Kyrios Systems

Use the Pluck and Join helpers in Kyrios workflows to extract product details from order data and format them into a single value for actions like Google Sheets logging.

Fetch Product Details Using Pluck and Join in Workflows

Create an unsubscribe experience using Trigger Links and workflows to automatically enable Do Not Disturb (DND) when a contact clicks an unsubscribe link in an email or SMS.

Workflow Guide: Build and Use an Unsubscribe Trigger Link

Use workflows to automatically send membership login credentials (Magic Link) and welcome emails when a contact signs up or is granted access to a membership offer.

Workflow Guide: Sending Membership Credentials (Welcome Email)

Automatically notify users by email when a task is assigned to them using the Task Added workflow trigger and Send Internal Notification action.

Workflow Guide: Task Assignment Email Notifications

Automatically notify internal users by email when a contact opens an email using the Email Events trigger and Send Internal Notification action.

Workflow Guide: Email Open Notifications

This guide explains how to automatically save form or survey responses directly into a contact’s Notes section using workflows. Automating this process ensures important customer details are captured instantly, consistently,…

Workflow Guide: Add Form Answers to Contact Notes

Custom values are dynamic placeholders you can insert into workflows, campaigns, and messages to automatically pull in contact, user, appointment, account, and timing data.

List of Custom Values in Kyrios

This article explains how to build a workflow that automatically assigns a contact, places a call with a call whisper, and drops a voicemail when the call is not answered.

How to Set Up Automated Calls and Voicemail Drops in a Workflow

Quickly find and update custom values, tags, or text within a single workflow using Find & Replace.

Workflow Builder: Find & Replace

Reference guides and best practices for building workflows.

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