There are always better, more efficient ways of working to save time and ultimately make more money.
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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.
Use the built-in automation rules to cover different processes with ease. 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.
Your customer has paid their deposit invoice. Why not trigger a status update on their job or order?
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.
Do you find yourself repeatedly typing the same, or similar, email correspondence?
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.
The last thing you want to do is manually export invoices to your accounts package—it takes up too much time.
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.
In conjunction with pre-builds, these rules can ensure that every task gets completed on time, every time.
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.