Client Request-Level Automations
Client Request-level automations are triggered when specific conditions are met on a Client Request. After selecting a condition, you’ll be prompted to choose related inputs—like a status or date—and then configure an action.
Before Creating Subtask Automations
Before you create subtask automations, make sure you're familiar with creating custom statuses, custom dates, and task templates. These give you more flexibility to tailor automations to your firm’s specific workflows.
Client Request-Level Automation Table of Contents
Set Client Request Owner(s)
Set Client Request Owner(s) when the Client Request has a specific status
Set Client Request Owner(s) when a specific subtask or client request has a status change
Set Client Request Owner(s) when the Parent task has a specific status
Set Client Request Owner(s) when the previous subtask or client request has a status change
Set Client Request Owner(s) when all previous subtasks have a specific status
Set Client Request Owner(s) when the request is approaching or past a due date
Set Client Request Owner(s) when the Client Request reaches the due date
Set Client Request Owner(s) when the Parent Task is approaching or past a date
Set Client Request Owner(s) when the Parent Task reaches a date
Automatically set the Due date on a Client Request
Set the Due date on a Client Request when the Client Request has a specific status
Send a Client Email from a Client Request
Send a Client Email when the Client Request has a specific status
Send a Client Email from a Client Request when the previous Subtask or Client Request has a status change
Send a Client Email from a Client Request when all previous Subtasks have a specific status
Send a Client Email when the Client Request is approaching or paste the due date
Send a Client Email when the Client Request reaches the due date
Send a Team Member notification
Send a Team Member notification from a Client Request when the Client Request has a specific status
Send a Team Member notification from a Client Request when all previous Subtasks have a specific status
Send a Team Member notification when the Client Request is approaching or past the due date
Send a Team Member notification when the Client Request reaches the due date
Automatically send a Client Request
Send the Client Request when a specific Subtask or Client Request has a specific status
Send the Client Request when the Parent Task has a specific status
Send the Client Request when the previous Subtask or Client Request has a status change
Send the Client Request when all previous Subtasks or Client Requests have a specific status
Send the Client Request when the Client Request is approaching the due date
Send the Client Request when the Parent Task is approaching or past a date
Send the Client Request when the Parent Task reaches a date
Send the Client Request when the task workflow is created
Create a new task from a Client Request
Create a new task when the Client Request has a specific status
Create a new task from the Client Request when all previous subtasks have a specific status
Create a new task when the Client Request is approaching the due date
Create a new task when the Client Request reaches the due date
Set Client Request Owner(s)
Set Client Request Owner(s) when the Client Request has a specific status
Condition | Status | Action | Team Member(s) |
When the request has a status of... | Draft With client Needs review Completed | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
Example:
When the request has a status of Needs review then set request owner(s) to Evan Stringer.
Set Client Request Owner(s) when a specific subtask or client request has a status change
Condition | Subtask or Client Request | Status | Action | Team Member(s) |
When a specific subtask or client request has a status of... | (select a subtask or client request from the dropdown menu) | Subtask status: No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) With client Completed | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
Example:
When Reconcile Bank Accounts's status is Ready then set request owner(s) to Chad Staley.
Set Client Request Owner(s) when the Parent task has a specific status
Condition | Status | Action | Team Member(s) |
When the task has a status of... | No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
Example:
When the task has a status of Ready then set request owner(s) to Brian Liu.
Set Client Request Owner(s) when the previous subtask or client request has a status change
Condition | Status | Action | Team Member(s) |
When the previous subtask or client request has a status of... | Subtask status: No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) With client Completed | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
Example:
When the previous subtask or client request has a status of Ready then set request owner(s) to Jacob Standford.
Set Client Request Owner(s) when all previous subtasks have a specific status
Condition | Status | Action | Team Member(s) |
When all previous subtasks have a status of... | Subtask status: No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) With client Completed | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
Example:
When all previous subtasks have status of Needs review then set request owner(s) to Matt Kenzie.
Set Client Request Owner(s) when the request is approaching or past a due date
Condition | Number of days | Action | Team Member(s) |
When the request is approaching the due date... | (Type in number of days prior to the due date to trigger the automation) | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
When the request is past the due date... | (Type in number of days after the due date to trigger the automation) | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
Examples:
When the request is 4 days from Due date then set request owner(s) to Jessica Carlson.
