Frequently asked questions

What kind of applications are compatiable?
The only dependency is HTML. It works with all web based products.
What are workflows and actions?
A workflow is a pre-defined template of steps. When a workflow starts, an action starts. For instance, if you have a 6-month service reminder workflow, an action will be created in 6-months to notify the customer by email.
What kind of support do you provide?
Anyone can reach us by email. Standard and Plus account users will have direct access to the engineering team. We often record screencasts, send emails, and chat on slack to communicate.
What happens if I go over my limits?
Not to worry, we will keep you informed if you are nearing your usage limits. If you have special usage requirements, please reach out!
Do you offer additional help?
Of course! Getting you started and properly onboarded is our top priority. We would love to help.
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