New optons in process automation / workflow. In addition to being able to automatically change object parameters, send emails and notifications, create projects and tasks, you can now:
1) Create documents from a template via an automatic process
Create templates for invoices, proformas, offers or orders and then you can create such a document automatically via a process. E.g. the project status changes to "To invoice" and the system automatically creates an invoice (from a template) for your customer. The document can be sorted under the company, project and task that triggered the action trigerring the process.
2) Create timesheet from a template via an automatic process
Create a timesheet template and then you can create such a timesheet automatically via a process. E.g. the status of the project changes to "To report" and the system automatically creates a timesheet (from the template) and places it under the company, project, task that caused the change. You can automatically assign a timesheet to the user who triggered the action that created the timesheet.
3) Create a HTTPS request via an automatic process for communication with other systems
The process can automatically generate a HTTPS request of type POST / PATCH / GET, which is sent to the defined URL. Such a request sends all parameters of the object that triggered the process (as if you were querying the object via the API). You can also add your own (static) data to the request.
How to create an automatic process / workflow 📺
We hope you enjoy these new automation options and that thay will help you be a little more efficient.