Automations
When this happens →
automatically do this.
Runs across every ERO in your network. Turn any recipe on or off.
When
New tax lead
Do
Assign a follow-up task
312 runs this season
When
Appointment booked
Do
Notify the assigned preparer
188 runs this season
When
Document missing
Do
Create a follow-up reminder
74 runs this season
When
Return accepted
Do
Generate the preparer payout
320 runs this season