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New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Keeping contact-related data organized and up-to-date can be a challenge, especially when managing multiple custom objects. To streamline automation and reduce manual work, Tekmatix has introduced three powerful new workflow actions that allow users to:
Create custom object records automatically
Update associated records dynamically
Clear outdated information effortlessly
These enhancements make it easier than ever to maintain accurate data, improve workflow efficiency, and eliminate time-consuming manual updates.
Let’s dive into the details!.
What's New?
1. Create an Associated Record
With this action, users can automate the creation of a custom object record when a workflow is triggered.
Instantly generate a new custom object record.
Automatically associate it with a contact using predefined labels.
Populate the record with relevant details, ensuring seamless data entry.
Example: When a new lead enters a workflow, Tekmatix can automatically create an associated “Property” or “Deal” record linking it to the lead for better tracking.
2. Update an Associated Record
This feature ensures existing associated custom object records stay up to date.
Modify specify fields in an existing associated record when workflow conditions are met.
Ensure custom object records remain accurate without manual intervention.
Keep data aligned with business processes, improving reporting and automation.
Example: If a customer’s subscription plan changes, their linked billing record can be automatically updated to reflect the new plan.
3. Clear Fields of an Associated Record
When data becomes outdated, manually clearing records can be tedious. Now, with workflow automation, users can:
Reset specific fields in an associated custom object record without deleting the entire entry.
Ensure old or expired data is removed, preventing inaccurate or misleading information.
Automate data maintenance, keeping your CRM organized.
Example: if a deal falls through, Tekmatix can automatically clear out non-relevant fields, keeping records clean and updated for future interactions.
Key Benefits of These Workflow Actions
Automates Custom Object Management: Reduce repetitive manual tasks by dynamically updating and creating records.
Enhances Workflow Efficiency: Keep contact-based records organized without human intervention.
Improves Data Accuracy: Ensure records stay updated, reflecting real-time changes in customer interactions.
These features empower businesses to streamline their operations while maintaining well-structured data.
How to Use These New Workflow Actions?
Ensure your custom objects are created in your Tekmatix subaccount.
Navigate to Automations > Workflows and either:
Start a new workflow from scratch, or
Open an existing contact-based workflow.
Choose one of the three new actions:
Create an associated record to generate a new custom object.
Update an associated record to modify existing data.
Clear fields of an associated record to remove outdated values.
Select the custom object and association label for linking records.
Define the fields to be populated, updated, or cleared based on the action selected.
Save and publish the workflow to automate the process.
Why This Feature is a Game Changer
Managing custom object records manually can be:
Time consuming
Prone to errors
Difficult to scale
With these new automated workflow actions, Tekmatix users can now:
Automatically create records when a contact reaches a workflow stage.
Keep custom object records updated with the latest real-time data.
Remove outdated information without affecting other fields in the record.
By integrating custom object management directly into workflows, businesses can streamline operations, improve efficiency, and maintain an organized CRM.
Start Automating Your Custom Object Records Today!
Say goodbye to manual data updates and hello to smarter automation with Tekmatix’s new workflow actions.
Set them up today and experience seamless, hands-free data management!
Latest Blog Posts
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Keeping contact-related data organized and up-to-date can be a challenge, especially when managing multiple custom objects. To streamline automation and reduce manual work, Tekmatix has introduced three powerful new workflow actions that allow users to:
Create custom object records automatically
Update associated records dynamically
Clear outdated information effortlessly
These enhancements make it easier than ever to maintain accurate data, improve workflow efficiency, and eliminate time-consuming manual updates.
Let’s dive into the details!.
What's New?
1. Create an Associated Record
With this action, users can automate the creation of a custom object record when a workflow is triggered.
Instantly generate a new custom object record.
Automatically associate it with a contact using predefined labels.
Populate the record with relevant details, ensuring seamless data entry.
Example: When a new lead enters a workflow, Tekmatix can automatically create an associated “Property” or “Deal” record linking it to the lead for better tracking.
2. Update an Associated Record
This feature ensures existing associated custom object records stay up to date.
Modify specify fields in an existing associated record when workflow conditions are met.
Ensure custom object records remain accurate without manual intervention.
