Smart Triggers connect real events in DarkLion to your pipeline. When something happens — a client submits their organizer, signs a return, or uploads financials — DarkLion can automatically move their card to the right stage.

Available Triggers

Tax

  • organizer_submitted — Client completes and submits their tax organizer
  • return_delivered — Staff delivers the completed tax return to the client
  • return_signed — Client signs their return (8879 or similar)
  • tax_financials_generated — Advisor generates a tax financials PDF from QuickBooks
  • client_financials_submitted — Client uploads or submits their financials from the portal

Engagement

  • engagement_letter_uploaded — Staff uploads a signed engagement letter
  • engagement_letter_signed — Client signs the engagement letter

Portal

  • portal_activated — Client accepts their portal invite and logs in for the first time
  • portal_message_received — Client sends a message through the portal

Proposals

  • proposal_sent — Staff sends a proposal to a client
  • proposal_signed — Client signs the proposal

Setting Up a Trigger

  1. Go to Pipelines and open a pipeline.
  2. Click ⚙️ Settings in the board header.
  3. Find the stage you want the trigger to move cards to.
  4. Click + Add Trigger on that stage's card.
  5. Select the trigger type from the dropdown.
  6. Save. The trigger is now active for this pipeline.
ℹ️
Triggers are entity-type aware. A trigger on a Company pipeline will only fire for company events, not person events. This prevents cross-contamination between pipelines.

Manual Trigger (Fire Trigger Button)

You can also fire a trigger manually from the client's CRM page. On the Person or Company detail page → Workflow tab → click ⚡ Fire Trigger → select the trigger type. Useful for testing or handling edge cases.

💡
Each stage can have up to 2 triggers. If a card doesn't exist yet when a trigger fires, DarkLion will automatically create one in the target stage — you don't have to add clients to a pipeline before triggering.