Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
This tutorial demonstrates how to use the Event trigger feature to set up an onboarding process.
If you're not familiar with Automations, we recommend completing the Getting Started with Automations Learn course first, to get up and running with Automations for your practice.
Automating Onboarding with Event TriggerWatch this tutorial to learn how to customise, test, and execute the onboarding process automatically in real time whenever a new client record is added to your platform. |