Keep data aligned with business processes, improving reporting and automation.
Example: If a customer’s subscription plan changes, their linked billing record can be automatically updated to reflect the new plan.
3. Clear Fields of an Associated Record
When data becomes outdated, manually clearing records can be tedious. Now, with workflow automation, users can:
Reset specific fields in an associated custom object record without deleting the entire entry.
Ensure old or expired data is removed, preventing inaccurate or misleading information.
Automate data maintenance, keeping your CRM organized.
Example: if a deal falls through, Tekmatix can automatically clear out non-relevant fields, keeping records clean and updated for future interactions.
Key Benefits of These Workflow Actions
Automates Custom Object Management: Reduce repetitive manual tasks by dynamically updating and creating records.
Enhances Workflow Efficiency: Keep contact-based records organized without human intervention.
Improves Data Accuracy: Ensure records stay updated, reflecting real-time changes in customer interactions.
These features empower businesses to streamline their operations while maintaining well-structured data.
How to Use These New Workflow Actions?
Ensure your custom objects are created in your Tekmatix subaccount.
Navigate to Automations > Workflows and either:
Start a new workflow from scratch, or
Open an existing contact-based workflow.
Choose one of the three new actions:
Create an associated record to generate a new custom object.
Update an associated record to modify existing data.
Clear fields of an associated record to remove outdated values.
Select the custom object and association label for linking records.
Define the fields to be populated, updated, or cleared based on the action selected.
Save and publish the workflow to automate the process.
Why This Feature is a Game Changer
Managing custom object records manually can be:
Time consuming
Prone to errors
Difficult to scale
With these new automated workflow actions, Tekmatix users can now:
Automatically create records when a contact reaches a workflow stage.
Keep custom object records updated with the latest real-time data.
Remove outdated information without affecting other fields in the record.
By integrating custom object management directly into workflows, businesses can streamline operations, improve efficiency, and maintain an organized CRM.
Start Automating Your Custom Object Records Today!
Say goodbye to manual data updates and hello to smarter automation with Tekmatix’s new workflow actions.
Set them up today and experience seamless, hands-free data management!
Marketing
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Keeping contact-related data organized and up-to-date can be a challenge, especially when managing multiple custom objects. To streamline automation and reduce manual work, Tekmatix has introduced three powerful new workflow actions that allow users to:
Create custom object records automatically
Update associated records dynamically
Clear outdated information effortlessly
These enhancements make it easier than ever to maintain accurate data, improve workflow efficiency, and eliminate time-consuming manual updates.
Let’s dive into the details!.
What's New?
1. Create an Associated Record
With this action, users can automate the creation of a custom object record when a workflow is triggered.
Instantly generate a new custom object record.
Automatically associate it with a contact using predefined labels.
Populate the record with relevant details, ensuring seamless data entry.
Example: When a new lead enters a workflow, Tekmatix can automatically create an associated “Property” or “Deal” record linking it to the lead for better tracking.
2. Update an Associated Record
This feature ensures existing associated custom object records stay up to date.
Modify specify fields in an existing associated record when workflow conditions are met.
Ensure custom object records remain accurate without manual intervention.
Keep data aligned with business processes, improving reporting and automation.
Example: If a customer’s subscription plan changes, their linked billing record can be automatically updated to reflect the new plan.
3. Clear Fields of an Associated Record
When data becomes outdated, manually clearing records can be tedious. Now, with workflow automation, users can:
Reset specific fields in an associated custom object record without deleting the entire entry.
Ensure old or expired data is removed, preventing inaccurate or misleading information.
Automate data maintenance, keeping your CRM organized.
Example: if a deal falls through, Tekmatix can automatically clear out non-relevant fields, keeping records clean and updated for future interactions.
Key Benefits of These Workflow Actions
Automates Custom Object Management: Reduce repetitive manual tasks by dynamically updating and creating records.
Enhances Workflow Efficiency: Keep contact-based records organized without human intervention.
Improves Data Accuracy: Ensure records stay updated, reflecting real-time changes in customer interactions.
These features empower businesses to streamline their operations while maintaining well-structured data.
How to Use These New Workflow Actions?
Ensure your custom objects are created in your Tekmatix subaccount.
