Introduction of Shipping ProfilesWe have introduced Shipping Profiles to provide store owners with increased flexibility in configuring shipping rates. With this update, merchants can define custom shipping profiles for specific products or app integrations, while still retaining the general shipping profile as a fallback option.
We have introduced a “Between” operator for workflow trigger filters, which allows you to filter values within a specific numeric range using a straightforward two-field input. Key Features: Set minimum and maximum values in two input fields Inclusive by default – both start and end values are included Works with all numeric fields in triggers […]
Automate Workflows as soon as a call transcript is ready. This allows you to trigger downstream actions, such as emailing summaries, updating CRM fields, or creating tasks immediately after calls across Voice AI, IVR, and Normal Calls. Smarter Follow-Ups – Email call summaries, update records with buying intent, or tag contacts based on transcript content. […]
We are excited to announce our latest update for Mobile Payments – Automatic Taxes. You can now automatically calculate and apply taxes for customers across multiple countries when creating invoices, POS transactions, or estimates. **Automatic Tax Calculation for Checkouts** – Taxes can now be calculated automatically on invoices, POS transactions, and estimates based on the […]
Product-Specific Cancellation Reasons We’ve introduced product-specific cancellation reasons for the Client Portal (Branded App) to enhance visibility into the factors contributing to user churn and to improve retention insights. New Cancellation Reasons Include: Unable to create Apple/Google developer accounts Setup is too complicated or time-consuming Lack of key features required Encountered technical issues or bugs […]
Introducing the Unique Fields Capability for Custom Objects. This feature enforces data integrity, prevents duplication across records, and lays the groundwork for advanced deduplication controls in future updates. Unique Field Option: You can now mark a custom field as “Unique” during its creation. Supported Field Types: These include Single Line, Multi Line, Number, and Phone. […]
Exciting News: Expanding Our Find Record Capabilities! Streamlined Record Lookup We’re excited to announce the expansion of our Find Record functionality across all workflow types! With these enhancements, you can automatically search for and utilise existing records within your CRM, based on incoming webhook data. Whether you’re matching a Contact, a Company, or a Custom […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-13 17:53:002025-10-13 17:53:00🔍 New Workflow Actions: Find Company & Find Object Record
We’re excited to announce two powerful new workflow actions now available across all workflow types: Contact-based, Company-based, and Custom Object-based workflows. These actions make automation across contacts, companies, and custom objects (and their associations) more flexible than ever. — ➕ Add Associated Records to Workflow Automatically enrol associated records into another workflow. Select an Object: […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-13 17:53:002025-10-13 17:53:00🔄 New Workflow Actions: Add & Remove Associated Records from Workflows
We’re thrilled to announce that Company-Based Workflows are now live in Clixio — bringing automation directly to your Company records for the first time! You can now trigger, update, and manage automations that revolve around your Companies — empowering use cases like onboarding, account assignment, and lifecycle management, all without manual effort. 💡 Until now, […]
Introducing Email AI (Beta) We’re thrilled to introduce Email AI (beta) — a smarter and faster way to create market-ready templates within minutes. Try it out and share your feedback to help us improve even further. AI-Powered Email Creation Instantly generate market-ready email templates complete with subject lines and previews. Image Generation Bring your emails […]
We’re excited to introduce TikTok DMs and Comments Automation — your all-in-one solution for managing TikTok conversations directly within Clixio. Now, you can engage with your TikTok audience, automate replies, and capture leads without the need to switch between tools. This update expands your omnichannel reach, helping you stay connected and convert faster. Connect TikTok […]
Snippets Page Update The Snippets page has been redesigned to feature a cleaner, more streamlined layout and faster load times. It’s now simpler to browse, edit, and share snippets, all within a more responsive interface. **Redesigned Interface:** The modern layout enhances readability and navigation, enabling you to find and manage snippets more effectively. **Smarter URL […]
