Mixmax

This article discusses creating Rules for your entire workspace.

Workspace level Rules

Learn what the signing secret on a Webhook Rule action is, how to copy or rotate it, and how to verify that a webhook really came from Mixmax.

Verifying Mixmax Webhooks with a signing secret

Learn how to create round-robin actions in Mixmax using workspace-level Rules with activity triggers from Salesforce.

Creating a Rule with round-robin actions

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

Incoming Webhooks

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

Connect Zapier to send information to Mixmax using Webhooks

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

How to send activities to Zapier using Webhooks

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

Salesforce Campaigns in Mixmax Rules

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

Mixmax Webhook Transform Language (Advanced)

This article shows Webhook payload events sent in JSON format.

Mixmax Webhook event structure

Managing Rules

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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