Snapshot With Pre-Configured Workflows

We’ve released a new snapshot to help agencies build quality systems more quickly while staying aligned with best practices and API rate limits. The snapshot provides a strong foundation that significantly reduces setup time, requiring only minor adjustments and configuration to get fully operational.

How it works:
The snapshot includes:

• Example workflows that demonstrate common use cases
• Pre-configured custom fields
• A sample form and funnel
• Trigger links and tags for organization
• Built-in safeguards aligned with API rate limits and platform guidelines

A Quick Start Guide will also be released to walk agencies step by step through customizing and setting up the snapshot for their clients.

Why this matters:

• Speeds up the build process by providing a strong starting point
• Requires only minor setup to adapt for client needs
• Provides structure and best practices for building scalable, compliant workflows
• Supports faster client onboarding with guided resources