Auto import remote (CSV/XLS/XLSX/ODS)
Auto-schedule activities on any model - on create, write, or via cron.
Schedule an interview activity when applicant moves to interview stage
Schedule a quality-inspection activity when a PO is fully received
Automatically archive old records based on age and domain rules.
Auto-archive manufacturing orders completed more than 90 days ago.
Auto-archive done maintenance requests older than 90 days
Auto-assign responsible person fields on records based on configurable rules - no code required.
Auto-assign current user as buyer on new purchase orders via Auto Assignment Rule Engine.
Auto-assign department manager as expense approver on creation
Auto-assign the fleet manager as the responsible user on new vehicles
Auto-assign department manager as employee's direct manager via Auto Assignment Rule Engine.
Auto-assign current user as project manager on new projects via Auto Assignment Rule Engine.
Auto-assign the responsible recruiter when a new job application is created
Auto-assign salesperson on sale orders based on partner country via Auto Assignment Rule Engine.
Auto-assign support agent on helpdesk tickets via Auto Assignment Rule Engine.
No-code engine to post chatter messages or send emails on any model via configurable rules and mail templates.
Copy partner contact details to opportunity on lead conversion
Scheduled auto-delete or archive for GDPR compliance and data retention.
Auto-subscribe project manager and task assignees as followers on task creation.