Example Race Condition_ Add Tag Executed But Not Added
Example Race Condition: Add Tag Executed But Not Added In this example, we can see that the tag was added successfully to this contact in the workflow execution logs. However, when we check the contact record, there is no sign of the tag. Lets go back to the execution log and pay attention to […]
Common Automation Templates
What is Workflow Automation? Workflow automation is the process of using technology to perform repetitive tasks automatically. By defining triggers (starting points) and actions (tasks), businesses can create efficient workflows that save time and reduce errors. For example, instead of manually logging lead details and sending follow-up emails when a form is submitted, an automated […]
Action Categories
Action Categories Workflow Actions are organized into categories to make them easier to find and use. The categories are: You can access Workflow Actions within the workflow build and then select the add action button. Below we will break down of each action – notating what it does and what it’s “useful for” to get […]
SSO _ SAML
What is Single Sign-On (SSO)? Single Sign-On (SSO) is an authentication method that connects AsantePower CRM to an external Identity Provider (IdP) that speaks the OpenID Connect (OIDC) standard. After SSO is configured, users are redirected to your IdP, authenticate once, and are passed back to AsantePower CRM with a verified token—eliminating separate usernames and […]
Security & Compliance
Introduction Our Company and Products Developed for agencies by an agency, AsantePower CRM’s goal is to help marketing professionals and agencies reach and surpass their benchmarks for success. We believe in enhancing automation, improving communication, and boosting scalability in a consumer-friendly way, and we consistently provide future-embracing updates that exemplify these priorities. Since its inception […]
Sandbox _ Test Environments
Understanding Staging Environments In the world of web development, a staging environment serves as a critical component of the development and testing process. It’s essentially a clone or replica of your live website, hosted on a separate server or directory, designed to facilitate a variety of tasks crucial to web development and maintenance. Key Elements […]
API Documentation
What is Documents & Contracts: Public APIs? Documents & Contracts: Public APIs provide developers with programmatic access to core document and contract features in AsantePower CRM. They allow you to fetch documents, send them to contacts, access templates, and even generate and send documents in one step. By integrating these APIs, you can automate workflows, […]
User Roles and Permissions
What are User Roles and Permissions? Sub-account user roles and permissions determine what features a user can access within a specific location in AsantePower CRM. Whether you’re giving a sales rep limited visibility or assigning full admin access to a team lead, user roles ensure the right people see and control the right parts of […]
