Streamline common business processes using Workflow tools and the Automation Engine. Workbooks includes a set of useful tools such as queues, activities, views and status fields to build simple Workflows without complex configuration.
In addition, the Workbooks automation engine allows you to build scripts to support more complex processes. Automations use the Workbooks API and can access all Workbooks records and capabilities of the platform.
Automations run in a restricted environment to ensure security, but do have the capability to connect to other web based applications or MS-SQL or MySQL environments – allowing you to build Workflows not just within Workbooks but across third-party applications. The Automation engine supports processes such as:
- Scheduled Processes
These automatically run at a pre-set interval (e.g. every minute, hour, every Wednesday at 10am, etc)
- Process Buttons
Processes connected to a specific button on a form
- On-Change Processes
Processes that fire when a record has been updated
- Web Processes
Processes that can be run through a URL
We provide a library of scripts for most common tasks, which you can leverage and adapt, or you can write your own.