Changelog
Follow up on the latest improvements and updates.
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new
Automations
App Marketplace
Integrations
Increased PIT Token Limit per Subaccount
Overview
We have increased the PIT token limit per subaccount to support more integrations and workflows.
Previously, each subaccount could create up to 5 PIT tokens. With this update, the limit has been increased to 20 PIT tokens per subaccount, giving users greater flexibility when managing API access.
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What’s improved
Increased the PIT token limit from 5 to 20 per subaccount
Enables more integrations to use dedicated PIT tokens
Provides greater flexibility when managing API access
How to access
- Go to the PIT token management section within the relevant subaccount.
- From there, you can:
- Create and manage up to 20 PIT tokens
- Review existing tokens
- Generate additional tokens as needed
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Why it matters
- Supports a larger number of integrations and workflows
- Reduces the need to reuse tokens across multiple services
- Makes API access management more scalable and flexible
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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2 New Website Templates Published
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Health & Wellness - 1
Home Services - 1
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8 New Social Templates Published
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Health & Wellness - 2
Business Coaching and Consulting - 2
Creative - 2
Travel & Hospitality - 2
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2 New Facebook Ad Templates Published
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Finance - 1
Insurance - 1
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5 New Google Ad Templates Published
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Beauty & Fashion - Makeup Artist
Automotive - Auto Body Repair
Travel & Hospitality - B&B
Restaurant & Bar - Brewpub
Real Estate - Home Inspector
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5 New LinkedIn Ad Templates Published
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Insurance - Life Insurance
Business Coaching & Consulting - Lifestyle Coaching
Finance - Accounting Firm
Insurance - Home Insurance
Creative- Video Production & Editing
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1 New Workflow Templates Published
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Industry-Specific - Client Onboarding Workflow
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💥 1 Revamped Existing Template 💥
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This snapshot has been completely revamped with a modern website redesign, a matching high-converting funnel, updated forms, and professionally crafted email templates for a consistent customer journey. We've also optimized the pipeline, improved workflow organization with intuitive naming, refreshed the email automations, and added a brand-new Facebook Ad to help drive more qualified leads.
Home Services - Plumber
new
Funnels and Websites
SEO
Schema markup auto-generation on Website, Funnel & Webinar publish
Overview
We've added a new setting — Auto-generate schema — that automatically creates schema markup for any page published without it.
Previously, schema had to be added manually, one page at a time, in the editor. If you didn't get to it, the page went live with no structured data, giving up SEO and AI-search (AEO/GEO) visibility.
With this update, when the setting is on and you publish a page that has no schema
- AI generates schema markup for that page automatically, in the background
- Publishing is never delayed — generation runs in parallel and doesn't hold up the page going live
- Existing schema is never overwritten
- It runs on all page-specific publish path — Builder Publish, save-triggered publish, and version-history publish
- Available for Websites, Funnels, and Webinars
You'll find it under
Settings
, in the new SEO & AEO
section:- Auto-generate schema — "Automatically add schema markup to pages that don't have it when published."
Why this matters?
Schema markup powers rich results in Google and lets AI answer engines understand and cite your pages. Most users miss adding it. Auto-generation keeps structured data on every published page with zero manual effort, protecting your SEO/AEO/GEO footprint by default.
Impact on existing users
- No data loss. Existing schema is preserved and never overwritten.
- Assets created before this release: setting defaults to OFF — nothing changes unless you turn it on.
- Assets created on or after this release: setting defaults to ON — new pages published without schema get it automatically.
- Fully under your control — toggle it per Website / Funnel / Webinar, then Save.
Action required
None for existing assets — they keep their current behavior (OFF). If you'd prefer new assets not to auto-generate, switch the toggle off under Settings → SEO & AEO and hit Save.
new
Forms
Surveys
Quizzes
Save Progress - Forms, Surveys & Quizzes
Long forms just got a whole lot friendlier! 🎉 With the new Save Progress feature, respondents can safely leave a multi-step Form, Survey, or Quiz and return later to continue where they left off. Simply enable the feature with a toggle, and we'll take care of the rest.
✨ What's New
A new Save exit confirmation toggle is now available in the Settings tab for:
- Forms
- Surveys
- Quizzes
When enabled, respondents' progress is automatically saved if they leave before submitting, allowing them to seamlessly resume their submission later.
