Automation

Rules that run when something happens: notify, post, create a task, or send a report on a schedule.

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What it does

• Starts on events such as a sale, a late payment, or a low stock level
• Actions such as notify, post to the ledger, or create a task, with conditions
• Scheduled reports delivered by email or chat
• Webhooks so your own systems can subscribe to events, with signed requests

Who it is for

Any business that repeats the same steps every day, and developers who want to connect other systems.

Highlights

• Rules start on events such as a sale, a late payment or a low stock level
• Actions include a notification, a ledger posting, or a task for a person
• Scheduled reports are sent by email or chat
• Webhooks let your own systems receive signed events

Works with

Sales and invoicingInventoryReceivablesEmail and chatYour own systems through webhooks

Questions about this module

Services

• Rule design with your team
• Connector setup for your tools

Functions

• Triggers and conditions
• Actions such as notify, task or post
• Scheduled reports
• Signed webhooks
• Run history and retries

How it works

1. Choose what should start the rule, such as a sale or a late payment.
2. Choose what should happen, such as a reminder, a task or a posting.
3. Review the log to see each time the rule ran and what it did.

A typical example

An invoice is 14 days overdue. The rule sends the customer a polite reminder and adds a task for the owner to call them.

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