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September 2026

17 product updates in September 2026. Newest first.

September 30, 2026

Map fields, session sync, and process widget fixes

Several customer-facing updates landed together, including map field enhancements, better session continuity, and fixes for common UI issues.

  • New: Map fields now support links, permissions, and live updates.
  • Improved: Web and extension sessions stay in sync more reliably across devices.
  • Fix: Process widgets now handle task and client filters correctly.
  • Fix: Sticky table headers no longer stack incorrectly while scrolling.
  • Fix: SSO sign-in now shows clearer handling for missing accounts and expired codes.

September 29, 2026

Process widgets now respect task and client filters

We fixed a production issue that could cause embedded process widget tables to ignore task and client filter scoping.

  • Fix: Process widget tables now apply task and client filters correctly in embedded views, preventing mismatched results and production errors.

September 28, 2026

AI settings and prompt handling got an upgrade

We shipped a set of customer-facing AI improvements, along with a few visible fixes.

  • New: AI settings now include a consolidated default model experience, making it easier to manage how AI behaves across your account.
  • Improved: Prompt caching was overhauled to improve AI response handling and reduce repeated work behind the scenes.
  • New: Quick Add Task is now available for faster task creation.
  • Fix: Fixed several visible issues, including extension sticky notes, shortcode display in fields and tables.

September 26, 2026

AI billing, workflow context, and marketplace import fixes

Several customer-facing AI and import improvements landed today, along with a few visible admin and UI fixes.

  • Improved: Workflow AI now restores the right context more reliably, improving agent behavior inside workflows.
  • Improved: AI usage and billing now track costs more accurately, including zero-cost and missing-cost cases, with better usage evidence in logs and admin views.
  • Fix: Marketplace imports now show the right credential mapping options, avoiding confusing “Create new” and “Leave unconnected” choices.
  • Fix: Admin update forms can now clear nullable fields explicitly, fixing cases where values could not be removed.
  • Fix: A few UI issues were fixed across AI panels, mention chips, and related workflow screens.

September 25, 2026

Workflow validation and ticket handling improvements

Today’s release tightened workflow publishing checks and shipped several ticketing and integration improvements.

  • Fix: Fixed workflow publish validation for typed named-stage conditions, reducing false errors when saving workflows.
  • Improved: Improved ticket handling with draft claim-on-open behavior, assignment continuity, archive protection, and note attachments.
  • New: Added and expanded HubSpot integration support, including webhook handling and auto-mapping improvements.
  • Improved: Updated the ticket inbox and message views to better surface attachments and reply behavior.
  • New: Expanded MCP preset support and related integration presets for connected tools.

September 24, 2026

Cross-department stage assignment is fixed

We fixed an issue that could block stage assignment across Agency departments and improved related ticket and workflow handling.

  • Fix: Stage assignment now works across Agency departments as expected.
  • Fix: Ticket inbound processing and related workflow updates are more reliable, reducing missed or duplicated handling.
  • Improved: Field scheduling and context loading were tightened up to avoid stale or inconsistent behavior.

September 22, 2026

Drive, marketplace, and workflow updates

Today’s release focused on Google Drive browsing, marketplace update safety, workflow loop handling, and a few visible UI fixes.

  • New: Google Drive file listing can now search child folders, with recursive paging and a new option to include subfolders.
  • Improved: Marketplace updates now handle connection selection more safely and block stale previews from applying changes against an outdated mapping.
  • Fix: Workflow loop-backs were fixed so re-entry, execution limits, and termination tracking behave correctly.
  • Fix: Rich text editing and Google Docs creation got visible fixes, including heading/link behavior and document folder/content fields.
  • Fix: Google Drive folder results now sort folders first, and field history processing was fixed.

September 21, 2026

Workflow fixes and worker scaling improvements

Today’s release improved workflow reliability, fixed several visible automation issues, and tightened worker autoscaling behavior.

  • Fix: Loop workflows now run their bodies correctly, and execution logging was improved for loop steps and stale-stage handling.
  • Fix: Workflow triggers and marketplace automation imports now preserve the right fields and raw payloads, reducing failed conditions and rejected imports.
  • Fix: Drive uploads under nested folders now match ancestor folders correctly, so existing workflow filters work without changes.
  • New: Nested child workflows now run without tying up an activity slot, improving parent workflow throughput and reliability.
  • Improved: Worker autoscaling and deployment handling were refined to use more stable capacity signals and avoid rollout/configuration issues.
  • Fix: Planned worker retirements no longer trigger false unhealthy alerts after graceful shutdowns.

September 20, 2026

Workflow loops and triggers got more reliable

Workflow execution, trigger handling, and a few related product areas were improved to behave more consistently for agencies.

