Let the platform do the follow-up
Reminders, reports and order files go out on their own while your team gets on with something else.
Reminders, reports and order files go out on their own while your team gets on with something else.
Occurs when an order has been created.
Liveorder.created Trigger Today someone on your team sends reports and reminders by hand every Monday. If they’re on holiday, it doesn’t get done. Now it runs on its own.
A workflow starts on an order, an expiry, a leaver or a set time. You build it in a visual editor and test it before it goes live.
1Chases the approvalWhen an order has waited a day
2Sends the customer the reportEvery Monday at 08:00
3Sends the order to the supplierWhen the customer has approved
You see every runThe history shows each step of each run, and if something fails, you can run it again.
The customer gets the report every weekYou build the report once, and a workflow sends it as XLSX or CSV by email or SFTP, with only the new rows.
The price follows what you sell through the platform. Contact us for a quote.
No. You build workflows in a visual editor in your back office.
Yes. You do a test run, and the draft is kept apart from the version that is running.
Yes. It can apply to all your customers or to one.
Yes. A workflow can call a webhook or put a file on SFTP.
Bring a task your team does by hand today, and we build it in the demo.