
Trisk Updates Late September 2025: Your CRM Now Built into Trisk
This release brings actual CRM-style power to Trisk. You can now tag and filter clients by status or category, automate
Browse featured articles, discover the latest product news and updates, tips, use cases, and much more to make the most of your Trisk experience.
This release brings actual CRM-style power to Trisk. You can now tag and filter clients by status or category, automate
Personalized onboarding paths. Simpler form launches. This month’s updates help you get started faster and keep your workflows running smoothly.
Track every action across your workspace and educate Trish AI on how your business operates. This month’s updates bring powerful
Collecting data is only half the job; the real value comes from turning that data into decisions. With the new
Set up Recurring Workflows in bulk, access client files faster, filter out irrelevant emails, and submit draft versions instantly. This
Pre-fill forms automatically from email attachments using OCR and Email Triage, track every file interaction with full Activity History, assign
Turn every client email into a task, workflow, or saved file — no more chaos, no missed steps. From Inbox
With the new IF/THEN Workflow Launch, your forms can now automatically trigger entire workflows based on client responses. And with
Map form fields directly onto standardized PDF forms. Access shared documents right from your Dashboard. Track where every workflow step
Reopen terminated workflows. Control the order of document signatures.