Help center

Roadmap Homepage

Automations | Topline

All collectionsAutomations

Automations

Date/Time Formatter Premium Action

Google Sheets Premium Action

Custom Webhook - LC Premium Action

Premium Triggers & Actions for Workflows

Slack Premium Action

How to Find Past Records of Content Generated by Content AI

Enhanced Execution Logs for a Clean View

[Labs] Highlighting & Resolving Errors in a Workflow

New Operators in If/Else

Currency and Conversion Value in Google Ads Conversion Action

Email Action AI

Beta Labs Release: Template Library for Workflows

Learn More Using AI

WhatsApp Workflow Trigger: Click-to-WhatsApp Ads & Facebook Page CTA

Invoices, Estimates Workflows: SMS/Email control In Send Invoice/Estimate Action

Decision Maker Action Improvements

Contact Changed Trigger: Address Fields Added

Internal Notifications: Contactless Triggers Support

Smarter, More Flexible Goal Actions in Workflows

New UI for Email Creation in Workflow “Send Email” Action

Advanced Builder: Modern Workflow Design

Advanced Builder: UX Upgrades with Stats Mode, Sticky Notes, Comments, and Quick Actions

Bulk Operations In Workflow List Page

Workflow Builder: Workflow Header UI Updates

Workflow Update: GPT Action Enhancement

AI Actions In Workflows Improved Naming And Organization

Workflow Settings To Choose Default Builder And Control Access

AI Builder Smarter Wait Step Generation

Google Forms Actions And Triggers In Workflows (Coming Soon)

Monday.com Actions And Triggers In Workflows

OpenRouter Actions And Triggers In Workflows

Highlight Contact Path With Enhanced Visual Debugging

Voice Dictation In AI Builder Assistant

AI Builder Conversational Editing For If Else And Wait Actions

Workflows Expanded Error Highlight Feature

Manus Triggers And Actions In Workflows

Workflows

Text Editor UI Changes

Contact Engagement Score Workflow

Simplifying Operations with Workflow Builder

Mastering the Wait Step in Your Workflows

The Power of the If Else Step in Workflows

How to Set Up and Test your WebChat Widget

Math Operations

Understanding Workflows in Topline

Getting Started with Workflows

How to Use Webhooks with Zapier in Topline

A List of Workflow Actions

CRM Actions

CRM Loading States: Troubleshooting Lags and Impact of Custom CSS and JS

Workflow Trigger

How To Send New Membership Users Custom Emails With Their Login Information

Add Workflow Trigger For LinkedIn Lead Ads

Assign To User Trigger

Allow Custom Fields in Marketplace Actions and Triggers

Loop Lockouts

Workflow Builder - If/Else Conditional Event

Workflow Builder - Wait Event

Facebook Conversion API Workflow Trigger Not working

Contact Changed Workflow Trigger

How to Create a Birthday Reminder Workflow

Using The Go-To Event In Workflows

Set Event Start Date Event in Workflows

Set Event Start Date Action In Workflows

How to Get Conversion List for Google Ads in Trigger/Workflows

Standard Triggers - Contact Tag

Action - Update Contact Field

Action - If/Else - Date Type Field Conditions

Action - Update Contact Field - Date Type Field

Action - Math Operation

How-to Attach Custom Values (MMS) to SMS messages in workflows

Action - Webhook

How to Set Up Workflow Goal Events

Standard Triggers - Order Submitted

Workflows vs Campaigns/Triggers (Deprecated features)

How to Use the Inbound Webhook Workflow Premium Trigger

How to Use the Google Sheets Premium Workflow Action

How to Use the Custom Webhook Topline Workflow Action

How to Use the Workflow Slack Premium Action

How to Use the Date/Time Formatter Workflow Action

Workflow Trigger - Payment received

How to Use the Number Formatter Premium Action

Action - Update Custom Value

Workflow Settings - Overview

How to Configure the Workflow AI Action

Standard Triggers - Opportunity Changed

Standard Triggers - Opportunity Created

How to Copy Contacts from One Sub-Account to Another Sub-Account

Workflow Trigger - Task Completed

Action - Find Contact

Action - Drip

IVR (Triggers and Actions)