Navigate to Automations > Workflows and either:
Start a new workflow from scratch, or
Open an existing contact-based workflow.
Choose one of the three new actions:
Create an associated record to generate a new custom object.
Update an associated record to modify existing data.
Clear fields of an associated record to remove outdated values.
Select the custom object and association label for linking records.
Define the fields to be populated, updated, or cleared based on the action selected.
Save and publish the workflow to automate the process.
Why This Feature is a Game Changer
Managing custom object records manually can be:
Time consuming
Prone to errors
Difficult to scale
With these new automated workflow actions, Tekmatix users can now:
Automatically create records when a contact reaches a workflow stage.
Keep custom object records updated with the latest real-time data.
Remove outdated information without affecting other fields in the record.
By integrating custom object management directly into workflows, businesses can streamline operations, improve efficiency, and maintain an organized CRM.
Start Automating Your Custom Object Records Today!
Say goodbye to manual data updates and hello to smarter automation with Tekmatix’s new workflow actions.
Set them up today and experience seamless, hands-free data management!
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Keeping contact-related data organized and up-to-date can be a challenge, especially when managing multiple custom objects. To streamline automation and reduce manual work, Tekmatix has introduced three powerful new workflow actions that allow users to:
Create custom object records automatically
Update associated records dynamically
Clear outdated information effortlessly
These enhancements make it easier than ever to maintain accurate data, improve workflow efficiency, and eliminate time-consuming manual updates.
Let’s dive into the details!.
What's New?
1. Create an Associated Record
With this action, users can automate the creation of a custom object record when a workflow is triggered.
Instantly generate a new custom object record.
Automatically associate it with a contact using predefined labels.
Populate the record with relevant details, ensuring seamless data entry.
Example: When a new lead enters a workflow, Tekmatix can automatically create an associated “Property” or “Deal” record linking it to the lead for better tracking.
2. Update an Associated Record
This feature ensures existing associated custom object records stay up to date.
Modify specify fields in an existing associated record when workflow conditions are met.
Ensure custom object records remain accurate without manual intervention.
Keep data aligned with business processes, improving reporting and automation.
Example: If a customer’s subscription plan changes, their linked billing record can be automatically updated to reflect the new plan.
3. Clear Fields of an Associated Record
When data becomes outdated, manually clearing records can be tedious. Now, with workflow automation, users can:
Reset specific fields in an associated custom object record without deleting the entire entry.
Ensure old or expired data is removed, preventing inaccurate or misleading information.
Automate data maintenance, keeping your CRM organized.
Example: if a deal falls through, Tekmatix can automatically clear out non-relevant fields, keeping records clean and updated for future interactions.
Key Benefits of These Workflow Actions
Automates Custom Object Management: Reduce repetitive manual tasks by dynamically updating and creating records.
Enhances Workflow Efficiency: Keep contact-based records organized without human intervention.
Improves Data Accuracy: Ensure records stay updated, reflecting real-time changes in customer interactions.
These features empower businesses to streamline their operations while maintaining well-structured data.
How to Use These New Workflow Actions?
Ensure your custom objects are created in your Tekmatix subaccount.
Navigate to Automations > Workflows and either:
Start a new workflow from scratch, or
Open an existing contact-based workflow.
Choose one of the three new actions:
Create an associated record to generate a new custom object.
Update an associated record to modify existing data.
Clear fields of an associated record to remove outdated values.
Select the custom object and association label for linking records.
Define the fields to be populated, updated, or cleared based on the action selected.
Save and publish the workflow to automate the process.
Why This Feature is a Game Changer
Managing custom object records manually can be:
Time consuming
Prone to errors
Difficult to scale
With these new automated workflow actions, Tekmatix users can now:
Automatically create records when a contact reaches a workflow stage.
Keep custom object records updated with the latest real-time data.
Remove outdated information without affecting other fields in the record.
By integrating custom object management directly into workflows, businesses can streamline operations, improve efficiency, and maintain an organized CRM.
Start Automating Your Custom Object Records Today!
Say goodbye to manual data updates and hello to smarter automation with Tekmatix’s new workflow actions.
Set them up today and experience seamless, hands-free data management!
