TekMatix Blog & Help Articles

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How To Automate Airtable with Tekmatix Workflows for Smarter Data Management

How To Automate Airtable with Tekmatix Workflows for Smarter Data Management

Learn how to integrate Airtable with Tekmatix to automate client onboarding, sync records, and manage projects with ease. Step-by-step guide + use cases. ...more

Integrations ,Workflow Workflow Actions Workflow Guides Workflow Triggers &Tasks, Kanban Boards & Project Management

October 15, 20253 min read

How To Automate ClickUp Tasks and Projects with Tekmatix Workflows

How To Automate ClickUp Tasks and Projects with Tekmatix Workflows

Learn how to automate tasks, projects, and documents in ClickUp with Tekmatix workflows. Discover triggers, actions, and real-world use cases to streamline project management. ...more

Integrations ,Workflow Workflow Actions Workflow Guides &Workflow Triggers

October 14, 20253 min read

How To Use Tekmatix Internal Notifications Without Contact-Based Triggers

How To Use Tekmatix Internal Notifications Without Contact-Based Triggers

Learn how to set up Tekmatix internal notifications (in-app, email, SMS) for workflows without contacts. Step-by-step guide + use cases for automation. ...more

Workflow Triggers

October 14, 20253 min read

How To Automate Your Business with Notion Actions & Triggers in Tekmatix

How To Automate Your Business with Notion Actions & Triggers in Tekmatix

Learn how to automate workflows between Tekmatix and Notion using triggers and actions. Sync CRM data with Notion databases, auto-generate documents, and save time with seamless automation. ...more

Integrations ,Workflow Actions Workflow Guides &Workflow Triggers

October 14, 20253 min read

How To Sync and Automate Google Contacts with Tekmatix Workflows

How To Sync and Automate Google Contacts with Tekmatix Workflows

Learn how to sync and automate Google Contacts with Tekmatix workflows. Discover triggers, actions, and real-world use cases to keep your contacts organized and up to date automatically. ...more

Integrations ,Contacts Workflow Actions Workflow Guides &Workflow Triggers

October 14, 20253 min read

How To Automate Recurring Invoices Using Tekmatix Workflows

How To Automate Recurring Invoices Using Tekmatix Workflows

Learn how to automate recurring invoices using Tekmatix workflows. Set frequencies, start dates, and auto-pay options for seamless billing cycles in just a few steps. ...more

Invoices ,Workflow Guides &Workflow Triggers

August 17, 20252 min read

How To Automate Coupon-Based Actions in Tekmatix Workflows

How To Automate Coupon-Based Actions in Tekmatix Workflows

Learn how to automate customer follow-ups, internal alerts, and campaign management in Tekmatix using coupon-based workflow triggers. Improve engagement and sales with smart coupon automation. ...more

Payment ,Workflow Triggers

August 17, 20253 min read

How To Automate Coupon Expiry Workflows in Tekmatix When Redemption Limits Are Reached

How To Automate Coupon Expiry Workflows in Tekmatix When Redemption Limits Are Reached

Learn how to use Tekmatix workflows to automate alerts and actions when a coupon reaches its redemption limit. Prevent overuse, notify your team, and control promotions in real-time. ...more

Payment ,Workflow Triggers

August 03, 20252 min read

How To Trigger Workflows When a Coupon Code Is Redeemed in Tekmatix

How To Trigger Workflows When a Coupon Code Is Redeemed in Tekmatix

Learn how to trigger Tekmatix workflows when a coupon code is successfully redeemed in a completed purchase. Automate follow-ups, loyalty rewards, and sales alerts based on real coupon usage. ...more

Payment ,Workflow Triggers

August 03, 20253 min read

How To Trigger Workflows When a Coupon Code Is Applied in Tekmatix

How To Trigger Workflows When a Coupon Code Is Applied in Tekmatix

Learn how to set up automation in Tekmatix when a coupon code is applied at checkout. Trigger real-time follow-ups, internal alerts, and sales actions—whether or not the purchase is completed. ...more

Payment ,Workflow Triggers

August 03, 20253 min read

How To Automate Post-Promotion Actions When a Coupon Code Expires in Tekmatix

How To Automate Post-Promotion Actions When a Coupon Code Expires in Tekmatix

Learn how to automate your marketing workflows in Tekmatix when a coupon expires. Notify teams, send follow-ups to customers, and keep your campaigns clean and effective. ...more

Payment ,Workflow Triggers

August 03, 20253 min read

The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature

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, 20255 min read

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