What’s new

The Add to Notes action now supports Rich Text Editing – so you can format notes with bold, italics, underline, strikethrough, lists, and links for clearer, more scannable notes.

How it works

• Open Add to Notes.
• Type your message and use the toolbar to apply formatting (bold/italic/underline/strikethrough, bullets/numbering, links).
• Save – your formatted note is stored and visible anywhere notes appear.

Why it matters

Teams can highlight key details, create checklists for follow-ups, and link supporting docs – making notes easily scannable.

Preview

What’s new

The Add to Notes action now supports Rich Text Editing – so you can format notes with bold, italics, underline, strikethrough, lists, and links for clearer, more scannable notes.

How it works

• Open Add to Notes.
• Type your message and use the toolbar to apply formatting (bold/italic/underline/strikethrough, bullets/numbering, links).
• Save – your formatted note is stored and visible anywhere notes appear.

Why it matters

Teams can highlight key details, create checklists for follow-ups, and link supporting docs – making notes easily scannable.

Preview

What’s new

The Add to Notes action now supports Rich Text Editing – so you can format notes with bold, italics, underline, strikethrough, lists, and links for clearer, more scannable notes.

How it works

• Open Add to Notes.
• Type your message and use the toolbar to apply formatting (bold/italic/underline/strikethrough, bullets/numbering, links).
• Save – your formatted note is stored and visible anywhere notes appear.

Why it matters

Teams can highlight key details, create checklists for follow-ups, and link supporting docs – making notes easily scannable.

Preview

🧭 Overview

We’ve enhanced the reliability of video conferencing tool integrations by introducing automatic meeting link generation for future appointments that were missing meeting locations due to a temporary video conferencing tool disconnection (e.g., Zoom, Google Meet, MS Teams).

Previously, if your integration was broken or disconnected and you later reconnected it, any appointments created during the downtime remained without a meeting link, requiring manual updates — leading to confusion and missed meetings.

Now, when the video conferencing tool is reconnected, meeting links will be automatically attached to all affected upcoming appointments — saving you time and ensuring your meetings stay on track.

🚀 What’s New?

✅ Automatic Meeting Link Generation After Reconnect

Once a video conferencing tool is reconnected, the system will:

• Identify upcoming appointments that were created while the tool was disconnected
• Automatically attach a valid meeting link to those appointments
• Ensure your customers and team members have everything they need — no manual fix needed

Supports All Video Conferencing Tools

• Zoom
• Google Meet
• Microsoft Teams

🎯 Why This Matters

• ⛔ Prevents confusions and missed meetings due to missing meeting location
• ✅ Reduces the need for manual updates after reconnecting tools
• 🔄 Makes your calendar smarter and more reliable

What’s new

You can now right-click any action in the Workflow Builder to open a quick action menu – your go-to tools at your cursor (copy, move, delete, notes) without hunting for the three-dot menu. This cuts navigation and speeds up your common edits.

How it works

1. Right-click on any action block.
2. Choose from the quick action menu:

• Copy action / Copy all actions from here (Or 'Paste below' if applicable)
• Move action / Move all actions from here
• Delete action / Delete all actions from here
• Notes

3. Keep building – no extra navigation required.

Why this matters

• Fewer clicks and less hunting through menus – actions are under your cursor.
• Faster edits that match familiar desktop app behavior.

Preview