Process Automation
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.
Not Included
Included
Automate your processes
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.
Automatic status updates
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.
Automated email responses
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.
