WP ERP – Workflow is an automation add-on for WP ERP that lets you build rule-based workflows for HR, CRM, and Accounting. Trigger actions from events like new contacts, status changes, or employee updates. Save time, reduce manual work, and keep your business processes consistent across your ERP modules.
- Visual, no-code workflow builder
- Event-based triggers across HR, CRM, and Accounting
- Actions like send email, assign user, update fields, add notes
- Conditional logic with AND/OR filters
- Schedule delays and time-based automations
- Auto-assign leads to sales reps
- Notify HR on new employee onboarding
- Follow-up emails for deal stage changes
- Automatic status updates and task creation
- Per-workflow enable/disable and cloning
- Activity logs and run history for audits
- Role-based access control for teams
- Supports custom fields and meta
- Works natively with WP ERP data
- Lightweight, performance-friendly design
