Premium Actions

Effectively handling array data within your workflow is essential for smooth operations. The Advanced Array Functions feature empowers you to easily navigate and manipulate array structures in your workflow. Array Functions in Workflow Actions To get started, select the "Array Functions" action within your workflow.  Choosing the Action Type Action Type: Find This option allows you to search for specific key-value pairs within an array of objects, returning the matched object.  Selecting the Field - Shopify > Line Items Here, you'll see all available array fields within the workflow. These fields come from various sources such as Shopify Triggers, Inbound Webhook Trigger, and Custom Webhook action responses. For example, you can use the Shopify Order Placed Trigger to verify if a product with a specific product ID, like "zGhad23wfadfa," is included in the Shopify line items.   Identifying Key-Value Pairs After selecting the field, you'll need to choose the key-value pair to locate the desired object in the array.   Selecting the Key You'll be presented with a list of key variables from the chosen array field. In this scenario, these key variables are from Shopify line items.  Entering the Value for Matching Input the value that corresponds to the key to find the match.  Adding Another Item You can enhance your search by adding multiple key-value pairs to find a more specific object.   Utilizing Array Functions in Shopify Once you’ve completed these steps, the returned object variables from the Array Function can be used as custom values in email, SMS, conditional logic, and more. 

Overview of Number Formatter Actions Explore the powerful capabilities of the Number Formatter Premium Actions—your go-to solution for precise number manipulation in various formats. This advanced toolset enables you to convert, format, and generate numbers to suit your specific needs, ensuring accuracy and consistency across your data workflows. Text to Number Conversion The Text to Number action is a versatile tool that excels in multiple business scenarios. In e-commerce, it simplifies the task of calculating order values by extracting numeric data from text-heavy order details. In sales analysis, it transforms revenue figures recorded in text format into actionable numerical data. Financial reporting becomes more streamlined as this tool converts text-based values from spreadsheets into precise numbers. It's also invaluable in survey analysis, converting qualitative feedback into quantitative data, enabling deeper insights. In the realm of social media management, it efficiently processes numeric data from posts, enhancing your tracking and reporting capabilities. Number Formatting The Format Number action is essential for presenting numerical data in various regional formats, making it easier for international teams to interpret. This tool is particularly useful for customizing invoices, allowing you to format numbers according to the preferences of clients from different countries. During data export, it ensures that numbers are converted to local formats, guaranteeing compatibility. For client reports that span multiple regions, the action refines number formatting, improving communication and understanding. In the dynamic e-commerce environment, it also simplifies the task of updating product prices on websites, adjusting formats according to the customer’s location. Phone Number Formatting The Format Phone Number action enhances communication and lead management by standardizing phone numbers. It plays a critical role in boosting the effectiveness of SMS marketing campaigns and ensures that international calls are properly connected by automatically adding country codes. This tool also strengthens data accuracy by validating and correcting phone numbers in your CRM. Additionally, it personalizes communication by formatting phone numbers to match the customer’s region, optimizing lead routing and assignment processes for sales teams. Currency Formatting The Format Currency action delivers a tailored experience by displaying prices in local currency formats based on the customer’s location, enhancing their shopping experience. This tool is vital for generating invoices that align with the client’s country-specific currency format, ensuring clarity and professionalism. For financial reporting, it prepares reports with currency values that meet local expectations. In marketing, it makes promotional content more appealing by using region-specific currency formatting. Additionally, in budget management, it simplifies operations by converting currency values into standardized formats, facilitating easier comparison and analysis. Random Number Generation The Random Number action is a key asset for generating unique discount codes, making it ideal for time-sensitive promotions. It also supports lottery-style giveaways by assigning random numbers, ensuring fair selection of winners. In personalized customer experiences, random numbers help select items for tailored recommendations. The tool is also valuable in A/B testing, where it impartially assigns visitors to different test versions, ensuring unbiased results. Furthermore, in customer support operations, random number generation helps distribute support tickets evenly among agents, ensuring a balanced workload. Utilizing Number Formatter Premium Actions Text to Number Conversion Add the Number Formatter tool to your workflow. Select the "Text to Number" option from the Action Type dropdown menu. Choose the field for conversion. Define the decimal mark. Apply the result in subsequent workflow actions using {{number_formatter.1.result}}. Number Formatting Insert the Number Formatter tool into your workflow. Choose "Format Number" from the Action Type dropdown. Select the field for formatting. Specify the decimal mark. Choose the desired format. Use the formatted number in further actions with {{number_formatter.1.result}}. Formatting Phone Numbers Add the Number Formatter tool to your workflow. Select "Format Phone Number" from the Action Type dropdown. Choose the field for phone number formatting. Select the required format and country code. Use the formatted phone number in subsequent actions with {{number_formatter.1.result}}. Formatting Currency Add the Number Formatter tool to your workflow. Select "Format Currency" from the Action Type dropdown. Choose the appropriate field for currency formatting. Select the currency format and locale. Use the formatted currency in future actions with {{number_formatter.1.result}}. Generating Random Numbers Integrate the Number Formatter tool into your workflow. Define the range for your random number. Set the number of decimal points. Utilize the generated number in subsequent actions with {{number_formatter.1.result}}.

