Plan de documentation Automatisation et workflows
Aperçu
Automatisez les tâches répétitives avec des workflows intelligents sur les pipelines, les tâches, l'e-mail, les intégrations et les notifications.
Plan de structure de la documentation
1. Automatisation des pipelines
- Workflows automatisés pour la qualification des leads et l'onboarding client
2. Automatisation des tâches
- Attribution automatique des tâches, déplacement entre colonnes, notifications
3. Automatisation e-mail
- Relances, rappels et communications planifiées automatiques
4. Déclencheurs d'intégration
- Relier les actions entre modules pour des workflows fluides
5. Système de notifications
- Alertes personnalisables pour les événements et échéances importants
6. Intégration Slack et Telegram
- Recevoir notifications et mises à jour sur vos plateformes de messagerie préférées
Pipeline Automation lets you set up step-by-step workflows that run automatically for your contacts. Typical uses include onboarding new leads, sending timed follow‑ups, and progressing people through...
Task Automation helps your team reduce manual updates on boards and keep everyone informed when work is completed.
Email Automation helps you send timely, consistent communications without manual effort. You can automate follow‑ups inside pipelines and use connected mailboxes for direct sending.
Integration Triggers connect events across modules (CRM, Tasks, Invoicing, Messaging) so the right actions happen automatically without manual steps.
The Notification System keeps your team informed about important events (task assignments, completed work, payments, and more) using email and messaging channels you control.
Connect Slack and Telegram to receive real‑time updates from your workspace. Use them to notify your team when tasks are completed and for select events like invoice payments and new leads from outrea...