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  1. FYI
  2. Process Automation
  3. Custom Process Examples

Custom Process Examples

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Step by step examples that you can use as a basis for setting up your own Custom Processes.

  • Sending a Bulk Email to all Clients
  • Sending an Email to a Segmented Client List
  • Marketing Unsubscribe
  • Sending a Bulk Email with an Attachment
  • Onboarding a New Client
  • Quarterly Reports Reminder
  • Sending an Income Tax Return Checklist to a Client
  • Establishing a New Entity
  • Year End Compliance Job Kick Off
  • Year End Compliance Job - Start to Finish
  • Internal Reminder to Contact Client
  • Alter Document Name Received from Signing Service
  • GST Return Job
  • Offboard a Client
  • Updating Custom Fields
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