Automate your processes

There are always better, more efficient ways of working to save time and ultimately make more money.

How much time do you and your team spend unnecessarily completing repetitive tasks?

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Process Automation

There are so many repetitive tasks involved in the day-to-day running of any business.

Creating and sending sales invoices, notifying customers about the progress of their orders, or creating paperwork—the list is endless.

The automations module allows you to create rules which the system will follow to automate the tasks you choose. This helps you to free up your staff so they can focus their time on valuable, meaningful work, and is a sure-fire way to accelerate the growth potential within your business.

Process Automation is included with:

Not IncludedNot Included Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation


Key benefits

Below is a snapshot of some of the most popular key benefits from using the Automations Module.

Rules for every process

Use the in-built automation rules to cover different types of process with ease.

Send updates to customers or suppliers, congratulate staff on orders over a certain value, create emails at intervals determined by the type of job, value or the specific customer, and so much more.

Rules for every process
Update status of linked records

Update status of linked records

Your customer has paid their deposit invoice, why not trigger a status on their job or order?

Do things like automatically moving a customer job or order into 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.

Send automatic email updates

Send automatic email updates

Do you find yourself repeatedly typing the same or similar email correspondence?

Send automatic email updates to your customers, suppliers, staff or subcontractors by setting up templated correspondence using our tagging system to include information from specific records.

Export to Xero & QuickBooks

The last thing you want to do is manually export invoices to your accounts package.

Create rules so for example when an invoice reaches the “sent” status in Zigaflow it pushes this information into your accounts package in real-time, allowing your accounts team to reconcile payments immediately.

Export to Xero & QuickBooks

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Show me what it can do
Keep Track of Purchase Orders

Workflow Automation

Use our in-built workflows to segregate different areas of your business.

Create rules which in conjunction with pre-builds ensures every task which needs to happen gets completed every time - without fail!

Send automatic customer updates, remind them of upcoming payments, even remind your suppliers you are expecting to receive deliveries from them - all of which can happen with little to no interaction.


Keep Track of Purchase Orders

Save Time & Cut Out Errors

Remove the stress of ensuring processes are followed. Zigaflow's automation will do the repetitive work instead of your staff.

Embed knowledge about how to work with different clients into the automation so the correct processes are always followed and you are not reliant on staff knowledge. Guarantee that the same processes will be run each time and when expected.


Frequently Asked Questions

Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.

Process automation is the practice of taking routine, repetitive tasks or processes within your business that would normally be performed manually and executing them automatically without the need for human involvement.

There are a wide variety of automation's you can carry out at different stages with your business workflows. One simple example might be sending an order confirmation as soon as a quotation has been accepted.

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