Builder controls
- Visual drag-and-drop automation canvas
- Desktop builder and mobile step view
- Add, move, duplicate, and remove steps
- Undo and redo changes
- Save as draft or publish
Automations
Automations for Tax Offices
Build visual automations that respond to client activity, wait for the right time, send bilingual communications, create team tasks, request documents, send e-signatures, and keep follow-up moving.
Build and manage automations visually
Use the builder to create a clear sequence, validate it, and keep control over what is running for your contacts.
Lifecycle and visibility
- Edit a new draft version of a published automation
- Pause and resume an automation
- Test supported actions before publishing
- Validate the automation before publishing
- Start from automation templates
- Allow contacts to re-enter after completion
- View enrolled, active, and completed contact totals
Start with the triggers your team can use today
Automations begin from the trigger types exposed in the current visual builder.
Tag added
Start only when the tag is newly added, or optionally enroll existing contacts who already have it. A Conecta form can apply the tag after submission, connecting form-to-automation and form-to-drip-campaign use cases.
Date and time
Choose a specific date and time, with annual recurrence available when enabled.
Contact birthday
Start the automation for a contact on their birthday using the organization timezone.
Appointment completed
Start follow-up after an appointment is marked completed.
Wait for the right moment
Keep timing practical for a tax office schedule and the organization timezone.
Wait for a duration
- Minutes
- Hours
- Days
- Weeks
Wait until a schedule
Choose a weekday and time, using the organization timezone, before the next message or action runs.
Send bilingual messages and client follow-up
Automations can coordinate the communication and actions that normally fall through during a busy season.
Communication actions
- Send bilingual email
- Send bilingual SMS
- Send MMS with supported image attachments
- Translate English and Spanish content
- Notify the assigned contact owner by email, SMS, or both
- Send a Google review request by email, SMS, or both
- Send client portal access by email, SMS, or both
- Add an internal note to the contact timeline
Contact actions
- Add a tag
- Remove a tag
- Add a contact timeline note
- Use merge fields in supported messages
- Use Automations for lead nurture, onboarding, reviews, and internal follow-up
Create tasks that keep the office moving
An Automation can create a task and wait until that task is completed before continuing to the next automation step.
Task setup
- Create an internal task with a title and description
- Set low, medium, or high priority
- Assign the task to a team member
- Select a task board
- Set a specific due date or a relative due date in days, weeks, or months
Task follow-through
- Add the task to a calendar
- Notify the assigned team member by email or SMS
- Add subtasks with descriptions, priorities, and due dates
- Pause the Automation until the created task is completed
Handle documents, portal delivery, and signatures
Keep document collection and delivery connected to the same sequence as the client communication.
Request a document
- Select common document types
- Add a document request due date
- Write English and Spanish request instructions
- Send by email, SMS, or both
- Enable recurring reminders, choose cadence and time, select channels, and customize the reminder message
Upload to the client portal
- Upload a document to the client portal
- Control whether it is visible to the client
- Notify the client when the document is uploaded
Send for e-signature
- Send a PDF for e-signature
- Configure signature fields
- Deliver the request by email, SMS, or both
See what is happening after enrollment
Use the automation details view to follow contacts and understand progress through the configured steps.
Contact tracking
- View active and completed contacts
- Search enrolled contacts
- Move a contact to another automation step where supported
- Remove a contact from an automation
Automation tracking
- Completion rate
- Average time to complete
- Drop-off step
- Step-by-step progress
Build more than drip campaigns
Drip campaigns are a prominent use case, but Automations also supports the operational follow-up around a client relationship.
Marketing
Lead nurture, new-lead welcome series, tax-season follow-up, returning-client sequences, and bilingual client nurture.
Client work
Onboarding, document collection, e-signatures, review requests, client portal delivery, and post-service follow-up.
Internal follow-up
Task creation, team notifications, contact notes, tags, and a pause until a created task is complete.
Automations and Workflows are separate systems: Automations triggers and sequences actions, while Workflows organizes detailed internal office work through stages.
How the three features fit together
Use each system for the job it is built to handle.
| Feature | Primary purpose |
|---|---|
| Marketing Campaigns | Reach selected audiences through one-time broadcasts or automated drip campaigns. |
| Automations | Trigger and sequence communication, timing, tasks, documents, e-signatures, tags, portal actions, and follow-up. |
| Workflows | Organize detailed internal office work through stages, per-contact checklists, assignments, priorities, and notes. |
Put routine follow-up on a clear path
Build an automation for the message, wait, task, document, or portal action that should happen next.