Mixmax

Rules

This is an article about creating and activating Mixmax Rules.

This is an article about creating Rules for your entire Workspace.

Learn how to create Round-Robin actions in Mixmax using Workspace-level Rules with activity triggers from Salesforce.

This is an article about using Webhooks to send data to Mixmax.

This article describes how you can connect Zapier to send data to Mixmax using incoming Webhooks.

This article will teach you how to automatically send your email activities to Zapier using outgoing Webhooks.

This article explains how to set up Mixmax Rules with Salesforce Campaigns to automate workflows and add/update Campaign members.

Learn how to use the Mixmax Webhook Transform Language feature to customize incoming and outgoing Webhooks for greater efficiency.

This article shows Webhook payload events sent in JSON format.

Here are some rule automation examples you can set up to save your team time and scale faster.

This article explains how you can create a Mixmax Rule using your Salesforce User ID to determine the Opportunity Owner.

Learn how to use Mixmax Rules automation to set up daily, weekly, monthly, or yearly recurring email notifications.

This article shows how you can track the Mixmax sequence sent to a Contact or Lead when viewing them in Salesforce.

This is a collection of real-life Rules use cases

This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Customer Success teams.

This is a collection of Rules that are most useful for Customer Success teams

This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Sales teams.

Here's a great example of a workflow automation that would save your Sales team time.