What's new in SparkDesk.

Highlights

• Flows replace workflows. Build automations with a simple When, If, Then editor, test them before they go live, and attach (“clip”) a flow to a specific client, project or record from the Flows button on any record page.
• Billing on a schedule. A flow can open timesheets and create the invoice for each client period (weekly, every two weeks, twice a month or monthly), send reminders a few days before a period ends, and reuse your last invoice’s layout, terms and notes.
• Reports, rebuilt. Reports show every row with group subtotals and a grand total, headline numbers and charts that follow your quick filters, a setup panel beside the report, and columns you can freeze. Every template was rebuilt, and invoice revenue now accounts for credit notes.
• Products & Services. Keep a catalog of what you sell in CRM and pick items straight onto quotes, invoices and credit notes.
• Connect AI assistants by signing in. Add SparkDesk to Claude or another AI assistant with one link, sign in, and choose the organization. No API key to copy.
• Tasks remember when they were finished, and the task page shows the completed date.

Also New

• Project pages show what happened on their tasks too, with Tasks, Time and Flows filters.
• The project Time tab is easier to read and edit.
• A redesigned org chart with zoom, search and a Teams view, and a simple list on phones.
• Preview your client portal and knowledge base articles before clients see them.
• Settings are grouped by area, with dedicated Finance, Quotes & Invoices and Contracts pages.
• Help icons and tooltips open with a tap on phones and tablets.
• Undo and redo while editing a flow, and a warning before changing a flow that is already running.
• Every API and AI assistant request is listed in the API & MCP Activity report.

Fixes

• People who have been removed no longer appear in pickers, member lists or notifications.
• Emails sent to your support address are routed more reliably, automatic replies are recognised, and Settings > Service lists recent emails and what happened to each.
• Saved table views always load; if a view is missing you see All Records instead of an empty page.
• Branding changes keep your other brand settings.

Rolling Out With This Release

• Delete reports you no longer need.
• Organize Insights dashboards in tabs.
• See when each opportunity was opened.
• Price products and services in more than one currency.
• Better handling of Bcc on case email replies, and notifications for case owners.
• Flow steps that work with audience segments.
• Small consistency fixes across the app.

Highlights

• Improved document collaboration experience in Docs.
• Better history and restore workflows for document changes.
• Workflow automation improvements for operational consistency.
• Additional export groundwork to support improved document outputs.
• General reliability and dependency maintenance updates.

Expected Benefits

• Teams can collaborate more confidently in shared docs.
• Document changes are easier to track and recover.
• Workflow-driven actions are more consistent and easier to run.
• Platform reliability and maintainability continue to improve.

Platform Readiness Improvements

• Workflow automations now run with tighter safety checks to reduce accidental or duplicate processing.
• Inbound integrations now use stricter verification, improving trust in incoming records and events.
• Public integration usage now has stronger request guardrails for stability.
• Error reporting reliability improved, helping support teams triage production issues faster.