Automation Manager for Perfex CRM With Lifetime Update.

Important Note: The Automation Manager Module is an extension for Perfex CRM and requires Perfex CRM Software for installation. Please be aware that this module operates on PHP Version 8+ and may not function properly with older PHP versions.

What does it offer?

The Automation Manager Module enhances your Perfex CRM Software with advanced automation capabilities, bringing it on par with leading software in the market. With this module, you can create automation rules for various tasks, including assignments, time sheets, statuses, priorities, tags, comments, and custom fields, making your CRM experience more efficient and effective.

Available triggers:

• Task status changes to:
• Task priority changes to:
• Start date is today
• Due date is today
• Task inactive for {x} days
• Task created – NEW!
• Start date changed – NEW!
• Due date changed – NEW!

Available Actions:

• Set task status to {x}
• Set task priority to {x}
• Add comment
• Add timesheet (with note)
• Set reminder
• Add or change assignees (choose multiple people – NEW!)
• Add od change followers (choose multiple people – NEW!)
• Add value to custom field – NEW!
• Add / Replace Tags – NEW!
• Change due date – NEW!