📣 Live webinar October 17! Enhance Your Firm’s Efficiency with TaxDome’s Latest Features. Register here

🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Course

Workflow automation: 5. Customize how jobs move with conditional logic

Workflow automation: 5. Customize how jobs move with conditional logic
15 Min

Hello, student! After a little bit of practice with your pipeline, you’re almost ready for it to go live. But you know what? We can add some artificial intelligence to it. In other words — conditional logic. Have you ever thought your pipeline can decide to which step it should move a certain  job? In this step, we will teach you how to set everything up!

Read more

Course

Workflow automation: 5. Customize how jobs move with conditional logic

Hello, student! After a little bit of practice with your pipeline, you’re almost ready for it to go live. But you know what? We can add some artificial intelligence to it. In other words — conditional logic. Have you ever thought your pipeline can decide to which step it should move a certain  job? In this step, we will teach you how to set everything up!