Tekmatix Help Articles
Love your help
Use the search bar below to find help guides and articles for using Tekmatix
Use the search bar below to look for help articles you need.
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster
If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more
Workflow Guides ,Inbox
May 22, 2025•3 min read
Reach Customers with Your First SMS Campaign
Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more
Workflow Actions ,Workflow Guides &Social Media
February 11, 2025•2 min read
How to Effortlessly Automate Free Workshop Registrations and Reminders!
How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more
Workflow Guides
November 12, 2024•2 min read
Latest Blog Posts
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster
If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more
Workflow Guides ,Inbox
May 22, 2025•3 min read
Reach Customers with Your First SMS Campaign
Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more
Workflow Actions ,Workflow Guides &Social Media
February 11, 2025•2 min read
How to Effortlessly Automate Free Workshop Registrations and Reminders!
How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more
Workflow Guides
November 12, 2024•2 min read
Marketing
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster
If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more
Workflow Guides ,Inbox
May 22, 2025•3 min read
Reach Customers with Your First SMS Campaign
Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more
Workflow Actions ,Workflow Guides &Social Media
February 11, 2025•2 min read
How to Effortlessly Automate Free Workshop Registrations and Reminders!
How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more
Workflow Guides
November 12, 2024•2 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster
If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more
Workflow Guides ,Inbox
May 22, 2025•3 min read
Reach Customers with Your First SMS Campaign
Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more
Workflow Actions ,Workflow Guides &Social Media
February 11, 2025•2 min read
How to Effortlessly Automate Free Workshop Registrations and Reminders!
How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more
Workflow Guides
November 12, 2024•2 min read
CRM
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster
If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more
Workflow Guides ,Inbox
May 22, 2025•3 min read
Reach Customers with Your First SMS Campaign
Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more
Workflow Actions ,Workflow Guides &Social Media
February 11, 2025•2 min read
How to Effortlessly Automate Free Workshop Registrations and Reminders!
How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more
Workflow Guides
November 12, 2024•2 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster
If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more
Workflow Guides ,Inbox
May 22, 2025•3 min read
Reach Customers with Your First SMS Campaign
Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more
Workflow Actions ,Workflow Guides &Social Media
February 11, 2025•2 min read
How to Effortlessly Automate Free Workshop Registrations and Reminders!
How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more
Workflow Guides
November 12, 2024•2 min read
Join The TekMatix Newsletter
Get sent regular tech and business growth tips.
Web Design
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster
If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more
Workflow Guides ,Inbox
May 22, 2025•3 min read
Reach Customers with Your First SMS Campaign
Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more
Workflow Actions ,Workflow Guides &Social Media
February 11, 2025•2 min read
How to Effortlessly Automate Free Workshop Registrations and Reminders!
How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more
Workflow Guides
November 12, 2024•2 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster
If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more
Workflow Guides ,Inbox
May 22, 2025•3 min read
Reach Customers with Your First SMS Campaign
Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more
Workflow Actions ,Workflow Guides &Social Media
February 11, 2025•2 min read
How to Effortlessly Automate Free Workshop Registrations and Reminders!
How to Effortlessly Automate Free Workshop Registrations and Reminders! Want to run a free workshop and make the registration and reminder process fully automated? Follow this simple workflow to keep... ...more
Workflow Guides
November 12, 2024•2 min read
