Description
Workflow Designer (PHP 8) – Automated Processes for Your Vtiger CRM
Streamline your business workflows with powerful automation – fully customizable and no programming required.
With Workflow Designer for Vtiger CRM, you can automate recurring processes, reduce manual errors, and optimize operations for sales, support, and administration. Using intuitive drag-and-drop features, you can create even the most complex workflows tailored to your business needs.
The module offers over 80 automation functions, enabling you to define conditions, process data, integrate APIs, and manage notifications – all directly within your CRM.
Why Choose Workflow Designer?
- Automate processes and save valuable time every day
- No IT knowledge required – simple drag-and-drop setup
- Pre-built templates for common business workflows
- Advanced control for sales, support, and administration
What Problems Does Workflow Designer Solve?
- Vtiger’s standard workflows are limited
- Manual processes are time-consuming and error-prone
- Lack of transparency and control without automation
- No direct API integration for external system triggers
With Workflow Designer, you can fully automate processes to increase efficiency, reduce errors, and improve traceability.
Features & Benefits
Workflow Creation Without Programming
- Drag-and-drop editor for intuitive process design
- Define conditions (AND, OR, nested logic)
- Trigger workflows based on events, time schedules, or external API calls
Process Automation for Greater Efficiency
- Automated email notifications
- Custom numbering systems independent of Vtiger
- Automatic updates and field value assignments
Advanced Workflow Control
- Time-delayed actions (e.g., “Wait until the next business day”)
- HTTP handlers for API integrations with external applications
- Manual workflow execution for targeted process control
Advanced Data Processing
- Save and process selections dynamically
- Integrate import processes into workflows
- Filestore support for automated file management
📌 For more details, guides, and screenshots, visit:
Workflow Designer Documentation
Comparison: Vtiger Standard vs. Workflow Designer
| Feature | Vtiger Standard Workflows | Workflow Designer |
|---|---|---|
| Automation | Limited functions | Over 80 automation possibilities |
| Triggers | Standard events (Save, Modify) | Manual, scheduled, and external API triggers |
| Conditional Logic | Few options | Complex conditions with AND/OR, nested logic |
| API Integration | Limited | HTTP handler for external API calls |
| Advanced Workflows | Not possible | Automated selections, data processing, import processes |
With Workflow Designer, you gain maximum control over your business processes – efficient, flexible, and without technical barriers.
Delivery & Licensing
After purchase, you will receive:
- The module as a .zip file for direct installation
- A license with 12 months of updates (updates provided upon request; license renewal available at an additional cost)
- Optional support services for setup, customization, or full integration
