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Automations

Repetitive tasks take care of themselves.

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auto.workflows

What you gain

Chasing, notifying, changing a status, creating a task, sending a document: much of your admin work follows simple rules. The Automations module runs them for you, reliably and traceably, so your teams can focus on what matters.

  1. 01 Time freed up Repetitive actions are handled for you.
  2. 02 Nothing forgotten Every rule applies, every time.
  3. 03 Full traceability Every trigger is logged.
  4. 04 No development needed Simple rules you can change at any time.

Features

Automations

01
“When, if, then” rules

You describe it, the tool does it.

A rule combines a trigger (an event), conditions and one or more actions. Rules are created and edited from the settings, with no development required.

What it enables

  • Triggers across all modules
  • Combinable conditions
  • Chained actions
  • Instant switch on and off
02
A library of actions

Everything that can be automated.

Change a stage, send a template email, create a task, notify a team, generate a document, call an external service: actions combine freely.

What it enables

  • Emails and notifications
  • Tasks and reminders
  • Status and stage changes
  • Document generation
03
Scheduled tasks

The right job, at the right time.

Jobs run at set times: syncs, reports, reminders, clean-ups. Even a website hosted without a scheduler can be driven from the platform.

What it enables

  • Daily, hourly and monthly runs
  • Control of external websites
  • Protected secrets
  • Retry on failure
04
Log and monitoring

You know what happened.

Every run is recorded along with its result. Failures are flagged and can be run again.

What it enables

  • Complete history
  • Failure alerts
  • Manual re-run
  • Run statistics
05
Custom scenarios

When a simple rule is no longer enough.

For processes that span several tools or call for precise business logic, we build dedicated scenarios, monitored just like the rest.

What it enables

  • Multi-tool processes
  • Business-specific logic
  • Unified monitoring
  • Grows with your business

Example As soon as all supplier prices are in, the deal moves forward, the proposal is generated and the sales rep is notified.

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Together with your teams, we pinpoint the repetitive tasks in your day-to-day work and turn them into rules. More complex scenarios (several systems, detailed business conditions) are custom-built and plugged into the same log.

Integrations available

Compatible with the tools you already use.

Automation platforms
  • Zapier
  • Make
  • n8n
Communication
  • Email
  • SMS
  • Slack
  • Microsoft Teams
Scheduled tasks
  • External websites
  • Shared hosting
  • API

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.pipelinePipeline & opportunitiesEvery deal in its place, every stage under control. erp.billingInvoicingAccurate invoices, sent on time, paid faster. auto.apiAPI & connectorsYour tool talks to all the others.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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