No-code automation, built for case progression.
The workflow rule engine that powers every auto-task, every reminder, every notification in ExpatReady. 5 trigger types. 4 action types. AND/OR rule groups. Date-anchored offsets. Multi-channel reminder escalation. RCICs design the automation; the engine executes.
5 trigger types · the real surface area
Triggers are how a workflow starts. ExpatReady ships 5: when something is created, when a field is updated, when a workflow stage advances, when a date field crosses an offset, or on a cron schedule. Every immigration practice automation pattern fits in here.
- CREATED · entity creation triggers (case, prospect, etc.)
- UPDATED · any field update triggers
- STATUS_CHANGED · workflow stage advancement triggers
- DATE_TIME_FIELD · date-anchored offsets (15d before expiry)
- SCHEDULED · cron-based (every Monday 9am EST)
Conditions with AND/OR logic groups
Every trigger can be gated by conditions. Field-path expressions like document.type equals 'Police Certificate' AND case.status equals ACTIVE. 10+ operators including expires_in_days for compliance triggers. Group conditions with AND/OR.
- 10+ operators: equals · contains · greater_than · expires_in_days · is_empty
- AND/OR rule groups
- Field-path expressions across any model
- Nested groups for complex logic
Actions, what the workflow does
4 action types ship: send notification, send email via template, create reminder (RNA), create task. Actions execute in sequence. Each can reference workflow context, case data, client data, designated person, via merge fields.
- send_notification · in-app push to user/role
- send_mail · template-rendered email via SMTP
- create_reminder · RNA queue with multi-channel escalation
- create_task · assigned to role or user with due date
RNA, multi-channel reminder escalation
RNA stands for Reminder, Notification & Automation. It's the reminder layer that fires across email, SMS, and in-app, escalating as the deadline approaches. Backed by a Bull-Redis execution queue with retry, delay, and full audit visibility.
- 3 channels: email · SMS · in-app
- Channel templates with merge fields
- Series-aware deduplication (no double-fires)
- Bull + Redis execution queue with audit log
The operating system Canadian immigration practice deserves.
From $199 CAD/seat (annual). Unlimited cases. Unlimited client-portal users. No per-form or per-case fees. White-glove migration included with Practice tier and above.