Features

Asks

Create and execute asks consistently based on your flows

Bundles

Create bundles to group and organize asks for tracking and sharing

Email Integration

Enjoy the power of structured workflows with the ease of email

Flows

Create, manage, and share flows across teams, departments, and companies

Forms

Use forms to collect data easily and accurately

Marketplace

Jump start your flows with pre-built, industry standard templates

Zapier Integration

Connect to 1,500+ apps and automate your back-end processes
Playbooks

Customer Onboarding

Create an experience, not a to-do list

Developer Onboarding

Ensure they learn the stack and can hit the ground running

Sales Onboarding

Improve performance and accelerate ramp-up time
Pricing
Resources

Creating Flows

Jun 19, 2020

Create flows to turn a process into a series of simple, easy-to-follow steps so that you can track your processes like packages. 4:10 mins

Pipeline Academy: Advanced Playlist

Learn how to build, manage, and refine flows.

Creating Flows 4:10 mins
Downloading templates from the Marketplace 2:40 mins
Making file attachments required 2:55 mins
Using Form Field Templates 1:30 mins
Creating Smart Instructions 3:46 mins
Making skippable steps 2:03 mins
Automating actions with Smart Rules 2:59 mins
Creating email notifications 1:35 mins
Creating external-facing (customer) steps 1:27 mins
Creating text notifications 1:07 mins
Making steps confidential 3:25 mins
Personalizing with Content Variables 1:30 mins
Auto-calculating dates using Content Formulas 1:31 mins
Organizing Steps into Groups 2:51 mins
Setting up auto-reminders 1:18 mins
Top 7 Tax Organizer FAQs 3:44 mins
Setting up auto-escalations 1:58 mins

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