When the request is 1 day past Due date then set request owner(s) to Laura Luna.
Set Client Request Owner(s) when the Client Request reaches the due date
Condition | Action | Team Member(s) |
When the request reaches the due date... | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
Example:
When the request reaches Due date then set request owner(s) to Natalie Wilson.
Set Client Request Owner(s) when the Parent Task is approaching or past a date
Condition | Number of days | Date type | Action | Team Member(s) |
When the task is approaching a date... | (type in number of days before the date you want the action to trigger) | Due date Start date (Custom Date) | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
Example:
When the task is 1 day from Start date then set request owner(s) to Emma Wilkenson.
Set Client Request Owner(s) when the Parent Task reaches a date
Condition | Date type | Action | Team Member(s) |
When the task reaches a date... | Due date Start date (Custom Date) | then set request owner(s)... | (select 1 or more team members from the dropdown menu) |
Example:
When the task reaches Start date then set request owner(s) to Mary Neilson.
Automatically set the Due date on a Client Request
Set the Due date on a Client Request when the Client Request has a specific status
Condition | Status | Action |
When the request has a status of... | Draft With client Completed | then set the due date. |
Example:
When the request has a status of Completed then record Due date as the date it was triggered.
Send a Client Email from a Client Request
Send a Client Email when the Client Request has a specific status
Condition | Status | Action | Email Template | Team Member Email |
When the request has a status of... | Draft With client Completed | then send a client email... | (Select an email template from the dropdown menu) | (Type in the email of the team member who will receive email replies from the client) |
Example:
When the request has a status of Completed then send email to client with Document Review Completed template.
Send a Client Email from a Client Request when the previous Subtask or Client Request has a status change
Condition | Status | Action | Email Template | Team Member Email |
When the previous subtask or client request has a status of... | Subtask status: No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) With client Completed | then send a client email... | (Select an email template from the dropdown menu) | (Type in the email of the team member who will receive email replies from the client) |
Example:
When the previous subtask or client request has a status of Ready then send email to client with Gather Info template.
Send a Client Email from a Client Request when all previous Subtasks have a specific status
Condition | Status | Action | Email Template | Team Member Email |
When all the previous subtasks have a status of... | Subtask status: No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) With client Completed | then send a client email... | (Select an email template from the dropdown menu) | (Type in the email of the team member who will receive email replies from the client) |
Example:
When all previous subtasks have status of Ready then send email to client with Document Checklist template.
Send a Client Email when the Client Request is approaching or paste the due date
Condition | Number of days | Action | Email Template | Team Member Email |
When the request is approaching the due date... | (type in number of days before the date you want the action to trigger) | then send a client email... | (Select an email template from the dropdown menu) | (Type in the email of the team member who will receive email replies from the client) |
Example:
When the request is 3 days from Due date then send email to client with Gather Documents template.
Send a Client Email when the Client Request reaches the due date
Condition | Number of days | Action | Email Template | Team Member Email |
When the request is past the due date... | (type in number of days after the date you want the action to trigger) | then send a client email... | (Select an email template from the dropdown menu) | (Type in the email of the team member who will receive email replies from the client) |
Example:
When the request is 1 day past Due date then send email to client with Reminder template.
Send a Team Member notification
Send a Team Member notification from a Client Request when the Client Request has a specific status
Condition | Status | Action | Recipient |
When the request has a status of... | Draft With client Completed | then send team member notification... | to all team members assigned to the task...
to all team members assigned to the client...
to a certain team member(s)... (select team member(s) from additional drop down)
to all team members assigned to the task... |
Example:
When the request has a status of With client then send notification to all team members assigned to the request.
Send a Team Member notification from a Client Request when all previous Subtasks have a specific status
Condition | Status | Action | Recipient |
When all previous subtasks have a status of.. | Draft With client Completed | then send team member notification... | to all team members assigned to the task...
to all team members assigned to the client...
to a certain team member(s)... (select team member(s) from additional drop down)
to all team members assigned to the task... |
Example:
When all previous subtasks have status of In progress then send notification to Bryce Wilson, Chloe Graff.
