Overview

Leadli now includes a workflow trigger called Client Portal File Uploaded. It lets you start a workflow automatically when a contact uploads a document in the Client Portal Shared Documents area.

What’s included

• New workflow trigger: Client Portal File Uploaded
• Automatically starts workflows when a contact uploads a file to Shared Documents in the Client Portal

How to set it up

• Go to Automation → Workflows.
• Create a new workflow or open an existing one.
• Add the trigger Client Portal File Uploaded.
• Configure the actions you want to run.
• Publish the workflow.

How to share a file with a client in the Client Portal

• Open the contact record.
• Select the Files option from the right-side panel.
• Upload a file.
• Select Upload to Client Portal.
• Save the file.
• The file will be available to the contact in their Client Portal.

How a client uploads a file

• Log in to the Client Portal.
• Open Shared Documents.
• Select Share File.
• Upload one or more files (up to 10 at a time).
• Submit the files.

Notes

Multiple file types are supported. When a file is uploaded, the workflow trigger runs automatically. This helps reduce manual monitoring and keeps document-based processes moving.