Automations
Save time, reduce human error, and streamline operations for your team and your clients with easy-to-use automations.
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Client activates account

Trigger
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Company size < 50

Condition
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Company size > 50

Condition

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Assign SMB onboarding form

Action
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Send meeting scheduling link

Action
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Create lead in Salesforce

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Automate the client onboarding experience.

Send clients a welcome message

Create a custom welcome message to clients the first time they log in to your client portal. Introduce your firm, welcome your clients in a professional way, and set expectations around response times.

Let leads convert themselves.

Every service business is a technology company

Enable self-serve sign up and place a ‘Sign up’ button on your marketing website. Now let leads and clients seamlessly set up accounts self-serve and then guide them through a customized onboarding experience.

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Sync your 3rd party storage solutions, CRMs, and more.

File storage sync

Back up data in an organized way by creating a secure and seamless connection with file storage solutions including Google Drive, Box, Dropbox, and others.

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Sales CRM sync

If you’re using a separate sales CRM, set up automations to automatically invite clients to your client portal when a deal is closed, sync custom fields, and more.

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Explore automations in action.

We created a demo portal where you can sign up as a client user and see automations in action. After you create an account you’ll receive an automatic welcome message, be assigned an onboarding form, and see folders automatically get created on the Files tab.

Welcome messages

Automatically greet clients with a customizable welcome message.

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Frequently Asked Questions

What are the different way of setting up an automation?

You can set up an automation with Zapier, Make, or with our API. Zapier and Make are two great no-code solutions and our API is best if you have developer resources and need full control.

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Upgrade your service business

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The new standard for modern services business.