CRM
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Keeping contact-related data organized and up-to-date can be a challenge, especially when managing multiple custom objects. To streamline automation and reduce manual work, Tekmatix has introduced three powerful new workflow actions that allow users to:
Create custom object records automatically
Update associated records dynamically
Clear outdated information effortlessly
These enhancements make it easier than ever to maintain accurate data, improve workflow efficiency, and eliminate time-consuming manual updates.
Let’s dive into the details!.
What's New?
1. Create an Associated Record
With this action, users can automate the creation of a custom object record when a workflow is triggered.
Instantly generate a new custom object record.
Automatically associate it with a contact using predefined labels.
Populate the record with relevant details, ensuring seamless data entry.
Example: When a new lead enters a workflow, Tekmatix can automatically create an associated “Property” or “Deal” record linking it to the lead for better tracking.
2. Update an Associated Record
This feature ensures existing associated custom object records stay up to date.
Modify specify fields in an existing associated record when workflow conditions are met.
Ensure custom object records remain accurate without manual intervention.
Keep data aligned with business processes, improving reporting and automation.
Example: If a customer’s subscription plan changes, their linked billing record can be automatically updated to reflect the new plan.
3. Clear Fields of an Associated Record
When data becomes outdated, manually clearing records can be tedious. Now, with workflow automation, users can:
Reset specific fields in an associated custom object record without deleting the entire entry.
Ensure old or expired data is removed, preventing inaccurate or misleading information.
Automate data maintenance, keeping your CRM organized.
Example: if a deal falls through, Tekmatix can automatically clear out non-relevant fields, keeping records clean and updated for future interactions.
Key Benefits of These Workflow Actions
Automates Custom Object Management: Reduce repetitive manual tasks by dynamically updating and creating records.
Enhances Workflow Efficiency: Keep contact-based records organized without human intervention.
Improves Data Accuracy: Ensure records stay updated, reflecting real-time changes in customer interactions.
These features empower businesses to streamline their operations while maintaining well-structured data.
How to Use These New Workflow Actions?
Ensure your custom objects are created in your Tekmatix subaccount.
Navigate to Automations > Workflows and either:
Start a new workflow from scratch, or
Open an existing contact-based workflow.
Choose one of the three new actions:
Create an associated record to generate a new custom object.
Update an associated record to modify existing data.
Clear fields of an associated record to remove outdated values.
Select the custom object and association label for linking records.
Define the fields to be populated, updated, or cleared based on the action selected.
Save and publish the workflow to automate the process.
Why This Feature is a Game Changer
Managing custom object records manually can be:
Time consuming
Prone to errors
Difficult to scale
With these new automated workflow actions, Tekmatix users can now:
Automatically create records when a contact reaches a workflow stage.
Keep custom object records updated with the latest real-time data.
Remove outdated information without affecting other fields in the record.
By integrating custom object management directly into workflows, businesses can streamline operations, improve efficiency, and maintain an organized CRM.
Start Automating Your Custom Object Records Today!
Say goodbye to manual data updates and hello to smarter automation with Tekmatix’s new workflow actions.
Set them up today and experience seamless, hands-free data management!
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Keeping contact-related data organized and up-to-date can be a challenge, especially when managing multiple custom objects. To streamline automation and reduce manual work, Tekmatix has introduced three powerful new workflow actions that allow users to:
Create custom object records automatically
Update associated records dynamically
Clear outdated information effortlessly
These enhancements make it easier than ever to maintain accurate data, improve workflow efficiency, and eliminate time-consuming manual updates.
Let’s dive into the details!.
What's New?
1. Create an Associated Record
With this action, users can automate the creation of a custom object record when a workflow is triggered.
Instantly generate a new custom object record.
Automatically associate it with a contact using predefined labels.
Populate the record with relevant details, ensuring seamless data entry.
Example: When a new lead enters a workflow, Tekmatix can automatically create an associated “Property” or “Deal” record linking it to the lead for better tracking.
2. Update an Associated Record
This feature ensures existing associated custom object records stay up to date.
Modify specify fields in an existing associated record when workflow conditions are met.
Ensure custom object records remain accurate without manual intervention.
