Workflow automation in Heartbeat
Here is an example of how a company is implementing Automations inside one of the fastest all in one builders on the planet right now: https://share.getcloudapp.com/kpulANll
Here is an example of how a company is implementing Automations inside one of the fastest all in one builders on the planet right now: https://share.getcloudapp.com/kpulANll
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Comments12
Adrian Dalsus
Aug 1, 2023
I tried to create an automation in Zapier to send a DM welcome message to new members, but it's not working.
It would be great to automate this type of actions inside of Heartbeat! (do "this" when "that" happens").
Nov 2, 2023
With workflows, you can now fully automate member actions within Heartbeat! Auto-send emails, DMs, show pop-ups & much more based on member actions in your community.
To get started, go to Settings > Workflows!
Jessica Totillo Coster
Oct 29, 2023
would also like to add removing a pre-approved invitation link when someone is added to a specific group.
Use case: Membership program with payment taken by a 3rd party. The zap to invite someone to the platform creates a pre-approved invitation link which is great.
But there's no way to remove them from that list after they've canceled their membership.
I can remove them from the group, but their original invite link will allow them to rejoin and bypass payment.
If I could at least add them to a "canceled group" (I don't want to remove them completely) then remove the invitation link in that workflow. Would be happy to do it through a zap too. Something like revoke invitation.
This and lack of protected event links are non negotiable
https://heartbeat.canny.io/feature-requests/p/removing-access-for-a-future-paid-event-after-they-cancel-their-paid-membership
Jeroen (CTO 👨💻)
Oct 27, 2023
Added a new request a trigger for this feature: https://heartbeat.canny.io/feature-requests/p/add-on-login-as-a-trigger-for-automated-workflows
Drew Drinkwater
Sep 13, 2023
Ed Ferrigan Your video is great, thanks for showing!
Sep 13, 2023
Ed Ferrigan
Sep 13, 2023
Nick Barba: I appreciate this immensely!
Jeroen (CTO 👨💻)
Aug 3, 2023
Murtaza Bambot Mayhul Arora just to bring to your attention as I think this is something really interesting to consider. Could be the backbone for people to build out 50% of features requests on their own and on-demand (while keeping ofc the Heartbeat templates based on community best practices)
The GsA
Aug 5, 2023
Jeroen (CTO 👨💻): Why create a new email marketing platform inside of Heartbeat rather than focusing on good integration with the platforms people are already using?
We can already hook Heartbeat up to ClickHubs, or Keap, or ActiveCampaign, etc. All you need is a more complete selection of webhooks and API endpoints to round out the full functionality we need for marketing automations.
Ed Ferrigan
Aug 6, 2023
The GsA: Watch the video. Its not just about emails.