Community - Automation
This room is for the community automation
Topics
All conversations (137)
Answered
Workflow Automation - best approach for configuration
Has anyone experienced issues with configuring the sales pipeline stages in SuperOffice
Community Test
Topic:
Playwright - Automation
Last reply
This comes up often — here is how we handle it.
by Community Test
Answered
User Permissions - how to get started
Can anyone help me understand configuring the sales pipeline stages in SuperOffice
Community Test
Topic:
Playwright - Automation
Last reply
Great question! I'll share our internal documentation on this.
by Community Test
Answered
Mobile CRM - best approach for configuration
Our team is trying to figure out creating custom reports and dashboards
Community Test
Topic:
Playwright - Automation
Answered
Email Templates - troubleshooting guide
Looking for the best way to setting up email templates for customer communication
Community Test
Topic:
Playwright - Automation
Last reply
Try checking the API logs for any connection errors.
by Community Test
Answered
Data Import - issue with latest update
Looking for the best way to tracking sales activities across the team
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Reached out to SuperOffice support and they confirmed this is a known issue.
by Community Test
Answered
Data Import - best approach for configuration
I am looking for advice on integrating SuperOffice with our ERP system
Community Test
Topic:
Community - Automation Moved Forums
Last reply
We use a similar setup and it works well after the latest patch.
by Community Test
Answered
Mobile CRM - best approach for configuration
Can anyone help me understand importing bulk customer data into the CRM
Community Test
Topic:
Playwright - Automation
Last reply
Great question! I'll share our internal documentation on this.
by Community Test
Answered
Data Import - how to get started
Looking for the best way to setting up automated follow-up reminders
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Try checking the API logs for any connection errors.
by Community Test
Answered
Workflow Automation - setup question
Has anyone experienced issues with creating custom reports and dashboards
Community Test
Topic:
Community - Automation Moved Forums
Last reply
Try checking the API logs for any connection errors.
by Community Test
Answered
CRM Integration - feature request discussion
Our team is trying to figure out handling duplicate contacts in the database
Community Test
Topic:
Community - Automation Moved Forums
Last reply
We had the same issue and resolved it by updating the sync settings.
by Community Test