  • Fix: Workflow buttons now respect custom active client statuses, fixing cases where automation buttons appeared unavailable for clients in non-default active states.
  • Improved: Workflow loops gained better publish validation and more reliable paging, including support for integration actions inside loops.
  • New: A new global task trigger condition lets workflows fire when a task leaves a client-accessible stage.
  • Improved: Ticket AI now uses your tenant’s configured status buckets for open and closed classification.
  • Fix: Field schedule automations now return the correct field values again, fixing failures caused by an outdated data source.

September 19, 2026

Workflow file handling and query filters improved

We tightened workflow execution safety and made file and relationship-query tools more reliable across the product.

  • Improved: Workflow temp files are now cleaned up more reliably, reducing leftover files from automation runs.
  • Improved: Google Drive uploads and webhook handling were hardened so workflow file actions are more dependable.
  • New: Relationship query filters now support count-based conditions more smoothly in the builder.
  • Fix: Workflow execution safeguards were improved to better prevent stuck or orphaned runs.

September 18, 2026

Public stage pages and workflow automations got more reliable

Today’s release focused on fixing several customer-facing issues in public stage pages, workflow routing, and marketplace updates.

  • Fix: Logged-out public stage pages now show the right branding and load photos and private images more reliably.
  • Fix: Fixed workflow routing so conditional “Go to next stage” buttons resolve correctly at runtime.
  • Improved: Improved Drive File Uploaded automations so folder filters match any folder in the path and the correct connected account is used.
  • Fix: Added stronger safeguards around custom object deletes and marketplace removals to prevent broken references and missing cleanup.
  • Fix: Fixed workflow shutdown and wait handling to reduce missed or stuck automations.

September 17, 2026

Google Drive browsing, backfill counts, and workflow fixes

Today’s release improved integrations, client backfills, and workflow behavior across the product.

  • New: Google Drive browsing is smoother, with shared-with-me folders, root navigation pagination, and file picker fixes.
  • Improved: Backfill jobs now show task counts more reliably, and the backfill wizard reflects the updated flow.
  • Fix: Workflow joins now resume through the correct outcome path, reducing unexpected behavior in published workflows.
  • Improved: Several integration and marketplace updates landed to improve Google Analytics, Google Tag Manager, and related resource handling.

September 14, 2026

Workflow publishing and marketplace fixes shipped

A set of production fixes improved workflow publishing, AI field handling, marketplace imports, and embedding behavior.

  • Fix: Fixed several workflow publish issues, including false validation errors, preserved structured output settings, and better support for result variables.
  • Improved: Improved workflow editing and execution with more reliable canvas dragging, wait/join behavior, and streaming null handling.
  • Fix: Marketplace imports and updates now handle field mapping and dependency publishing more consistently, including references-only publishing for never-embed items.
  • New: Added client-service AI context settings and improved embedding processing to reduce missed updates.

September 13, 2026

Marketplace, workflows, and field editing improvements

Today’s release adds clearer marketplace conflict handling, editable field shortcodes, and workflow publish fixes.

  • New: Marketplace imports and updates now handle conflicts more smoothly, with clearer merge decisions and better preview behavior.
  • New: Field shortcodes can now be edited directly, with a warning when renaming may affect existing usage.
  • Fix: Workflow publishing was fixed to avoid false validation blocks and to keep published workflows from showing persistent errors.
  • Improved: Several wizard and editor controls were polished for clearer change and edit affordances.

September 12, 2026

Workflow routing and field layouts got smarter

Today’s release improves how workflows route, how client fields render, and how the app handles sign-in and loading states.

  • New: Task peek panels now support manual timer controls.
  • New: Stage changes can now route conditionally based on linked client filters and toggle operators.
  • Improved: Direct named field layouts are now honored, and composite fields hydrate more reliably so client data appears correctly.
  • Fix: Branded loading screens are now shown during app startup, and a black-screen auth bootstrap issue was fixed.

September 11, 2026

Marketplace imports and forms got sturdier

Today’s release focused on more reliable marketplace imports and cleaner form field handling.

  • Improved: Marketplace imports now enforce tenant boundaries more strictly and include better reconciliation and health checks to catch bad package data earlier.
  • New: The built-in address field has been retired in favor of the Address custom object, updating the TopServ intake form flow to use the new field type.
  • Improved: Simple List fields now use a unified orientation, spacing, and chip style for a more consistent look across the product.
  • Improved: Per-object instance counts now respect caps and show more accurate totals.

September 9, 2026

Workflow and marketplace reliability improvements

We tightened several core workflow, AI context, and marketplace dependency checks to make publishing and execution more reliable.

  • Improved: Improved workflow publishing and execution safeguards so broken or incomplete workflows are less likely to go live or get stuck.
  • Improved: Expanded marketplace dependency handling and integrity checks to better protect published packages and their required services.
  • Improved: Refined AI context and field policy handling to make AI-powered features more consistent when working with entity data.