Use the search bar below to find help guides and articles for using Tekmatix
Learn how to use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read

Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read

Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read

Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read

Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read

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 use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read

Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read

Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read

Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read

Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read

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 use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read

Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read

Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read

Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read

Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read

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 use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read

Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read

Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read

Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read

Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read

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 use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read

Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read

Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read

Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read

Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read

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 use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read

Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read

Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read

Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read

Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read

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 use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read

Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read

Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read

Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read

Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read

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 use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read

Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read

Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read

Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read

Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read

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