Send a Team Member notification when the Client Request is approaching or past the due date
Condition | Number of days | Action | Recipient |
When the request is approaching the due date... | (type in number of days before the date you want the action to trigger) | then send team member notification... | to all team members assigned to the task...
to all team members assigned to the client...
to a certain team member(s)... (select team member(s) from additional drop down)
to all team members assigned to the task... |
When the request is past the due date... | (type in number of days after the date you want the action to trigger) | then send team member notification... | to all team members assigned to the task...
to all team members assigned to the client...
to a certain team member(s)... (select team member(s) from additional drop down)
to all team members assigned to the task... |
Example:
When the request is 1 day past Due date then send notification to all team members assigned to the task.
When the request is 3 days from Due date then send notification to all team members assigned to the task.
Send a Team Member notification when the Client Request reaches the due date
Condition | Action | Recipient |
When the request reaches the due date... | then send team member notification... | to all team members assigned to the task...
to all team members assigned to the client...
to a certain team member(s)... (select team member(s) from additional drop down)
to all team members assigned to the task... |
Example:
When the request reaches Due date then send notification to Jessica Lima.
Automatically send a Client Request
Send the Client Request when a specific Subtask or Client Request has a specific status
Condition | Subtask or Client Request name | Status | Action |
When a specific subtask or client request has a status of... | (Select a subtask or client request from the dropdown menu) | Subtask status: No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) With client Completed | then send the client request. |
Example:
When Reconcile Bank Accounts's status is In progress then send the Client Request.
Send the Client Request when the Parent Task has a specific status
Condition | Status | Action |
When the task has a status of... | No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) | then send the client request. |
Example:
When the task has a status of In progress then send the Client Request.
Send the Client Request when the previous Subtask or Client Request has a status change
Condition | Status | Action |
When the previous subtask or client request has a status of... | Subtask status: No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) With client Completed | then send the client request. |
Example:
When the previous subtask or client request has a status of Needs review then send the Client Request.
Send the Client Request when all previous Subtasks or Client Requests have a specific status
Condition | Status | Action |
When all previous subtasks have a status of... | Subtask status: No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) With client Completed | then send the client request. |
Example:
When all previous subtasks have status of In progress then send the Client Request.
Send the Client Request when the Client Request is approaching the due date
Condition | Number of days | Action |
When the request is approaching the due date... | (type in number of days before the date you want the action to trigger) | then send the client request. |
Example:
When the request is 5 days from Due date then send the Client Request.
Send the Client Request when the Parent Task is approaching or past a date
Condition | Number of days | Date Type | Action |
When the task is approaching a date... | (type in number of days before the date you want the action to trigger) | Due date Start date (Custom Date) | then send the client request. |
Example:
When the task is 3 days from Due date then send the Client Request.
Send the Client Request when the Parent Task reaches a date
Condition | Date Type | Action |
When the task reaches a date... | Due date Start date (Custom Date) | then send the client request. |
Example:
When the task reaches Start date then send the Client Request.
Send the Client Request when the task workflow is created
Condition | Action |
When the task is created... | then send the client request. |
Example:
When the task is created then send the Client Request.
Create a new task from a Client Request
Create a new task when the Client Request has a specific status
Condition | Status | Action | Task Template |
When the request has a status of... | Draft With client Completed | then create a task... | (Select a task template from the dropdown menu) |
Example:
When the request has a status of Completed then create a new task with Bookkeeping template.
Create a new task from the Client Request when all previous subtasks have a specific status
Condition | Status | Action | Task Template |
When all previous subtasks have a status of... | No status Not Started Ready In progress On hold Draft Needs Review With Client Completed (Custom status) | then create a task... | (Select a task template from the dropdown menu) |
Example:
When all previous subtasks have status of Needs review then create a new task with Review template.
Create a new task when the Client Request is approaching the due date
Condition | Number of days | Action | Task Template |
When the request is approaching the due date... | (type in number of days before the date you want the action to trigger) | then create a task... | (Select a task template from the dropdown menu) |
Example:
When the request is 3 days from Due date then create a new task with Bookkeeping template.
Create a new task when the Client Request reaches the due date
Condition | Action | Task Template |
When the request reaches the due date.. | then create a task... | (Select a task template from the dropdown menu) |
Example:
When the request reaches Due date then create a new task with Bookkeeping template.