Changelog

Follow up on the latest improvements andΒ updates.

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What’s new?
We added new workspace controls to the workflow builder, giving users more flexibility while editing workflows. You can now resize the action and trigger sidebar, and expand individual actions or triggers to full screen when you need more room to configure them.
New workflow builder options -
Resize the sidebar
-Adjust the width of the action or trigger sidebar by dragging it left or right. This helps you choose how much space the configuration panel takes based on your screen size and the amount of detail you are working with.
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Expand actions and triggers
- Open any action or trigger in full screen to focus on its configuration without working inside a narrow panel. This is useful for longer setup areas like emails, forms, messages, or actions with multiple fields.
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How to use it
  • Open any workflow action or trigger.
  • Drag the sidebar edge to resize the panel.
  • Use expand mode for the action, trigger when you need more space.
Why we built it
We built this to support different screen types and give users full flexibility over how they want their workflow workspace to look. It helps users focus on detailed setup when needed and gives them more room to configure larger actions and triggers.
Additional Notes
  • Applies to workflow actions, triggers, and the features in the left side bar.
  • Action and trigger sidebars can be resized based on screen size and preference.
  • Actions and triggers can be expanded to full screen.
What's new
You can now bulk delete records across Custom Objects, Companies, and Tasks - with no upper limit on how many records you can delete in a single action.
Previously:
Custom Objects had no multi-select on the list view, so records could only be deleted one at a time.
Companies and Tasks supported bulk delete, but were capped at 100 records per action.
Both limitations are now gone, and the experience is consistent across all three modules. Deleted records can also be restored within 60 days from the Bulk Actions page.
This feature is currently in Subaccount > Labs.
How it works
  1. Go to the desired Custom Objects/Company/Tasks in your sub-account
  2. On the list view, use the checkboxes on the left of each row to select the records you want to delete. Use the header checkbox to select all records on the page.
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  1. Click Delete from the bulk actions bar that appears.
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  1. Confirm the action in the dialog.
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  1. You can check the progress and logs in the bulk actions page
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What gets removed
Deleting a record also removes all of its relations and associations, including:
  • Associations to related Notes and Tasks
  • Associations to related Contacts, Companies, Opportunities, and other Custom Object records
  • Any association labels applied to those relationships
The related records themselves are not deleted - only the link between them and the deleted record.
Restore Deleted Records
Bulk-deleted records can be restored within 60 days from the Bulk Actions page.
  1. Open the Bulk Actions page
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  1. Locate the deletion job you want to reverse. Click the three-dot menu on the right and click Restore
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The restore runs as a new job and reinstates the records along with their field values, associations, and association labels.
πŸ’‘ Why it matters
Bulk Delete helps teams:
  • Clean up large volumes of stale, test, or mis-imported records in seconds
  • Avoid the friction of deleting records one at a time on Custom Objects
  • Skip the 100-record batching workaround on Companies and Tasks
  • Recover deleted records within a 60-day window if anything goes wrong
  • Keep the delete experience consistent across the CRM
Help Docs
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What's New?
  1. 11 new Appointment Service widgets covering revenue, coupon performance, staff rankings, and location-level insights β€” all available directly in the dashboard and custom reports.
  2. 11 new Rentals widgets for tracking rental revenue, inventory status, deposit collection, and booking lifecycle (upcoming, active, overdue, unconfirmed).
  3. Appointment Count by Service and Appointment Count by Service Category are now consolidated under the Services sub-module for easier navigation.
Note: Appointment count now reflects meetings only β€” Previously, dashboard’s appointment count widgets in the Meetings module included both meeting and service bookings. They now show meeting appointments only. Service and rental booking counts have their own dedicated widgets under the Services sub-module.
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How It Works:
  1. In Agency view, head to Sub Account Settings β†’ Calendar Settings to enable Services and Rentals.
  2. Navigate to sub-account's Dashboard or Custom Reports builder.
  3. Find all 37 widgets including the two newly relocated Appointment Count widgets in Widgets => Appointments module.
  4. Add Service/Rentals widgets from the Appointments module to monitor inventory and booking health.
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Why It Matters:
  1. Maximize revenue visibility
    β€” Instantly see which services, staff, and rental listings are driving the most revenue, so you can double down on what works.
  2. Optimize rental operations
    β€” Track overdue, unconfirmed, and upcoming rentals in one place, reducing manual follow-up and inventory blind spots.
  3. Improve coupon ROI
    β€” Measure coupon redemptions, revenue impact, and top-performing codes to make smarter promotional decisions.
  4. Cleaner sub-module structure
    β€” 37 widgets are now grouped under Appointments for Meetings / Services / Rentals, making the widget library easier to navigate as it grows.
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What's Next?
  • More widgets for deeper drill-down views within service and rental widgets for location- and staff-level reporting.
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Notes:
  1. All 22 widgets are also available in the quick filters panel and custom metrics.
  2. Available to all sub accounts with Calendar Appointment Services or Rentals enabled.
  3. i18n ready β€” available in all supported languages.
We’re excited to share that India phone numbers will soon be available in inventory, along with Voice Calling capabilities.
We’re looking for agencies interested in joining our beta release and helping shape this rollout.
If you’d like early access, fill out the interest form here:
πŸ“£ Overview
You can now add QR codes directly to your Certificates β€” making them easier to verify, more interactive, and more professional.
QR codes can now be used to help employers, clients, teams, or external parties instantly verify certificates or access important links with a quick scan.
No external QR generators. No manual uploads. Everything works natively inside the platform.
πŸš€ What’s new?
