Workflow Rules and Automation Module for Perfex

Note: This is not a standalone application. It is a plugin for Perfex CRM. You need to install the Perfex – a powerful open-source CRM to use this plugin.

Want to know how to empower your team to deliver the best work consistently? Now you can automate repetitive actions in your workflow using the Workflow Automation Module.

As tasks move from one section of your Kanban board to another, you often need to perform some actions, such as assigning a task from the testing section to the tester, adding a comment to the task, or changing the task's priority. This can become a daunting task when you need to perform the same action on 50/100 tasks.

That's why we created this module to empower you and your team to go beyond traditional task management, putting the power of intelligent automation at your fingertips.

In addition to task management, you can now also automate leads and project workflows.

You can create unlimited rules and actions for any section of your workflow

What's new

Lead Automation – New Features

Automate actions based on lead status and ensure consistent follow-up actions based on different events, such as (NEW LEAD ADDED, LEAD STATUS CHANGE, LEAD MARKED AS LOST, LEAD MARKED AS JUNK OR WHEN THE LEAD IS CONVERTED INTO A CUSTOMER).

You can then perform some actions, such as CREATE A NEW TASK, ADD A NOTE, ADD A NEW REMINDER, or SEND A CUSTOM EMAIL.

Example 1:
Welcome trigger for new leads: New lead added
Action: Send email
Value: Welcome email template with company information
 

Example 2: Status change notification
Trigger: The lead status changes to “Qualified”
Action: Send email
Value: Notification to the sales team about the qualified lead
 

Example 3: Lost lead follow-up trigger
: Lead marked as lost
Action: Add new task
Value: task “Schedule follow-up call with lost lead”
 

Project Automation – New Features

Automate actions based on your project's status and ensure consistent actions across all your projects

You can automate actions when (NEW PROJECT IS CREATED or PROJECT IS ON HOLD, PROJECT IS IN PROGRESS OR WHEN PROJECT IS COMPLETED)

You can then perform some actions, such as CREATE A NEW TASK, START A NEW DISCUSSION, ADD A NEW MILESTONE, or SEND A CUSTOM EMAIL.

Example 1: New
project setup trigger: New project added
Action: Add new milestone
Value: Initial project setup milestone with a 30-day timeline
 

Example 2: Status change notification
Trigger: The project status changes to “In progress”
Action: Send email
Value: Notification to the project team about the project start
 

Example 3:
Project milestone creation trigger: Changes in project status to “Planning”
Action: Add new milestone
Value: Planning phase milestone of the project with specific dates
 

Key features

• Create custom workflow automation rules
• Create processes that run automatically with automated actions on the task as they move from one section to another
• Since you can create unlimited rules for a SECTION, you can control which actions are triggered and in what order/sequence
• Keep working: execute unlimited instant actions on tasks at the same time, such as task assignment, comments with @user, reminders, checklist items, priority, mark as completed, and much more
• Stay organized and increase efficiency
• Unlimited lead automation rules based on when a new lead is added, when the lead status is changed, or when the lead is converted into a customer.
• Unlimited project automation rules

Set up rule, automate action

Create a set of rules that are automatically triggered as tasks move between sections (Not started, In progress, Awaiting feedback, Testing, Completed) or any custom section you have.

Create a set of rules that are automatically triggered when leads move from one status to another (when a new lead is added, when the lead is marked as lost, when the lead is marked as junk, when the lead converts into a customer)

Create a set of rules that are automatically triggered when the project moves from one status to another (Add milestones, New task, Create discussion, etc.)

Create your rules according to your business needs, for example, when a task is moved to Testing, Assign to a Tester or attach a comment or do both.

Create processes that run on their own

Move faster and experience a boost in productivity as routine tasks are automated.