Process automation
Where some change to a record requires the creation of multiple sub-tasks, the system makes use of sets of preconfigured instructions (called processes) to inject one or more new tasks into a workflow.
Automatic Triggered updates
Triggers are used to update records and record fields based on changes to some part of a record.
Configurable buttons
Automation chains can also be initiated using configurable buttons.
Escalations
Provide Notifications, Alerts, Warnings and/or Escalations if/when a pre-configured metric has exceeded a pre-programmed margin or threshold. This makes it possible to deal with issues or exceptions as and when they occur and ensure that everyone knows when something needs to be dealt with.
Automatic generationof assets
One or more documents, messages, notifications, etc can be automatically generated by the system when key events occur.
Book a demo today!
Let's have a chat and understand which points we can connect and extend for you.