βœ… QR code support for Certificates
You can now add a QR code directly inside the Certificate Builder.
Choose between:
  • Verification QR
    – Redirects to the official certificate preview and validation page.
  • Custom link QR
    – Redirects to any custom URL such as a portfolio, website, LinkedIn profile, or booking page.
🎨 QR styling options
Customize your QR code with:
  • Background color
  • Stroke color
Live preview updates instantly on the canvas while editing.
βœ… Why it matters?
  • Makes certificates instantly verifiable
  • Adds professionalism and trust to every certificate
  • Creates new ways to drive traffic and engagement
  • Gives creators more flexibility without needing external tools
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We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
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1 New Website Templates Published
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Health & Wellness - 1
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1 New Email Templates Published
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Creative - 1
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1 New Form Templates Published
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Travel & Hospitality - 1
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2 New Survey Templates Published
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Beauty & Fashion - 1
Automotive - 1
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4 New Social Templates Published
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Business Coaching and Consulting - 2
Beauty & Fashion - 2
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5 New Facebook Ad Templates Published
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Real Estate - Real Estate Wholesaling
Home Services - Solar
Marketing Agency - Advertising
Health & Wellness - Gym
Automotive - Car Dealer
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5 New Google Ad Templates Published
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Home Services - Floor Installation
Health & Wellness - Nutrition Services
Finance - Bookkeeping Services
Creative - Music Group
Business Coaching & Consulting - Business Consultant
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5 New Linked Ad Templates Published
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Marketing Agency - Automation Software
Business Coaching & Consulting - Real Estate Consultant
Creative - Architectural Design
Finance - Accounting Services
Marketing Agency - Social Networking Services
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1 New Snapshot
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Home Services - Pest Control
Accounting Services - LinkedIn Ad
Advertising - Facebook Ad
Architectural Design Ad - LinkedIn Ad
Automation Software - LinkedIn Ad
Car Dealer - Facebook Ad
DJ Services - Email
Gym - Facebook Ad
Jewelry Shop - Social
Leadership Coaching - Social
Paint Protection Film Installation - Survey
Pest Control - Snapshot
Real Estate Consultant - LinkedIn Ad
Real Estate Wholesaling - Facebook Ad
Skin Care Clinic - Survey
Social Networking Services - LinkedIn Ad
Solar - Facebook Ad
Travel Bloggers - Form
Wellness Retreat - Website
Bookkeeping Services - Google Ad
Business Consultant - Google Ad
Floor Installation - Google Ad
Music Group - Google Ad
Nutrition Services - Google Ad
What’s new?
Array Formatter is now free to use! We've also made new UI enhancements that make array actions easier to understand. It now runs as a standard execution billed at $0, and the Premium Action badge and banners have been removed.
How it works
Workflow behavior stays the same, except that now you won't be charged for array formatter executions. We've made the array formatter free to use. The action panel now shows action type descriptions with muted icons and output previews so users can see what each action is expected to produce.
How to use it
  • Add Array Formatter after a webhook or any step that outputs an array.
  • Pick an action type using the improved dropdown descriptions.
  • Review the return type and preview before saving.
Why we built it
Users should be able to format webhook arrays without feeling double-charged or guessing what an action will return. These updates make Array Formatter free, clearer, and more predictable to use.
Additional Notes
  • 'Array Functions' is now renamed to 'Array Formatter'
  • Array Formatter is billed at $0 as a standard execution.
  • Workflow behavior remains unchanged.
  • Action type options now include descriptions, icons, return types, and output previews.
Preview
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What's New
The AI Assistant in workflows now delivers more accurate and relevant answers across a wider range of queries. We've improved how the assistant sources its responses, specifically targeting areas where it previously fell short.
This isn't a one-time update, the assistant is built to continuously improve, so response quality will keep getting better over time.
Why This Matters
Queries that previously went unanswered or received incomplete responses are now handled correctly. As usage grows, so does the assistant's coverage meaning fewer gaps and less reliance on manual support.
What's New
The AI Builder in workflows now supports Undo and Redo. AI generated or edited version of your workflow is recoverable, so you never lose a previous state while building with AI.
Hit Ctrl+Z (Cmd+Z on Mac) to instantly revert to the previous AI generated version in the same session. Ctrl+Y (Cmd+Y on Mac) brings the newer version back. This works across all AI generated changes, adding new actions, editing existing steps, or restructuring entire flows.
How to Use
  1. Open the Workflow Builder and create or edit a workflow using AI.
  2. Use Ctrl+Z (Cmd+Z on Mac) to undo the last AI generated change and restore the previous version in the same session
  3. Use Ctrl+Y (Cmd+Y on Mac) to redo and bring back the change you just undid.
  4. Every version is preserved in your undo history as you continue building during the session
You can also refer to the recent change tab in the top right corner in workflow builder
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Why This Matters
Version safety removes the main friction point of iterating with AI, the risk of losing a working state. You can now experiment freely with AI suggestions, explore different approaches, and roll back instantly when a result doesn't fit, keeping the workflow building process fast and flexible.
What's New
The AI Builder now fully supports If/Else segment and operator edits.Users can add, remove, and update branches, segments, conditions, operators, and values directly through the AI Builder.
Key improvements include:
  • Multi-level edits at the branch, segment, and condition level all work reliably
  • Compound edits are handled in a single request, for example, adding a condition and changing an operator together
  • Ambiguous requests on complex If/Else nodes now trigger a clarification prompt instead of failing silently
  • Edit type and target identification has been improved, eliminating misclassification issues
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