We’ve introduced Fathom actions and triggers in Workflows. This enables users to transform meeting conversations into automated workflows, including follow-ups, task creation, and internal notifications, all without manual effort. Trigger workflows when a new meeting recording becomes available in Fathom. Fires when a meeting recording is created and processed Provides metadata such as recording ID, […]
https://clixio.io/wp-content/uploads/2026/03/f3dfec75e98d64721d460e417285e8e2.png17321066Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-26 16:21:002026-03-26 16:21:00Fathom actions and triggers in Workflows.
We’ve enhanced the Google Business Profile (GBP) integration to improve usability and make it easier to manage and discover business pages. These updates tackle common issues experienced during setup and page selection by providing clearer guidance when no pages are available and introducing more flexible search options. Overall, this ensures a smoother and more intuitive […]
1. Overview We’ve revamped the custom fields experience in Go Clixio CRM to make it cleaner, more intuitive, and easier to navigate—without altering any existing functionality. This update aims to enhance usability, visibility, and efficiency when managing custom fields across various objects. This major UI revamp is designed to significantly improve how users interact with […]
Math Operation Enhancements The Math Operation now saves its result as an output custom variable, allowing you to utilise that value in subsequent workflow actions without needing to write it to a custom field first. You can also reference the output of one Math Operation inside another, simplifying the manipulation and use of your mathematical […]
https://clixio.io/wp-content/uploads/2026/03/c498078b736309ceb232a5956a0f365f.png10001884Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-25 01:02:002026-03-25 01:02:00Math Operations Now More Powerful: Reuse Output in Later Steps
We have introduced keyboard shortcuts to the standard workflow builder, enabling you to build, edit, and navigate workflows more quickly using just the keyboard. These shortcuts cover node movement, selection, copying and pasting, deleting actions, zoom controls, panel access, and saving. <p>Within the standard builder, shortcuts are organised into five categories: **Essential**, **Edit**, **View**, **Navigation**, […]
https://clixio.io/wp-content/uploads/2026/03/99141ee44c3a4dbb0285fc7dd0cce77c-scaled.gif14162560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-25 00:32:002026-03-25 00:32:00Standard Builder: Now with Keyboard Navigation & Shortcuts!
MM API Overview is Meta’s next-generation marketing solution designed to enhance customer experiences and deliver the right message to a larger, targeted audience. Unlike Cloud API, which lacks delivery intelligence for marketing messages, MM API employs quality-based optimisation to prioritise high-engagement deliveries, leading to delivery rates that are up to +9% higher compared to Cloud […]
https://clixio.io/wp-content/uploads/2026/03/c3ce4867d19e1f31e08cafc0739183f6-scaled.png13932560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-24 21:37:002026-03-24 21:37:00Marketing Messages API for WhatsApp (MM Lite) is now live
We’re excited to introduce **Cards on File for Contacts** 💳 on the mobile app. You can now securely save and manage customer cards directly from a contact’s Payments section. <div class=”line”>👷♂️ <p><strong>How to use this feature</strong></p></div> <ol start=”1″> <li>Open the mobile app and navigate to the Contacts section.</li> <li>Select a Contact.</li> <li>Go to the Transactions […]
https://clixio.io/wp-content/uploads/2026/03/d134fc5ce03c4e8c902b751053277ec6.png25561179Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-24 17:19:002026-03-24 17:19:00Mobile Payments: Manage Cards on File for a Contact
We’re excited to introduce **Payment Plans for Estimates** 💳. You can now provide customers with greater flexibility by allowing them to split estimate payments into scheduled instalments. This makes it easier to close larger deals while giving customers clearer payment expectations from the outset. 👷♂️ **How to Use This Feature** **Create a Payment Schedule for […]
We’re excited to announce an upgrade that keeps you in your workflow ⚡: you can now access a dedicated Payments tab directly within Contacts and Opportunities on the mobile app. Create invoices and estimates, charge customers, manage stored cards, and review payment activity — all without leaving the record you’re currently working on. Payments Tab […]
We’re excited to introduce a new way to enhance your invoices and estimates with supporting files. 📎 You can now attach files from your mobile device while creating invoices or estimates. Utilise Media Storage, your camera, gallery, or local files to make it easier to provide context, share documentation, and deliver more professional payment requests. […]
