Pipelines
Manage workflows using customizable stages, conditional logic, automations, and more.
Pipelines: Overview
Use pipelines to manage various services, such as bookkeeping, tax preparation, weekly payroll, and more.
Add & set up pipelines
Create and customize pipelines—by using editable templates.
Conditional stages & automations in pipelines
Create if-then rules that trigger automations or create stages for selected groups of clients.
Working with pipelines
Access pipelines, add jobs for client accounts, work with jobs inside pipelines, and more.
Tags in pipelines
View and use account tags in your pipelines.
Bulk actions in Workflow
Save time by performing bulk actions on jobs, tasks, or job recurrences.