The Google Sheets Premium Workflow Action is a powerful tool designed to streamline your tasks when working with Google Sheets. Think of it as a digital assistant that automates tasks like adding, updating, and deleting rows, so you don’t have to manage these tasks manually. This feature acts like a personal assistant, handling your spreadsheet tasks with ease. Who Should Use This? This tool is perfect for a variety of users and organizations, including: Businesses: Efficiently manage inventory, budgets, and reports. Project Managers: Keep a close watch on tasks and resources. Sales and Marketing Teams: Easily manage data for sales and marketing campaigns. HR Departments: Simplify the management of employee data and processes. Educators and Students: Organize classroom tasks and track academic progress. Nonprofits: Oversee donor management, event planning, and budgeting. Researchers: Gather, analyze, and report data with precision. Why It’s Beneficial Here are the advantages of using the Google Sheets Premium Workflow Action: Time Saver: It automates repetitive tasks, freeing up your time for more important activities. Error Reduction: Automation helps minimize mistakes in your data. Enhanced Collaboration: Facilitates teamwork on projects. Customizable: Tailor workflows to meet your specific needs. Quick Data Access: Use the search function to find information rapidly. User-Friendly: No advanced tech skills are required. Scalable: Suitable for both small and large organizations. Informed Decisions: Reliable data leads to better choices. Getting Started Here’s how to use the Google Sheets Premium Workflow Action: Create Spreadsheet Row Follow these steps to get started: Link your Google account with the tool. Choose the Google Drive location where your sheet is stored. Select the specific spreadsheet you want to work on. Pick the worksheet within the sheet. Specify the columns where data will be added or updated. Utilize custom labels for your data for flexibility. Update Specific Spreadsheet Row Need to make changes to existing data? This tool allows you to update specific rows. Just point to the row that needs editing, and the tool will handle the rest. It’s perfect for keeping your data current without manual intervention. Key Considerations: Make precise changes only where necessary. For multiple updates, use the action for each row individually. Leave columns blank if you don’t want to modify certain parts. Delete Specific Spreadsheet Row Sometimes, you need to clean up your data. This tool can help by clearing out the contents of a specific row, although it won’t delete the row itself—just the data inside it. ?  Note: When using the "Delete Specific Spreadsheet Row" action, it clears the contents of the row but does not remove the row itself. Key Considerations: Specify the exact row to clear to avoid accidental data loss. Each row must be deleted individually if you’re clearing multiple rows. Lookup Spreadsheet Row Want to search for specific data within your sheet? This tool acts like a detective, helping you find exactly what you’re looking for. How It Works: Select a Worksheet: Choose the area of your spreadsheet where you want to search. Search Order: Decide whether to start the search from the top or bottom of the sheet. Pick a Column and Lookup Value: Specify the column and the value you’re searching for. Advanced Tips: Add an additional column and value for a more refined search. If the data isn’t found, you can create a new row on the spot. The tool remembers what it finds, allowing you to use the data later. Tips for Efficient Searches: Each search generates a unique index for easy tracking. Once a search is set up, it can’t be altered or removed. The results can be used in other parts of your workflow. Update Spreadsheet Row using Lookup Updating rows after locating them with a search is simple. This action acts like an editor, allowing you to make corrections once you find the right spot. Steps: Find the Row: Use the Lookup action to locate the row. Make Changes: Update the row using the found data. ? Important: You must use the Lookup action before updating. The order is crucial: Lookup first, then Update. Customization: Choose specific columns to update or leave it blank to update the entire row. Delete Spreadsheet Row using Lookup After locating the row with the Lookup action, you can clear it using the "Delete using Lookup" action. This removes the data within the row but not the row itself. ? Important: Lookup must be done first. The sequence is critical: Lookup first, then Delete. Key Considerations: Only one Lookup action can be selected at a time. If no row is found, the deletion step will be skipped.

