Note: This is not a standalone script, but it’s a module for Perfex CRM and requires an installation of Perfex CRM Software. Please also note, that Automation Manager Module runs on PHP Version 8+. It will not work if you have older PHP version on your server. Please consider this before buying.
Automation Manager Module for Perfex CRM will make your Perfex CRM Software as cool as top shelf similar software on the market with dozens of automated actions. With this plugin you are able to create automation rules for tasks (involving assignees and followers, time sheets, statuses and priorities, tags, comments, and even custom fields.
Sample Automation rules. available:
You can also create rules for more than one trigger with [or] / [and] parameters (for example: due date is today [and] priority is urgent) and you can do the same with actions (for example: change status to {x} [and] change assignees to {y} and change priority to {z})
All you need to do is install the module through standard module feature in Perfex CRM, and you will see a new Tab in UTILITIES section of Perfex CRM Admin Panel.
You can create new automations, edti existed ones and delete them. If you have any doubts regardins this module, please follow our documentation for this module, CLICK HERE.
Features listed above will arrive around October 2022. If you purchased this module and you would like it to have some other, custom features – please, give as a hint and we will do our best to add this feature in next update.
ver. 1.1.1 (August 2022)
ver. 1.1.0 (August 2022)
ver. 1.0.0 (July 2022)
- Initial release,
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