Now, users can easily discover and install marketplace apps directly from the workflow builder. Previously, users needed to visit the marketplace for app installations. New “Discover” Button: Access a comprehensive list of all marketplace apps directly from within workflows. – App Categorisation: Browse apps by categories like Top Installed, Top Free, Top Paid, and Newly […]
This release introduces the ability to associate multiple contacts with one another using custom labels, allowing users to define and manage relationships between contacts (e.g., Parent-Child, Spouse, Business Partner). What’s New? Custom Contact Associations: Users can now associate two or more contacts using custom labels such as “Parent,” “Spouse,” or “Business Partner” and also pair […]
The “Import Contacts and Opportunities” feature allows users to efficiently import both contacts and opportunities from a single CSV file. This new enhancement introduces a seamless process for bulk creation and updating of records, enabling users to streamline data entry and reduce time spent on manual input. The feature includes smart field mapping, contact de-duplication, […]
https://clixio.io/wp-content/uploads/2024/10/233370d98aece1e4d548a5c000f48f12.png7742922Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-22 15:00:002024-10-22 15:00:00Import Contacts and Opportunities using a single CSV file
We’re excited to introduce the Opportunity Card Customisation feature. This update allows users to personalise the fields displayed on their opportunity cards within the pipeline view. You can now choose up to 7 fields, customise counters, and select between two card layout options to better organise and streamline your workflow. Open Opportunities and Access Customisation: […]
Recurring Tasks Recurring tasks allow you to set up tasks that repeat at specified intervals, reducing the need to manually create duplicate tasks. When creating a recurring task, you can configure the following settings: Frequency: Choose how often the task should repeat (e.g., hourly, daily, weekly, monthly or yearly). Create Even if Previous Task is […]
Setting Tax Preferences for Businesses Businesses can now specify whether products are tax inclusive or tax exclusive to ensure the correct tax convention is followed based on their requirements. Enabling Tax Preferences This can be enabled for all products by changing the settings in Global settings, under Payments > Settings > Taxes OR on a […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-16 16:04:572024-10-16 16:04:57Products can have tax inclusive or tax exclusive pricing
We’re excited to announce our latest update to Mobile app – the ability to record and send voice notes using WhatsApp as a channel on Conversations. This update is available on Clixio, Leadconnector, and Whitelabelled apps (update needs to be requested). Record voice note – You can start recording a new voice note by tapping […]
Adding Hyperlinks in Text Boxes on Your Dashboard You can now add hyperlinks/URLs directly within text box elements on your dashboard. Go to your dashboard and click the edit icon. Switch to the Elements tab. Select Text Box . Click on the hyperlink icon, then enter your desired text and URL. Choose whether the link […]
https://clixio.io/wp-content/uploads/2024/10/98516ee71ca861857ac3cc6f02634399.png26081533Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-15 20:42:532024-10-15 20:42:53Account Dashboards: Hyperlinks in Text Box Elements
⚙️ Enhancement Reducing voice call fraud Suspicious users are now blocked from making calls A limit of 2 simultaneous calls can be made to a single phone number from the same sub-account 🐞 Bug Fixes Only supported file types can now be used for Voicemail audio. Previously, invalid audio formats could be uploaded, causing some […]
We are thrilled to announce the extension of the maths calculations feature in forms and surveys! Now, users can assign scores to additional field types, including Radio Select, Checkbox, Single Dropdown, and Multi Dropdown options, expanding the possibilities for advanced scoring and calculations. Custom Field – Score for More Field Types: Users can now set […]
⚙️ Enhancement Quicker connection to leads when calling them Previously, agents had to wait for the lead to answer and hear the call recording message before talking. Now, agents are connected to leads instantly upon answer—no more waiting for the recording message to finish. Agents will hear the call recording message simultaneously with the lead. […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-14 21:33:362024-10-14 21:33:36Quicker call connections and hold music bug fix
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether 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 letting you focus on engaging your audience and […]
We are excited to announce the feature that will make the Math Operation Action more powerful In the Phase 1 of the Math Operation Enhancement we added the support for selecting the Custom Values and the values coming in from Triggers. In the second phase we have added the most requested feature for Math Operation. […]
https://clixio.io/wp-content/uploads/2024/10/4af96f71dff67a398058f6add58eceb4.png1488918Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-10 23:25:402024-10-10 23:25:40Update Custom Values in Math Operation
Pause Subscriptions Businesses can pause subscriptions definitely or indefinitely from Payments > Subscriptions by clicking on the 3 dots next to any subscription from the list Pause from Subscription Details Page Subscriptions can also be paused from the subscription details page Definitely Paused Subscriptions Subscriptions paused definitely are done with an end date after which […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-10 23:14:192024-10-10 23:14:19Functionality to Pause and Resume Subscriptions
