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Automation Manager for Perfex CRM

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Automation Manager for Perfex CRM

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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.

What’s NEW in v.1.1.0?

  • New Rules for task automations (ex. “Task created”)!
  • New Actions for task automations (ex. “Add custom field value)!
  • New options -> Toggle Automations status (active/not active)!
  • Backward compatibility with PHP 7.4 added!

What does it do?

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:

  • IF ‘task priority’ is ‘urgent’ THAN ‘add 5 hours to task time sheet with comment “additional fee for urgent work”’ ,
  • IF ‘due date is today’ THAN ‘add comment: “Why is this task late?”’,
  • IF task isn’t updated within 3 days THAN write comment: “What is going on with this task??”,
  • IF task status changes to “Awaiting feedback” THAN Add notification in four days with additional note”

Available triggers:

  • Task status changes to:
  • Task priority changes to:
  • Start date is today
  • Due date is today
  • Task inactive for {x} days
  • Task created – NEW!
  • Start date changed – NEW!
  • Due date changed – NEW!

Available Actions:

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