Workflow Builder Walkthrough

Workflow - Array Functions Premium Action

Creating Campaigns In Workflows

How to Set Up Delete Contact Action

If/Else New Features

Nested Folders

Split Action

How to Automatically Assign Users to Leads In Workflows

Facebook & Instagram Comment Automation

Text Formatter - How to Format Text the Way You Want

How to Handle Multiple Rows in Google Sheets

How to Use Facebook Comment Automation for Facebook Groups

Facebook / Instagram - User Comments on a Post Trigger

Respond on Comment Action

Facebook / Instagram - Interactive Messenger

Facebook & Instagram Comment Automation FAQs

Sunsetting Campaigns - Guide

Custom Code

End IVR Call

A List of Workflow Triggers

GPT 4 Turbo - Workflow AI

Facebook Comments + Workflow AI

Issue Certificates: Triggers and Actions

Understanding Workflow Behavior with SMS and Customer Replies

How to Restore Deleted Workflow

Action - Add Leads Under an Affiliate

Action - Add Manual Sales For An Affiliate

Appointment Scenarios in Workflow

How to Use Email Template Builder in the Workflow Send Email Action

Multi Select for Forms, Surveys, Contains Phrase and Exact Match

How to Copy Contact to Another Account

Workflow Builder - Overview

In App Call for IVR

Triggers - Overview

Trigger/Workflow - Email/SMS Notifications to Client/Yourself (New Lead)

Action - Math Operation (Updated)

Workflow Action - Assign User

Conversation AI Post-Appointment Booking Actions

New Workflow Actions: Manage Associated Custom Object Records

Create Appointment Note - Workflow Action

T&C Filter for Forms, Surveys & Quizzes in Workflows

Automate Lead Management with the Prospect Generated Workflow Trigger

Custom Code AI

Enhanced WhatsApp Customer Service Window Check

Workflow - Action Sidebar Optimization

GPT 5 in Workflows

Copy Workflow Actions Between Workflows — Build Faster, With Fewer Clicks

Workflows: CC/BCC in Internal Email Notifications

AI Credits Removed From Workflows

If Else Action: Dynamic Custom Value Picker With Expanded Field Support

Add Tasks Without Contacts In Workflows

Revamped Actions and Triggers Search Bar in Workflows

Conversations: TikTok DMs and comments automation

Workflow Builder: Undo Redo and History

AI Builder: Smarter Workflow Automation

Version History: Revamp and Restore

Workflow Overview: Measure and Monitor Automations

Triggers: Narration in Workflows

Triggers: Performance Stats for Workflows

Workflow Builder: Auto Save Changes

Workflow Control: Pause Actions in Advanced Builder

Advanced Builder: Go To Connections on Triggers

Advanced Builder: De-linked Nodes for Workflows

Advanced Builder: Keyboard Shortcuts

Workflow Triggers: Between Operator for Filters

Workflow Switcher: Jump Between Workflows Instantly

Conversation AI v3: Flow Based Builder

Workflow Builder: Trigger Name UI Improvements

Advanced Builder: Bulk Enable Disable Nodes, Selective Formatting, And Quick Add Steps

Workflow Builder: Performance Boosts And Increased Action Limits

Workflow AI Builder Now Available Across Accounts

UI/UX Improvements For Copy Actions In Workflows

Workflow Switcher Faster Smarter Now Opens In The Same Tab

Asana Actions And Triggers In Workflows

Workflow Builder Right Click Actions For Faster Editing

Rich Text Editor For Add Notes Workflow Action

Workflow AI Assistant With Smarter Knowledge Base Search

Autosave Now Available In AI Builder

Workflow Updates With Enhanced Opportunity Changed Trigger

Workflow Template Improvements With Reliable Contact Movement

Abandoned Checkout Trigger For Online Stores Using Shopify

Product Review Submitted Trigger For Ecommerce Stores

Order Fulfilled Trigger For Online Stores Using Shopify

Generate Marketing Audit Reports Using Workflows

Standard Builder Pause Workflow Actions

Advanced Tag Filtering In Triggers

Standard Builder Drag And Drop Triggers And Actions

Generate Marketing Audit Reports Via Workflows

AI Builder Lightning Fast Generation

Find Contacts Using Additional Email And Phone Search