---
title: "Workflows · Upclient"
description: "Automate client onboarding with workflows: pick a trigger, add actions, and Upclient runs it for every client."
url: https://upclient.app/workflows
---

# The follow‑up happens whether you remember or not

A workflow is a trigger and a list of actions. Add one to a project, or to a template so every new client gets it.

[Get started](http://app.localhost:4400/signup) [Workflow docs](https://upclient.app/docs/projects/workflows)

## Thirteen ways a workflow can start

Start from what a client does, from what happens to tasks and stages, or from a date.

Client activity

- Contract signed

    A client signs a contract or signature task.

- Form submitted

    A client submits a form.

- File uploaded

    A client uploads a file.

Tasks and stages

- Task created

    A new task is added to the project.

- Task status changed

    A task moves from one status to another.

- Task status elapsed

    A task has stayed in a status for a set time.

- Stage created

    A new stage is added to the project.

- Stage status changed

    A stage moves from one status to another.

- Stage completed

    Every task in a stage is done.

Dates

- Project created

    A project starts, optionally only from one template.

- Project start date

    Before or after the project start date.

- Project due date

    Before or after the project due date.

- Task due date

    Before or after a task due date.

## Eight things it can do next

Actions run in order. Emails and notifications can include the client, project and task names.

- ### Send email

    A custom email to clients, team members or any address.

- ### Set task status

    Move a task to a status such as To do or Done.

- ### Assign task

    Give a task to a specific team member.

- ### Grant portal access

    Open the client portal to a contact.

- ### Revoke portal access

    Close the portal to a contact.

- ### Notify team member

    An in-app notification to one or more teammates.

- ### Delay

    Pause for a set amount of time.

- ### Wait until

    Pause until a date or a condition is met.

## Three to start with

### Welcome sequence

The moment the agreement is signed, the client gets a welcome email and the kickoff tasks open.

When

Contract signed

Then

1. Send email
2. Set task status
3. Wait until
4. Notify team member

### Overdue nudge

A reminder goes out a day before the due date. If nothing happens, the project owner hears about it.

When

Task due date

Then

1. Send email
2. Delay
3. Notify team member

### Stage hand-off

When discovery is finished, the first design task is assigned and the client is told what comes next.

When

Stage completed

Then

1. Assign task
2. Send email

## See what ran, and what it is waiting for

Every run keeps a step-by-step record. If a step fails for a passing reason it is retried, and you can skip a stuck step yourself.

- A workflow runs once per event, never twice
- Switch a workflow off and its waiting runs are cancelled
- Finished runs are kept for 90 days

## Build your first workflow

Start with the welcome sequence and add the rest as you go.

[Get started](http://app.localhost:4400/signup) [Read the docs](https://upclient.app/docs)