Jobs (Advanced): Auto-add jobs via the client sign-up form

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Customize your client sign-up form so that jobs get added to pipelines based on the answers clients provide during their registration. Sign-up forms can be customized by a firm owner or admin.

To do this, you’ll need to add a multiple-choice question and then link all the possible answers to specific pipelines. If a new client, for example, answers a question by selecting Payroll, a job automatically gets added to the Monthly payroll pipeline.

1. Go to Settings > Client signup from the sidebar menu, then select the Start jobs and trigger automations based on client signup answers checkbox.

2. Enter the question that should appear on the signup page, click  Add answer, and then add all the answer options needed. The client can select all that apply.

3. For each answer you’ve entered, select the relevant pipeline where the new job should be automatically created. If you don’t want to select a pipeline for some answers, leave the fields empty.

4. If needed, select the template for automatically created jobs. Note that if you also have a default job template selected in the pipeline, the one specified in your client signup form settings will be applied. Read more about job templates here.

5. If you want to create jobs for all new clients automatically, click the gear icon on the top right, toggle on Required and click Apply. This way, users can't skip the signup question.

6. That’s it! Click Save.