https://clixio.io/wp-content/uploads/2026/03/57b31f969d67b16629d33d41b7be6958.png25561179Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-24 17:08:002026-03-24 17:08:00Mobile Payments : Attachments in Invoices and Estimates
We’re excited to announce that the Service Location Public API is now live 🎉 This release enables developers and partners to programmatically create, manage, and retrieve service locations—offering deeper integrations and greater flexibility in how service locations are configured and utilised in scheduling. — The Service Location Public API supports the complete lifecycle of service […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-24 16:28:002026-03-24 16:28:00Service Location Public API is now live 🎉
New Location Type Introduced We’ve introduced a new location type that allows customers to enter their own service address during booking. Service at Customer Locations Businesses that provide services at customer locations — such as mobile services, repairs, consultations, or on-site appointments — can now configure a location where the booker provides the service address […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-24 15:34:002026-03-24 15:34:00Ask the Booker Location for Services (v2)
You can now change the Default Path in Advanced Builder workflows. In workflows with multiple parallel branches, this feature allows you to choose which branch contacts will enter by default when they come from another workflow or when you conduct a workflow test. The root node is now labelled Default Path. On the first action […]
https://clixio.io/wp-content/uploads/2026/03/73b5390d8dbd36b585f51f7011f13dd4.gif13582372Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-24 06:11:002026-03-24 06:11:00Advanced Builder: Set Default Path for Workflow Branches
We’ve simplified the process of understanding why an A2P campaign was rejected and what actions the user needs to take to address the issue. When a campaign submission is rejected, users will now see a “View required fixes →” link next to each reason for the rejection. Clicking this link opens a detailed modal that […]
Based on valuable customer feedback regarding the new Contact Page design, we are pleased to introduce an enhanced way to access opportunities. This update prioritises better visibility, quicker access, and a more intuitive layout, all while we continue to develop more robust customisation options for the contact page. Key Updates: Navigate to a contact record […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-24 03:15:002026-03-24 03:15:00Opportunities now available as a dedicated tab on the contact page right panel
Contact Changed Trigger Update Previously, the Website contact field was unavailable as a selectable option in the Contact Changed trigger. This limitation hindered users from initiating automations when a contact’s website was updated, necessitating workarounds outside of the trigger. We are pleased to announce that the Website field is now supported within the Contact Changed […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-24 00:11:002026-03-24 00:11:00Fixed: Website Field Now Available in the Contact Changed Trigger
Enhanced Review Request Page with robust search and filtering features for quicker and more precise request management. New Search Functionality across the Review Request page: Search now supports: Contact Name Email Phone Number New Filter Options now available: Channel: WhatsApp, Email, Phone Status: Failed, Undelivered, Sent, Opened, and more supported states Search is case-insensitive for […]
⭐**What’s New** You can now create a blog site without connecting a domain. Begin building and preparing your content first, and connect your domain later when you’re ready. **Remove Domain from Blog Settings** A new option to remove a domain is now available. Disconnect an existing domain easily. Switch domains without needing support assistance. Manage […]
Autopayment is Now Enabled by Default for invoices with payment schedules and recurring invoices sent from the dashboard. There’s no longer a need to toggle it on manually each time. Create an invoice with a payment schedule or recurring setup as usual. Autopayment will be automatically enabled in the send modal. You can still turn […]
https://clixio.io/wp-content/uploads/2026/03/e6a92379ed23265749de1485f5841af2-scaled.png15122560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-20 02:38:002026-03-20 02:38:00Invoices: Auto-payment Now Enabled by Default
You can now link companies directly to both custom objects and opportunities, enhancing relationship mapping for greater flexibility and power across your CRM. <div class=”line”><p>👀 **What’s New**</p></div> <ul> <li>Associate companies with custom objects</li> <li>Associate companies with opportunities</li> </ul> <div class=”line”><img alt=”Screenshot 2026-03-19 at 8″ loading=”lazy” src=”https://canny-assets.io/images/e92be670e1f914e16cf19302fdcf44e7.png” class=”tappable”/></div> <ul> <li>View and manage these relationships directly within […]
Fathom actions and triggers in Workflows.
