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Choose when you want a Portal Template automatically added to an event

Portal Template Run Settings

Create To-Dos that can be automatically added to your client's portal based on event type and specific triggers

Portal Templates: Create an Assignable To-Do

Portal Templates: Create a Scheduled Message for your Portal Team

Portal Templates: Create a Scheduled Client Message

Learn how to copy your portal templates to use for other types of events.

Copy Portal Templates

Automatically apply an Event Status and update a Sales Stage when a Contract is signed or a Payment is made

Invoice Helpers

Learn how to use the 'Any Event' Portal Template Category

About the 'Any Event' Portal Templates

Portal Templates: Automatically Add Documents to your Clients Portal

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Portal Templates

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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