Pipelines
Manage workflows using customizable stages, conditional logic, automations, and more.
Pipelines: Überblick
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.
Bedingte Phasen und Automatisierungen in pipelines
Create if-then rules that trigger automations or create stages for selected groups of clients.
Arbeiten mit pipelines
Access pipelines, add jobs for client accounts, work with jobs inside pipelines, and more.
Tags in pipelines
Anzeigen und Verwenden von Konto-Tags in Ihren pipelines.
Bulk-Aktionen in Workflow
Save time by performing bulk actions on jobs, tasks, or job recurrences.