Turn the next step into a repeatable workflow.
Connect practice events to conditions and actions. Build, review and monitor automations for follow-ups, task creation, notifications and financial workflows.
7-day free trial · $0 due today
FlowBuilder
Current interfaceFlowBuilder workflows require Scale or Enterprise. Communication actions depend on the firm's configured providers, permissions and available allowances.
01
Triggers, conditions and actions
02
Templates and a visual editor
03
Run history and review
FlowBuilder,
in practice.
Repeatable work deserves a consistent process. FlowBuilder makes that process visible, with room to inspect what ran and why.
01
Start with a practice event
Choose an available referral, intake, client or scheduled trigger. Use event filters and conditions to decide which records should continue.
- Event-driven and scheduled workflows
- Conditions matched against event data
- Templates for common practice processes
02
Connect the actions
Configure an ordered sequence of messages, notifications, tasks, field updates and webhooks. Wait steps support 1 minute to 30 days; exit events can stop a sequence when a matching event occurs. Financial actions retain their own controls.
- Email, SMS and in-app notifications
- Client updates, assignment and task creation
- Scheduled waits and matching exit events
03
Review what actually happened
Review each run and its step results, test workflows and review versions. Step results show whether each email, text or webhook went through, so you can fix the actions that need attention.
- Test runs and a step-by-step record of each run
- Version history and draft/publish controls
- Failure information for troubleshooting
A clear path from setup to action.
01
Choose a trigger
Start from an available practice event or a schedule, then define its filters.
02
Configure and test
Connect conditions and actions, complete their settings and test the workflow.
03
Activate and monitor
Publish the workflow and check its run history to confirm the intended actions succeeded.
The details
that matter.
The editor lists the events a workflow can start from, including referral, client, intake and scheduled events. Which ones you see depends on the features enabled for your firm.
Yes. Run a test and review its results before you switch the workflow on for real clients.
Not always instantly. When an event or schedule matches, the workflow is queued and its steps run in order. Each wait can be 1 minute to 30 days, and a matching exit event can stop a sequence before its next step. How quickly a step completes also depends on the queue and on the email and SMS providers. Workflows run step by step and do not branch.
Supported webhook and integration actions can connect systems. That does not turn one-way ConnectHub integrations into two-way synchronization.
Yes. Workflow templates and starter packs give you ready-made starting points. Review them before you switch them on.
The 7-day free trial uses the Scale feature set. Enterprise-only capabilities are not part of that trial. A card is required to start the trial, and nothing is charged that day. When the trial ends, the plan you chose begins and is billed to that card, with its one-time setup fee, unless you cancel before then. Your card is held by Stripe, our payment processor; GoRefer never stores card details.
Make room for a more connected practice.
7-day free trial · $0 due today