The Workflow Slack Premium Feature is a sophisticated tool designed to enhance communication within Slack, a leading platform for team collaboration. This advanced capability allows users to automate message delivery to specific individuals, private groups, or public channels within Slack, boosting team efficiency and communication. Sending a Message to an Individual: Users can select from four different recipient options: Assigned User, Custom Email, Internal User, or Slack User. This selection process ensures that messages reach the appropriate recipient based on predefined criteria, optimizing communication precision. Messaging a Private Group: This option allows users to send messages to a designated private channel within their workspace, ensuring that only select team members receive the communication. These messages are delivered as though sent by the user who configured the Slack integration. Broadcasting to a Public Channel: Users can send messages to a public channel, making the information accessible to all members of the workspace, promoting transparency and widespread communication. Applications: The Workflow Slack Premium Feature is an invaluable tool for any organization utilizing Slack. Its automation capabilities streamline various functions, such as project management, keeping teams updated in sales and marketing, customer support, and HR communications. In IT and development, it provides real-time alerts on critical issues like bugs and outages, enabling swift resolution. Furthermore, broadcasting company-wide updates through public channels ensures that everyone stays informed. Advantages: This feature significantly boosts productivity by reducing manual effort, allowing teams to focus on essential tasks. It enhances communication, ensuring that vital information is conveyed promptly to the right individuals. Improved collaboration helps keep everyone on the same page regarding project progress, task assignments, and deadlines. Automated alerts promote accountability and overall performance. With customization options, real-time updates, and centralized information, this tool allows for rapid responses to urgent situations and easy access for team members. Its scalability means that it can grow with your organization, continually meeting evolving communication needs. Steps for Using Slack Messaging Assigned User (for contact): This option is used to send notifications to the user assigned to a contact. The system utilizes the email address of the assigned user (as defined in settings > My Staff > User Info) to identify the corresponding Slack user. Custom Email: When you need to send notifications to a user not predefined in the system, the custom email option is used to match the corresponding Slack user. This is particularly useful when you need to select from dynamic user options or custom variables. Internal User: This option allows you to send messages to specific account users. It’s typically used to notify particular individuals responsible for specific areas of your business. For example, you might inform your finance head of a successfully won opportunity. The email of the selected Internal User is used to identify the Slack user. Messaging a Slack User: This straightforward option lets you send a direct message to any Slack user within your workspace. Choosing a User Source: Begin by selecting one of the four available User Sources. Composing the Message: Enter the content of the message to be sent directly to a user.

Google Sheets is widely recognized for its ability to handle large amounts of data seamlessly, whether online or offline. Its intuitive interface makes editing and organizing information simple, making it a favorite tool for both small and large enterprises. However, as your database expands, the manual process of transferring data between your CRM and Google Sheets becomes cumbersome and time-consuming. To streamline this, automating the data entry process is key. By using the Google Sheets Action: Create Multiple Rows, you can automate the process of adding new data rows to your spreadsheet, eliminating the need for tedious manual updates. Once your Google account is integrated into your system, you can send data directly to any Google Sheets document without requiring third-party tools or additional steps. How to Use This Action Access the Workflow Tab Begin by navigating to the Workflow tab under your Automations section. You can choose an existing workflow or create a new one from scratch. Select the Action Once inside the Workflow Builder, click the + sign to open the action menu. Locate the relevant actions under the "Send Data" category. Create Multiple Spreadsheet Rows From the action dropdown, select Create Multiple Spreadsheet Row(s). Select Your Spreadsheet Details Choose the appropriate Google account, drive, spreadsheet, and worksheet where the data will be sent. Set the Columns Pick the starting and ending columns for the data insertion. If the headers appear outdated, use the "Refresh Headers" option to sync the latest data. Input Data Values Enter the values you want to be added to the spreadsheet and save the action. Finalize and Save Once you've completed the setup, save your workflow. The automation will trigger whenever the conditions are met, sending the data to your Google Sheets automatically. By following these steps, you can maximize the efficiency of your data management process, saving valuable time and effort that would otherwise be spent on manual data entry. Enjoy the benefits of having your data neatly organized in a spreadsheet, all without the hassle of moving it by hand.

