Automatically trigger business-critical actions based on tasks performed in different apps and save yourself time & headache. What is Automation? It is an automated workflow to trigger various actions based on different events happening in Akaunting. This means you can set different activities or tasks based on conditions or events. For example, you might want to send emails to a certain person when a bill is settled. When set up with the right condition, the system will automatically send the email to the designated person whenever a bill is settled; you won't need to do it manually. Or you may want to notify your sales team when the estimates (quotes) sent to a specific client get rejected. This app allows you to integrate core (sales, purchases, etc.) features as well as Projects, CRM, and a lot more apps with each other in a seamless way.
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Works perfectly. It’s like I put Akaunting on auto-pilot and it makes the working process easier.
It could be difficult to inform the sales team every time there is a sale but with the Automations app there is this great ease that I am now not doing it manually and the app lets the sales team get emails when there is a payment.
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