Workflow Automation

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.

Triggers

A workflow starts when a trigger event occurs. Common triggers include:

• New referral submitted
• Referral status changes (e.g., moves to Completed)
• Client completes intake form
• Commission payout processed
• New user joins the platform
• Appointment booked or cancelled
• A specific date or time (scheduled triggers)
• Preparer reaches a milestone or challenge completion

Actions

After a trigger fires, you can chain one or more actions:

• Send an email to the client, preparer, or admin
• Send a platform notification
• Update a field or status on a record
• Create a new task and assign it
• Award reward points to a user
• Trigger a webhook to an external service
• Wait a specified time before the next action
• Apply a condition (if/else logic)

Workflow Templates

Start faster with pre-built workflow templates for common tax firm scenarios.

Monitoring Workflows

All workflow executions are logged so you can see exactly what ran, when, and whether it succeeded.

• Execution history per workflow
• Per-step success or failure status
• Error details with retry option
• Pause or disable a workflow without deleting it