Work Smarter CRM Help

Triggers With Work Smart Digital

This video is an overview of how "TRIGGERS" function.

This video is an overview of how "WORKFLOWS" function.

How to set up some common automations via forms and triggers.

How to set up some common automations via appointments and triggers.

How to initiate an action based on when a TRIGGER LINK is clicked by a person.

Sending task reminders.

Adding a note using a trigger

This video shows you how to create a calendar that multiple team members can be booked through.