Issued: 04/12/2024

Released: 04/12/2024

We're excited to announce several new feature enhancements: new Workflow and Journey triggers, an Export formula preview function, and the introduction of Form snapshots. These updates are designed to streamline processes, improve data visibility, and enhance engagement through more intuitive triggers and insights.

Two new triggers have been introduced for Workflows and Journeys: Conversation Started: Phone Call and Document Uploaded. Partners utilizing our In-App Calling feature can now initiate a Workflow and Journey from a phone call, enhancing follow-up and engagement strategies. Students or internal users can also trigger workflows and journeys upon uploading documents, facilitating timely responses and actions.
​

You can now evaluate or preview formulas with data from an existing contact before running an export task, ensuring accuracy and correctness in calculated columns.

Upon completing a form, a snapshot of the submission is automatically created and stored in the Form Submissions card on the contact's profile.
​
Plus, you can now access the exact URL—UTM parameters and other variables included—from which the form was accessed and other important form submission details directly from the activity feed.
​

​

The new Workflow triggers expand the scope for automated engagement, allowing for more personalized and timely interactions with contacts. The Export formula preview safeguards against data export mistakes, empowering you with confidence in your data handling capabilities. Form Snapshots provide a user-friendly method for quickly accessing and analyzing form submission data, improving overall data management and decision-making processes.