Automation

This is a collection of articles that covers automating sales and marketing processes with Workflows

NetHunt Team avatar Anastasia avatar Anna Zhmakina avatar +2
43 articles in this collection
Written by NetHunt Team, Anastasia, Anna Zhmakina and 2 others
General information on Workflows

Create PDF action

In this article we will explain you how to create PDFs in workflows
Vlad Artiukh avatar
Written by Vlad Artiukh
Updated over a week ago

Automatic task creation

In this article, we will briefly explain how you can automate task creation
Vlad Artiukh avatar
Written by Vlad Artiukh
Updated over a week ago

How to make an API call to the Telegram channel

In this article, we will show you how to create and transfer data from NetHunt to Telegram
Vlad Artiukh avatar
Written by Vlad Artiukh
Updated over a week ago

What is Workflows in NetHunt CRM

Find our what is Workflows feature in NetHunt and how to use it to automate your processes
NetHunt Team avatar
Written by NetHunt Team
Updated over a week ago

Workflows: Make API call action

In this guide, we explain how to use API call action using Telegram bot as an example
Vlad Artiukh avatar
Written by Vlad Artiukh
Updated over a week ago

Actions in workflows

What are the actions in NetHunt workflows
Anastasia avatar
Written by Anastasia
Updated over a week ago

Triggers in automation

What are the triggers in NetHunt workflows
Anastasia avatar
Written by Anastasia
Updated over a week ago

What are Helpers in automation

What are the helpers in NetHunt workflows
Anastasia avatar
Written by Anastasia
Updated over a week ago

How to use filters in the workflow automation

Learn how to filter your records as you include them into your workflow
NetHunt Team avatar
Written by NetHunt Team
Updated over a week ago

How to link newly created records to other records in the same Workflow

In this article, you will learn how to link together the records in the same Workflow
Juliya Muzychka avatar
Written by Juliya Muzychka
Updated over a week ago

Using the wait for date helper

Lear how to introduce pauses and breaks with this helper to your workflow
NetHunt Team avatar
Written by NetHunt Team
Updated over a week ago

Finishing your workflow properly

Set up the stop workflow action when the workflow is branched
NetHunt Team avatar
Written by NetHunt Team
Updated over a week ago

Workflows limitations

Everything you need to know about actions and workflow templates limitations in NetHunt CRM
NetHunt Team avatar
Written by NetHunt Team
Updated over a week ago

How to get your webhook URL

Get a webhook URL and connect your CRM with other apps
NetHunt Team avatar
Written by NetHunt Team
Updated over a week ago

Workflow Retries

How to retry failed runs in your automation
Anna Zhmakina avatar
Written by Anna Zhmakina
Updated over a week ago

Duplicate prevention in workflows

Prevent duplicate creation from webforms
Anastasia avatar
Written by Anastasia
Updated over a week ago