Pipelines (Basic): How automations work

Automations help save you time. You add them so that an action is automatically initiated as the next step in the workflow process as you move a job through the various stages of your workflow.

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Covered here:

Automations, explained
Adding automations
The order of automations
Deleting automations
Viewing automations in pipelines

Automations, explained

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

In case you’re scratching your head, an automation is a mechanism that makes a system operate automatically. TaxDome’s automations initiate actions for you, your team members, or your clients during the different stages of your work procedures. As a job moves through the different stages of a pipeline, the automations you set up trigger actions that need to be taken in order for the job to be completed.

Besides, automations include the jobs automove feature. You’re able to set up cause-and-effect triggers, so a job is automatically moved to the next stage when all requirements for the current stage are met. When a client pays an invoice and submits an organizer, for instance, the job automatically moves to the next stage in the pipeline, where a new automation is triggered (for example, a task for your team is created).

For example, your firm has a Personal Tax process. You may want to have an introductory email and a customized organizer to be automatically sent to the client. Then, when the client submits the organizer, the job for their account automatically moves to the next stage, e.g., Tax Prep. You may then want to initiate a task for a team member to complete, and so on.

Here's what a sample process for your client may look like. You can see that each stage can have automations that simplify your routine.

Tip! Please see Pipelines (Basic): Your first pipeline with automations tutorial where we explain how a typical pipeline with templates and automations is created, and what happens when you add a job to it and move it further.

To get started, follow these steps:

1. Download a pipeline from the Marketplace. This will also copy all templates used inside automations.

2. Select a stage, add or edit automation(s) as a follow-up, then select a template.

3. Decide if you want to use the jobs automove feature. You can turn it on or off for each stage except for the last one.

4. Save the pipeline. Once the automation is added, you can see it by going to the pipeline page and clicking the automation icon above the stage.

Adding automations

Attention! Newly added automations won’t trigger for jobs that were moved to a stage before the automation was created.

Before you create automations, think about the different stages of your work process that require a specific kind of follow-up:

When you have an assignment, write down the different stages of the work process.
Circle the stages that require follow-up actions.
Define what these actions are, so that you can add them as automations when you create a new pipeline on TaxDome.

Once you know which automations you want to create, your next step is to add them to a pipeline:

1. When editing pipeline stages, select the stage you want to link the automation to, click on the Add automations button or on any automation if you already have one, then select the automation type:

Apply folder template: Once a job for a client enters this stage, the folder structure of their docs is changed to that of a selected template.
Update account tags: Once a job for a client enters this stage, a selected tag is automatically applied to their account or deleted from it. You can also decide to clear all account tags.
Create invoice: Once a job for a client enters this stage, an invoice based on a selected template is sent to them. It is also automatically linked to the job.
Create organizer: Once a job for a client enters this stage, an organizer based on a selected template is sent to them. It is also automatically linked to the job.
Create task: Once a job for a client enters this stage, a task based on a selected template is created. It is also automatically linked to the job.
Send proposal: Once a job for a client enters this stage, a proposal based on a selected template is sent to them. It is also automatically linked to the job.
Send email: Once a job for a client enters this stage, an email based on a selected template is sent to them.
Send message: Once a job for a client enters this stage, a message based on a selected template is sent to them. It is also automatically linked to the job.
Update account access: Once a job for a client enters this stage, account access permissions for the team members who have access to the account are updated.
Update job assignee: Once a job for a client enters this stage, team members are automatically assigned to the job and/or become unassigned.
Update client-facing job status: Once a job for a client enters this stage, client-facing statuses are updated accordingly.

2. Select a template for your automation or click New template button to create a new one. Once the template is created and saved, you will be able to select it from the list.

3. If you want additional emails to be sent to your clients when they don’t respond within a certain time frame, enable the Reminders feature (these automations work for the organizers, proposals, invoices and messages). Read more about reminders.

4. If you want your automation to be triggered only for certain clients, click on the Edit conditions button, then add a condition. Here's more on conditional stages.

5. Add as many automations for each stage as needed.

6. Decide if you want your jobs to be moved automatically to the next stage once all associated actions are done, e.g., the organizer is completed, the invoice is paid, etc. Read more on automoving jobs.

7. Click the Save button to save your changes.

The order of automations

Usually, you shouldn't be aware of the order of automations inside one stage. They are triggered one-by-one once a job enters the stage. So, if a message is sent to the client along with organizer, these two events happen almost simultaneously.

However, in some cases, automation order matters because some automations may depend on others. For example, if you have the Update Account Tags automation that clears all tags from client accounts, and the conditional automation that sends organizers only to the accounts with a specific tag applied, you should check the order carefully. In the latter example, you may want to place the Update Account Tags automation in the second place, or the conditional automation will not work.

You can change the order of automations. To access the Automations sidebar, click on any automation inside the stage, hover the mouse over the Move icon, then drag-n-drop it.

Deleting automations

You can delete automations while editing a pipeline.

1. When editing pipeline stages, select the stage with the automation. You can see the number of automations in a stage on the middle.

2. Click on any automation inside the stage or the Edit automations link to access the Automations sidebar.

3. Click on the trash can icon to the right of the automation, then click Save.

Viewing automations in pipelines

You can always find out what automations are being used in a pipeline. You can also add or delete automations quickly.

There’s an automation icon with the counter above each stage. Click the icon to explore the details: what automations the stage has and what templates are used. If there are conditional automations, they will be marked accordingly. Point the cursor to see the tag that triggers the automation.
If there is a conditional stage, you'll see the Stage conditions link above it. Click to explore which tags are used as triggers.
To make changes to the pipeline, click the Add automations or Add tags link. This will open the Edit pipeline window.