Workflow – WorkDo Dash SaaS Add-On Guide

Workflow Management

• To add a new workflow, click the “Create” button at the top of the workflow page. Enter a meaningful name in the Name field. This name helps you easily identify the purpose of the workflow, such as “High Value Invoice Notification” or “New Lead Alert”.
• select the Module from the dropdown which includes options like General, Project, Accounting, Lead, HRM, POS.
• Then choose the Event from the dropdown which changes based on your selected module, such as Sales Invoice, Purchase Invoice, Project, Lead, Deal, POS, The available fields and conditions will dynamically update according to the selected sub module.

• The Condition section allows you to define rules that must be met before actions are executed. For each condition:

  • Field: Select a field related to the chosen sub module (e.g., Total Amount, Tax, Customer, Status).
  • Condition Operator: Choose from =, !=, >, <,>=, <=< /li>
  • Value: Enter the value to compare against. Or you can select the the value from dropdown
• You can click the “Add Condition” button to add multiple conditions for the same sub module. All conditions are evaluated using AND logic, meaning every condition must be true.
• In the Action section, select the Action Types one or more actions from the multi-select dropdown: Email, Slack, Telegram, Twilio, WhatsApp API Below the action selector, enter a Message in the textarea. This message will be used across all selected notification channels.
• Email Configuration: Select Recipient Type as Custom to manually enter an Email address, or Staff to notify a selected staff member. Then enter the Message to be sent.
• Twilio Configuration: Select Recipient Type as Custom to manually enter a Mobile Number, or Staff to notify a selected staff member. Then enter the Message to be sent.
• Telegram Configuration: Enter the Telegram Access Token and Telegram ChatID, then enter the Message to be sent.
• Slack Configuration: Enter the Slack Webhook URL, then enter the Message to be sent.
• WhatsApp API Configuration: Select Recipient Type as Custom to manually enter a Mobile Number, or Staff to notify a selected staff member. Also enter the WhatsApp Access Token and Phone Number ID, then enter the Message to be sent.
• The list page features Search, and Filters buttons at the top. The table displays columns for Workflow Name, Module, Sub Module, Conditions, Actions, Status, Created and Action showing all your created workflows. You can use the Edit action to modify existing workflows or Delete action to remove workflows that are no longer needed.

Example Workflow Setup

• Scenario: High-Value Sales Invoice Notification
• Module: General
• Sub Module: Sales Invoice

Conditions:

• 1. Field: Total Amount

  Operator: >

  Value: 500

• 2. Field: Tax

  Operator: =

  Value: GST

Selected Actions:

• Send Email Notification

  • Type: Staff
  • Staff: John Doe

• Send Slack Notification

  • Webhook URL: https://hooks.slack.com/…

• Send Telegram Notification

  • Access Token: 123456:ABC-DEF1234ghIkl-zyx57W2v1u123ew11
  • Chat ID: @channel_name

• Send Twilio Notification

  • Type: Custom
  • Number: +1234567890

• Send WhatsApp API Notification

  • Type: Custom
  • Number: +1234567890

Result:

When a Sales Invoice is created under the General module, the system checks:

• If Total Amount > 500
• And Tax = GST

If both conditions are met, all configured notifications (Email, Slack, Telegram, Twilio, WhatsApp API) are automatically triggered.

Available Modules & Sub Modules

For example, if you enable the create user setting from General, then the notification via Workflow Automation will be sent to that particular user when the user is created.