40 comments found.
is this integrated with flexiform?
Dear @badboybackagain, thank you for your comment. Not yet, is there a particular automation you would like to suggest? We are happy to hear your suggestions and look into it further. Kind regards
1.) Is there an option to create rules for new customer’s registration? If yes, can I create follow-up series after the first trigger. For instance, 2 days after a customers, he should get an email, one week later, 2 weeks later, he should get another email, a month later another email, etc.
2.) Can I create keyword-based autoreply rules for incoming emails? For instance, if someone makes an inquiry about prices, he gets an automated email response, if he makes an inquiry based on dell laptop, he gets an automated email. is this possible?
Dear @lonex-gardens, thank you for your comment and suggestion. The rules are currently on possible for Projects, Leads and Tasks. We will take the Clients suggestions and consider it for future updates. Kind regards
Question: can this plugin be used to send daily reminders of overdue tasks? A summary, for example: “You have XX overdues tasks: Task A, Task B, etc…” with direct links to those tasks?
Dear @bmscmoreira, thank you for your comment. It can be used to set Task due date automatically when task move to different section on the board, but It doesn’t send overdue task reminder, we will take this as a suggestion and consider it in future updates. Kind regards
Presales .. although ive been waiting for the flex form builder to have a block to add an employee to the form for assignment. therefor you can pick a driver from the form NOT pick a staff member to assign after the form so the user can pick the employee to deal with
anyway will this work with the form builder is it mapped there ? so that when a form is signed it can be assigned to a team member based on the location theats picked in the form
thanks p.s. please finish that feature in the flex form builder its been in the suggestion box and the boss and i already discussed this im still waiting patiently thanks
Dear @followeuphoria, thank you for your comment and reminder. I will forward it to necessary quarters. Kind regards
i use task flow groups, can I use this to trigger a task flow group on project status change? i also want to auto trigger a project when lead converted to customer or customer imported if possible?
the demo is full of errors, will this be the same if i purchase? i cant see how it works as demo is broke
Dear @paul2higgins, thank you for your comment. The glitches are probably due conflicting automations configured by different testers. We have now- clear out the automation, please kindly check demo again.
Thank you.
do you have any plans on duplicating the automation you can do in tasks so you can do in projects at all?
Dear @paul2higgins, thank you for your comment. We have noted this as a suggestion and will be considered in future updates. Kind regards
will you develop for rise crm also
Dear @abduje, thank you for your comment. We can do that depending on feedback from other customers. At the moment, we focused on improving this module for Perfex customers and make it better in each updates. Kind regards
When you do lead automation and change status to email. Does that email the lead or just the tech?
Dear @BlackhawkMSP, thank you for your comment. Yes, it can send email to both. the Lead or any member of Staffs. Kind regards
Hello, good morning.
This module allows the creation of task types. Is it possible to use that field within the same module to configure automations? For example, I have a task type called “Reprocessing,” and I would like that, when a task with this type is created, a module automation rule automatically changes the project status to “Reprocessing.”
Additionally, I would like the project to return to its previous status once the task is completed.
Is this possible?
Thank you very much.
module type tag: https://codecanyon.net/item/advanced-permissions-management-module-for-perfex-crm/57278608?s_rank=1
Dear @elduquecarlos, thank you for your comment. If the module extends built in Perfex Status Hook, then it should work fine similar to other task status. Thanks
Hi, will you be releasing an improvement update within the next 30 days for this module?
Dear @tgg1061, thank you for your comment. We are working update and it will be released soon. It will be communicated in the Item Details page when the update is released. If you have feature suggestions, please kindly let us know here and we will be happy to look into it. Kind regards
Hi, this module is similar to the Advanced Automation Manager for Perfex CRM module [https://codecanyon.net/item/advanced-automation-manager-for-perfex-crm/56227226].
The Advanced Automation Manager for Perfex CRM has the following triggers and actions: Triggers: Task Status Change, Start Date, Finish Date, Priority Change, Start Date Changed, Finished Date Changed, Task Creation, Inactivity.
Actions: Add remove Followers, Assign Users, Update Custom Field, Manage Tags
Do you have any plans to add these triggers and actions?
Dear @zaynaelyse, thank you for your comment. Workflow Automation already have most if not all the above Triggers. Please kindly checkout the Demo (https://perfex.flexibyte.xyz/admin ) . If you have further suggestions, please kindly let us know we will be happy consider those in the coming updates. Kind regards
Hi, thanks for the quick response. Upon testing, I can only use the task’s section (Not Started, In Progress, Testing, Awaiting Feedback, and Complete) as the trigger. Can’t I use priority changes, dates, etc., as the triggers? Thanks!
Thanks your comment and clarification. While you currently can set the Action be priority, dates e.t.c, you are Suggesting that it could could also be a Trigger. We will take this as a suggestion and consider it coming updates.
