Automation Manager for Perfex CRM

Name: Automation Manager for Perfex CRM
Brand: Automation Manager for Perfex CRM
SKU: 2394872

Note: This shouldn’t be a standalone script, nevertheless it’s a module for Perfex CRM and requires an set up of Perfex CRM Software. Please additionally be aware, that Automation Manager Module runs on PHP Version 8+. It won’t work when you’ve got older PHP model in your server. Please think about this earlier than shopping for.

What’s NEW in v.1.1.0?

New Rules for process automations (ex. “Task created”)!
New Actions for process automations (ex. “Add customized area worth)!
New choices -> Toggle Automations standing (lively/not lively)!
Backward compatibility with PHP 7.4 added!

What does it do?

Automation Manager Module for Perfex CRM will make your Perfex CRM Software as cool as high shelf related software program in the marketplace with dozens of automated actions. With this plugin you’ll be able to create automation guidelines for duties (involving assignees and followers, time sheets, statuses and priorities, tags, feedback, and even customized fields.

Sample Automation guidelines. out there:

IF ‘task priority’ is ‘urgent’ THAN ‘add 5 hours to task time sheet with comment “additional fee for urgent work”’ ,
IF ‘due date is today’ THAN ‘add comment: “Why is this task late?”’,
IF process isn’t up to date inside 3 days THAN write remark: “What is going on with this task??”,
IF process standing modifications to “Awaiting feedback” THAN Add notification in 4 days with further be aware”

Available triggers:

Task standing modifications to:
Task precedence modifications to:
Start date is immediately
Due date is immediately
Task inactive for {x} days
Task created – NEW!
Start date modified – NEW!
Due date modified – NEW!

Available Actions:

Set process standing to {x}
Set process precedence to {x}
Add remark
Add timesheet (with be aware)
Set reminder
Add or change assignees (select a number of individuals – NEW!)
Add od change followers (select a number of individuals – NEW!)
Add worth to customized area – NEW!
Add / Replace Tags – NEW!
Change due date – NEW!

You also can create guidelines for multiple set off with [or] / [and] parameters (for instance: due date is immediately [and] precedence is pressing) and you are able to do the identical with actions (for instance: change standing to {x} [and] change assignees to {y} and alter precedence to {z})

All it’s good to do is set up the module by customary module function in Perfex CRM, and you will notice a brand new Tab in UTILITIES part of Perfex CRM Admin Panel.

You can create new automations, edti existed ones and delete them. If you might have any doubts regardins this module, please observe our documentation for this module, CLICK HERE.

Features listed above will arrive round October 2022. If you bought this module and you want to it to have another, customized options – please, give as a touch and we are going to do our greatest so as to add this function in subsequent replace.