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August built for ease of use, again 🙌 These are live and available today. Workflows runs your program at scale, and we are switching on the first organisations now, so ping us to be included!

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🔀 Conditional visibility on forms and shared deals

A field shows only when the other answers call for it. Forms that ask four questions instead of twelve.
A form builder with a Visibility rule reading Deal stage is Closed Lost, and a shared deal panel where one field is shown and another is marked Not shown
Show fields conditionally · Let partners update a deal with guardrails · Pipeline rules

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📊 Report on rolled-up fields on the partner account

Sum or average any number your CRM keeps on the partner account: ARR, sourced revenue, certified engineers.
A Partners report with its metric set to Sum of Partner ARR grouped by region, beside a picker listing the number fields on the partner account
Report on partner account fields · Build a dashboard

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🔑 Free API credits on every plan

Every plan now includes the API with a free monthly allowance of credits. No add-on, no procurement cycle.
Settings, Developers, API keys with the API credits panel showing the share of this month's allowance used and the reset date
API credits · API keys and the REST API

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⚡ Workflows, now in private beta

Your program’s own rules on a canvas, no code. It is in private beta: ask us and we will switch it on for your organisation.
A Workflows canvas: a Task assigned trigger above waits anchored to the task's due date, each followed by a branch that re-checks whether the task is done
Workflows · Chase a task to its due date and escalate

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Everything else that shipped

The four above are the headlines. August also brought one organisation-wide default for partner permissions and notifications, per-platform partner chat, persisted segment membership, CRM-backed MDF objects, self-provisioning affiliate links, and AI-generated images on every uploader.

August 2026 release notes

Every change in the August release, with the screenshots and the docs behind each one.