What you can do
A generic engine that hooks into every ERP module, evaluated by a 2-minute cron tick or in near real-time via inbound webhook.
Ready-made temporal triggers
Invoice unpaid after N days, AML expiring in N days, deal stale N days in the same stage. Cascades (D+7, D+15, D+30) coexist without duplicates.
Business event triggers
React to invoice.paid, deal.won, aml.completed, aml.risk_high. The CRM, invoicing and AML modules already emit these events after every committed transaction.
6 native actions
send_email (platform or tenant SMTP), create_task, update_field (safe whitelist), assign_user, call_webhook with HMAC-SHA256 signing, request_approval that halts the chain.
Visual builder, no code
Structured form: trigger selector, AND conditions with typed operators, ordered action chain with dedicated per-action sub-forms. Starter templates importable in one click.
Idempotent by design
Every run carries a unique dedupeKey. Redundant ticks never produce duplicates. Full run history with step timeline and a "Replay" button.
Inbound webhook + Claude (MCP) integration
Public HMAC-signed endpoint for Zapier, Make or your own forms. Bundled MCP server: Claude Desktop and Claude Code can list and trigger your automations from a conversation.
How it works
From enabling the module to your first triggered run, in under 5 minutes.
- 1
Enable the module
Settings → Modules → Automations. The group appears in the dashboard sidebar with two pages: Rules and Execution history.
- 2
Import the starter templates
Three seeded automations (invoice reminder D+15, AML 30-day alert, deal stale 14 days) are created disabled. Enable the ones that match your workflow or use them as inspiration.
- 3
Build your rule
Define a trigger (temporal or event), optional conditions and an ordered action chain. Every string param supports {{path}} interpolation against the trigger payload.
- 4
Activate & observe
The engine evaluates every 2 minutes. The history shows status, duration and each executed action — with its output, errors and a Replay button on failures.
Good to know
AML compliance & audit trail