Workflow Action Fields now include AI-powered tooltips that provide contextual explanations directly within the builder. Building on the existing “Learn More” AI capability available for actions and triggers, this feature extends AI-assisted guidance to the individual field level. When hovering over the ℹ️ icon next to a field, users see a brief description of the […]
IVR Connect Call now introduces new variables: ‘Answered By User ID’, ‘Answered By Device’, and ‘Answered By Phone Number’. You can utilise ‘Answered By User ID’ within the Assign User action to automatically assign the contact to the individual who answered the call. When a call reaches your IVR and is routed through Connect Call, […]
https://clixio.io/wp-content/uploads/2026/03/f318fb783a22dc7f322b3cc396854903.png23701122Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-04 01:40:002026-03-04 01:40:00Assign User Action: Now Assign to IVR Responder
IVR Connect Call now exposes new variables: ‘Answered By User ID’, ‘Answered By Device’, and ‘Answered By Phone Number’. You can use Answered By User ID within the Assign User action to automatically assign the contact to the person who answered the call. These variables are also available in the custom variable picker, allowing for […]
https://clixio.io/wp-content/uploads/2026/03/f318fb783a22dc7f322b3cc396854903.png23701122Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-04 01:40:002026-03-04 01:40:00Assign User Action: Now Assign to IVR Responder with Custom Variables
The Connect Call (IVR) Action now supports an optional Call Whisper message. When a call is transferred to another number, you have the ability to play a private “heads-up” message to the person who answers, before the caller is connected. If you toggle on the Add Whisper Message option, the system will play your configured […]
Inconsistent Behaviour Reported Users had reported inconsistent behaviour – the custom value picker would revert to the campaign variable when the UTM Campaign (Last Attribution) was empty, whereas If/Else conditions did not. This inconsistency caused unexpected branching in workflows. Updated If/Else Conditions If/Else conditions now correctly implement the same fallback logic as the custom value […]
You can now use company-based variables inside contact-based workflows. In addition to contact fields, you can reference company details such as the company name, phone number, email, website, address, and other relevant company fields. These are accessible in both the Custom Value picker and If/Else branches. When creating a workflow, company fields now appear alongside […]
https://clixio.io/wp-content/uploads/2026/03/62c00534ad7756ace227668b7e1633f4.png11961694Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-04 00:47:002026-03-04 00:47:00Company Variables Now Available in Workflows
Improved Workflow Triggers Every workflow trigger now features a built-in, human-readable description that clarifies its function and the circumstances under which it activates. These descriptions are easily accessible within the Workflow Builder when browsing, selecting, or editing triggers. To begin, open the Workflow Builder and click to add or edit a trigger. Each available trigger […]
What’s New? Businesses can now define a Cost Price and Margin for every product price or variant. This feature provides a clear, integrated method to track profitability without relying on spreadsheets or external tools. Once configured, cost data will flow into your transaction exports, invoices, and calendars, ensuring you always know what you’re earning on […]
We’ve significantly improved how Booking Periods function in Rentals, making date and time behaviour clearer, more intuitive, and easier to configure. With this update, businesses can now enable or disable time selection at the listing level , giving them complete control over whether customers can choose dates only or both dates and times — without […]
https://clixio.io/wp-content/uploads/2026/03/182f3f47327284b61012822298451a58.png7441868Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-03 22:23:002026-03-03 22:23:00🗓️ Smarter Booking Periods with Listing-Level Time Selection Control for Rentals
We’re excited to introduce Rentals within Calendars! 🎉 Rentals is a powerful new addition to Clixio’s scheduling suite, specifically designed for businesses managing bookable inventory, such as equipment, vehicles, venues, holiday properties, event setups, and more. Unlike traditional appointment scheduling, Rentals is tailored for duration-based, inventory-driven bookings. This feature allows you full control over availability, […]
We have introduced Private Integration Tokens (PITs) for Sandbox and Trial accounts, enabling developers and agencies to thoroughly test their custom integrations with Clixio APIs before launching them. Sandbox and Trial accounts can now: Create and utilise Private Integration Tokens Authenticate custom integrations securely Test API workflows without using production accounts Eliminate the need for […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-03 20:29:002026-03-03 20:29:00Private Integration Tokens (PITs) Now Available for Sandbox & Trial Accounts
We are thrilled to announce our new web templates, designed to enhance your marketing efforts. Whether you are building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customisable and professional, they streamline your workflow, saving you time and allowing you to focus on engaging […]
Drag and Drop Triggers and Actions You can now drag and drop triggers and actions directly onto the workflow canvas in the Advanced Builder. Simply open the Triggers/Actions sidebar, select what you need, and drop it precisely where it belongs—either at the end of a branch or between existing steps. The steps will connect automatically. […]
