Communities – Private Channel Workflow triggers & actions

By David Holland

October 7, 2024

New triggers and actions for private channels in workflows were introduced. Triggers include adding or removing users from private channels, triggering actions for automated onboarding and access control. Noteworthy details: added users automatically join both group and private channel, removal from private channels leads to instant access loss, and at least one private channel in the group is required for workflows to work.

Estimates: New filter (Viewed) and Product Descriptions

**Updates:** 1. **New Estimate Status**: Added “Viewed” status for better tracking and communication. 2. **Product Description Import**: Automatically

Estimates: New filter (Viewed) and Product Descriptions

Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Dashboard now supports real-time currency conversion for invoices and estimates, consolidating stats into a single currency. Users with

Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Multi-Location Management Within a Single Subaccount 🚀

**Multi-Location Online Listing Management** launched; centralizes control for agencies/businesses with multiple locations. **Key Features:** 1. Unified Control: Manage

Multi-Location Management Within a Single Subaccount 🚀

Cancel Ad manager subscription for sub-account in UI

**TLDR**: Ad Manager now has a Subscription tab for viewing and managing subscriptions, including cancelation for sub-accounts. Users

Cancel Ad manager subscription for sub-account in UI

Community leaderboard – Workflow Trigger & Action

**New Features:** – Workflow automation for gamification points: – **Trigger:** User leaderboard level change activates workflow. – **Action:**

Community leaderboard – Workflow Trigger & Action

Custom Value linkage: Documents and Contracts

**Summary:** New feature allows linking text/date fields in Documents/Contracts to custom values, auto-updating records post-signature. Users can download

Custom Value linkage: Documents and Contracts

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