Workflow AutomationTransform manual tasks into smart automation tools

Automate Processes to Increase Efficiency

Easily create workflows whether by applying manual conditions or saved searches to automate your day-to-day repetitive tasks, eliminate errors, and increase efficiency using LionO360’s Workflow Automation.

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

Leverage LionO360’s Workflow Automation to optimize your processes, empower your workforce to speed up their work, and focus more on high-value tasks. This can result in increased efficiency, improved customer service, and identify areas of opportunity.

AI Powered Date Based Workflow Triggers

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.

AI workflow automation tools now support date-based filtering by day, month, or year. This enables automation for upcoming due dates, birthdays, renewals, and other time-sensitive activities.

Automate tasks, email alerts, record updates, and actions triggered by WhatsApp messages with LionO360 Workflow Automation. The CRM integrated with WhatsApp to capture messages and drive workflows automatically.

Streamline Processes

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.

Using LionO360’s Workflow Automation, you can streamline your tasks by imbibing the modules including location, opportunity, product, and vendor. Thus, streamlining processes and making things easier and faster while minimizing delays.