Automations

Automatically move a customer job or order to the next stage as soon as a deposit invoice has been paid, or change the order status to “Complete” when a delivery note has been signed.

You shouldn’t. With Zigaflow, send automatic email updates to your customers, suppliers, staff or subcontractors, and set up templated correspondence using our tagging system to include information from specific records. Don’t waste any more time on repetitive emails.

With Automations, you can create rules that remove mundane processes. For example: when an invoice reaches the “Sent” status in Zigaflow, it pushes this information into your accounts package in real-time. This allows your accounts team to reconcile payments immediately.

Use our built-in workflows and rules to segregate different areas of your business without the worry of making basic mistakes. For example: Zigaflow lets you send automatic updates to remind customers of upcoming payments, or remind your suppliers that you’re expecting deliveries from them—all of which can happen with little to no interaction.