Skip to main content
Automation

Turn repetitive client work into automated workflows.

Create rules that respond to events, like proposal signing, project stage changes, and invoice payments, then run the follow-up actions you configured.

Automation builder

Build rules around the events you already run.

Use toggle-based automations or the custom rule builder, connect a trigger, define the rule, and run a configured action when the event happens.

Example workflows

Real events. Configured follow-through.

Automations respond to client-business events already in Kwill, proposal signing, project stage changes, and Stripe invoice-paid webhooks.

Trigger →
Rule → Action

Step 1

Trigger fires

Step 2

Rule evaluates

Step 3

Action runs

Build workflows around events in your client-management process — without rebuilding the same follow-up by hand.

Proposal
Signed

When a client signs a proposal, the custom rule you configured runs its follow-up action automatically.

Stripe WebhookJust now

Invoice Paid

INV-2026-104 — $6,200.00 paid via Stripe Card (**** 4242)

$$
KW
Automation Status Thank-you email sent
Use Cases

4 Core Automations

Proposal Follow-ups
Project-stage Workflows
Invoice-payment Workflows
Repetitive Admin Tasks

Custom Rule Builder

Build custom rules or use toggle-based automations that decide when to run.

Connected Events

Built for the Work Service Businesses Repeat

Automations sit inside your client workflow — proposals, projects, and payments — so admin follow-through happens when the event does.

Proposal Signed
Stage Changed
Invoice Paid
Contract Sent
File Uploaded
Client Onboarded
Proposal Signed
Stage Changed
Invoice Paid
Contract Sent
File Uploaded
Client Onboarded

Automatic Execution

Kwill executes the configured action automatically when the trigger and rule match.

Automation vs manual work

Less remembering. More follow-through.

Stop relying on memory for the same client-business steps. Let a workflow respond when the event occurs.

Manual

Event → Remember → Perform action → Repeat

Event happens
Remember to follow up
Perform the action yourself
Repeat next time

Automated

Event → Kwill workflow → Action

Event happens
Kwill matches your rule
Configured action runs
FAQ

Automation questions

What Kwill automations support today, triggers, custom rules, and configured actions.

Instant FAQ Assistant
Answers from our help docs
What can Kwill automations do?
Kwill automations let you respond to client-business events with configured workflows. You can use toggle-based automations or build custom rules that run an action when a supported trigger occurs.
Can I create custom automation rules?
Yes. In addition to toggle-based automations, Kwill includes a custom automation rule builder for triggers, rules, and actions.
Kwill — The client portal built for the world's freelancers

Look like an agency of ten, even if you're a team of one.

Free to start. Takes 5 minutes. Your brand, not ours — in any currency, from any country.

Automations — Triggers, Rules, and Actions | Kwill