use the Google Sheets Premium Workflow Action in Bizura. Learn how to set up the action, utilize its individual functions, and troubleshoot common issues. This guide is ideal for users who want a deep dive into

Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, and PUT. This real-time data transfer capability enhances CRM functionality and streamlines wo

Campaigns and Triggers are deprecated. Workflows make it easy to create automation with triggers and actions with more capabilities. Workflows have capabilities like using if-else statements, wait times, math functions and so much more. Overall, work

The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order. This trigger works with both 1 Step and 2-Step order forms, giving businesses the flexibility to customize t

Workflow folder permissions is only available on the Agency Pro Plan & above.

Custom values are exceptionally powerful and versatile. In this guide, we will cover how you can use custom values to send MMS messages within workflows.

A Race Condition is when two (or more) updates happen at the same time (in the same second). The two changes "race" and they might execute in a different order than they should, or one might signal that it executed but it really didn't.

The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and scheduling. This feature supports custom variables and fields, offering flexibility for different business needs and

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Managing conversations efficiently is crucial for any business handling customer interactions. The Edit Conversation Workflow Action in Bizura automates conversation management by marking messages as read/unread and archiving/unarchiving them. This e

Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later. Tags are used for searching, browsing, sorting, and organizing content. They also allow you to fire off

Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder!

Effortlessly push and pull data between Bizura and Notion—no Zapier or webhooks required. This guide shows you how the new native Notion Integration unlocks automated page creation, database updates, comments, and more, all from inside Workflows.

- Agencies on Any Plan  ($97, $970, $297, $2970, $497, $4970) can access Workflow - Premium Features.- Once Premium Features are enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executions. - For agencies to avoid acc

Connect Airtable to Bizura to automate data sync, lead capture, and project ops with native triggers and actions. This guide covers supported steps, setup, examples, FAQs, and links so your team can launch confidently without third‑party tools.

Automate your CRM like a pro by connecting Bizura Workflows with Google Contacts. The new native triggers and actions let you instantly sync, create, or update contacts and groups—eliminating manual data entry and duplicate records.

Connect Bizura workflows with ClickUp to create tasks, build spaces/folders/lists, and store AI‑generated docs—without third‑party tools. This guide explains what the integration is, key benefits, setup, and best practices, so your CRM and project de

Learn Mode 2.0 Learn Mode streams answers in real time and suggests follow-up questions at the end of each response. Continue in Build Mode When you ask a build question in Learn Mode, you can switch to Build Mode using the Continue in Build Mode

This guide walks you through the latest improvements to the Custom Webhook action, focusing on enhanced security measures and streamlined credential management.

Error HiBizuraighting now covers more workflow configurations across actions and triggers, reducing the chance of publishing workflows with incomplete setup.

New users of Workflows

In the Automations > Workflows section you can create and nest folders to better organize your workflows, improve communication, and streamline operations.

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The Appointment option in If/Else conditions allows users to create more dynamic and customized workflow branches based on appointment-related events. This article will guide you through understanding this option, when to use it, its key benefits, an

We’ve made it easier to discover and install marketplace apps directly within the workflow builder. Now, you no longer need to visit the marketplace separately for app installations.

This article walks you through the latest enhancements to Execution Logs and Enrollment History in Workflows, so you can see exactly how contacts progress, spot errors at a glance, and fix issues faster. By explaining what changed and why it matters,

OAuth2 support for Custom Webhooks

Keeping track of workflows in Bizura is now easier with Advanced Filters and Smart Lists. This article walks you through how to use Advanced Filters to narrow down workflows based on triggers, actions, and tags, ensuring precise organization. You’ll

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Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events. This introduction explains the essentials of workflow automation, including its core components—triggers and actions—key benef

Speak your ideas and let Bizura do the typing. Voice Dictation in AI Builder and AI Assistant allows you to create and modify workflows using natural speech instead of manual text entry. This feature helps you build automations faster, improve access

Writing custom code in workflows just became smarter, faster, and easier with

Workflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease. It is a helpful guide that’s there to support you as you create, optimize, and manage workflows. Whether you're creating new workflows or