Workflows, notifications & approvals
Automate
What this solves:A repetitive manual action becomes a rule.
Active rules
4 / 5
Runs this month
257
Manual steps removed
≈ 154 h
estimated
WhenInvoice is overdue by 7 days
- Send customer reminder
- Create task for the account manager
EmailInternal notification
24
WhenAppointment is tomorrow
- Send appointment reminder to the customer
SMSPush
186
WhenNew lead arrives
- Assign a salesperson by territory
- Set a follow-up task for today
Internal notification
41
WhenPurchase request is above €5,000
- Request manager approval
- Hold the order until approved
EmailInternal notification
6
WhenJob is completed
- Notify the office
- Attach photos to the job record
PushInternal notification
0
Why it matters
A repetitive manual action becomes a rule.