Creating Workflow Automation Rules
Build trigger-based automation rules that assign tasks, send notifications, and move items through stages automatically.
- 01
Open the Automation Builder
Navigate to Automations > Rules and click '+ New Rule'. Choose a trigger event: 'Client Created', 'Document Uploaded', 'Invoice Paid', 'Status Changed', or 'Date Reached'.
- 02
Set Conditions
Add optional conditions to narrow when the rule fires. Example: trigger only when the client's service type is '1040 Prep' and the status changes to 'Documents Received'.
- 03
Define Actions
Choose one or more actions: 'Create Task', 'Send Email', 'Send SMS', 'Change Status', 'Assign To Staff', or 'Add Tag'. Chain multiple actions in sequence.
- 04
Test and Activate
Click 'Test Rule' to simulate the trigger with sample data. Review the predicted actions. When satisfied, toggle the rule to 'Active'.
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