Automations

• AUTOMATIONS: Auto-Templates

  Learn to build, save, and apply reusable automation bundles in Unificus for efficient workflow management.

• AUTOMATIONS: No-Code Automations

  Create powerful automated workflows across Unificus without coding to streamline your business processes.

• AUTOMATIONS: Overview

  Explore automation tools in Unificus to streamline workflows and save time.

• Email Cannons

  Learn how to create, send, and manage single-recipient emails in Unificus.

• FLOW Steps Breakdown

  Learn how each FLOW Step functions and how to configure them in Unificus.

• FLOWs: Creating & Assigning FLOWs

  Set up automated data collection sequences in Unificus for contacts and staff to complete forms, appointments, and documents.

• Form Cannons

  Send pre-configured forms via email links that don't require login authentication.

• Managing Unificus FLOW Assignments & Submissions

  Assign contacts to on-demand FLOWs and monitor user progress through submissions and step completion.

• No-Code Automations Breakdown

  Explore triggered automations for contacts, companies, and staff across Unificus.

• Understanding Generators

  Generators are customizable templates that automate the creation of deals, folders, documents, follow-ups, invoices, and projects.