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 […]
We’ve redesigned the Calendar Settings experience to enhance clarity, structure, and navigation ease. This update introduces a cleaner information architecture with logically grouped sections, contextual helper text, and a wider layout for improved readability. The goal is to help you configure calendars faster — with less scrolling and confusion. ✅ Clear & Structured Settings Layout […]
We have implemented significant updates to the Messaging Toll-Free Verification (TFV) flow to comply with the latest carrier requirements, particularly for Political Election Campaigns. This release includes: A redesigned multi-step TFV experience Additional required business fields New Political Campaign requirements Campaign Verify (CV) Auth Token support for political use cases 🔄 1. Redesigned Toll-Free Verification […]
Introduction of Response Style Settings We’ve introduced Response Style Settings in Conversation AI, giving you control over how long and detailed your bot’s replies should be. Response Options You can now choose between Concise, Balanced, or Detailed responses based on your business needs. You can now: Enable or disable Response Style Settings Choose between: Concise […]
You can now sort Custom Object list views using Custom Fields, which makes it easier to organise and prioritise records based on the fields that are most important to your business. Sort by custom fields (not just Created/Updated dates). Sort either from the Sort dropdown or by clicking a column header. Toggle between ascending and […]
https://clixio.io/wp-content/uploads/2026/02/1b5b6716637eadd29859b3976ebb236e-scaled.png12932560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-24 20:14:002026-02-24 20:14:00Sorting on Custom Fields in Custom Objects 🎯
You can now export multiple company records with a single click. Whether you wish to download a few selected companies or the entire list, the process is faster and more flexible. Export Multiple Company Records Directly From the Companies Table You have the option to export all companies from the 3-dot menu (top-right) and can […]
Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice Advanced tag filtering, which was previously available for Contact Created and Contact DND triggers, has now been extended to include opportunity-based triggers and invoices. This completes the full rollout of this feature. Now Live For Previously available on: Contact Created Trigger Contact DND […]
https://clixio.io/wp-content/uploads/2026/02/fc0ab230925e368e3c93887dd955bdc0.png16761826Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-20 23:54:002026-02-20 23:54:00Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice
We’ve enhanced visibility within the Page Builder. Now, whenever key saved assets are deleted, you will see audit logs. Audit logs are now created for: Section Templates Global Sections Universal Sections Element Templates Universal Element Templates This functionality applies across Funnels, Websites, Stores, and Webinars. When You Delete: If any of the assets listed above […]
You can now trigger workflows when a customer replies through an All-in-One Chat widget . This enhancement allows you to: Select All-in-One Chat directly from the Reply Channel dropdown Filter replies by Chat Type (Chat Widget or Live Chat) Select specific All-in-One Chat Widgets Build more precise automation based on how customers reply This makes […]
https://clixio.io/wp-content/uploads/2026/02/9b8c719e54b9d5fecb70a0384a76ad0b.png10042048Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-19 21:48:002026-02-19 21:48:00All-in-One Chat widget support in Customer Replied trigger
Exciting Update: Rich Text Editor for Service Descriptions We’re thrilled to introduce the rich text editor for service descriptions (Services v2)! This update provides you with enhanced control and flexibility when crafting service descriptions, enabling users to create more engaging, readable, and customisable content. With the new editor, you can enhance service descriptions using a […]
https://clixio.io/wp-content/uploads/2026/02/71d4029a7d7559286672726b0028fc0c-scaled.png11692560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-19 19:05:002026-02-19 19:05:00📝 Rich Text Editor Now Available for Service Descriptions! (Services v2)
**Managing Date-Specific Availability Just Got Easier** Introducing Meetings and Rentals (Private Beta). <p>Previously, you could only add date-specific hours for one date at a time, making it cumbersome and repetitive to configure availability across multiple days.</p> <div class=”line”> **Select Multiple Dates at Once** </div> <p>You can now choose multiple dates simultaneously and apply the same […]
Introduction Previously, when creating a template, Admins were limited in assigning signature fields. They could assign them only to: If you were working with a business and wished to allocate the business-side signature to a specific staff member, this was not feasible. Now, Admins can easily access and assign signature fields to the entire staff […]
