Pipelines
Manage workflows using customizable stages, conditional logic, automations, and more.
Pipelines : Aperçu
Use pipelines to manage various services, such as bookkeeping, tax preparation, weekly payroll, and more.
Add & set up pipelines
Create and customize pipelines—by using editable templates.
Conditionnel étapes et automatisations dans pipelines
Create if-then rules that trigger automations or create stages for selected groups of clients.
Travailler avec pipelines
Access pipelines, add jobs for client accounts, work with jobs inside pipelines, and more.
Mots-clés dans pipelines
Afficher et utiliser le compte tags dans votre pipelines .
Actions en masse dans Workflow
Save time by performing bulk actions on jobs, tasks, or job recurrences.