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forked from WP ERP - Workflow™
CoreOps - Workflow is not affiliated with WP ERP - Workflow. The name and any related trademarks are used solely for nominative descriptive purposes.
This tool builds automated workflows for an ERP system, connecting events to actions to reduce repetitive manual tasks. It is designed for businesses using an integrated ERP platform to manage operations like CRM, HR, and accounting.
Trigger Modules: Define automated actions based on specific events within different ERP modules, such as a new contact being added or an invoice being created.
Event-Based Actions: Set up workflows to send emails, assign tasks, update record fields, or generate invoices automatically when a triggering event occurs.
Cross-Module Automation: Create rules that work across CRM, HRM, and accounting modules, allowing data and processes to flow between departments without manual intervention.
Centralized Management: Configure and monitor all automated workflows from a single interface, making it easier to maintain and adjust business rules as needed.