Duplicate Management & Merge Tool | Clixio Changelog Introduced a Duplicate Management Tool to find, review, and merge duplicate contacts directly within the Contacts page. Added a ‘Find Duplicates’ option under the Contacts menu (⋮). Support for detecting duplicates by Email, Phone, or Name. Ability to manually trigger duplicate scans at any time. View up […]
We’ve enhanced the Audit Logs experience with a cleaner, faster, and more intuitive interface, built on Clixio’s New Design System. 🗂️ Details in Drawer View: Instantly view log details in a right-side drawer — no page reloads needed. ⌨️ Keyboard Navigation: Effortlessly move between log entries using arrow keys for quicker reviews. 💻 Refreshed Layout: […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-13 13:30:002025-10-13 13:30:00🧾Audit Logs — Now in the New Design System
Overview We are pleased to introduce a guided import experience for FirstPromoter campaigns within the subaccount Affiliate Manager! This enhancement streamlines the process of synchronising your affiliate campaigns, commissions, and affiliates into the Affiliate Manager, ensuring a smoother setup and improved visibility of your affiliate performance. Getting Started with Import Navigate to Campaigns > Import. […]
https://clixio.io/wp-content/uploads/2025/10/6855954692b3a75a3cf81504a0957bc6.png7811610Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-12 23:00:002025-10-12 23:00:00Affiliate Manager Import- Import from First Promoter with your Campaigns, Affiliates, Leads and Commission
We’re excited to announce that Social Planner now supports Meta’s Threads! This update allows you to connect, create, schedule, and publish posts directly to Threads within Social Planner. <p>You can now:</p> <ul class=””> <li class=””>Connect your Threads account using your Instagram login.</li> <li class=””>Compose posts in the post composer.</li> <li class=””>Schedule and auto-post via Review […]
https://clixio.io/wp-content/uploads/2025/10/bbb99414009b39737440d6096c4f6f42-scaled.png14662560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-12 13:30:002025-10-12 13:30:00Meta Threads Integration in Social Planner
Custom Objects Widget Creation Now Live! This new feature empowers users to create object-specific widgets, allowing for customisation and association of data for better insights. If your company needs to manage relationships or processes that extend beyond standard CRM objects, you can create custom objects using custom fields. 🤩 The custom objects metrics enable users […]
This is a major release for dashboards, bringing powerful Meta Ad Widgets to help you track and analyse ad performance trends effortlessly. Now, you can visualise key Meta ads metrics right on your dashboard, making it easier to monitor paid traffic performance at a glance. New Meta Widgets in Dashboard include: Website Purchases: The number […]
https://clixio.io/wp-content/uploads/2025/10/d19d1a5aa76de603ac404b46fdea9804-scaled.png12652560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-12 13:30:002025-10-12 13:30:00Account Dashboard and Reporting : Meta Ad Widgets
We’re excited to announce that Social Planner now supports Social Listening! This update brings trend discovery and real-time insights from multiple platforms, helping you stay ahead of conversations, cultural moments, and viral content—all within Social Planner. What’s New You can now: Track Google Trends to see what people are searching for in real time Explore […]
https://clixio.io/wp-content/uploads/2025/10/d782e5726bc98be17e5c1060e9b4e971-scaled.png13852560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-12 13:30:002025-10-12 13:30:00Social Listening in Social Planner
We’re excited to announce that the CSV Blog Importer is now available in Blogs. This update allows you to import blog posts directly from CSV files, making it quicker to migrate and publish content. 📌 What’s New CSV Import Path: Upload CSV/Excel files with a simple drag-and-drop. Sample File Access: Download a ready-made sample file […]
https://clixio.io/wp-content/uploads/2025/10/6c97c1b65761197c498a992cd62cb970-scaled.png12752560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-12 13:30:002025-10-12 13:30:00CSV Blog Importer in Blogs
Shipping Charges Based on Product & App Shipping Profiles
/in What's New?Introduction of Shipping ProfilesWe have introduced Shipping Profiles to provide store owners with increased flexibility in configuring shipping rates. With this update, merchants can define custom shipping profiles for specific products or app integrations, while still retaining the general shipping profile as a fallback option.
