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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, 2025•3 min read
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, 2025•3 min read
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, 2025•3 min read
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, 2025•3 min read
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, 2025•3 min read
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, 2025•2 min read
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, 2025•3 min read
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, 2025•2 min read
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, 2025•3 min read
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, 2025•3 min read
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, 2025•3 min read
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
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