Workflow Automation module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Workflow Automation module is a powerful and intelligent extension designed to streamline business processes, reduce repetitive work, and ensure consistency across the entire Perfex CRM ecosystem. By combining advanced workflow management tools with deep integration into both core CRM entities and extended business modules, it enables organizations to optimize operations, boost productivity, and maintain greater control over their processes.
With comprehensive features, robust integrations, and a user-friendly designer, this module transforms Perfex CRM into a true process-automation powerhouse—driving efficiency, consistency, and agility across the organization.
This module integrates the objects, data, actions of core Perfex CRM (Sales, Customers, Leads, Expenses, Contracts, Projects, Tasks, Support,...) and the modules below (if they are already activated):

• Recruitment Management module for Perfex CRM
• HR Records Management module for Perfex CRM
• HR Payroll Management module for Perfex CRM
• Timesheet & Leave Management module for Perfex CRM
• Inventory Management module for Perfex CRM
• Purchase Management module for Perfex CRM
• Manufacturing Management module for Perfex CRM
• Omni-channel Sales module for Perfex CRM
• Fixed Equipment Management module for Perfex CRM
• Fleet Manageemnt module for Perfex CRM
• Customer Service Management module for Perfex CRM

Module Features

1. Workflow Management:
   • Global & Private Workflows: Create workflows visible to the entire organization (Global) or restricted to the workflow owner (Private).
   • Bulk Actions: Enable, disable, export (Excel/PDF/CSV), duplicate, or delete multiple workflows at once.
   • Filtering & Search: Quickly locate workflows by type (My, Global, All) or by status (Active/Inactive).
2. Visual Workflow Builder:
   • Drag-and-Drop Designer: Intuitive canvas for defining triggers, conditional branches (If/Else), and a sequence of actions.
   • Error Handling & Notifications: Configure automatic alerts to the workflow owner when a step fails or the workflow is deactivated.
   • Reusable Task Templates: Define common task structures that can be inserted into multiple workflows, reducing design time.
3. Workflow History & Audit:
   • Execution Logs: Detailed history view showing success/failure status, duration, and node-by-node results for every run
   • Exportable Reports: Download execution history in Excel, PDF, or CSV formats for auditing and compliance.
   • Pending & In-Progress Tracking: Monitor workflows waiting on external events (e.g., email delivery, API response).
4. Task Templates Management:
   • Central Library: Create and manage a library of task templates across departments.
5. Category & Permissions Management:
   • Workflow Categories: Organize workflows into logical groups (e.g., Sales Automation, HR Onboarding).
   • Granular Access Control: Assign create/read/update/delete rights per workflow category, module, or user role.
6. Core & Module Integrations:
   • Core Perfex CRM Objects: Automate processes around Sales, Customers, Leads, Expenses, Contracts, Projects, Tasks, Support Tickets, and more.
   • Extended Modules Support (if they are already activated):
     • Recruitment Management module for Perfex CRM
     • HR Records Management module for Perfex CRM
     • HR Payroll Management module for Perfex CRM
     • Timesheet & Leave Management module for Perfex CRM
     • Inventory Management module for Perfex CRM
     • Purchase Management module for Perfex CRM
     • Manufacturing Management module for Perfex CRM
     • Omni-channel Sales module for Perfex CRM
     • Fixed Equipment Management module for Perfex CRM
     • Fleet Manageemnt module for Perfex CRM
     • Customer Service Management module for Perfex CRM
   • Unified Actions & Triggers: Leverage standardized triggers (e.g., “When a Lead is created”, “Task Overdue”) and actions (e.g., “Create Invoice”, “Assign to Staff”) across all objects

Demo

Workflow Automation Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

     Initial version 

     Added workflow action to automatically create expenses from estimates.     Added workflow action to create and send invoices with support for invoice template naming based on client name and admin notes.     Enhanced workflow history tracking with filters by node and relation type.     Fixed cron job execution issues in workflows.     Fixed automatic task creation issues in workflow automation.     Fixed various minor issues to improve stability and performance. 

     Fixed various minor issues.