WorkFlow Integration in Dash SaaS

Workflow Management

• To add a new workflow, click the “Create” button at the top of the workflow page. Enter the workflow name in the Name field to identify your automation rule.
• In the Trigger section, select the Module from the dropdown which includes options like General, Retainer, CRM, Project, Account, Contract, Support Ticket, Appointment, POS, Award, Training, CMMS, Sales, School/Institute Management, LMS, Fleet, Holidayz, Gym Management, Beauty Spa Management, Agriculture Management, Garage Management, Tour & Travel Management, Newspaper Distribution Management, Property management, Childcare Management and Hospital Management.
• Then choose the Event from the dropdown which changes based on your selected module, such as New Invoice and New Proposal for General, or New lead and New Deal for CRM Add-On.
• In the Condition section, you can add one or more conditions to define when this workflow should run. For each condition, select the Field from the dropdown which appears based on your selected event, choose a Condition Operator from options like is, is empty, is not empty, contains, greater than, less than, equal, or not equal to, and enter the appropriate Value in the input field. Use the plus button to add multiple conditions for the same event if needed.
• In the Action section, select one or more actions from the multiselect dropdown including Send Email Notification, Send Slack Notification, Send Telegram Notification, Send Twilio Notification, and Send Webhook URL. Below the action selection, add your message in the textarea that will be displayed in the selected notifications.
• Based on your selected actions, additional configuration fields will appear. For Send Email Notification, select Type as either Custom or Staff using radio buttons, then either enter the email address manually for Custom or select from the Staff dropdown for Staff. For Send Slack Notification, enter the Slack Webhook URL.
• For Send Telegram Notification, enter the Telegram Access Token and Telegram Chat ID. For Send Twilio Notification, select Type as Custom or Staff, then either enter the mobile number manually for Custom or select from Staff dropdown for Staff. For the Send Webhook URL, enter the Webhook URL and select the HTTP Method as either GET or POST.
• The list page features Search, Export, Reload, and Reset buttons at the top. The table displays columns for NO, Name, event, 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

• 1. Here is a practical example of how to set up a workflow:

  Module: General

  Event:New Invoice

• 2. Conditions:Condition 1: Field = price, Condition = greater than, Value = $500 Condition 2: Field = Tax, Condition = is, Value = GST. You can add multiple conditions for the same event using the plus button
• 3. Selected Actions:Send Email Notification with Type: Staff and Select Staff: John Doe Send Slack Notification with Slack Webhook URL: https://hooks.slack.com/ Send Telegram Notification with Access Token: 123456:ABC-DEF1234ghIkl-zyx57W2v1u123ew11 and Chat ID: @channel_name Send Twilio Notification with Type: Custom and Number: +1234567890 Send Webhook URL with URL: https://yourdomain.com/api/webhook and Method: POST
• 4. Result:When a New Invoice is created under the General module, the system checks if price is greater than $500 AND Tax is GST. If both conditions are TRUE, then all selected actions including email, Slack, Telegram, Twilio, and webhook will be triggered automatically.

Available Modules & Events