Automations Automate repetitive tasks and ensure nothing gets missed. Build event-driven workflows with FlowBuilder — no coding required.
FlowBuilder FlowBuilder is GoRefer's visual workflow automation tool. You define a trigger — something that happens in the platform — and then specify a sequence of actions that automatically follow.
Scale+ Feature Workflow Automation (FlowBuilder) is available on Scale and Enterprise plans.
Triggers A workflow starts when a trigger event occurs. GoRefer supports 31 trigger events across 10 categories:
Referrals Event Description Payload Fields referral.created Fires when a new referral is submitted referral_id, referrer_id, referrer_name, referee_email, referral_source referral.converted Fires when a referral converts to a client referral_id, referrer_id, client_id, client_name
Clients Event Description Payload Fields client.funded Fires when a client's return is funded client_id, client_name, preparer_id, amount, tax_year client.created Fires when a new client is added client_id, client_name, client_email, preparer_id client.status_changed Fires when a client's status changes client_id, old_status, new_status
Leads Event Description Payload Fields lead.assigned Fires when a lead is assigned to a preparer lead_id, lead_name, lead_email, preparer_id, preparer_name lead.created Fires when a new lead enters the system lead_id, lead_name, lead_email, source, heat_score landing_page.submission Fires when someone submits a landing page form submission_id, landing_page_id, name, email, phone, heat_score
Finance Event Description Payload Fields commission.calculated Fires when commissions are calculated preparer_id, total_commission, total_returns, tier, tax_year payout.generated Fires when a payout is generated payout_id, preparer_id, amount, period payout.approved Fires when a payout is approved by admin payout_id, preparer_id, amount return.filed Fires when a tax return is filed return_id, client_id, preparer_id, tax_year, return_type bonus.earned Fires when a preparer earns a bonus bonus_id, preparer_id, amount, bonus_type
Incentives Event Description Payload Fields challenge.completed Fires when a preparer completes a challenge challenge_id, challenge_name, preparer_id, reward_amount challenge.started Fires when a new challenge begins challenge_id, challenge_name, start_date, end_date competition.ended Fires when a competition finishes competition_id, competition_name, winner_id, winner_name competition.started Fires when a competition begins competition_id, competition_name, start_date preparer.rank_changed Fires when a preparer's rank changes preparer_id, preparer_name, old_rank, new_rank reward.claimed Fires when a user claims a reward reward_id, user_id, reward_type, reward_value sweepstakes.winner Fires when a sweepstakes winner is selected sweepstakes_id, winner_id, winner_name, prize
Users Event Description Payload Fields user.created Fires when a new user account is created user_id, email, role, name user.deactivated Fires when a user account is deactivated user_id, email, role, reason
Tasks Event Description Payload Fields task.overdue Fires when a task passes its due date task_id, task_title, assigned_to, due_date
Recruiting Event Description Payload Fields recruiting.candidate_submitted Fires when a new recruiting candidate is submitted candidate_id, candidate_name, referrer_id, referrer_name
Intake Event Description Payload Fields intake.created Fires when a tax intake form is created intake_id, client_id, client_name, preparer_id, tax_year intake.submitted Fires when a client submits their intake form intake_id, client_id, client_name, preparer_id, tax_year intake.reviewed Fires when a preparer accepts or rejects an intake intake_id, client_id, client_name, preparer_id, tax_year, action intake.documents_uploaded Fires when documents are uploaded to an intake intake_id, client_id, document_count, tax_year
Scheduled Event Description Payload Fields schedule.daily Fires once every day at a configured time timestamp, date schedule.weekly Fires once every week on a configured day timestamp, date, day_of_week schedule.monthly Fires once every month on a configured day timestamp, date, day_of_month
Conditions Between triggers and actions, you can add conditions to filter which events should proceed. Conditions evaluate a field on the trigger payload using one of 13 operators:
Operator Code Example Equals eq status eq "active" Not Equals neq role neq "client" Greater Than gt amount gt 500 Less Than lt heat_score lt 30 Greater Than or Equal gte total_returns gte 10 Less Than or Equal lte duration_minutes lte 60 Contains contains email contains "@gmail" Not Contains not_contains name not_contains "test" In in role in ["admin", "preparer"] Not In not_in status not_in ["lost", "inactive"] Exists exists phone exists Not Exists not_exists secondary_email not_exists Regex regex email regex "^.*@company\\.com$"
Actions After a trigger fires and conditions pass, you can chain one or more actions. GoRefer supports 12 action types:
Action Description Config Fields Send Email Send an email using templates to, template_id, subject, body, variables Send SMS Send an SMS text message to_phone, message, variables Send Notification Send an in-app notification recipient_id, title, message, type, link Create Task Create and assign a new task title, description, assigned_to, due_date, priority Assign Lead Auto-assign a lead to a preparer assignment_strategy, preparer_id Update Field Update a field on a database record collection, record_id_field, field, value Wait / Delay Wait a specified duration before the next action duration_minutes Send Webhook Send an HTTP POST to an external URL url, headers, payload_template Add Tag Add a tag to a record entity_type, entity_id_field, tag Remove Tag Remove a tag from a record entity_type, entity_id_field, tag Calculate Commissions Trigger commission calculation for a tax year tax_year Generate Payout Generate a payout batch for preparers tax_year, period
Workflow Templates Start faster with pre-built workflow templates for common tax firm scenarios.
Template Trigger Actions New Client Welcome referral.created Send Email → Create Task Intake Reminder intake.created Wait → Send Email Commission Alert commission.calculated Send Notification → Send Email Lead Auto-Assign lead.created Assign Lead → Send Notification Challenge Winner challenge.completed Send Notification → Send Email
Monitoring Workflows All workflow executions are logged with full traceability. Each execution tracks per-action results, timing, and errors.
Workflow Status Status Description active Workflow is live and will fire on trigger events inactive Workflow is paused — will not fire draft Workflow is being configured — not yet activated error Last execution failed — needs attention
Execution Status Status Description running Execution is in progress completed All actions finished successfully failed One or more actions failed skipped Conditions were not met — workflow did not execute partial Some actions succeeded, others failed or skipped
Each action in a run is individually tracked as success , failed , skipped , or pending with timestamps and error details.