Automate your business
There are many repetitive tasks involved in the day-to-day running of a 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 any task you choose. This will help you to free up your staff so they can focus their time on valuable, meaningful work, and is a sure-fire way to accelerate growth potential within your business.
Automate your processes
Automatically send updates to customers or suppliers, congratulate staff on orders over a certain value, create emails at specified intervals determined by the type of job, value, or specific customer, and much more.
When a task or lead has been created or updated and assigned to a user, that user is sent an email and a notification through the system to help them keep track of their daily tasks.
Automatic status updates
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.
Automated email responses
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.
Export data to Xero or QuickBooks
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.
Workflow Automation: reduce human error
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.
