Automations Pro
Feature Overview
Process automation refers to the use of technology to automate repetitive and manual tasks within a business process. The process can involve multiple tasks, which are connected with each other and automatically transit from one to another till the end of the process. For example, when a customer places the order, you could instantly check the inventory and deliver the goods.
By using Automations Pro, you can design and achieve various and complicated automated processes. By setting the trigger nodes and action nodes, and connecting them in certain order, business tasks can proceed automatically and orderly to make the process efficient and controllable.
Benefits
Compared to Automations, Automations Pro can bring you more benefits as shown below:
1. Save time & improve efficiency: deal with repetitive tasks automatically and improve efficiency while reducing errors.
2. Design a business process easily: design a business process quickly by adding, configuring, and connecting nodes.
3. Visualize your business design: use an intuitive waterfall model to organize tasks in your business process.
4. Troubleshoot issues and retry: check the trigger history at any node to quickly identify problems and solve them. Retrying manually is also feasible.
5. Provide rich trigger events: Besides trigger events (such adding/deleting/updating records), Automations Pro also supports events specific to workflow forms, such as ending workflows. You can choose multiple trigger events for each automation, thus saving system resources.
6. Powerful data processing capability: You can perform calculations and queries within your business process. Thus more records will be used in the process.
Scenario
Automations Pro are widely applied in various scenarios:
Scenario Name | Application |
Customer Management | Automatically assign and reclaim leads achieve to avoid customer loss. |
Human Resources Management | Automate repetitive tasks involved in the employee, promotion, transfer, and resignation processes. |
Equipment Management | Regularly maintain and repair equipment to ensure its good condition. |
Plan Availability
The feature is supported in all plan types with varying limitations. For details, contact our Sales Team.
Plan | Free | Standard | Enterprise |
Number of Available Automations | 5 | 40 | 120 |
Monthly Trigger Limit | 100 times per month | 100,000 times per month | 500,000 times per month |
Note:
1. Automations Pro and Automations are counted together in the total number.
2. Automations does not count towards the trigger limit and can be triggered an unlimited number of times for free.
3. Once Automations Pro exceeds the monthly trigger limit, each additional trigger will cost 0.01 cloud coins.