Automation should feel effortless, and this update takes it to the next level. We’ve enhanced workflow automation with IF/THEN Logic that can now terminate workflows, ensuring processes run exactly as they should—without manual intervention. Document Management gets a smarter, more intuitive design, making it easier to navigate multiple files at a glance. Plus, we’re introducing a more flexible approach to subscription management, giving you control over upgrades, downgrades, and a 14-day free trial for higher-tier plans.
Let’s explore what’s new and how these updates are designed to save you time, eliminate friction, and maximize efficiency.
Forms That Take Action: Automate Workflow Termination with IF/THEN Logic
Automation isn’t just about launching workflows—it’s about knowing when to stop them. Now, Trisk’s IF/THEN Logic lets your forms automatically terminate workflows based on user responses, preventing unnecessary steps and keeping your processes efficient.
Some workflows need to stop the moment certain conditions are met. Whether it’s avoiding redundant tasks, skipping irrelevant steps, or ensuring compliance, IF/THEN Workflow Termination helps you cut the noise and focus only on what matters.
Use Case Examples: Your team processes contract approvals. If a form response indicates the deal was canceled, the associated workflow is automatically terminated—no manual intervention, no wasted effort.
For professional service firms, unnecessary workflows create inefficiencies. Now, processes can terminate themselves based on logic, preventing delays and reducing manual oversight.
🔹 Legal Teams can automatically terminate contract review workflows if a deal is declined.
🔹 Finance Teams can halt approval processes when a payment fails verification.
🔹 HR Teams can stop background check workflows if a candidate withdraws.
No manual intervention—just intelligent automation that keeps your operations lean.
What’s New?
IF/THEN now extends to workflow termination:
🔹 Terminate workflows based on responses – Set conditions in the Form Builder to automatically stop a workflow when the form is completed.
🔹 Prevent redundant actions – If a workflow is no longer needed, it won’t continue unnecessarily.
🔹 Real-time transparency – Users can preview which workflows will terminate before they complete a form via Foldover.
How to Set It Up
Setting up IF/THEN Workflow Termination works the same way as with the Forms:
1️⃣ Go to Studio > Form Builder > IF/THEN Connect tool
2️⃣ Select a trigger condition (e.g., “If the answer is ‘No'”)
3️⃣ Choose an action from the new THEN Action dropdown: “Terminate current workflow”
Now, workflows don’t just start themselves—they know when to stop, too. Once the form is submitted, the workflow is immediately stopped—no extra steps, no manual cleanup.
Workflows marked for termination will be clearly indicated with a cross-circle icon and displayed at the top of the task list.
To ensure no critical information is lost, Trish will automatically notify the task manager when a workflow is terminated, providing full context on the termination reason
Important Notes
Not for Surveys: Surveys function as standalone tools, separate from workflows. IF/THEN Workflow Termination does not apply to them.
Activity Tracking: Every termination event is logged in the Workflow Activity History, ensuring full visibility into what happened.
We’re confident that this IF/THEN upgrade for workflows will save our clients thousands of hours, reducing administrative overhead and allowing teams to focus on what truly matters.
Plan Downgrade: Flexibility on Your Terms
Your Trisk subscription can adapt to your business. We’re introducing a seamless plan downgrade option, which allows you to adjust your subscription based on your changing needs.
What to Expect
- Plan changes take effect at the end of your billing cycle – No immediate cutoffs. You continue enjoying your current plan’s features until your next renewal.
- Clear, transparent experience – Before confirming, you’ll see exactly what features will change in your new plan.
- No interruptions – You can still access all current plan benefits until your downgrade takes effect.
How It Works
1️⃣ From the Main Menu, navigate to Billing → Change Plan and select your desired plan.
2️⃣ Click “Downgrade,” and a confirmation screen will highlight which features will change.
3️⃣ Your downgrade will begin at the start of your next billing cycle—no unexpected gaps in service.
Whether you’re temporarily scaling down or streamlining your expenses, this update puts you in control. Explore your options and adjust your plan effortlessly whenever you need to.
Important! Trisk does not provide refunds for unused time. Your current plan remains active until the end of your billing period, ensuring a smooth transition with no interruptions.
Plan Upgrade: Try Before You Commit
Curious about unlocking more advanced features? Now, you can manually initiate a 14-day free trial of the next higher-tier plan.
🔹 Full Access – Enjoy all features of the higher-tier plan for 14 days.
🔹 One-Time Trial – This offer is available once per account, excluding the initial registration trial.
🔹 Automatic Continuation – At the end of the trial, your subscription seamlessly transitions to the upgraded plan, and billing begins.
🔹 Advance Notification – You’ll receive an email 3 days before your trial ends to remind you of the upcoming charges.
Upgrade Options:
Standard → Try Growth
Growth → Try Teams
Teams → Already at the highest tier.
With this update, exploring Trisk’s advanced capabilities has never been easier. Take control of your plan—whether upgrading, downgrading, or simply testing out new features—on your terms.
Improved Document Management: Never Miss a File
We’ve refined the design and user experience of Document Management to ensure every document gets the attention it deserves.
What’s New?
🔹 File Counter & Navigation Arrows – Always know how many files are available and navigate seamlessly.
🔹 Stacked File View – Up to three files stay visible at the bottom, preventing overlooked documents.
Now, every document is exactly where you need it—clearly accessible, easy to navigate, and impossible to miss.
Customer Stories Update
Numbers matter. Challenges matter. Success matters.
We’ve redesigned our Customer Stories to give you real data, real challenges, and real results—fast.
What’s New?
- Key Business Metrics – Instantly see revenue growth, cost savings, and efficiency improvements from real companies.
- Challenges & Solutions – Understand what led businesses to Trisk and how automation transformed their operations.
- Optimized Readability – A streamlined layout for quick, actionable insights—no fluff, just facts.
See how Trisk is driving impact:
Trisk in Tax & Compliance
Trisk in School Safety Automation
Check out the new Customer Stories now and explore how businesses like yours are scaling with Trisk.
We believe great tools should feel effortless—and these updates reflect our commitment to keeping Trisk powerful yet intuitive, adaptable yet seamless. Whether you’re streamlining workflows, upgrading for advanced features, or ensuring seamless document access, Trisk ensures that your tools work for you, not the other way around.
🔹 Explore our Biggest Pricing Overhaul
🔹 Learn more about Unlimited E-signatures
🔹 Discover our Top 5 Updates of 2024
The future of work starts now—with you.