“Between” Operator for Workflow Trigger Filters
/in What's New? AutomationsWe have introduced a “Between” operator for workflow trigger filters, which allows you to filter values within a specific numeric range using a straightforward two-field input. Key Features: Set minimum and maximum values in two input fields Inclusive by default – both start and end values are included Works with all numeric fields in triggers […]
New Trigger: Call Transcript Generated
/in What's New? Automations, CRMAutomate Workflows as soon as a call transcript is ready. This allows you to trigger downstream actions, such as emailing summaries, updating CRM fields, or creating tasks immediately after calls across Voice AI, IVR, and Normal Calls. Smarter Follow-Ups – Email call summaries, update records with buying intent, or tag contacts based on transcript content. […]
Automatic Taxes – Mobile App Payments
/in What's New? Automations, PaymentsWe are excited to announce our latest update for Mobile Payments – Automatic Taxes. You can now automatically calculate and apply taxes for customers across multiple countries when creating invoices, POS transactions, or estimates. **Automatic Tax Calculation for Checkouts** – Taxes can now be calculated automatically on invoices, POS transactions, and estimates based on the […]
Improved Cancellation Flow with Product-Specific Reasons
/in What's New? Client Portal, ReportingProduct-Specific Cancellation Reasons We’ve introduced product-specific cancellation reasons for the Client Portal (Branded App) to enhance visibility into the factors contributing to user churn and to improve retention insights. New Cancellation Reasons Include: Unable to create Apple/Google developer accounts Setup is too complicated or time-consuming Lack of key features required Encountered technical issues or bugs […]
Mark Custom Object Fields as Unique
/in What's New? FormsIntroducing the Unique Fields Capability for Custom Objects. This feature enforces data integrity, prevents duplication across records, and lays the groundwork for advanced deduplication controls in future updates. Unique Field Option: You can now mark a custom field as “Unique” during its creation. Supported Field Types: These include Single Line, Multi Line, Number, and Phone. […]
🔍 New Workflow Actions: Find Company & Find Object Record
/in What's New? Automations, CRMExciting News: Expanding Our Find Record Capabilities! Streamlined Record Lookup We’re excited to announce the expansion of our Find Record functionality across all workflow types! With these enhancements, you can automatically search for and utilise existing records within your CRM, based on incoming webhook data. Whether you’re matching a Contact, a Company, or a Custom […]
🔄 New Workflow Actions: Add & Remove Associated Records from Workflows
/in What's New? AutomationsWe’re excited to announce two powerful new workflow actions now available across all workflow types: Contact-based, Company-based, and Custom Object-based workflows. These actions make automation across contacts, companies, and custom objects (and their associations) more flexible than ever. — ➕ Add Associated Records to Workflow Automatically enrol associated records into another workflow. Select an Object: […]
🏢 Introducing Company-Based Workflows 🚀
/in What's New? Automations, IntegrationsWe’re thrilled to announce that Company-Based Workflows are now live in Clixio — bringing automation directly to your Company records for the first time! You can now trigger, update, and manage automations that revolve around your Companies — empowering use cases like onboarding, account assignment, and lifecycle management, all without manual effort. 💡 Until now, […]
🚀 Email AI (Beta) — Smarter, Faster, More Creative!
