AUTOMATION

Workflow automation

Connect triggers, conditions, approvals and actions without code.

Active workflows14Across 6 modules

Runs this month1,284↑ 16%

Success rate98.1%Healthy

Time saved86hEstimated

VISUAL BUILDER PREVIEW

TRIGGERDeal stage changesStage → Won

↓

CONDITIONValue is greater thanLKR 250,000

↓

ACTIONCreate projectFrom template

ACTIONNotify financeIn-app + email

Workflows

NameStatusRunsSuccess

New lead follow-upCRMActive12498.4%⋯

Estimate accepted → ProjectSales → ProjectsActive38100%⋯

Leave approvalHRActive6296.8%⋯

Dormant deal reminderCRMPaused1994.7%⋯