We’ve improved the Version History feature in the Workflow Builder. You can now view and restore workflow versions created in either the Standard or Advanced Builder, with the system automatically opening the correct builder for that version. Each saved version now retains information about which builder it was created in. When you click ‘Restore’, the […]
Stripe Updates on ACH Direct Debit Stripe is enhancing its requirements for ACH Direct Debit to comply with Nacha operating rules. If you accept payments via US bank accounts through Clixio using Stripe, you may need to update your Stripe account details. This will ensure that customers can easily recognise your business on their bank […]
https://clixio.io/wp-content/uploads/2026/02/ada19f7222ddab21ba4ad4cd56a988fd.png11422252Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-27 19:56:002026-02-27 19:56:00[Compliance] Stay compliant with ACH payment on Stripe
You can now connect Canva directly within Media Storage to: Browse Canva designs Edit in Canva Download files Import designs into My Media No more tab switching. No manual downloads. No version confusion. This functionality is similar to Google Drive integration, with access limitations set by Canva Marketplace rules. Canva is connected at the location […]
https://clixio.io/wp-content/uploads/2026/02/2108e347f12cf0734cbc9878c57e34b8-scaled.png14682560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-26 02:23:002026-02-26 02:23:00Canva Integration In Media Storage
You can now import company records into CRM in bulk using a structured CSV-based workflow. This feature enables you to create new companies or update existing ones with duplicate detection, field mapping, verification, and detailed import tracking — all within a guided four-step process. ⚠️ Currently available behind Labs. Enable via: Subaccount → Labs → […]
We’ve made Record IDs easier to locate, enabling you to quickly reference them for troubleshooting, integrations, and automation testing. This update is applicable to Custom Objects, Companies, and Tasks. Go to the List View → click Manage Fields → enable Record ID. Open any record → scroll to the footer in the detail panel to […]
You can now import Custom Object records in bulk — using the same create/update process that you are familiar with for Contacts and Opportunities. This feature is currently located under Subaccount > Labs > “Company and Custom Object Import” Create, Update, or Create + Update Custom Object records via CSV Duplicate handling using your object’s […]
AI Powered Field Tooltips | Clixio Changelog
/in What's New? AutomationsWorkflow Action Fields now include AI-powered tooltips that provide contextual explanations directly within the builder. Building on the existing “Learn More” AI capability available for actions and triggers, this feature extends AI-assisted guidance to the individual field level. When hovering over the ℹ️ icon next to a field, users see a brief description of the […]
Assign User Action: Now Assign to IVR Responder
/in What's New? Automations, ReportingIVR Connect Call now introduces new variables: ‘Answered By User ID’, ‘Answered By Device’, and ‘Answered By Phone Number’. You can utilise ‘Answered By User ID’ within the Assign User action to automatically assign the contact to the individual who answered the call. When a call reaches your IVR and is routed through Connect Call, […]
Assign User Action: Now Assign to IVR Responder with Custom Variables
/in What's New? Automations, ReportingIVR Connect Call now exposes new variables: ‘Answered By User ID’, ‘Answered By Device’, and ‘Answered By Phone Number’. You can use Answered By User ID within the Assign User action to automatically assign the contact to the person who answered the call. These variables are also available in the custom variable picker, allowing for […]
Connect Call (IVR) Action: Now Supports Call Whisper
/in What's New? AutomationsThe Connect Call (IVR) Action now supports an optional Call Whisper message. When a call is transferred to another number, you have the ability to play a private “heads-up” message to the person who answers, before the caller is connected. If you toggle on the Add Whisper Message option, the system will play your configured […]
Fixed: If/Else branching for UTM Campaign (Last Attribution)
/in What's New?Inconsistent Behaviour Reported Users had reported inconsistent behaviour – the custom value picker would revert to the campaign variable when the UTM Campaign (Last Attribution) was empty, whereas If/Else conditions did not. This inconsistency caused unexpected branching in workflows. Updated If/Else Conditions If/Else conditions now correctly implement the same fallback logic as the custom value […]
Company Variables Now Available in Workflows
/in What's New? AutomationsYou can now use company-based variables inside contact-based workflows. In addition to contact fields, you can reference company details such as the company name, phone number, email, website, address, and other relevant company fields. These are accessible in both the Custom Value picker and If/Else branches. When creating a workflow, company fields now appear alongside […]
Trigger Descriptions in Workflow Builder
/in What's New? AutomationsImproved Workflow Triggers Every workflow trigger now features a built-in, human-readable description that clarifies its function and the circumstances under which it activates. These descriptions are easily accessible within the Workflow Builder when browsing, selecting, or editing triggers. To begin, open the Workflow Builder and click to add or edit a trigger. Each available trigger […]
Add & Track Product Cost Price and Margin
