WP ERP - Workflow

WP ERP Workflow is an automation tool that enables users to trigger actions across all modules of an ERP system. It allows the creation of automated workflows that execute tasks based on specified conditions and events, reducing manual processes and improving operational efficiency.

Key Features

• Email Automation - Send automated emails triggered by workflow events and conditions
• Task Assignment - Automatically assign tasks to team members based on workflow rules
• Field Updates - Update record fields automatically when workflow conditions are met
• Invoice Generation - Trigger invoice creation and sending through automated workflows
• Multi-Module Support - Create workflows that span across all ERP system modules
• Conditional Logic - Set up complex conditions to determine when actions execute
• Event-Based Triggers - Define specific events that initiate workflow actions
• Action Sequences - Chain multiple actions together in a single workflow
• Integration Across Modules - Connect workflows between different ERP components for seamless data flow

Best For

WP ERP Workflow is designed for businesses using WordPress ERP systems that need to automate repetitive tasks and business processes. It is ideal for organizations looking to reduce manual data entry, improve consistency in task execution, and streamline communication through automated email notifications. This tool benefits teams managing complex workflows that span multiple ERP modules and require reliable, repeatable automation.