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NOTE: Before using the search bar,

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our entire library of updates.

File Share Notifications in the Client Portal

File Share Notifications in the Client Portal

File Share Notifications in the Client PortalRaichel.ai
Published on: 20/08/2026

Automatically notify clients when new files are shared through the Client Portal, while giving them control over their notification preferences. See how it works!

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Client Portal File Uploaded Trigger

Client Portal File Uploaded Trigger

Client Portal File Uploaded TriggerRaichel.ai
Published on: 16/07/2026

Trigger workflows automatically when a contact uploads a file through Client Portal Shared Documents, helping you manage files and follow-up actions more efficiently. See how to set it up!

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Add Chat Widgets to Client Portal

Add Chat Widgets to Client Portal

Add Chat Widgets to Client PortalRaichel.ai
Published on: 06/08/2025

Courses and communities involve numerous customer interactions, making them a significant venue for questions. Adding a convenient way to connect with help is key to maintaining customer satisfaction, and what better way than your Chat Widget!

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Notifications for Invoices, Estimates, and Contracts on the Client Portal

Notifications for Invoices, Estimates, and Contracts on the Client Portal

Notifications for Invoices, Estimates, and Contracts on the Client PortalRaichel.ai
Published on: 17/05/2025

Your Client Portal helps you centralize the customer experience to a place you have full control over, including Invoices, Estimates, and Contracts. So, managing the notifications you and your customers receive for these events is in your hands.

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