Automation is a powerful feature that can schedule tasks, alert users, generate documents, send emails and update records. Triggers can have complex conditions and multiple actions.
Increase efficiency by automating repetitive tasks
Reduce human error by reminding users of incomplete assignments
Alert users (or user groups) to respond to critical events
Improve sales and customer service by automating communications, task assignments, and follow-ups
a Service Ticket
is > $5k
create a task for
What can Automation do?
Send Emails + Attachements
Generate Dynamic Documents
Automation + Workflows
Combine Workflows and Automation to create extensive automated processes with complex triggers and actions. Examples include: lead nurturing and support ticketing processes where Wintouch makes sure everything gets completed promptly so your staff can focus on the communication.
A web of automated alerts helps your management team react quickly to critical situations.
Examples include alerts for significant opportunities, stalled workflows, or significant incidents/support tickets.