Quick, efficient, smart

automate tasks with our rule-based system

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If this, then that.

Imagine you're working with pro forma invoices that the customer approves online. This is to avoid discussions and credit notes. After the customer has signed these online, there are a number of steps you want to take. Such as booking the pro forma, forwarding it to accounting, and adjusting the customer status.

Start your automation from

aankoopfactuur
 
Purchase invoice
abonnement
 
Subscription
Artikels
Articles
Facturen
Invoices
huurbon
 
Rental receipts
Levering
 
Delivery­notes
Klanten
Customers
Leveranciers
Suppliers
onderaannemers
 
Subcontracting
offertes
Quotations
planningsitems
 
Planning­items
Prijsaanvraag
 
Price requests
Projecten
Projects
stockwijziging
 
Stock changes
transportbon
 
Transport receipts
Vorderingen
Claims
Werkbonnen
Orders
Werknemers
Employees

If this,

Trigger your automation

With 'if this', you can set specific conditions based on fields in different modules. Think of status changes, specific values, or even custom fields. The power is in your hands.

Then that

Follow-up actions that make the difference

Once the trigger is activated, you can set various follow-up actions. Change values, send emails, create tasks, send push notifications, and much more.