Easily Link Email Templates to Document Templates and Individual Documents
Discover how to link email templates to document templates and contracts. Personalize emails for specific workflows and contracts with this powerful new feature.
Easily Move Posts to the Right Channel in Communities
Learn how to use the new Move to Channel feature in Communities. Relocate posts to the right channel effortlessly and keep your content organized.
How to Save Time with the New Widget Duplication Feature
Discover the new widget duplication feature on the Sub Account Dashboard. Quickly duplicate widgets, save time, and simplify customization with this game-changing update.
How to Import Your QuickBooks Invoices Seamlessly
Discover a simple way to import your QuickBooks invoices into your system. Centralize your invoicing, automate data imports, and streamline your workflow with just a few clicks.
Effortlessly Manage AI Bots with the New “Update Conversation AI Bot and Status” Action
FirstDirect360 introduces the “Update Conversation AI Bot and Status” action, a game-changer for AI bot management. Automate bot assignments and status updates to ensure efficient, tailored workflows and seamless customer interactions.
Custom URL Redirection Now Available for Payment Links
Unlock the potential of payment links with custom URL redirection. Easily guide customers to any webpage after payment while choosing between same-tab or new-tab navigation.
Drive Results and Save Time with Automated Email Campaign Tagging
Discover how automated email campaign tagging can drive results and save time. Tag contacts effortlessly based on interactions to boost engagement and simplify personalization.
Seamlessly Import Funnels with the New ClickFunnels 2.0 Importer
FirstDirect360 introduces the ClickFunnels 2.0 Importer! Migrate your funnels effortlessly, with support for essential elements like text, media, and buttons. Enhance your workflow and focus on growing your business today.
Streamline Your Review Management with FirstDirect360’s New Workflow Triggers for Facebook and Google Reviews
Automate your review responses with FirstDirect360’s Workflow Triggers. Effortlessly manage reviews from Facebook and Google to protect your online reputation.
Now You Decide When QuickBooks Review Requests Go Out with FirstDirect360’s New Feature
Take charge of your review requests with FirstDirect360’s new QuickBooks feature. Now you decide when to send feedback, improving customer engagement.