Advanced Automation Manager for Perfex CRM
Please note that the Advanced Automation Manager module is designed exclusively for use with Perfex CRM and is not a standalone application. It is fully compatible with Perfex CRM version 2.9.0 and above. Compatibility with earlier versions is currently being developed and will be included in upcoming updates. Thank you for your patience and support.
Discover Advanced Automation Manager for Perfex CRM
This robust module simplifies and enhances task automation, allowing you to define triggers, conditions, and effects for your workflows. Perfect for teams aiming to boost productivity, the Advanced Automation Manager ensures tasks are efficiently automated and aligned with your team’s goals.
Supported Triggers:
- Task Status Change: Triggered when a task’s status changes to a specified value.
- Start Date: Triggered when a task’s start date matches the current date.
- Finish Date: Triggered when a task’s finish date matches the current date.
- Priority Change: Triggered when a task’s priority changes to a specified value.
- Start Date Changed: Triggered when a task’s start date is updated.
- Finish Date Changed: Triggered when a task’s finish date is updated.
- Task Creation: Triggered when a new task is created.
- Inactivity: Triggered when a task is inactive for a specified number of days.
Supported Actions:
- Change Task Status: Automatically updates a task’s status to a specified value.
- Add Comment: Adds a predefined comment to the task.
- Set Priority: Updates the task’s priority to a specified level.
- Add/Remove Followers: Adds or removes team members as followers of a task.
- Assign Users: Assigns team members to the task or replaces existing assignees.
- Update Custom Field: Sets a specified value for a custom field in the task.
- Manage Tags: Adds, removes, or replaces tags for a task.
- Change Due Date: Adjusts the due date by a specified number of days.
- Add Reminder: Creates a reminder with a specified comment for an event.
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
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6. The response time can last up to 6 hours.