Release Note
New Automation Trigger: Client Profile Created
Release date:
Task Automation has a new Client Profile Created trigger, so you can kick off your onboarding steps the moment a new client appears in Tacklit.
How It Works
• Choose Client Profile Created as the trigger. It runs once for each new client profile.
• Use the new Profile Source condition and set it to Engage to limit the rule to clients who signed themselves up.
• Seven actions are available: Send Form, Send Assessment, Send Consent, Send Notification, Set Task, Assign Client to Group and Move Client Group Stage.
Good to Know
The trigger runs however the profile was created: added by your team, self sign-up, from a referral, or straight to the waitlist.
