Build powerful "if this happens, then do that" workflows across HR, CRM, Accounting, Inventory, and more — all from a simple form-based builder. Zero code, zero developers.
Business automation lets you create rules that trigger automatic actions when events happen in your business — like sending a welcome email when a new lead arrives, creating a follow-up task when an invoice goes overdue, or notifying a manager when stock runs low. No code, no developers, no waiting.
Every new lead needs a welcome email. Every overdue invoice needs a reminder. Every new employee needs an onboarding checklist. Your team does these by hand, every single time.
Without automation, follow-up tasks are created hours or days late. Hot leads go cold. Overdue invoices pile up. Opportunities slip through the cracks.
Need a new workflow? Submit a ticket. Wait for IT. Explain requirements. Wait for deployment. Business users can't change workflows without developers.
Build a workflow once and it runs automatically every time the trigger fires. Welcome emails, reminders, task creation — all happen instantly without human intervention.
When a lead is created, the welcome email goes out in seconds — not hours. When an invoice goes overdue, the reminder fires immediately. Zero delay.
Business users build workflows from dropdown menus. Pick a trigger, add conditions, define actions. No programming. No IT tickets. Live in minutes.
25 triggers, 19 condition operators, 10 action types — all without writing a single line of code.
Listen for events across 8 modules — lead created, invoice overdue, stock low, expense submitted, employee onboarded, and more.
Filter triggers with precise conditions — equals, contains, greater than, in list, is empty, and more. Up to 10 conditions per workflow.
Send emails, notifications, update fields, change statuses, create tasks, insert records, call APIs, send webhooks, add delays, and log audit entries.
Every workflow run is logged with timestamps, step-by-step detail, success/failure status, and error messages. Full audit trail.
Automatic retry with exponential backoff. Circuit breaker deactivates failing workflows. Rate limiting prevents runaway execution.
Connect to Slack, Zapier, custom APIs, and any HTTP endpoint. Send webhooks to external services. Call REST APIs with custom headers.
Stop doing manually what software can do for you. Build your first workflow in minutes.
Replace manual, repetitive work with automated workflows that run 24/7.
25 triggers. 10 actions. 8 modules. Infinite possibilities. Zero code.
Every workflow follows the same simple pattern: something happens, you check conditions, then the system acts.
Choose from 25 events across 8 modules — lead created, invoice overdue, stock low, and more.
Optionally filter with conditions — "only if amount > 1000" or "only if status = New". Up to 10 conditions.
Add action steps — send email, create task, call API, update field. Chain multiple actions in sequence.
Turn on the workflow. It runs automatically 24/7. Monitor execution logs for full visibility.
Pick a trigger. Add conditions. Define actions. Your first workflow goes live in under 5 minutes.
Here are popular workflows our customers build in minutes — no coding required.
When a lead is created → send welcome email → wait 1 hour → create follow-up task → notify sales manager.
When invoice goes overdue → send reminder email → notify accounts manager → log audit entry.
When stock falls below reorder level → notify inventory manager → send Slack webhook → log audit.
Your workflows start when something important happens anywhere in your ERP.
User Created · Employee Onboarded · Employee Terminated · Leave Approved
Invoice Generated · Invoice Paid · Invoice Overdue · Payment Received
Lead Created · Assigned · Converted · Deal Stage Changed · Won · Lost
Stock Low Alert · Purchase Order Created · Stock Received
Expense Submitted · Approved · Rejected · Payroll Run Completed
Property Listed · Deal Closed · Work Order Created · Work Order Completed
Automation that runs 24/7 needs enterprise-grade protection. Here's what we've built.
Failed steps are retried up to 3 times with exponential backoff. Temporary failures resolve on their own without manual intervention.
If a workflow fails 10+ times in an hour, it's auto-deactivated. No runaway failures. No email storms. No cascading errors.
Complete data isolation between companies. Role-based access. Private IP blocking. Entity whitelists. Full audit logging.
No separate automation license. No per-workflow fee. Just activate the module. Automate across HRMS, Accounting, CRM, and more — all in one plan.
Quick answers to common questions about workflow automation, triggers, actions, and pricing.
Business automation lets you create if-this-then-that rules that run automatically when events happen. For example, when a new lead is created, automatically send a welcome email, create a follow-up task, and notify the sales manager — no manual effort or coding needed.
No. Biznsbook uses a form-based workflow builder. Pick a trigger event, add optional conditions, and define actions from dropdown menus. No programming required. Business users build workflows themselves.
25 trigger events across 8 modules: HRMS (user created, employee onboarded, terminated, leave approved), Accounting (invoice generated, paid, overdue, payment received), CRM (lead created, assigned, converted, deal stage changed, won, lost), Inventory (stock low, PO created, stock received), Expense (submitted, approved, rejected), Payroll (run completed), Real Estate (property listed, deal closed), and Manufacturing (work order created, completed).
10 action types: Send emails, send in-app notifications, update record fields, change statuses, create tasks, insert new records, call external APIs, send webhooks, add delays between steps, and log audit entries.
No limit to the number of workflows. Each workflow can have up to 10 conditions and multiple action steps. You can also set rate limits per workflow to control execution frequency.
Failed steps are automatically retried up to 3 times with exponential backoff. If a workflow fails 10+ times in an hour, the circuit breaker deactivates it. All failures are logged with error details for debugging.
Yes. Use the Call API action to connect to any REST endpoint — Slack, Zapier, custom services. Use the Send Webhook action to push event data to external tools. Custom headers and JSON body are supported.
Biznsbook includes business automation in every ERP subscription at no extra cost. No per-workflow fees. Unlimited workflows. Just activate the module. View pricing →