Automate Every Workflow in Your Practice
30+ triggers, 12 action types, conditional logic — build powerful automations without writing a single line of code.
30+ Triggers
Conditional Logic
12 Action Types
Zero Code
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app.gorefer.io/flowbuilder
New Client Onboarding Flow
referral.created
source = "client_referral"
Send welcome email
Create task for preparer
30+ Triggers
12 Actions
Unlimited Flows
See it in action — this is a live preview of the FlowBuilder canvas.
Manual Processes Are Killing Your Growth
8+
hours/week
spent on repetitive manual tasks like follow-up emails, status updates, and data entry
67%
of follow-ups
never happen when there's no automated system to trigger them
3x
faster onboarding
when client intake, task creation, and notifications run automatically
$0
extra software
FlowBuilder is built-in — no Zapier, no Make, no additional subscription
Event-Driven Triggers
Choose from 30+ events across every module — referrals, intake, commissions, scheduling, and custom webhooks. Every significant action in your practice can kick off an automated workflow.
Referral events: referral.created, referral.converted, client.funded
Intake events: intake.submitted, intake.approved, intake.rejected
Time-based: schedule.daily, schedule.weekly, schedule.monthly
Custom: webhook.received, manual.trigger
New Client Onboarding Flow
referral.created
source = "client_referral"
Send welcome email
Create task for preparer
30+ Triggers
12 Actions
Unlimited Flows
Visual Flow Builder Canvas
Drag and drop nodes onto a visual canvas to build complex automations visually. No coding experience required — if you can draw a flowchart, you can build a workflow.
Trigger → Condition → Action node chains
Branch logic with Yes/No paths
Parallel actions — send email AND create task simultaneously
Reusable flow templates for common scenarios
New Client Onboarding Flow
referral.created
source = "client_referral"
Send welcome email
Create task for preparer
30+ Triggers
12 Actions
Unlimited Flows
12 Action Types
Wire up the response to any event with a rich library of actions that cover communication, CRM operations, financial calculations, and integrations.
Communication: send_email, send_sms, send_notification
CRM: create_task, assign_lead, update_field, add_tag
Finance: calculate_commissions, generate_payout
Integration: webhook, trigger_gio, move_pipeline_stage
New Client Onboarding Flow
referral.created
source = "client_referral"
Send welcome email
Create task for preparer
30+ Triggers
12 Actions
Unlimited Flows
Testing & Execution History
Never deploy a broken workflow. Test mode lets you simulate flows end-to-end, and the execution log gives full transparency into what happened and when.
Test mode simulates the entire flow before activation
Full execution log with timestamps and step-by-step results
Error handling with automatic retries and failure alerts
Version history — roll back to any previous flow version
New Client Onboarding Flow
referral.created
source = "client_referral"
Send welcome email
Create task for preparer
30+ Triggers
12 Actions
Unlimited Flows
Three Steps to Automation
01
01
Choose Your Trigger
Select from 30+ events — referral created, client funded, intake submitted, or schedule a recurring trigger.
02
02
Add Conditions & Actions
Build your logic with drag-and-drop. Add if/else branches, parallel actions, and delays.
03
03
Activate & Monitor
Turn it on with one click. Watch executions in real-time, get alerts on failures, and iterate.
Popular Automation Workflows
New Referral Onboarding
When a referral is created → send welcome email to client → create task for assigned preparer → add to CRM pipeline → notify admin.
Commission Auto-Calculation
When a return is funded → calculate preparer commission → generate payout record → send earnings notification to preparer.
Intake Follow-Up
When intake is submitted → notify assigned preparer → create review task → if not reviewed in 48h → send reminder email.
FlowBuilder Questions Answered
30+ triggers across referrals, intake, commissions, scheduling, CRM, and custom webhooks.
Yes! Test mode simulates the entire flow with sample data so you can verify every step.
Yes, event-driven flows trigger instantly. Scheduled flows run at your configured time.
Absolutely. Flows can trigger webhooks, sync with QuickBooks, update Google Sheets, and more via ConnectHub.
Yes — we include templates for common scenarios like new client onboarding, commission calculation, and follow-up sequences.
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