Workflows please?

It would be incredibly useful to have more apps that allows for seamless workflow automations between the software, email and all its apps. I'm not a developer so my technical understanding may be off... but, I believe it would be allowing for "if this, then that" style commands.

For instance, it would be useful to have a forms app where the forms could be iframed into a webpage and a workflow that was triggered within Akaunting when a form was submitted. Example: Customer fills out inquiry form --> which triggers the adding of a new client to the crm app --> and updates a client tag to "lead" --> and sends a certain canned email with a link to a scheduler app --> which results in an item added to your to-do list and calendar.

Obviously, the automated workflow app idea would also need some other apps too, so that it worked well. A scheduler app, a forms app, an email app and integration opportunities between all of them would need to be created.

Is this something you all are looking at? I wish I was a software developer so I could do it.. But alas.

Hey Corey,

A developer has started such an app, here you have it:

https://akaunting.com/apps/automations

Regards

Amazing! Is there any way to reach out to the developer and see if he can somehow allow web-to-lead automations? In other words, can there be a way to connect a wordpress contact form to akaunting and automations app?

Sure, you can find him on Collaboration Hub:

https://chat.akaunting.com