Keep data aligned with business processes, improving reporting and automation.
Example: If a customer’s subscription plan changes, their linked billing record can be automatically updated to reflect the new plan.
3. Clear Fields of an Associated Record
When data becomes outdated, manually clearing records can be tedious. Now, with workflow automation, users can:
Reset specific fields in an associated custom object record without deleting the entire entry.
Ensure old or expired data is removed, preventing inaccurate or misleading information.
Automate data maintenance, keeping your CRM organized.
Example: if a deal falls through, Tekmatix can automatically clear out non-relevant fields, keeping records clean and updated for future interactions.
Key Benefits of These Workflow Actions
Automates Custom Object Management: Reduce repetitive manual tasks by dynamically updating and creating records.
Enhances Workflow Efficiency: Keep contact-based records organized without human intervention.
Improves Data Accuracy: Ensure records stay updated, reflecting real-time changes in customer interactions.
These features empower businesses to streamline their operations while maintaining well-structured data.
How to Use These New Workflow Actions?
Ensure your custom objects are created in your Tekmatix subaccount.
Navigate to Automations > Workflows and either:
Start a new workflow from scratch, or
Open an existing contact-based workflow.
Choose one of the three new actions:
Create an associated record to generate a new custom object.
Update an associated record to modify existing data.
Clear fields of an associated record to remove outdated values.
Select the custom object and association label for linking records.
Define the fields to be populated, updated, or cleared based on the action selected.
Save and publish the workflow to automate the process.
Why This Feature is a Game Changer
Managing custom object records manually can be:
Time consuming
Prone to errors
Difficult to scale
With these new automated workflow actions, Tekmatix users can now:
Automatically create records when a contact reaches a workflow stage.
Keep custom object records updated with the latest real-time data.
Remove outdated information without affecting other fields in the record.
By integrating custom object management directly into workflows, businesses can streamline operations, improve efficiency, and maintain an organized CRM.
Start Automating Your Custom Object Records Today!
Say goodbye to manual data updates and hello to smarter automation with Tekmatix’s new workflow actions.
Set them up today and experience seamless, hands-free data management!
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Web Design
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Keeping contact-related data organized and up-to-date can be a challenge, especially when managing multiple custom objects. To streamline automation and reduce manual work, Tekmatix has introduced three powerful new workflow actions that allow users to:
Create custom object records automatically
Update associated records dynamically
Clear outdated information effortlessly
These enhancements make it easier than ever to maintain accurate data, improve workflow efficiency, and eliminate time-consuming manual updates.
Let’s dive into the details!.
What's New?
1. Create an Associated Record
With this action, users can automate the creation of a custom object record when a workflow is triggered.
Instantly generate a new custom object record.
Automatically associate it with a contact using predefined labels.
Populate the record with relevant details, ensuring seamless data entry.
Example: When a new lead enters a workflow, Tekmatix can automatically create an associated “Property” or “Deal” record linking it to the lead for better tracking.
2. Update an Associated Record
This feature ensures existing associated custom object records stay up to date.
Modify specify fields in an existing associated record when workflow conditions are met.
Ensure custom object records remain accurate without manual intervention.
Keep data aligned with business processes, improving reporting and automation.
Example: If a customer’s subscription plan changes, their linked billing record can be automatically updated to reflect the new plan.
3. Clear Fields of an Associated Record
When data becomes outdated, manually clearing records can be tedious. Now, with workflow automation, users can:
Reset specific fields in an associated custom object record without deleting the entire entry.
Ensure old or expired data is removed, preventing inaccurate or misleading information.
Automate data maintenance, keeping your CRM organized.
Example: if a deal falls through, Tekmatix can automatically clear out non-relevant fields, keeping records clean and updated for future interactions.
Key Benefits of These Workflow Actions
Automates Custom Object Management: Reduce repetitive manual tasks by dynamically updating and creating records.
Enhances Workflow Efficiency: Keep contact-based records organized without human intervention.
Improves Data Accuracy: Ensure records stay updated, reflecting real-time changes in customer interactions.
These features empower businesses to streamline their operations while maintaining well-structured data.
How to Use These New Workflow Actions?
Ensure your custom objects are created in your Tekmatix subaccount.
