Flows | Cliently Help Center

Flows

Learn about all the actions you can add to your Cliently flows to communicate with your contacts

9 articles in this collection
Written by James M

How to setup public or private flows for your Cliently account.

Learn more about Cliently Flows and user level permissions.

Written by James M
Updated over a week ago

How to copy/clone a Global Flow in Cliently

Learn how to copy/clone a global flow in your Cliently account.

Written by James M
Updated over a week ago

How to send emails from Cliently

Learn how to setup email actions, add to them to your flows and start contacting your contacts

Written by James M
Updated over a week ago

How to take advantage of the Video Message feature

Learn how to setup, capture video and send video messages to your contacts

Written by James M
Updated over a week ago

How Cliently’s Postcards work

Learn how to setup and send customized Postcards to your contacts

Written by James M
Updated over a week ago

How to build a Handwritten Note action for your Cliently Flows

Learn how to create and setup Handwritten notes to send out to your Cliently contacts/leads!

Written by James M
Updated over a week ago

How to build a Gift action for your Cliently Flows

Learn how to create and setup gifts to send out to your Cliently contacts/leads!

Written by James M
Updated over a week ago

How to build a Tasks action into your Flow

Learn how to set up Task actions (LinkedIn Connect/Message, Phone Call and Other tasks) in your flows and complete them in the Cliently app

Written by James M
Updated over a week ago

How to build an Time Delay action into a Flow

Learn how to add time delays to your flows to separate actions

Written by James M
Updated over a week ago