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

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.

This way, only a new client will trigger specific automations and other clients will skip them.

You can learn our conditional stages and automations in the detailed article or jump right to the example below.

Step-by-step pipeline setup for sending different proposals

To set your 1040 pipeline for sending different proposals, follow these steps:

Step 1. Create tags

Since conditional logic in pipelines is based on tags, createNew Client tag to mark new clients who need a certain proposal and a Returning Client tag for the rest of the clients.

Step 2. Create proposal templates

Create proposal templates for each client type:

  • Template along with an invoice that includes a retainer for your new clients

  • Template with a list of services as a price list for your returning clients (you will charge them later)

Step 3. Add a proposal-sending stage

Create a stage for the clients to receive proposals at the beginning of your pipeline and enable Automove. This way, your jobs will automatically move to the next stage once the proposal is signed. 


Note! If your proposal includes an invoice, but the payment didn't go through, the job will still be automoved.

Step 4. Add automation for new clients

See the video example below, then read how you can send your automated proposal:

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Now, we can add some automations for the stage to deal with your new clients:

Step 5. Add automation for returning client

Let's make that stage ready for your regular clients too:


Tip! You can optionally use the Update account tags automation in the last pipeline stage to remove the New Client tag and apply the Returning Client.

Step 6. Test the process with your test clients

Now, make sure your proposal-sending process works as intended by adding jobs for your test clients:

1. Apply the New Client tag to the first test client and the Returning Client tag to the other.

2. Create a job for each client and move it to the proposal-sending stage.

3. Log in as each test client and check the received proposals, whether they are different, and then sign them.

4. Go back to your firm and check if the job automatically moved to the next stage.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us