パイプライン

Manage workflows using customizable stages, conditional logic, automations, and more.

パイプライン概要

Use pipelines to manage various services, such as bookkeeping, tax preparation, weekly payroll, and more.

Create and customize pipelines—by using editable templates.

Create if-then rules that trigger automations or create stages for selected groups of clients.

Access pipelines, add jobs for client accounts, work with jobs inside pipelines, and more.

パイプラインでアカウントタグを表示および使用できます。

Save time by performing bulk actions on jobs, tasks, or job recurrences.