Client portal: "user login" workflow trigger now supports the new client portal experience

Overview

The User login workflow trigger now fires for logins from the new Client Portal experience - not just legacy membership logins. We've also added a dedicated Client Portal category in the workflow trigger picker, so all Client Portal triggers live in one place.

What changed

New Client Portal logins now fire the "User login" trigger Successful logins from the new Client Portal experience now emit the same workflow trigger event as legacy membership logins. Any workflow already using the User login trigger will start running on these logins automatically - no reconfiguration required.

New "client portal" category in the trigger picker a dedicated client portal category now groups all client portal triggers together

User login - moved from Courses

Client portal file uploaded - moved from Membership

Clearer helper text The User login trigger now spells out that it covers both legacy membership logins and logins from the new Client Portal experience - removing the confusion caused by its old placement under Courses.

How to use

Automate on Client Portal member login

• Open the Workflow Builder.
• Click Add trigger and search for User login.
• Select it under the new Client Portal category (previously found under Courses).
• Save your workflow - it will now fire on both legacy membership logins and logins from the new Client Portal experience.

Why this matters

Agencies on the new Client Portal experience previously had no way to automate off a member login, because the trigger only covered legacy memberships. Trigger placement was inconsistent too - login sat under Courses while file upload sat under Membership - making it unclear what each trigger actually covered. This update closes the gap and puts both triggers where you'd expect to find them.