Workflow Rules and Automation Module for Perfex

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. Are you wondering how you can Empower your team to deliver the best work consistently?
You can now Automate repetitive Actions in your Workflow using Workflow Automation Module. As Tasks transition from one Section of your Kanban board to Another, you most times want to perform some tasks such as Assigning Task in Testing Section to Tester, or append a Comment to the task or change Task Priority. This can become a daunting task when you have to do this same Action on 50s/100s of Tasks. This is why we have build this module to empowers you and your team to go beyond traditional task management, putting the power of intelligent automation at your fingertips. Beyond Tasks Management, You can now Automate Leads and Project Workflows as well. You can Create Unlimited Rules and Actions for Any Section in your Workflow Automate actions based on Leads status and ensure consistent follow up actions based on different Events such as (NEW LEAD IS ADDED, LEAD STATUS CHANGE, LEAD IS MARKED AS LOST, LEAD IS MARKED AS JUNK, OR WHEN LEAD IS CONVERTED TO CUSTOMER). You can then perform some actions such as CREATE A NEW TASK, ADD A NOTE, ADD A NEW REMINDER or SEND A CUSTOM EMAIL. Project Automation – New Features Automate actions based on your project status and ensure consistent Action across your projects You can Automate actions when (NEW PROJECT IS CREATED or PROJECT IS ON HOLD, PROJECT IS IN PROGRESS OR WHEN PROJECT IS FINISHED) You can then perform some actions such as CREATE A NEW TASK, START A NEW DISCUSSION, ADD A NEW MILESTONE or SEND A CUSTOM EMAIL. Key Features

• Create custom Workflow Automation Rules
• Create process that run themselves with automated actions on Task as they move from one section to another
• Because you can create Unlimited Rules for a SECTION, You can Control what actions are triggered and in what order/sequence
• Keep working going : performs unlimited instant actions on tasks at the same time such as Task Assignment, Comments with @User, Reminder, Checklist Item, Priority, Mark as Complete and lots more
• Stay Organised and Increase efficiency
• Unlimited Lead Automation Rules based on When New Lead is Added, Lead Status change or when Lead is converted to customer.
• Unlimited Project Automation Rules

   

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.