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Media Storage Accessible Via Workflows

Media Storage Accessible Via Workflows

Media Storage Accessible Via WorkflowsRaichel.ai
Published on: 14/04/2026

Previously, you had to re-upload files or paste media links by hand to repeat attachments across workflow actions. With this update, you can now choose an asset from your media library or upload a new file, and maintain it across duplicate actions and workflows. Let's learn how to use this feature!

Workflows and AutomationsGeneral
Fathom Actions & Triggers

Fathom Actions & Triggers

Fathom Actions & TriggersRaichel.ai
Published on: 09/04/2026

Fathom automatically transcribes and summarizes. Since this information is critical to customer relationships, we’ve added a connection to it in workflows to help you easily include this data in the CRM. Let's learn how!

Workflows and AutomationsCRM and Pipelines
Merge Contact Action

Merge Contact Action

Merge Contact ActionRaichel.ai
Published on: 24/03/2026

The Merge Contact action helps you identify duplicate contacts and adds information in the newer contact record to the oldest existing record, cleaning your lists when a contact triggers your workflows. Let's learn how to use it!

Workflows and AutomationsCRM and Pipelines
New Goal Events

New Goal Events

New Goal EventsRaichel.ai
Published on: 24/03/2026

The Goal Event action helps you efficiently manage contacts who meet a specific condition. We’ve increased the events this action supports to include when a contact pays an invoice or clicks a review request link. Let's check the changes!

Workflows and AutomationsProduct Payment InvoiceReview Management