🌟 Key Highlights
- Automatically saves progress for multi-step Forms, Surveys, and Quizzes
- Easily enable or disable the feature using the Save exit confirmation toggle
- Respondents can return later and continue where they left off
- A resume modal allows respondents to choose between continuing or starting over
- The Resume Progress modal automatically matches your Form, Survey, or Quiz branding:
- CTA button color inherits the configured footer color
- Text font matches the configured label font
- Fully supported across desktop and mobile experiences
⚙️ How It Works
- Open the Settings tab for your Form, Survey, or Quiz.
- Enable the Save exit confirmation toggle
- Respondents begin filling out a multi-step Form, Survey, or Quiz.
- If they close the browser, refresh the page, or navigate away before submitting, their progress is automatically saved.
- When they return to the same Form, Survey, or Quiz, a Resume Progress modal appears, allowing them to:
- Continue from where they left off, or
- Start Over with a new submission
📋 Notes
- Save Progress is available for multi-step Forms, Surveys, and Quizzes.
- The feature is controlled using the Save exit confirmation toggle in the Settings tab.
- Progress is automatically saved only when the feature is enabled.
- The Resume Progress modal is automatically styled to match your Form, Survey, or Quiz branding.
- Existing Forms, Surveys, and Quizzes remain unchanged until the feature is explicitly enabled.
You can now use the new Associate Records workflow action to automatically associate records across your CRM based on matching field values.
The action works across Contacts, Companies, Opportunities, and Custom Objects, depending on the workflow type and the associations configured in your sub-account.
What's New
With the Associate Records action, you can:
- Find records using one or more field-based filters
- Use merge fields from the enrolled record as filter values
- Associate the earliest created, latest created, or all matching records
- Apply an existing association label
- Create associations between different objects
How It Works
- Add the Associate Records action to a Contact, Company, or Custom Object workflow.
- Select the object containing the records you want to associate.
- Add filters to identify the matching records.
- Choose how multiple matches should be handled.
- Select an association label, when required.
- Save and publish the workflow.
When multiple filters are added, a record must meet every condition to qualify.
Example
A real estate agency can automatically associate a buyer with Property records that match their preferred city, property type, and number of bedrooms.
This helps teams create and maintain associations without manually associating records one at a time.
Why It Matters
Associate Records helps businesses:
- Reduce manual record association
- Maintain accurate associations across CRM records
- Build workflows that act across associated records
- Automate processes across standard and Custom Objects
Availability
Associate Records is currently available through Labs. To enable it, go to:
Settings → Labs → Associate Records - Workflow Action
Learn more:
Help articlenew
Certificates
Separate email templates for Badges
Overview
We’re rolling out separate email templates for Welcome Badge vs Badge, so enrollment-triggered welcome badge emails can be customized independently from other badge-issued emails.
Key highlights:
- New Welcome Badge Issued notification type, separate from Badge Issued
- Dedicated email template support for welcome badge emails in Client Portal email settings
Why this matters:
- Customize welcome-badge messaging without affecting other badge emails
- Clearer settings for Certificate vs Badge email types
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Getting started:
- Open Client Portal → Email Settings
- Find Welcome Badge Issued alongside Badge Issued and Certificate Issued
- Edit the welcome badge email template and mute settings as needed
- Enrollment-triggered welcome badges will use the Welcome Badge Issued path automatically
new
Certificates
Custom credential expiration for Certificates
Overview
We have rolled out custom credential expiration for certificates and templates, so you can control how long issued credentials stay valid — from never expire, to a fixed date, or relative durations from the date of issue.
Key highlights:
- Set expiry to Never, a fixed date, or relative from issue date
- Relative options include 3 / 6 / 9 / 12 / 24 / 36 months
- Configure reminder offsets so recipients are notified before expiry
- Timezone-aware expiry calculation and scheduling
- Expiry settings shown clearly in credential/template lists and modals
Why this matters:
- Give creators flexible expiry rules without manual follow-ups
- Reduce expired-credential surprises with timely reminders
Getting started:
- Open a certificate / credential template
- Configure expiration (Never, fixed date, or relative months from issue)
- Optionally set reminder offsets
- Newly issued credentials will calculate and store expiry based on your settings
new
Certificates
Layers in Certificate/Badge Builder
We have rolled out a dedicated Layers panel in the Certificate / Badge Builder, so creators can see stacking order, lock elements, and catch broken custom-field placeholders before publishing.