/in What's New?Introducing Email AI (Beta) We’re thrilled to introduce Email AI (beta) — a smarter and faster way to create market-ready templates within minutes. Try it out and share your feedback to help us improve even further. AI-Powered Email Creation Instantly generate market-ready email templates complete with subject lines and previews. Image Generation Bring your emails […]
Conversations: TikTok DMs and Comments automation 🚀
/in What's New? Automations, ConversationsWe’re excited to introduce TikTok DMs and Comments Automation — your all-in-one solution for managing TikTok conversations directly within Clixio. Now, you can engage with your TikTok audience, automate replies, and capture leads without the need to switch between tools. This update expands your omnichannel reach, helping you stay connected and convert faster. Connect TikTok […]
Conversations: Snippets Page Refreshed for Faster Access and Easier Collaboration
/in What's New? ConversationsSnippets Page Update The Snippets page has been redesigned to feature a cleaner, more streamlined layout and faster load times. It’s now simpler to browse, edit, and share snippets, all within a more responsive interface. **Redesigned Interface:** The modern layout enhances readability and navigation, enabling you to find and manage snippets more effectively. **Smarter URL […]
Duplicate Management & Merge Tool
/in What's New? Opportunities and PipelinesDuplicate Management & Merge Tool | Clixio Changelog Introduced a Duplicate Management Tool to find, review, and merge duplicate contacts directly within the Contacts page. Added a ‘Find Duplicates’ option under the Contacts menu (⋮). Support for detecting duplicates by Email, Phone, or Name. Ability to manually trigger duplicate scans at any time. View up […]
🧾Audit Logs — Now in the New Design System
/in What's New? AutomationsWe’ve enhanced the Audit Logs experience with a cleaner, faster, and more intuitive interface, built on Clixio’s New Design System. 🗂️ Details in Drawer View: Instantly view log details in a right-side drawer — no page reloads needed. ⌨️ Keyboard Navigation: Effortlessly move between log entries using arrow keys for quicker reviews. 💻 Refreshed Layout: […]
Affiliate Manager Import- Import from First Promoter with your Campaigns, Affiliates, Leads and Commission
/in What's New? Affiliate Manager, CRM, DashboardOverview We are pleased to introduce a guided import experience for FirstPromoter campaigns within the subaccount Affiliate Manager! This enhancement streamlines the process of synchronising your affiliate campaigns, commissions, and affiliates into the Affiliate Manager, ensuring a smoother setup and improved visibility of your affiliate performance. Getting Started with Import Navigate to Campaigns > Import. […]
Meta Threads Integration in Social Planner
/in What's New? Conversations, Integrations, Social PlannerWe’re excited to announce that Social Planner now supports Meta’s Threads! This update allows you to connect, create, schedule, and publish posts directly to Threads within Social Planner. <p>You can now:</p> <ul class=””> <li class=””>Connect your Threads account using your Instagram login.</li> <li class=””>Compose posts in the post composer.</li> <li class=””>Schedule and auto-post via Review […]
Account Dashboard: Create widget using Custom Objects 🤩
/in What's New? CRM, DashboardCustom Objects Widget Creation Now Live! This new feature empowers users to create object-specific widgets, allowing for customisation and association of data for better insights. If your company needs to manage relationships or processes that extend beyond standard CRM objects, you can create custom objects using custom fields. 🤩 The custom objects metrics enable users […]
Account Dashboard and Reporting : Meta Ad Widgets
/in What's New? Dashboard, ReportingThis is a major release for dashboards, bringing powerful Meta Ad Widgets to help you track and analyse ad performance trends effortlessly. Now, you can visualise key Meta ads metrics right on your dashboard, making it easier to monitor paid traffic performance at a glance. New Meta Widgets in Dashboard include: Website Purchases: The number […]
Social Listening in Social Planner
/in What's New? Conversations, Social PlannerWe’re excited to announce that Social Planner now supports Social Listening! This update brings trend discovery and real-time insights from multiple platforms, helping you stay ahead of conversations, cultural moments, and viral content—all within Social Planner. What’s New You can now: Track Google Trends to see what people are searching for in real time Explore […]
CSV Blog Importer in Blogs
/in What's New? Automations, BlogsWe’re excited to announce that the CSV Blog Importer is now available in Blogs. This update allows you to import blog posts directly from CSV files, making it quicker to migrate and publish content. 📌 What’s New CSV Import Path: Upload CSV/Excel files with a simple drag-and-drop. Sample File Access: Download a ready-made sample file […]