Automations & Workflows
Build visual workflows to automate your follow-ups and daily tasks.
Setting up your first automated workflow
Learn how to build powerful visual automations and follow-up sequences in CastaLink.
Temporarily Disable Actions in a Workflow
How to pause specific steps in your automations without deleting them or turning off the entire workflow.
Using If/Else Branches in Workflows
Create dynamic paths in your automations based on contact behavior or data.
Creating Advanced Wait Steps and Time Delays
Control the timing of your automated messages with precision.
How to Automate Review Requests
Build a workflow that automatically asks happy customers for Google and Facebook reviews.
Sending Internal Notifications to Your Team
Keep your staff informed automatically when new leads arrive or appointments are booked.
Updating Pipeline Stages Automatically
Keep your sales CRM up-to-date without manual data entry.
Using Webhooks to Connect External Apps
Send data out of CastaLink to third-party platforms using HTTP Webhooks.
Setting Up Ringless Voicemail Drops
Deliver pre-recorded audio messages directly to your leads' voicemail inboxes.
Creating Birthday and Anniversary Campaigns
Automatically send special offers and greetings based on a contact's specific dates.
A/B Testing Emails in Workflows
Split your traffic to test different email subject lines and content.
How to Use the 'Go To' Action
Create loops and jump between different steps in your workflow.
Troubleshooting Failed Workflow Actions
How to read workflow history and fix common automation errors.
Using Math Operations and Number Formatting
Perform calculations and format custom fields dynamically within your workflows.
Understanding Workflow Enrollment History
Track who is currently in your workflow and manage their progress.