/in What's New? Automations, ConversationsWe’ve introduced Fathom actions and triggers in Workflows. This enables users to transform meeting conversations into automated workflows, including follow-ups, task creation, and internal notifications, all without manual effort. Trigger workflows when a new meeting recording becomes available in Fathom. Fires when a meeting recording is created and processed Provides metadata such as recording ID, […]
Google Business Profile connection enhancements
/in What's New? IntegrationsWe’ve enhanced the Google Business Profile (GBP) integration to improve usability and make it easier to manage and discover business pages. These updates tackle common issues experienced during setup and page selection by providing clearer guidance when no pages are available and introducing more flexible search options. Overall, this ensures a smoother and more intuitive […]
Custom fields and folders – UI revamp
/in What's New? CRM1. Overview We’ve revamped the custom fields experience in Go Clixio CRM to make it cleaner, more intuitive, and easier to navigate—without altering any existing functionality. This update aims to enhance usability, visibility, and efficiency when managing custom fields across various objects. This major UI revamp is designed to significantly improve how users interact with […]
Math Operations Now More Powerful: Reuse Output in Later Steps
/in What's New? AutomationsMath Operation Enhancements The Math Operation now saves its result as an output custom variable, allowing you to utilise that value in subsequent workflow actions without needing to write it to a custom field first. You can also reference the output of one Math Operation inside another, simplifying the manipulation and use of your mathematical […]
Standard Builder: Now with Keyboard Navigation & Shortcuts!
/in What's New? AutomationsWe have introduced keyboard shortcuts to the standard workflow builder, enabling you to build, edit, and navigate workflows more quickly using just the keyboard. These shortcuts cover node movement, selection, copying and pasting, deleting actions, zoom controls, panel access, and saving. <p>Within the standard builder, shortcuts are organised into five categories: **Essential**, **Edit**, **View**, **Navigation**, […]
Marketing Messages API for WhatsApp (MM Lite) is now live
/in What's New?MM API Overview is Meta’s next-generation marketing solution designed to enhance customer experiences and deliver the right message to a larger, targeted audience. Unlike Cloud API, which lacks delivery intelligence for marketing messages, MM API employs quality-based optimisation to prioritise high-engagement deliveries, leading to delivery rates that are up to +9% higher compared to Cloud […]
Mobile Payments: Manage Cards on File for a Contact
/in What's New? PaymentsWe’re excited to introduce **Cards on File for Contacts** 💳 on the mobile app. You can now securely save and manage customer cards directly from a contact’s Payments section. <div class=”line”>👷♂️ <p><strong>How to use this feature</strong></p></div> <ol start=”1″> <li>Open the mobile app and navigate to the Contacts section.</li> <li>Select a Contact.</li> <li>Go to the Transactions […]
Mobile Payments: Payment Schedule in Estimates
/in What's New? PaymentsWe’re excited to introduce **Payment Plans for Estimates** 💳. You can now provide customers with greater flexibility by allowing them to split estimate payments into scheduled instalments. This makes it easier to close larger deals while giving customers clearer payment expectations from the outset. 👷♂️ **How to Use This Feature** **Create a Payment Schedule for […]
Mobile Payments: Payments Tab inside Contacts & Opportunities
/in What's New? Automations, Opportunities and Pipelines, PaymentsWe’re excited to announce an upgrade that keeps you in your workflow ⚡: you can now access a dedicated Payments tab directly within Contacts and Opportunities on the mobile app. Create invoices and estimates, charge customers, manage stored cards, and review payment activity — all without leaving the record you’re currently working on. Payments Tab […]
Mobile Payments : Attachments in Invoices and Estimates
/in What's New? Automations, Documents & Contracts, PaymentsWe’re excited to introduce a new way to enhance your invoices and estimates with supporting files. 📎 You can now attach files from your mobile device while creating invoices or estimates. Utilise Media Storage, your camera, gallery, or local files to make it easier to provide context, share documentation, and deliver more professional payment requests. […]
