Skip to main content

14 docs tagged with "automation"

View all tags

Automation

Stage-scoped workflow automation for CRM pipelines

CRM Module

Centralized contact, deal, pipeline, automation, and reminder services for DashClicks CRM

Deals

Pipeline deal lifecycle, currency conversion, and automation overrides

InstaReports Module

Automated SEO/social media reports generation with white-label branding and multi-channel delivery

InstaSites Module

Automated site generation, queueing, and Duda publishing workflows for agent-built websites

Pipelines

Pipeline configuration, reporting, and automation logging

Reviews Module

Review and reputation management system for online presence optimization

Stages

Pipeline stage CRUD, automation hydration, and deal safety checks

Templates Module

Template management system for emails, documents, and website components

💬

Documentation Assistant

Ask me anything about the docs

Hi! I'm your documentation assistant. Ask me anything about the docs!

I can help you with:
- Code examples
- Configuration details
- Troubleshooting
- Best practices

Try asking: How do I configure the API?
09:30 AM