workflows system based on triggers

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workflows system one of the most useful future will be to allow to set/create triggers when something is happened.
for example:
when customer have birthday, send email
when new lead created, do something
when status changed (in lead, quote, invoice and etc…) do something
when task type “design websites” status changed to complete, create new task for Web development.

i think this future not just make all the work much effective and customers more satisfied if will bring much more sales and new clients that needs this future.


+1 love the birthday email idea 🙂

This feature it could be very important!

Hello dtbaker,
this is something that can be done in UCM?

+1 becous send reminder from calendar happenings to customer.

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igornnworkflows system based on triggers