Service Location Public API is now live 🎉
/in What's New?We’re excited to announce that the Service Location Public API is now live 🎉 This release enables developers and partners to programmatically create, manage, and retrieve service locations—offering deeper integrations and greater flexibility in how service locations are configured and utilised in scheduling. — The Service Location Public API supports the complete lifecycle of service […]
Ask the Booker Location for Services (v2)
/in What's New?New Location Type Introduced We’ve introduced a new location type that allows customers to enter their own service address during booking. Service at Customer Locations Businesses that provide services at customer locations — such as mobile services, repairs, consultations, or on-site appointments — can now configure a location where the booker provides the service address […]
Advanced Builder: Set Default Path for Workflow Branches
/in What's New? AutomationsYou can now change the Default Path in Advanced Builder workflows. In workflows with multiple parallel branches, this feature allows you to choose which branch contacts will enter by default when they come from another workflow or when you conduct a workflow test. The root node is now labelled Default Path. On the first action […]
Improved A2P Campaign Rejection Feedback
/in What's New?We’ve simplified the process of understanding why an A2P campaign was rejected and what actions the user needs to take to address the issue. When a campaign submission is rejected, users will now see a “View required fixes →” link next to each reason for the rejection. Clicking this link opens a detailed modal that […]
Opportunities now available as a dedicated tab on the contact page right panel
/in What's New?Based on valuable customer feedback regarding the new Contact Page design, we are pleased to introduce an enhanced way to access opportunities. This update prioritises better visibility, quicker access, and a more intuitive layout, all while we continue to develop more robust customisation options for the contact page. Key Updates: Navigate to a contact record […]
Fixed: Website Field Now Available in the Contact Changed Trigger
/in What's New? AutomationsContact Changed Trigger Update Previously, the Website contact field was unavailable as a selectable option in the Contact Changed trigger. This limitation hindered users from initiating automations when a contact’s website was updated, necessitating workarounds outside of the trigger. We are pleased to announce that the Website field is now supported within the Contact Changed […]
✨ Reputation – Find Review Requests Instantly with New Search & Filters
/in What's New? ReputationEnhanced Review Request Page with robust search and filtering features for quicker and more precise request management. New Search Functionality across the Review Request page: Search now supports: Contact Name Email Phone Number New Filter Options now available: Channel: WhatsApp, Email, Phone Status: Failed, Undelivered, Sent, Opened, and more supported states Search is case-insensitive for […]
Blogs- Domain Management, Custom Tags & Sitemap Improvements
/in What's New? Blogs⭐**What’s New** You can now create a blog site without connecting a domain. Begin building and preparing your content first, and connect your domain later when you’re ready. **Remove Domain from Blog Settings** A new option to remove a domain is now available. Disconnect an existing domain easily. Switch domains without needing support assistance. Manage […]
Invoices: Auto-payment Now Enabled by Default
/in What's New? Dashboard, PaymentsAutopayment is Now Enabled by Default for invoices with payment schedules and recurring invoices sent from the dashboard. There’s no longer a need to toggle it on manually each time. Create an invoice with a payment schedule or recurring setup as usual. Autopayment will be automatically enabled in the send modal. You can still turn […]
Associate Companies with Custom Objects & Opportunities
/in What's New? CRM, Opportunities and Pipelines, ReportingYou can now link companies directly to both custom objects and opportunities, enhancing relationship mapping for greater flexibility and power across your CRM. <div class=”line”><p>👀 **What’s New**</p></div> <ul> <li>Associate companies with custom objects</li> <li>Associate companies with opportunities</li> </ul> <div class=”line”><img alt=”Screenshot 2026-03-19 at 8″ loading=”lazy” src=”https://canny-assets.io/images/e92be670e1f914e16cf19302fdcf44e7.png” class=”tappable”/></div> <ul> <li>View and manage these relationships directly within […]