WorkFlow Integration in Dash SaaS - WorkDo.io

WorkFlow Integration in Dash SaaS

Introduction

Workflow automation is a game-changer for businesses looking to enhance task efficiency and productivity. It simplifies and streamlines processes by automating repetitive tasks and customizing actions based on specific event triggers. Whether automatically sending email notifications for bill settlements or managing various aspects of your operations, workflow automation helps reduce manual labor, minimize errors, and ensure smoother, more efficient workflows.

At its core, workflow automation is about organizing tasks logically, setting milestones, and monitoring progress, all of which contribute to improved task management. By leveraging workflow automation, businesses can stay informed and in control, receiving tailored notifications through a range of platforms like email, Slack, Telegram, or Twilio. This not only optimizes communication but also frees up valuable time and resources for more strategic initiatives, ultimately leading to increased productivity and reduced stress in the workplace.

Installation

So, the following is the process of the installation of the WorkFlow Add-On with the help of which you can easily have access to this add-on.

Step 1: Super Admin Access:

First, the super admin must add the Slack add-on by going through a few procedures.

Workflow Integration In Dash Saas

  • Scroll down to “Add-on manager” after logging in to the super admin side.
  • Click the “+” (Module Setup) button to include the Add-On.
  • Workflow Integration In Dash Saas

  • You will see a box where you must attach the ZIP file for the “WorkFlow Add-On.”
  • Workflow Integration In Dash Saas

  • You must enable the module once the setup procedure is finished in order for the remaining customers to purchase it.
  • Workflow Integration In Dash Saas

Step 2: Company login Access:

After the super admin enables the add-on, the admins can purchase the add-on and have access to the Slack add-on by following the steps mentioned below.

  • So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the Slack add-on and buy it.
  • Workflow Integration In Dash Saas

  • After purchasing the module you have to click on the “+” button and enter the name of the workflow.
  • Workflow Integration In Dash Saas

Step 3: How to use the WorkFlow Add-on?

  • Once you write the name of your WorkFlow, you have to choose the module, and the events from the given list.
  • Workflow Integration In Dash Saas











Modules Events
Accounting New Customer
Appointment New Appointment
CMMS New Supplier
Contract New Contract
General New User, New Invoice, New Proposal
HRM New Award
CRM New Lead, New Deal
POS New Purchase
Retainer New Retainer
Support Ticket New Ticket
Project New Project
Training New Training
CMMS New Supplier
Sales New Contracts, New Opportunities, New Quotes, New Sales Invoices.
School New Admission
LMS New Course
Fleet New Booking, New Maintenance, New Fuel History.
Holidayz New Room Booking
Gym Management New Trainer, New Measurement
Beauty Spa Management New Beauty Booking
Agriculture Management New Agriculture Fleet, New Agriculture Service, New Agriculture Cultivation, New Agriculture Crop.
Garage Management New Vehicle, New Service
Tour Tavel Management New Tour, New Tour Inquiry
Newspaper New Newspaper
Property Management New Unit
Childcare Management New Inquiry, New Child
Hospital Management New Doctor, New Medicine, New Bed

Right after you choose the module, and events, you have to select the actions, from the list given below.

Actions
Send Webhook URL
Send Email Notification
Send Slack Notification
Send Telegram Notification
Send Twilio Notification

After selecting the actions, your WorkFlow will be created, after which you can also edit that workflow, by clicking on the “edit” button.

In editing, you can apply some conditions, webhook URL, select the email types, select the Twilio type, enter the slack webhook URL, and add the Telegram Access Token.

You can also write or edit the message that you want to send.

Need more help ?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

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