Tekmatix Help Articles
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How To Automate Affiliate Sale Follow-Ups in Tekmatix
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 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
Latest Blog Posts
How To Automate Affiliate Sale Follow-Ups in Tekmatix
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 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
Marketing
How To Automate Affiliate Sale Follow-Ups in Tekmatix
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 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
How To Automate Affiliate Sale Follow-Ups in Tekmatix
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 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
CRM
How To Automate Affiliate Sale Follow-Ups in Tekmatix
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 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
How To Automate Affiliate Sale Follow-Ups in Tekmatix
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 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
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Web Design
How To Automate Affiliate Sale Follow-Ups in Tekmatix
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 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
How To Automate Affiliate Sale Follow-Ups in Tekmatix
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration
Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes. ...more
Workflow ,Workflow Guides
June 14, 2025•3 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
