Operations
Workflow Automation
Say what should happen when, and stop doing it by hand.
Workflow Automation runs daily tasks on their own. Pick a trigger from a module's actions, add the conditions that narrow it down, and set one or more actions to fire — email, Slack, Telegram, Twilio SMS or WhatsApp. The builder is no-code, with step-by-step guidance, so the people who know the process can build the automation.
Inside Workflow Automation
What you get when you switch it on.
Event triggers
Start a workflow from a module-specific action, so the automation fires on something that actually happened rather than on a schedule that hopes it did.
Conditions
Add multiple conditions with flexible logic options such as is, equal and greater than, so a workflow only runs on the cases you meant it to.
Multiple actions
Set up several actions to run at once from a single trigger, rather than building one workflow per thing that needs to happen.
No-code builder
Design and deploy workflows through a visual interface with step-by-step configuration guidance, so no technical expertise is needed to build one.
Messaging channels
Notify people by email, Slack, Telegram, Twilio SMS or WhatsApp, combined through a multiselect so one trigger can reach several channels.
Recipients and message content
Customise who each notification goes to and what it says, so an automated message reads like it was meant for the person receiving it.
Workflow management
Name workflows, search them and export them, which is what keeps a growing set of automations manageable rather than mysterious.
Cross-module coverage
Workflows run across the add-ons you have enabled, including CRM, HRM, POS and projects, so automation follows the work across departments.
Inside the screens
What Workflow Automation looks like day to day.
Placeholder imageWhere it earns its place
What teams switch Workflow Automation on for.
01
Notifying the right people automatically
A trigger in CRM or HRM sends the message to the people who need it, on whichever channel they actually read, without anyone remembering to send it.
02
Removing repetitive manual steps
The routine actions that follow an event every single time are set once and then run on their own, which is where most of the saved time comes from.
03
Handling only the cases that matter
Conditions narrow a trigger down, so an automation fires on the large order or the overdue record rather than on everything of that type.
Features
Everything in Workflow Automation.
- Event-driven workflows on module-specific triggers
- Multiple conditions per workflow
- Flexible logic including is, equal and greater than
- One or more actions per trigger
- No-code visual workflow builder
- Step-by-step configuration guidance
- Workflow naming and search
- Workflow export
- Email notifications
- Slack and Telegram messages
- Twilio SMS and WhatsApp messaging
- Multiselect combination of notification channels
- Customisable recipients and message content
- Works across CRM, HRM, POS and project add-ons
How add-ons work
Workflow Automation is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what Workflow Automation costs alongside the rest of your setup.
Build your priceWhat teams say
Why teams run on GetBizApps Suite.
These are customers talking about the Suite as a whole rather than the Workflow Automation add-on specifically — every add-on runs on the same platform they are describing.
GBA Suites has made our monthly operations much easier. Recurring invoices, expense tracking and payment reminders alone have saved our accounts team several hours every week.
Didn’t expect one business suite to replace our CRM + HR + project tracker + invoicing setup. GBA Suites is surprisingly flexible once you start adding the modules you actually need.
We added the Support Ticket module after using GBA Suites for sales and invoicing. Having customer issues linked back to the same business data has made support much easier to manage.
Where it is used
Often switched on together
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The daily list, next to the work it belongs to.
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Turn a project you have already delivered into the starting point for the next one.
ViewFAQ
Workflow Automation questions.
What people ask before switching this one on.
Each workflow starts from a custom trigger based on a module-specific action, so it runs when a particular thing happens in the system rather than on a timer. You then add conditions to narrow it further, using flexible logic options such as is, equal and greater than.
No. The builder is a no-code interface with step-by-step configuration guidance, designed so people without technical expertise can design and deploy workflows themselves. Workflows can be named, searched and exported once built.
One trigger can run one or more actions at the same time. Those include sending emails, Slack messages, Telegram messages, Twilio SMS and WhatsApp messages, combined through a multiselect, with the recipient list and message content set by you.
Workflow Automation integrates across the add-ons you have enabled, including CRM, HRM, POS and project modules, so automation follows a process across departments rather than stopping at the edge of one system.
Workflow Automation makes the system do something on its own when an event occurs — trigger, conditions, actions, no person involved. Business Process Mapping documents how work moves between people and systems, with stages, owners and a flowchart, so the process can be understood and followed. They are often used together: map the process, then automate the steps that do not need a person.
Workflow Automation is a GetBizApps Suite add-on for building smart workflows that run automatically when a specific action or event occurs. You choose a module-specific trigger, add conditions using logic such as is, equal and greater than, and set one or more actions to run — including emails, Slack messages, Telegram, Twilio SMS and WhatsApp — all through a no-code builder with step-by-step configuration guidance. It is available at https://getbizapps.com/addons/workflow-automation.
Workflow Automation is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
Workflow Automation runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See Workflow Automation on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.