Help Center

Workflows

Workflows are designed to help automate repetitive tasks, streamline client communication, and improve operational efficiency throughout your firm. Whether it's automating follow-up emails, scheduling tasks, or managing client onboarding, workflows reduce manual effort, ensuring your team can focus on what truly matters—building relationships and driving growth.

Creating a Workflow

Follow these steps to set up your first workflow:

1. Start a New Workflow: Click on the New Workflow button to begin creating your workflow.
2. Choose a Trigger: Select your trigger from the following options:
   • Manual Trigger: Start workflows manually.
   • Contact Created: Trigger workflows when a new contact is added.
   • Contact Updated: Trigger workflows when a contact’s information is modified.
3. Set Up Filters: Apply filters to narrow down the contacts the workflow will affect. Filters can be set based on standard or custom contact fields.
4. Add Actions: Define the actions your workflow will perform, such as:
   • Send Text Message: Notify contacts or team members via text message.
   • Send Email: Automate personalized email communications.
   • Update Contact: Automatically update contact details.
   • Create Task: Assign tasks to your team members automatically.