Key highlights:
- New Layers tab in the builder sidebar with full canvas stack view
- Click a layer to select it on the canvas; drag-and-drop to reorder
- Per-layer lock/unlock — locked layers can’t be moved, resized, deleted, or edited via shortcuts
- Delete unlocked layers directly from the panel
- Invalid custom-field placeholders flagged with error pill
- Manual save warns when invalid placeholders exist (auto-save unchanged)
Why this matters:
- Clearer control over overlapping certificate elements
- Fewer accidental edits with lock protection
- Catch broken placeholders before certificates are issued
- Familiar design-tool UX for faster template building
Getting started:
- Open Certificate / Badge Builder
- Select the Layers tab in the left sidebar
- Click rows to select, drag to reorder, lock to protect, delete to remove
- Fix any invalid custom fields shown in the error pill before publishing
Account Admins and Users can now receive in-app notifications whenever a contact uploads a file through the Client Portal.
This update gives teams instant visibility into new client submissions, helping them review documents, complete approvals, manage onboarding, and move document-based workflows forward without manually checking for uploads.
What’s New?
Receive Notifications for Client File Uploads
When a contact uploads one or more files through the Shared Documents section of the Client Portal, relevant Account Admins and Users will automatically receive an in-app notification.
Clients can upload up to 10 files at a time.
Manage Notification Preferences
Account Admins can control which staff members receive file upload notifications at the Subaccount level.
To manage these preferences:
- Navigate to Settings → My Staff.
- Select the staff member.
- Open Notification Settings.
- Under Client Portal Notifications, enable or disable Notify when a contact uploads a file in the Client Portal.
- Save the changes.
How It Works
When a client uploads a file:
- The client logs in to the Client Portal.
- They navigate to Shared Documents.
- They click Share File.
- They upload one or multiple files.
- Once the upload is completed, the relevant Account Admins and Users receive an in-app notification.
Why It Matters
Client-uploaded documents often require timely action, such as reviewing contracts, verifying identity documents, processing onboarding paperwork, or approving project deliverables.
Previously, teams had to manually monitor the Client Portal for new uploads, which could result in delays or missed submissions. With file upload notifications, the right team members can respond faster, collaborate more effectively, and keep important workflows moving.
Important Notes
- Notifications are triggered only when a contact uploads files through the Client Portal Shared Documents experience.
- Notification preferences are managed individually for each staff member.
- Preferences are configured at the Subaccount level under Settings → My Staff → Notification Settings.
- The currently supported notification channel is in-app notifications.
new
Forms
Surveys
Enhanced Sell Products Experience in Forms & Surveys
We've made selling through Forms and Surveys even more seamless! 🎉 The Sell Products experience has been redesigned with a unified payment configuration panel, making it easier than ever to connect payment providers and configure products—all in one place. We've also introduced Price Level and Variant Selection support, giving customers greater purchasing flexibility while simplifying setup for businesses.
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What's New
The Sell Products element in Forms and Surveys now features a streamlined payment experience with:
- A unified right-side payment configuration panel
- Connect payment providers directly without leaving the builder
- Support for product Price Level selection
- Support for product Variant selection
🌟 Key Highlights
- Connect payment providers directly from the payment configuration panel
- Configure products, pricing, and payment settings from a single unified interface
- Allow customers to choose from multiple price levels
- Support product variant selection where variants are available
- Selected prices and variants are clearly displayed in the payment summary
- Price and variant selections are accurately passed through to checkout, invoicing, and payment processing
- Required price and variant selections are validated before form submission
- Existing payment settings remain fully supported without regression
⚙️ How It Works
- Add a Sell Products element to your Form or Survey.
- Open the unified Payment panel on the right.
- Connect your preferred payment provider directly from the panel (if not already connected).
- Select the products you want to sell and configure available price levels and variants.
- Customers choose their preferred pricing and product options before submitting.
- The selected configuration is reflected throughout checkout, invoicing, and payment processing.
📋 Notes
- Existing Forms and Surveys continue to work exactly as before.
- Price level and variant selection are available for supported products with multi-price or variant configurations.
- No changes are made to existing Forms or Surveys unless you choose to update their payment configuration.
- Fully supported across desktop and mobile experiences.
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