Overview:
Summary of the Release
The platform now supports a new workflow trigger, Client Portal File Uploaded, allowing businesses to automatically initiate workflows whenever a contact uploads a document through the Client Portal Shared Documents experience.
What's New? / Key Features / Benefits
New Workflow Trigger: Client Portal File Uploaded
Automatically trigger workflows when a contact uploads a file through the Client Portal Shared Documents experience.
How to Use?
- Navigate to Automation → Workflows.
- Create a new workflow or edit an existing workflow.
- Add the trigger Client Portal File Uploaded.
- Configure the workflow actions as relevant.
- Publish the workflow.
How to share a file with a client through Client Portal
- Navigate to a specific contact.
- Click the Files icon from the right-side navigation panel.
- Upload a file.
- Select the Upload to Client Portal checkbox.
- Save the file.
- The file will become available to the contact within their Client Portal.
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How to upload a file as a Client Portal user
- Log in to the Client Portal.
- Navigate to the Shared Documents section.
- Click Share File.
- Upload a single file or multiple files (up to 10 files at a time).
- Submit the files.
Multiple file types are supported. Once uploaded, the Client Portal File Uploaded workflow trigger will fire automatically.
This feature closes that automation gap by enabling businesses to:
- Eliminate manual monitoring of uploaded documents
- Reduce operational delays
- Improve compliance and review processes
- Ensure no important uploads are missed
- Create seamless document-driven customer journeys
- Accelerate onboarding and approval workflows
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