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 […]
🏷️ Improved Calendar Settings Experience
/in What's New?We’ve redesigned the Calendar Settings experience to enhance clarity, structure, and navigation ease. This update introduces a cleaner information architecture with logically grouped sections, contextual helper text, and a wider layout for improved readability. The goal is to help you configure calendars faster — with less scrolling and confusion. ✅ Clear & Structured Settings Layout […]
Updated Toll-Free Verification (TFV) Experience + Political Campaign Updates
/in What's New? AutomationsWe have implemented significant updates to the Messaging Toll-Free Verification (TFV) flow to comply with the latest carrier requirements, particularly for Political Election Campaigns. This release includes: A redesigned multi-step TFV experience Additional required business fields New Political Campaign requirements Campaign Verify (CV) Auth Token support for political use cases 🔄 1. Redesigned Toll-Free Verification […]
Conversation AI – Response Style Settings
/in What's New? Conversation AI, ConversationsIntroduction of Response Style Settings We’ve introduced Response Style Settings in Conversation AI, giving you control over how long and detailed your bot’s replies should be. Response Options You can now choose between Concise, Balanced, or Detailed responses based on your business needs. You can now: Enable or disable Response Style Settings Choose between: Concise […]
Sorting on Custom Fields in Custom Objects 🎯
/in What's New?You can now sort Custom Object list views using Custom Fields, which makes it easier to organise and prioritise records based on the fields that are most important to your business. Sort by custom fields (not just Created/Updated dates). Sort either from the Sort dropdown or by clicking a column header. Toggle between ascending and […]
Bulk Company Export | Clixio Changelog
/in What's New? ReportingYou can now export multiple company records with a single click. Whether you wish to download a few selected companies or the entire list, the process is faster and more flexible. Export Multiple Company Records Directly From the Companies Table You have the option to export all companies from the 3-dot menu (top-right) and can […]
Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice
/in What's New?Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice Advanced tag filtering, which was previously available for Contact Created and Contact DND triggers, has now been extended to include opportunity-based triggers and invoices. This completes the full rollout of this feature. Now Live For Previously available on: Contact Created Trigger Contact DND […]
Audit Logs for Deleted Builder Assets
/in What's New? Funnels and WebsitesWe’ve enhanced visibility within the Page Builder. Now, whenever key saved assets are deleted, you will see audit logs. Audit logs are now created for: Section Templates Global Sections Universal Sections Element Templates Universal Element Templates This functionality applies across Funnels, Websites, Stores, and Webinars. When You Delete: If any of the assets listed above […]
All-in-One Chat widget support in Customer Replied trigger
/in What's New? Automations, Chat WidgetYou can now trigger workflows when a customer replies through an All-in-One Chat widget . This enhancement allows you to: Select All-in-One Chat directly from the Reply Channel dropdown Filter replies by Chat Type (Chat Widget or Live Chat) Select specific All-in-One Chat Widgets Build more precise automation based on how customers reply This makes […]
📝 Rich Text Editor Now Available for Service Descriptions! (Services v2)
/in What's New? Funnels and WebsitesExciting Update: Rich Text Editor for Service Descriptions We’re thrilled to introduce the rich text editor for service descriptions (Services v2)! This update provides you with enhanced control and flexibility when crafting service descriptions, enabling users to create more engaging, readable, and customisable content. With the new editor, you can enhance service descriptions using a […]
✨ Multi-Date Selection for Date-Specific Hours (Meetings & Rentals)
/in What's New?**Managing Date-Specific Availability Just Got Easier** Introducing Meetings and Rentals (Private Beta). <p>Previously, you could only add date-specific hours for one date at a time, making it cumbersome and repetitive to configure availability across multiple days.</p> <div class=”line”> **Select Multiple Dates at Once** </div> <p>You can now choose multiple dates simultaneously and apply the same […]
Documents & Contracts: Staff Selection in Templates
/in What's New? Documents & ContractsIntroduction Previously, when creating a template, Admins were limited in assigning signature fields. They could assign them only to: If you were working with a business and wished to allocate the business-side signature to a specific staff member, this was not feasible. Now, Admins can easily access and assign signature fields to the entire staff […]