We heard your feedback – We’ve made a user-friendly update to improve your experience with file uploads and folder creation in Clixio! Separate Buttons: Previously, you had to click the “New” button and then choose between “Upload” or “New Folder.” Now, we’ve decoupled these actions into two separate buttons for quicker access: Upload Button: Directly […]
https://clixio.io/wp-content/uploads/2024/10/d7303d6bd9a2fbd0a948549ddc5de3f4.png180568Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-10 23:05:202024-10-10 23:05:20Seperate buttons for File Upload and Folder Creation in Media Storage
Expanded Column View: Previously, only 3 columns (such as name, email) were displayed. Now, all the columns of the form submissions are visible. Dynamic Columns: Users can now select, deselect, and reorder the columns to view the data in the order they prefer. Copy Functionality: Users can now copy phone numbers, emails, and also have […]
https://clixio.io/wp-content/uploads/2024/10/76ce1dbe0d367ddba1b42a1275c1e916.png10321935Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-10 20:12:212024-10-10 20:12:21Revamped Forms and Surveys Submissions Page
Users can now create, save, and clone estimate templates within the Templates section of Invoices and Estimates. New Trigger: Added a trigger for Estimates, allowing users to automate actions based on estimate events. Filters: Users can filter estimates by template, value, and status New Action: Users can now send estimates directly from workflows Creating an […]
https://clixio.io/wp-content/uploads/2024/10/7f8da8c51dee2c740cd65b487dc5d599.png18263004Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-09 23:34:492024-10-09 23:34:49Estimates: Now supported in Workflows
Clixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny new Payments Funnels and Websites E-Commerce Stores What’s New? PayPal and PayLater are now available as part of the payment element which is live for invoices, order forms and payment link products Customers need to connect to PayPal from the Payments > Integrations […]
https://clixio.io/wp-content/uploads/2024/05/5b918f2630865c174eaa9483fdedac22.png512512Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-09 19:45:222024-10-09 19:45:22PayPal live for Invoices, Order forms and Payment links
What’s New? PayPal and PayLater are now available as part of the payment element which is live for the following products: Forms, Invoices, Payment links, Order forms, Order form upsell, e-com store and e-com upsell Customers need to connect to PayPal from the Payments > Integrations page and they would see the CTAs for PayPal […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-09 19:45:222024-10-09 19:45:22PayPal live for Invoices, Forms, Payment links & Order Forms
PayPal and PayLater now available in payment element PayPal and PayLater are now available as part of the payment element To make this functionality available on their respective products, teams need to upgrade the payment element to the new version that supports PayPal Customers who have PayPal connected along with another provider will be able […]
https://clixio.io/wp-content/uploads/2024/10/6cf68862d5e23ba5b60afac99b8f0476.png15382730Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-09 19:39:022024-10-09 19:39:02PayPal support inside the Payment Element
Workflows Marketplace – UI Updates
/in What's New? AutomationsNow, users can easily discover and install marketplace apps directly from the workflow builder. Previously, users needed to visit the marketplace for app installations. New “Discover” Button: Access a comprehensive list of all marketplace apps directly from within workflows. – App Categorisation: Browse apps by categories like Top Installed, Top Free, Top Paid, and Newly […]
Contact-to-Contact Association | Clixio Changelog
/in What's New? Automations, ConversationsThis release introduces the ability to associate multiple contacts with one another using custom labels, allowing users to define and manage relationships between contacts (e.g., Parent-Child, Spouse, Business Partner). What’s New? Custom Contact Associations: Users can now associate two or more contacts using custom labels such as “Parent,” “Spouse,” or “Business Partner” and also pair […]
Import Contacts and Opportunities using a single CSV file
/in What's New? Opportunities and PipelinesThe “Import Contacts and Opportunities” feature allows users to efficiently import both contacts and opportunities from a single CSV file. This new enhancement introduces a seamless process for bulk creation and updating of records, enabling users to streamline data entry and reduce time spent on manual input. The feature includes smart field mapping, contact de-duplication, […]
Opportunity Card Customization | Clixio Changelog
/in What's New? Automations, Conversations, Opportunities and PipelinesWe’re excited to introduce the Opportunity Card Customisation feature. This update allows users to personalise the fields displayed on their opportunity cards within the pipeline view. You can now choose up to 7 fields, customise counters, and select between two card layout options to better organise and streamline your workflow. Open Opportunities and Access Customisation: […]
Recurring Tasks | Clixio Changelog
/in What's New?Recurring Tasks Recurring tasks allow you to set up tasks that repeat at specified intervals, reducing the need to manually create duplicate tasks. When creating a recurring task, you can configure the following settings: Frequency: Choose how often the task should repeat (e.g., hourly, daily, weekly, monthly or yearly). Create Even if Previous Task is […]
Products can have tax inclusive or tax exclusive pricing
/in What's New? PaymentsSetting Tax Preferences for Businesses Businesses can now specify whether products are tax inclusive or tax exclusive to ensure the correct tax convention is followed based on their requirements. Enabling Tax Preferences This can be enabled for all products by changing the settings in Global settings, under Payments > Settings > Taxes OR on a […]
