Скачать или смотреть [Perfex CRM Modules - Workflow Automation] Create the Workflow

The Workflow Automation module provides a powerful, enterprise-grade engine for defining, executing, and managing complex business processes across Perfex CRM’s core objects and a wide range of integrated modules. It empowers administrators and end users to automate repetitive tasks, enforce process consistency, and gain full visibility into workflow execution and history.

Key Features
Workflow Management
Global & Private Workflows: Create workflows visible to the entire organization (Global) or restricted to the workflow owner (Private)
Bulk Actions: Enable, disable, export (Excel/PDF/CSV), duplicate, or delete multiple workflows at once
Filtering & Search: Quickly locate workflows by type (My, Global, All) or by status (Active/Inactive)

Visual Workflow Builder
Drag-and-Drop Designer: Intuitive canvas for defining triggers, conditional branches (If/Else), and a sequence of actions
Error Handling & Notifications: Configure automatic alerts to the workflow owner when a step fails or the workflow is deactivated
Reusable Task Templates: Define common task structures that can be inserted into multiple workflows, reducing design time

Workflow History & Audit
Execution Logs: Detailed history view showing success/failure status, duration, and node-by-node results for every run
Exportable Reports: Download execution history in Excel, PDF, or CSV formats for auditing and compliance
Pending & In-Progress Tracking: Monitor workflows waiting on external events (e.g., email delivery, API response)

Task Templates Management
Central Library: Create and manage a library of task templates across departments
Version Control: Maintain template versions to ensure stability in long-running workflows

Category & Permissions Management
Workflow Categories: Organize workflows into logical groups (e.g., Sales Automation, HR Onboarding)
Granular Access Control: Assign create/read/update/delete rights per workflow category, module, or user role


Core & Module Integrations
Core Perfex CRM Objects: Automate processes around Sales, Customers, Leads, Expenses, Contracts, Projects, Tasks, Support Tickets, and more
Extended Module Support: Seamlessly integrate with Recruitment, HR Records, Payroll, Timesheets & Leave, Inventory, Purchase, Manufacturing, Omni-channel Sales, Fixed Equipment, Fleet, and Customer Service Management modules
Unified Actions & Triggers: Leverage standardized triggers (e.g., “When a Lead is created”, “Task Overdue”) and actions (e.g., “Create Invoice”, “Assign to Staff”) across all objects

Benefits
Increased Efficiency: Automate routine tasks (e.g., onboarding new hires, invoice reminders), freeing up staff to focus on high-value activities.
Enhanced Consistency: Ensure business rules and approvals are enforced uniformly, reducing human error and compliance gaps.
Improved Transparency: Full visibility into every workflow run, with audit trails and execution metrics that support performance monitoring and root-cause analysis.
Rapid Adaptability: Easily update workflows via the visual builder to reflect changing business requirements, without developer intervention.
Scalable Governance: Define permission structures and categories that align with organizational hierarchy and departmental boundaries.
With its comprehensive set of design, execution, and monitoring capabilities, the Workflow Automation module accelerates digital transformation initiatives by embedding process intelligence directly within Perfex CRM

PLEASE SEE MORE: https://codecanyon.net/item/workflow-...

PERFEX CRM MODULES COLLECTION: https://codecanyon.net/collections/11...