Workflow Trigger for file uploads via Client Portal

Summary of the Release

Clixio now offers a new workflow trigger, Client Portal File Uploaded, enabling businesses to automatically start workflows whenever a contact uploads a document via the Client Portal Shared Documents feature.

What’s New? / Key Features / Benefits

Workflows can now be automatically initiated when a contact uploads a file through the Client Portal Shared Documents feature.

• Navigate to Automation → Workflows.
• Create a new workflow or edit an existing one.
• Add the trigger Client Portal File Uploaded.
• Configure the workflow actions as necessary.
• Publish the workflow.

• Navigate to a specific contact.
• Click the Files icon in the right-side navigation panel.
• Upload a file.
• Select the Upload to Client Portal checkbox.
• Save the file.
• The file will then be available to the contact in their Client Portal.

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• 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 activate automatically.

This feature bridges the automation gap by enabling businesses to:

• Eliminate the need for manual monitoring of uploaded documents
• Reduce operational delays
• Enhance compliance and review processes
• Ensure that no important uploads are overlooked
• Create seamless, document-driven customer journeys
• Accelerate onboarding and approval workflows