WhatsApp Voice Notes – Mobile App v3.82
/in What's New? ConversationsWe’re excited to announce our latest update to Mobile app – the ability to record and send voice notes using WhatsApp as a channel on Conversations. This update is available on Clixio, Leadconnector, and Whitelabelled apps (update needs to be requested). Record voice note – You can start recording a new voice note by tapping […]
Account Dashboards: Hyperlinks in Text Box Elements
/in What's New? DashboardAdding Hyperlinks in Text Boxes on Your Dashboard You can now add hyperlinks/URLs directly within text box elements on your dashboard. Go to your dashboard and click the edit icon. Switch to the Elements tab. Select Text Box . Click on the hyperlink icon, then enter your desired text and URL. Choose whether the link […]
Reducing Voice Call Fraud and bug fixes
/in What's New?⚙️ Enhancement Reducing voice call fraud Suspicious users are now blocked from making calls A limit of 2 simultaneous calls can be made to a single phone number from the same sub-account 🐞 Bug Fixes Only supported file types can now be used for Voicemail audio. Previously, invalid audio formats could be uploaded, causing some […]
Math Calculation v2 in Forms/Surveys 😎😎
/in What's New? Forms, SurveysWe are thrilled to announce the extension of the maths calculations feature in forms and surveys! Now, users can assign scores to additional field types, including Radio Select, Checkbox, Single Dropdown, and Multi Dropdown options, expanding the possibilities for advanced scoring and calculations. Custom Field – Score for More Field Types: Users can now set […]
Quicker call connections and hold music bug fix
/in What's New?⚙️ Enhancement Quicker connection to leads when calling them Previously, agents had to wait for the lead to answer and hear the call recording message before talking. Now, agents are connected to leads instantly upon answer—no more waiting for the recording message to finish. Agents will hear the call recording message simultaneously with the lead. […]
Introducing New Templates | Clixio Changelog
/in What's New? Automations, Funnels and Websites, SurveysWe are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether 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 letting you focus on engaging your audience and […]
Update Custom Values in Math Operation
/in What's New?We are excited to announce the feature that will make the Math Operation Action more powerful In the Phase 1 of the Math Operation Enhancement we added the support for selecting the Custom Values and the values coming in from Triggers. In the second phase we have added the most requested feature for Math Operation. […]
Functionality to Pause and Resume Subscriptions
/in What's New? PaymentsPause Subscriptions Businesses can pause subscriptions definitely or indefinitely from Payments > Subscriptions by clicking on the 3 dots next to any subscription from the list Pause from Subscription Details Page Subscriptions can also be paused from the subscription details page Definitely Paused Subscriptions Subscriptions paused definitely are done with an end date after which […]
Seperate buttons for File Upload and Folder Creation in Media Storage
/in What's New?We heard your feedback – We’ve made a user-friendly update to improve your experience with file uploads and folder creation in Clixio! Separate Buttons: Previously, you had to click the “New” button and then choose between “Upload” or “New Folder.” Now, we’ve decoupled these actions into two separate buttons for quicker access: Upload Button: Directly […]
Revamped Forms and Surveys Submissions Page
/in What's New? FormsExpanded Column View: Previously, only 3 columns (such as name, email) were displayed. Now, all the columns of the form submissions are visible. Dynamic Columns: Users can now select, deselect, and reorder the columns to view the data in the order they prefer. Copy Functionality: Users can now copy phone numbers, emails, and also have […]
Estimates: Now supported in Workflows
/in What's New? Automations, Documents & ContractsUsers can now create, save, and clone estimate templates within the Templates section of Invoices and Estimates. New Trigger: Added a trigger for Estimates, allowing users to automate actions based on estimate events. Filters: Users can filter estimates by template, value, and status New Action: Users can now send estimates directly from workflows Creating an […]
PayPal live for Invoices, Order forms and Payment links
/in What's New? E-Commerce, Forms, Funnels and Websites, PaymentsClixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny new Payments Funnels and Websites E-Commerce Stores What’s New? PayPal and PayLater are now available as part of the payment element which is live for invoices, order forms and payment link products Customers need to connect to PayPal from the Payments > Integrations […]
PayPal live for Invoices, Forms, Payment links & Order Forms
/in What's New? Forms, Funnels and Websites, PaymentsWhat’s New? PayPal and PayLater are now available as part of the payment element which is live for the following products: Forms, Invoices, Payment links, Order forms, Order form upsell, e-com store and e-com upsell Customers need to connect to PayPal from the Payments > Integrations page and they would see the CTAs for PayPal […]
PayPal support inside the Payment Element
/in What's New? PaymentsPayPal and PayLater now available in payment element PayPal and PayLater are now available as part of the payment element To make this functionality available on their respective products, teams need to upgrade the payment element to the new version that supports PayPal Customers who have PayPal connected along with another provider will be able […]