The Workflow marketplace offers a collection of ready-to-use automations that can be effortlessly activated or deactivated, enhancing office efficiency by automating routine manual tasks, such as sending emails or creating office tasks. Through multiple stages, communications can be triggered when a condition is met.

➡️ Profile Icon > Settings > Automation > Workflow marketplace

Email templates - Some default email templates are provided for use with the workflows, however, these can be edited if you would like to customise them.

Communication rules - Workflows use email communications to send reminders to customers automatically, setting the communication rules to enable email by default when a new customer is created and an email address is provided, or make bulk changes to the communication types for all customers.

Currently, 7 premade workflows are available for use, and 5 can be enabled at any time. The workflows available are:

This workflow tracks proposals sent to customers, with configurable reminders for follow-ups. Alerts notify you of no response. (Proposal templates: available only with Sales CRM)

This workflow can be used to chase estimates sent to customers. Configurable reminders can be sent to the customer or company contacts before a final office task is created to alert you about an estimate having no response.

This workflow can be used to chase debts on invoices sent to companies. Configurable reminders can be sent to the company contacts before a final office task is created to alert you about non-payment.

This workflow can be used to send receipt emails to customers who have made payments against all of their invoices.

When an engineer clicks to reject, no access or abort an office task will get created to inform your office team.

This workflow gathers the after sales responses entered by customer(s) and sends a thank you note or an office task depending on a positive or negative response respectively.

This workflow can be used to chase debts on invoices sent to private customers. Configurable reminders can be sent to the private customers before a final office task is created to alert you about non-payment.

When a workflow is disabled, it will complete any running processes before coming to a complete stop.

➡️ Toggle Enabled/Disabled on the desired workflow​

You can view the workflow to see what stages make up the complete workflow, providing an understanding of how it will function once enabled.

➡️ Click View

There are 4 blocks used to make up any one workflow, these are detailed below.

You can set the delay of the next stage by minutes, hours, days or months.

Set who the email of this workflow is sent to and CC / BCC users as well. You can also select which email template is used here as well.

Set an office task for a user or multiple users to complete when the workflow is finished.

Set the delay for the payment chase by days/months.

These pre-built workflows are ready to be used by enabling them, however, they can be customised further through editing. Unable to edit your workflow? Make sure it’s disabled first. If a setting on a stage is greyed out, it has been hard-coded and cannot be changed.
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➡️ Click Edit

You can track the status of a workflow - whether it has failed, is in progress, or completed - by checking the Workflow history. History can be filtered by the status of the workflow and a date range.

➡️ View or Edit the desired workflow > Workflow history
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If a stage fails, the workflow will stop and no further stages will be attempted for that workflow instance.

Any amendments to a workflow are logged in an audit and can be reviewed at any time.

➡️ View or Edit the desired workflow