Creating an automation by starting with a template
Assign a contract when a client logs in for the first time
Navigate to Automations in the sidebar. Select the contract template automation, choose a client creation method (Internal User, Client User, Direct Sign Up, or Any), select a contract from the dropdown, and publish.You must have at least one contract template created, and it should not contain variable input fields.
Assign a form when a client logs in for the first time
Follow similar steps: access Automations, select the form automation template, choose the client creation method, select a form, and publish.At least one form must be created for this automation to work.
Upload files and folders when a company/client is created
Click Create a Workflow and select the upload automation. Upload files and folders via the upload button or drag-and-drop method.Empty folders can only be added using the drag-and-drop method.
Creating an automation by starting from scratch
- Access Automations and click Create a Workflow.
- Select Start from Scratch.
- Choose a trigger from the sidebar.
- Click the plus button to add an action.
- Configure your desired action.
- Publish the automation.
Triggers and actions
Available Triggers:- Client logs in for the first time (with creation method options)
- Client created
- Company created
- Form submitted (any or specific form)
- Contract signed (any or specific template)
- Client updated (by tags)
- Company updated (by tags)
- Invoice paid
- Task Completed
- Scheduled time (with recurring options)
- Assign a contract
- Upload files and folders
- Assign a form
- Send a message (configurable recipient, sender, and message content with markdown support)
- Update client (add, replace, or remove tags)
- Update company (add, replace, or remove tags)
- Create a task (with assignee and visibility options)