EffectIO WP ERP - Workflow 1.2.0

Description:

WP ERP Workflow is an automation tool for the WP ERP system. It lets you automate emails, contact creation, employee creation and other related processes through a systemic workflow. The extension is aimed at businesses that use WP ERP for HR, CRM and accounting and want to run these processes automatically.

Triggered actions are managed from a single page. With the trigger modules option you create actions based on different modules and set conditions, with two extra modules available. For the CRM module you can set events such as a contact subscribing, unsubscribing, being created or being deleted, a note or task being created, or a meeting being scheduled. For the HRM module the predetermined events include an employee being created or deleted, an announcement being published and a leave request being confirmed. For the Accounting module events cover creating or deleting customers and adding sales and purchases.

The extension suits growing businesses that run WP ERP as an all-in-one business manager. By setting workflows, teams get stuff done faster and stay on the same page with anyone anytime. It sits alongside other WP ERP extensions such as WooCommerce integration, Payroll, Inventory, Payment Gateway and Custom Field Builder.

The vendor’s own page for WP ERP – Workflow has the full details.

Main Features of WP ERP – Workflow:

• ['Manage triggered actions according to your requirements from a single page', 'Create actions based on different modules and set conditions with trigger modules', 'Set CRM events such as contact subscribe, unsubscribe, creation, deletion, note or task creation and meeting scheduling', 'Set HRM events such as employee creation or deletion, announcement publishing and leave request confirmation', 'Set Accounting events such as customer creation or deletion and adding sales and purchases', 'Automate emails, contact or employee creation and other related tasks']

EffectIO members receive updates through the managed update channel. Install the EffectIO Connect plugin on your site and it handles activation, updates and licensing automatically.

Need a dashboard view of all your EffectIO assets? The EffectIO Dashboard shows what is installed, what is licensed, and what has an update available.

The 1.2.0 version stays on this update channel for the subscription year.