/in What's New? PaymentsWhat’s New? Businesses can now define a Cost Price and Margin for every product price or variant. This feature provides a clear, integrated method to track profitability without relying on spreadsheets or external tools. Once configured, cost data will flow into your transaction exports, invoices, and calendars, ensuring you always know what you’re earning on […]
🗓️ Smarter Booking Periods with Listing-Level Time Selection Control for Rentals
/in What's New? CalendarWe’ve significantly improved how Booking Periods function in Rentals, making date and time behaviour clearer, more intuitive, and easier to configure. With this update, businesses can now enable or disable time selection at the listing level , giving them complete control over whether customers can choose dates only or both dates and times — without […]
Introducing Rentals — For Flexible Multi-Day Bookings
/in What's New? Calendar, PaymentsWe’re excited to introduce Rentals within Calendars! 🎉 Rentals is a powerful new addition to Clixio’s scheduling suite, specifically designed for businesses managing bookable inventory, such as equipment, vehicles, venues, holiday properties, event setups, and more. Unlike traditional appointment scheduling, Rentals is tailored for duration-based, inventory-driven bookings. This feature allows you full control over availability, […]
Private Integration Tokens (PITs) Now Available for Sandbox & Trial Accounts
/in What's New? IntegrationsWe have introduced Private Integration Tokens (PITs) for Sandbox and Trial accounts, enabling developers and agencies to thoroughly test their custom integrations with Clixio APIs before launching them. Sandbox and Trial accounts can now: Create and utilise Private Integration Tokens Authenticate custom integrations securely Test API workflows without using production accounts Eliminate the need for […]
Introducing New Templates | Clixio Changelog
/in What's New? Automations, Social Planner, SurveysWe are thrilled to announce our new web templates, designed to enhance your marketing efforts. Whether you are building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customisable and professional, they streamline your workflow, saving you time and allowing you to focus on engaging […]
Advanced builder – Build Faster with Auto-Connecting Steps
/in What's New? AutomationsDrag and Drop Triggers and Actions You can now drag and drop triggers and actions directly onto the workflow canvas in the Advanced Builder. Simply open the Triggers/Actions sidebar, select what you need, and drop it precisely where it belongs—either at the end of a branch or between existing steps. The steps will connect automatically. […]
Version History Improvements: View & Restore Versions Across Builders
/in What's New? AutomationsWe’ve improved the Version History feature in the Workflow Builder. You can now view and restore workflow versions created in either the Standard or Advanced Builder, with the system automatically opening the correct builder for that version. Each saved version now retains information about which builder it was created in. When you click ‘Restore’, the […]
[Compliance] Stay compliant with ACH payment on Stripe
/in What's New? Dashboard, PaymentsStripe Updates on ACH Direct Debit Stripe is enhancing its requirements for ACH Direct Debit to comply with Nacha operating rules. If you accept payments via US bank accounts through Clixio using Stripe, you may need to update your Stripe account details. This will ensure that customers can easily recognise your business on their bank […]
Canva Integration In Media Storage
/in What's New? App Marketplace, Funnels and Websites, IntegrationsYou can now connect Canva directly within Media Storage to: Browse Canva designs Edit in Canva Download files Import designs into My Media No more tab switching. No manual downloads. No version confusion. This functionality is similar to Google Drive integration, with access limitations set by Canva Marketplace rules. Canva is connected at the location […]
Bulk Import for Companies | Clixio Changelog
/in What's New? Automations, CRMYou can now import company records into CRM in bulk using a structured CSV-based workflow. This feature enables you to create new companies or update existing ones with duplicate detection, field mapping, verification, and detailed import tracking — all within a guided four-step process. ⚠️ Currently available behind Labs. Enable via: Subaccount → Labs → […]
Record IDs – Improved Visibility in Lists & Record Details
/in What's New? AutomationsWe’ve made Record IDs easier to locate, enabling you to quickly reference them for troubleshooting, integrations, and automation testing. This update is applicable to Custom Objects, Companies, and Tasks. Go to the List View → click Manage Fields → enable Record ID. Open any record → scroll to the footer in the detail panel to […]
Blogs – Revamped URL Blog Importer Experience 🚀
/in What's New? Blogs**Revamped Import UI & Guided Flow** The Blog Importer now features a clearer, step-by-step process: Scan → Review → Map → Import. Enhancements include: Improved button labels Clearer progression between stages Better scanning feedback More intuitive placeholder text **Improved Content Mapping Experience** We have simplified metadata mapping to eliminate friction: Fixed confusing Previous/Next navigation Clearer […]
Bulk Import for Custom Objects (Create + Update)
/in What's New?You can now import Custom Object records in bulk — using the same create/update process that you are familiar with for Contacts and Opportunities. This feature is currently located under Subaccount > Labs > “Company and Custom Object Import” Create, Update, or Create + Update Custom Object records via CSV Duplicate handling using your object’s […]