Task Actions in Introw are designed to help you streamline your partner onboarding workflows by linking actions to specific tasks. With this feature, you can now automate task completion when partners view content, upload files, or take important steps like registering their first deal, all from within their partner room.
You can now link automated actions to tasks such as:
Viewing an asset (e.g., product video, case study, sales deck)
Uploading a file, such as an NDA, contract, or a specific onboarding form
Submitting an Introw form (e.g. registering their first partner lead or deal)
Going to an external link outside Introw (e.g., Calendly, Typeform, or your website for booking a demo)
Moving to a tab within their partner experience
Once the partners completes the action, the associated task will be automatically marked as done, keeping your taks overview cleaner and your partners on track.
Use cases
Here are a few ways to use Task actions effectively:
Auto-complete a Task when an asset is viewed
Link a task to an Introw asset like a video walkthrough or pitch deck. Once the partners watches it, the task is marked as complete, no need for manual follow-ups.
👍 Great for: Learning from demo recordings, reading case studies or watching a tutorial.
Redirect to external links
Do you need your partners to take an action outside their partner room? Link the task to an external link like a booking page, pricing calculator, survey form, or any external tool like an LMS.
👍 Great for: filling out onboarding forms, visiting a pricing page or starting a training course.
Require file uploads
Collect signed NDAs, agreements, or onboarding documents by linking a task to a file upload action. The task will auto-complete when the partner uploads the required file. Within the task detail you can add an attachment in case you partner needs to download a file before uploading the updated one.
👍 Great for: Legal sign-offs, compliance steps, or onboarding documentation.
Open a form in Introw
Trigger a task to auto-complete when a partners opens and submits a form directly within Introw.
👍 Great for: Lead capture, opportunity registration, onboarding intake forms, or collecting structured responses.
