AUTOMATION

 

The automation function allows users to automate tasks.

 

 

 

ERXES PLUGIN AUTOMATION

 

It has the ability to automate certain actions on the body, change user identities to make your work easier, and automatically create a card.

 

The required operational and technical configuration links for the plugin are included as follows. Plugin Guide

• DESCRIPTION

• MODULE

• USE

 

 

DESCRIPTION

 

This sets the Trigger and automates Actions when the correct conditions are met. The current version automates the workflow using existing erxes functions such as Contacts / Forms / Team Inbox / Team Members / Deal, Ticket, Task Cards.

 

 

 

MODULE

 

• Title

• Triger

• Action

• Status

• Histories

• Zoom

 

USE

 

• The card will be generated automatically when you fill out the form

• Depending on the value of the field filled in the form, a member of the labeling team will be assigned

• How to change user status from "Leads" to "Customer" with automation