🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
Featured Article
No need to create another pipeline or do manual work if you want your clients to automatically receive different proposals, whether they are new and returning clients. Here, we will explain how conditional logic in your pipelines can handle this automatically.
Covered here:
- Before you start: how conditional automations work
- Step-by-step pipeline setup for sending different proposals
Before you start: how conditional automations work
What is conditional logic in pipelines, though? Basically:
If
a is true, then b happens.
Inside a pipeline, it means, if a client account has specific tags (e.g. New client), then specific actions are triggered for that job as it moves through the pipeline. To make conditional logic work, you’ll need to create tags to apply to your client accounts.
Document
Pipelines Conditions (Advanced): Sending different proposals to New & Returning clients
No need to create another pipeline or do manual work if you want your clients to automatically receive different proposals, whether they are new and returning clients. Here, we will explain how conditional logic in your pipelines can handle this automatically.
Covered here:
- Before you start: how conditional automations work
- Step-by-step pipeline setup for sending different proposals
Before you start: how conditional automations work
What is conditional logic in pipelines, though? Basically:
If
a is true, then b happens.
Inside a pipeline, it means, if a client account has specific tags (e.g. New client), then specific actions are triggered for that job as it moves through the pipeline. To make conditional logic work, you’ll need to create tags to apply to your client accounts.