Leveraging the Custom Webhook LC Premium Workflow Action The Custom Webhook LC Premium Action is a crucial tool that facilitates real-time data exchange between CRM platforms and external services. It allows users to create and send personalized data requests to specific URLs, utilizing different HTTP methods, authentication techniques, and parameters. The action's user-friendly interface, complete with autocomplete suggestions, enhances workflow efficiency by ensuring accurate and efficient data exchange while accounting for API responses and server limitations. Key Features and Benefits Why Choose the Custom Webhook LC Premium Action? Effortless Integration: Ensures smooth communication between CRM systems and third-party services, optimizing the overall data exchange process. Versatility: Supports multiple HTTP methods, authorization types, headers, and query parameters, allowing users to tailor requests to their needs. Efficiency: The intuitive interface with autocomplete features streamlines data mapping, saving time and reducing manual work. Enhanced Precision: Promotes consistent and accurate data transfer, reducing the risk of errors and inconsistencies across platforms. Instant Updates: Facilitates prompt notifications and updates, supporting timely decision-making and responsiveness. Workflow Automation: Automates data transfer tasks, increasing productivity and reducing manual intervention. Scalable Solution: Suitable for various industries and applications, making it a flexible tool for businesses of all sizes. How to Use the Custom Webhook LC Premium Action Enter URL: Send data to any chosen URL without needing to write code or manage servers. Select HTTP Method: Pick the appropriate HTTP method—POST, GET, DELETE, or PUT—based on your requirements. Choose Authorization: Select the right authentication method to secure webhook access. Add Headers & Parameters: Improve your requests by including headers and query parameters to add extra context and filter responses.

The Premium Date/Time Formatter Workflow Action is a powerful feature designed to make managing date and time data within workflows easier. This tool offers flexibility by allowing users to reformat dates, compare them, and perform date-related calculations efficiently. Overview of the Premium Date/Time Formatter Workflow Action Modifying Date Formats: Select the date you want to adjust. The tool automatically identifies the current format. Pick a new format from the provided options. The date is updated to match the selected format. Adjusting Date and Time Formats: Choose the date and time you wish to modify. The tool detects the existing format. Select a new format from the list. The tool updates the date and time accordingly. Comparing Dates: Choose both a start and an end date. The tool recognizes the formats of both dates. Calculate the number of days between the two dates. Advantages of the Date/Time Formatter The Premium Date/Time Formatter Workflow Action offers numerous benefits, including: Uniform Formatting: Ensures consistent date and time formats across different platforms. Efficient Data Exchange: Facilitates seamless transfer of data between various tools. Time-Saving Automation: Reduces the need for manual formatting, minimizing errors. Enhanced Communication: Allows for personalized messages by automating date formatting. Simplified Calculations: Makes date comparisons easier, aiding in better decision-making. Versatile Formatting Options: Provides a wide range of formats to choose from. Consistent Data Management: Ensures uniformity in storing and analyzing data. Usage Scenarios and Target Audience The Date/Time Formatter action is invaluable in various contexts, particularly for users who frequently manage date and time data. Below are some specific examples: Event Coordinators: Standardize event dates to maintain consistency in data presentation. Marketing Teams: Use formatted dates and times for targeted, time-sensitive campaigns. Sales Teams: Compare current dates with due dates to automate reminders for invoices. Customer Support Teams: Reformat dates and times from webhook triggers for efficient ticket management or CRM updates. Project Managers: Compare project timelines to calculate remaining time and send timely alerts. Data Analysts: Ensure that date and time data are consistently formatted for accurate analysis and report generation. Software Developers: Incorporate formatted dates and times into applications to ensure compatibility and smooth processing. E-commerce Businesses: Reformat order and delivery dates to enhance tracking and improve customer communication. Step-by-Step Guide to Using the Date/Time Formatter Formatting a Date: Select the "Format Date" option within the workflow action. Choose the date and time field you wish to reformat. Select both the current and desired formats for the date. Use the reformatted date in subsequent workflow actions. Formatting Date and Time: Choose the date and time field to modify. Select the original and target formats. Implement the formatted date and time in later steps of the workflow. Comparing Dates: Select the start and end dates from different sources. Calculate the number of days between the two dates using dynamic variables.