14 comments found.
Hi, I have pre sales questions? • Can I define custom triggers • Can I define custom actions • Can I define custom Conditions • Does it work well with any REST API/workflow • Does it support multi-step workflows
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hi PRESALES which modules of yours does this map to and integrate with .. marketing automation and staff workflow automation?
2. what are the differences and do they work together
3. does this have e-signature confirmation?
4. when creating an employee the per day or hourly rate needs to auto be assigned to all your modules using this so that payroll and timesheets and leaves knows the employess salary count
I recently purchased the Workflow Automation module for Perfex CRM from CodeCanyon (about 5 minutes ago), but I’m encountering a license activation issue. The error message I receive is:
“License is already active on maximum allowed product instances. Please deactivate this license from active instance(s) and try again!”
This is a brand-new purchase, and I have not previously activated the license on any other instance. Could you please assist me in resolving this issue or reset the license activation so I can proceed?
Hi. Please check your email.
thank you I got it
Hello,
I’m interested in purchasing the Marketing Automation Module for Perfex CRM, and I wanted to inquire if you would consider adding the following features in a future update:
Funnel creation (with upsells and downsells)
Sales page creation (with an integrated page builder)
These features are crucial for my project, and they would greatly complement the excellent foundation your module currently offers.
I would appreciate it if you could let me know if these additions are planned or if there are any third-party solutions that can be integrated to provide these options.
Thank you in advance for your response, and I appreciate your work on this module!
Best regards,
Hi. We will consider it in the future.
Can you please kindly add an option to DEACTIVATE the TAX Functions to all your modules?? Kuwait has NO TAX at all, thanks.
Can I create keyword-based autoreply rules for incoming emails? For instance, if someone makes an inquiry about prices, he gets an automated email response, if he makes an inquiry based on dell laptop, he gets an automated email. is this possible?
Please watch the videos we attached in the description and try them out on the demo page. If you have any issues, please submit a support request through the support tab on Codecanyon so our support team will check and assist.
What’s the difference between this script and your other script called: Marketing Automation?
Why are you building module your previous module like inventory etc you keept unmanaged and not updated and creating new
If you have any issues, please submit a support request through the support tab on Codecanyon so our support team will check and assist you.
I’m interested in purchasing the Workflow Automation Module for Perfex CRM as it perfectly fits our needs for automating internal processes (Customers/Citizens, Correspondence, Projects, Contracts, Tickets, etc.).
However, I noticed that the module may not natively include e-signature capabilities.
Could you please confirm whether:
There is already an option to integrate it with the existing e-Signature module for Perfex CRM, or
If not, whether you could integrate e-signature support so that all objects (Sales, Customers, Leads, Expenses, Contracts, Projects, Tasks, Support, …) and other compatible modules can be electronically signed directly through automated workflows.
We want to centralize approvals, document transmission, and digital signatures into a single automated process.
If this integration is possible, we would be happy to proceed quickly with the purchase.
Hi. The current version does not yet support it. We will consider and add it to the next upgrade plans.
Dear Folks, Does your Workflow Automation module for Perfex CRM support the following approval scenario? Salary Department creates a request form (Offer Time). This form is available to all employees. An employee submits a request through the form. The request follows this approval workflow: Manager 1 (can be any assigned person) → Approve or Reject. If approved, it moves to Manager 2 → Approve or Reject. If approved, it moves to the Head (can be any assigned person) → Approve or Reject. Once Manager 1, Manager 2, and Head all approve, the request is marked as Final Approval. Is this type of multi-step, conditional approval workflow supported in your module?
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Pre Sales questions remarks:
1)Check section in condition node is empty cant select action 2)How do i create templates for various Actions i found task template but can’t find others.
Hi. 1. The conditions and actions in the Condition section will be displayed based on the Data Type and Start When of the Trigger you have selected. Therefore, you should select the full values for the Trigger first, and then drag the Condition node out so the system can load the accompanying conditions for the Trigger. If you drag the condition node out before selecting a Trigger, the system will not be able to identify the related data.
2. Currently, you can only create templates for Tasks. When you design a Workflow, you can use general Actions (the system will pull from available templates) or when you use any module like Inventory, HR Records, Manufacturing, etc., the actions will be displayed according to the module for which you have selected the corresponding trigger.
I am confused about template part in some of the actions like create inventory receiving voucher it ask for template but dropdown is empty also I do not see option how to create one.
Also create contract hr doesn’t even have action to select template.
For the “Create inventory receiving voucher” action, the system will use a template from the existing data on the Inventory receiving voucher screen within the Inventory module. If you want to use this action, you need to create an Inventory receiving voucher first to use as a template. After you have created the template, please drag the new action node out so the Workflow can pull the newly created template data.
For the “Create Contract hr” action, the system does not need a template. It will automatically create a draft contract for the employee. It’s important to understand the flow of the process to design it correctly. For example: Flow start -> When a Staff is created -> Action -> Create Contract -> From here, the system will identify the employee to create the Contract for. Conversely, you cannot design a flow like this: When a new Item is created, create a Contract (the system will not perform the create Contract action because it’s not a valid operation).
Similarly, for other actions that require a template, as long as you create a template first in the corresponding screen (such as Invoice, Estimate, Purchase Request, Purchase Order, etc.), you will be able to use that template with the corresponding action.
nice one
Hello. Unfortunately the demo website doesn’t work. Could you please fix it so we could test the module? Thanks!
Hi. We checked that it is still working fine.
Hi again. I’m sorry. For some reason my antivirus program was blocking your demo website. This module looks amazing. Quick question tough. It seems I cannot create a following flow: Flow start -> When a field in Estimate is updated -> Action -> Create expense. Or is there a way to achieve this via your module?
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I have some technical questions the Workflow Automation module:
- Does the Workflow Automation module support integrations with third-party modules (including hooks) and connections to Perfex installation databases and external databases?
- Is it possible to extend it with custom triggers or actions (API or SQL)?
- Specifically, does it support or can it be integrated with the following CodeCanyon modules?
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Finally, what I’ve been asking for a while. But there are some things that aren’t working: 1 – Templates can’t just have a start date; they should have a start time after the trigger occurs. 2 – System B has a bug in the flow, meaning the “Production” task can no longer be modified. I’ll write the rest after looking at it. Thanks for the wonderful logical work.
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