Navigate to Automations > Workflows and either:
Start a new workflow from scratch, or
Open an existing contact-based workflow.
Choose one of the three new actions:
Create an associated record to generate a new custom object.
Update an associated record to modify existing data.
Clear fields of an associated record to remove outdated values.
Select the custom object and association label for linking records.
Define the fields to be populated, updated, or cleared based on the action selected.
Save and publish the workflow to automate the process.
Why This Feature is a Game Changer
Managing custom object records manually can be:
Time consuming
Prone to errors
Difficult to scale
With these new automated workflow actions, Tekmatix users can now:
Automatically create records when a contact reaches a workflow stage.
Keep custom object records updated with the latest real-time data.
Remove outdated information without affecting other fields in the record.
By integrating custom object management directly into workflows, businesses can streamline operations, improve efficiency, and maintain an organized CRM.
Start Automating Your Custom Object Records Today!
Say goodbye to manual data updates and hello to smarter automation with Tekmatix’s new workflow actions.
Set them up today and experience seamless, hands-free data management!
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Keeping contact-related data organized and up-to-date can be a challenge, especially when managing multiple custom objects. To streamline automation and reduce manual work, Tekmatix has introduced three powerful new workflow actions that allow users to:
Create custom object records automatically
Update associated records dynamically
Clear outdated information effortlessly
These enhancements make it easier than ever to maintain accurate data, improve workflow efficiency, and eliminate time-consuming manual updates.
Let’s dive into the details!.
What's New?
1. Create an Associated Record
With this action, users can automate the creation of a custom object record when a workflow is triggered.
Instantly generate a new custom object record.
Automatically associate it with a contact using predefined labels.
Populate the record with relevant details, ensuring seamless data entry.
Example: When a new lead enters a workflow, Tekmatix can automatically create an associated “Property” or “Deal” record linking it to the lead for better tracking.
2. Update an Associated Record
This feature ensures existing associated custom object records stay up to date.
Modify specify fields in an existing associated record when workflow conditions are met.
Ensure custom object records remain accurate without manual intervention.
Keep data aligned with business processes, improving reporting and automation.
Example: If a customer’s subscription plan changes, their linked billing record can be automatically updated to reflect the new plan.
3. Clear Fields of an Associated Record
When data becomes outdated, manually clearing records can be tedious. Now, with workflow automation, users can:
Reset specific fields in an associated custom object record without deleting the entire entry.
Ensure old or expired data is removed, preventing inaccurate or misleading information.
Automate data maintenance, keeping your CRM organized.
Example: if a deal falls through, Tekmatix can automatically clear out non-relevant fields, keeping records clean and updated for future interactions.
Key Benefits of These Workflow Actions
Automates Custom Object Management: Reduce repetitive manual tasks by dynamically updating and creating records.
Enhances Workflow Efficiency: Keep contact-based records organized without human intervention.
Improves Data Accuracy: Ensure records stay updated, reflecting real-time changes in customer interactions.
These features empower businesses to streamline their operations while maintaining well-structured data.
How to Use These New Workflow Actions?
Ensure your custom objects are created in your Tekmatix subaccount.
Navigate to Automations > Workflows and either:
Start a new workflow from scratch, or
Open an existing contact-based workflow.
Choose one of the three new actions:
Create an associated record to generate a new custom object.
Update an associated record to modify existing data.
Clear fields of an associated record to remove outdated values.
Select the custom object and association label for linking records.
Define the fields to be populated, updated, or cleared based on the action selected.
Save and publish the workflow to automate the process.
Why This Feature is a Game Changer
Managing custom object records manually can be:
Time consuming
Prone to errors
Difficult to scale
With these new automated workflow actions, Tekmatix users can now:
Automatically create records when a contact reaches a workflow stage.
Keep custom object records updated with the latest real-time data.
Remove outdated information without affecting other fields in the record.
By integrating custom object management directly into workflows, businesses can streamline operations, improve efficiency, and maintain an organized CRM.
Start Automating Your Custom Object Records Today!
Say goodbye to manual data updates and hello to smarter automation with Tekmatix’s new workflow actions.
Set them up today and experience seamless, hands-free data management!