You can track this on our roadmap – https://flexibyte.featurebase.app/roadmap, if you have additional suggestions, please kindly let us know.
Kind regards
Hello,
I am interested in purchasing the Workflow Rules & Automation module for Perfex CRM, and I have a specific use case I would like to confirm before proceeding.
I would like to prevent recurring invoices from being generated for inactive clients. Specifically, before a recurring invoice is created, I want the system to check whether the client is active. If the client is inactive, the invoice should not be generated.
Is it possible to create a workflow rule that: ✅ Triggers before a recurring invoice is generated ✅ Checks if the client is inactive ✅ Stops the invoice creation if the client is inactive
I appreciate your response. Thanks in advance for your help!
Dear @dsumeki, thank you for your comment. Workflow automation currently do not support the above example, however, we will take this as a suggestion and consider for future updates. Please what do you mean when you say a client is Active/Inactive?
There is a button to deactivate clients in client table that inactive them for logging in i think (and don´t know what else)
Dear @dsumeki, thanks for letting me know. We will consider this suggestion in future updates. kind regards
Hello guys,
Any update for Perfex 3.2.1 or Module is working fine? I want top make a purchase, but I’m afraid not work in 3.2.1 version.
Dear @seouwebdesign, thank you for your comment. The module works smoothly with the latest version of Perfex (3.2.1), should you encounter any issues, our support would be happy to assist you. Kind regards
Hi, bought the plugin, looks cool but I was wondering if there is plan to make it a bit bor triggers heavy? For example to track tags added, changes in assignees, files or trigger if comment contains a word?
Dear @kubekjakubek, Thank you for comment and suggestions. We are open to suggestions to keep improving the module. Please kindly send forward your suggestions to our team here for considerations. Kind regards
Hi, good day. Could you add a condition so that the status of a project automatically changes to ‘Delayed’ if it has overdue tasks? Also, when these tasks are updated or completed, the project status should be adjusted accordingly.
Dear @elduquecarlos, thank you for your comment and suggestion. Automation works on Task level, not project level. We are not sure if we can track if a task is overdue and apply changes to parent project. we will look into this and consider it in future updates. Thanks once again for your suggestions. Kind regards
Please make same plugin for Rise CRM 
Dear @kubekjakubek, Thank you for your comment. Yes, we will consider this for RISE CRM as well. Kind regards
Hello, I would like to purchase the module but there seems to be an error, is this a transient thing or is the module having an issue.
Dear @Blio3, thank you for letting us now, this has been resolved now. Please kindly check again.
https://perfex.flexibyte.xyz/admin/flexiblewaIf you encounter any more issues or have questions, please let us know.
Kind regards
Hi
We would like to buy the module. First a question because unfortunately we can’t try it out in your demo.
We intend to generate the following workflow:
1. we finish a task or tasks. 2. every Friday these tasks should be moved to a draft invoice that belongs to a customer, so that we can only check the draft invoices for correctness and then send them.
If this is possible, it would be very kind and helpful of you to include this example and similar scenarios in your documentation. It would also be great if we could try it out directly in the demo before the purchase.
One more question Are you also thinking of a feature to automate tickets? This would be great for SLAs that every service-oriented company would need. If ticket has not been processed after 4 hours set from high to medium, if after 8 hours to critical etc… with the rule who should be notified by email… Another Service Perfex module already has this. But we don’t need that many features …
Dear vonova, thank you for your comment. 1) yes, you can automate actions when you Your ticket is Completed, GetStarted or at different Board stages.
2) Regarding moving tasks to draft invoice, WA doesn’t do that, this process sounds more tailor to your business flow.
As regards ticket automation, we look at adding that in the future.
As regards Demo, please kindly check screenshot below, it shows the possible rule/action you can perform as tasks transition from one stage to another.
https://prnt.sc/9i83CslRHx2PYou can test the demo using this link below
https://perfex.flexibyte.xyz/admin/flexiblewa , if you encounter any issues, please kindly let me know.Kind regards Flexi Team
Any plans on releasing this for Rise CRM? I see many interested customers for this at Rise
Dear @startgrowsustain, thank you for your comment. yes, we plan to release Rise CRM version of our modules. Kind regards
Hello, the demo password doesn,t work
Dear lasernet-pt, sorry to hear about that. Please use the credentials below to login to the admin section.
https://perfex.flexibyte.xyz/admin/authenticationUsername :
testadmin@gmail.com
Password :
password@1234
If you are still experiencing any issues, please let me know.
Kind regards Flexi Team
Hello, the demo password doesn,t work
Dear Fred-KHAYAT, sorry to hear about that. I just checked again now and the credentials are working. Could you please try again?
Username : testadmin@gmail.com
Password : password@1234
https://perfex.flexibyte.xyz/admin/authenticationIf you are still experiencing any issues, please let me know.
Kind regards
