Automation
The busywork, running itself.
Workflows watch what happens in your business — a record created, a status changed — and act on your rules: assign it, notify someone, follow up. Set it once; it never forgets.
- Triggers on the events that matter
- Actions: assign, notify, update
- Rules defined by you, not code
- Works across the modules you use
What it does
Automation, in practice.
- Workflows
- Triggers
- Actions
- Notifications
Event-driven
Workflows fire when things actually happen — a record created, a status changed — not on someone remembering.
Actions that matter
Assign records, send notifications, update fields, create follow-ups — the moves your team makes by hand today.
Your rules, plainly
Conditions and actions are configured, not coded — the person who knows the process can automate it.
Across the platform
Because modules share one data model, a workflow can watch sales and act in tasks, or watch tickets and notify managers.
Consistent by default
An automated rule runs the same way every time — the process stops depending on who’s on shift.
Only need this module?
Buy just Automation — Flowyana is sold per module, sized by your users and branches. Add more only when you want more.
How pricing works →One platform
Plays well with the rest.
Automation shares its records with every other module you switch on — no connectors, no syncing, no re-typing.
Questions
Asked about automation.
What can trigger a workflow?
Events on your records — something created, a status changed. You choose the module, the event, and the conditions.
Do we need a developer to set up automations?
No. Workflows are configured in the interface — triggers, conditions, actions. If you can describe the rule, you can build it.
Which modules can be automated?
Workflows operate across the platform’s shared data model, so the modules you’ve switched on are automatable together — lead assignment, invoice notifications, ticket routing, and more.
Put Automation to work.
Tell us what your business runs. We’ll show you this module live — on its own or alongside the rest — and follow up with an itemized quote.