Introduction
Workflow automation is a transformative tool for businesses looking to enhance task efficiency and productivity. It simplifies and streamlines processes by automating repetitive tasks and customizing actions based on specific event triggers. Whether it’s automatically sending email notifications for bill settlements or managing various operational aspects, workflow automation helps reduce manual labor, minimize errors, and ensure smoother, more efficient workflows.
At its core, workflow automation involves organizing tasks logically, setting milestones, and monitoring progress, all of which contribute to improved task management. Leveraging workflow automation keeps businesses informed and in control, with tailored notifications sent through platforms like email, Slack, Telegram, or Twilio. This optimization of communication not only frees up valuable time and resources for more strategic initiatives but also leads to increased productivity and reduced workplace stress.
Add-On Purchase Steps
To purchase and access the Workflow Add-On:
- Purchase the Add-On
- Navigate to the “Subscription Plan” page.
- Select the relevant “Usage Plan.”
- Locate the Workflow Add-On and complete the purchase.
How to Use the Workflow Add-On
- Access the Add-On
- After purchasing, click the “+” button to enter the name of the workflow.
- After purchasing, click the “+” button to enter the name of the workflow.
- Configure Workflow
- Choose the module and events from the list provided. Here are the available modules and events:
- Accounting: New Customer
- Appointment: New Appointment
- CMMS: New Supplier
- Contract: New Contract
- General: New User, New Invoice, New Proposal
- HRM: New Award
- CRM: New Lead, New Deal
- POS: New Purchase
- Retainer: New Retainer
- Support Ticket: New Ticket
- Project: New Project
- Training: New Training
- Sales: New Contracts, New Opportunities, New Quotes, New Sales Invoices
- School: New Admission
- LMS: New Course
- Fleet: New Booking, New Maintenance, New Fuel History
- Holidayz: New Room Booking
- Gym Management: New Trainer, New Measurement
- Beauty Spa Management: New Beauty Booking
- Agriculture Management: New Agriculture Fleet, New Agriculture Service, New Agriculture Cultivation, New Agriculture Crop
- Garage Management: New Vehicle, New Service
- Tour Travel Management: New Tour, New Tour Inquiry
- Newspaper: New Newspaper
- Property Management: New Unit
- Childcare Management: New Inquiry, New Child
- Hospital Management: New Doctor, New Medicine, New Bed
- Select Actions
- Choose from the following actions:
- Send Webhook URL
- Send Email Notification
- Send Slack Notification
- Send Telegram Notification
- Send Twilio Notification
- Choose from the following actions:
- Create and Edit Workflow
- During editing, you can:
- Apply conditions
- Set Webhook URL
- Choose email types
- Specify Twilio types
- Enter Slack Webhook URL
- Add Telegram Access Token
- Write or edit the message to be sent
- After selecting the actions, the workflow will be created. You can edit the workflow by clicking the “edit” button.
- During editing, you can:
By following these steps, you can effectively configure and manage workflows to automate processes and improve efficiency within your organization.
