Workflow Automation

Workflow AutomationAutomate recurring tasks to improve efficiency

Empower Teams to Intelligent Task Automation

Reduce manual errors and empower your workforce to focus on high-value tasks that drive growth.

Advanced Automation Conditions

New filter options are added for number and text fields, including start, end, and contain based exclusions.

Enhanced Workflow Filtering

Workflow filtering now offers advanced conditions for more accurate automation triggers.

Use Saved Searches Conditions

Leverage saved searches to define actions based on dynamic data.

Automate Processes to Increase Efficiency

Create, manage, and execute custom workflows that eliminate repetitive tasks, minimize human error, and drive productivity. Whether time-based or event-based, LionO360’s Workflow Automation empowers your team to focus on high-value activities, improve customer service, and identify new growth opportunities.

Users can streamline record transitions and reduce manual intervention, improving operational efficiency, and data consistency via workspace features.

Nested Rules and Formula Based Workflow Automation

Workflows now support nested rules and formula functions across all modules. This allows businesses to create advanced automation by grouping conditions. Users can now copy workflow conditions along with their sub-conditions and reuse them at the same level or as child rules.

LionO360’s Workflow Automation supports sending analytics data and custom reports, enabling data-driven decision-making throughout your organization. This now supports date-based filtering by day, month, or year. This enables automation for upcoming due dates, birthdays, renewals, and other time-sensitive activities.

Boost Productivity Today with LionO360 CRM

The first complete business Management software for small business with CRM, Inventory, Accounting, and much more.

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Seamless Tax and Module Automation

Automate workflows across sales, marketing, administration, customer service, and more. With LionO360 CRM, you can integrate modules like accounts, leads, locations, opportunities, products, and vendors into your workflows—ensuring smooth operations and timely task completion with minimal delays.

The LionO360 CRM Workflow Automation platform enables seamless management of tax-exempt transactions across Sales Orders, Estimates, and Invoices. This improves accuracy, saves time, and simplifies financial operations for tax-exempt customers.