Operate · Custom workflows
Custom workflows that actually run on the desk
Pick an event and an action from a closed list. When the event happens on the desk, the action runs. Nothing on the list is there for show.
Who it is for
Owners who keep doing the same follow-up step by hand after a sale, an order or a low count.
What you get
- Events: a sale is recorded, an order is opened or fulfilled, stock hits the reorder point, money comes in or goes out, a delivery goes out
- Actions: write money in or out to the ledger, pull stock, put a notice on the shop, remember a buying need, open a reorder
- Your own pairs, added and removed at any time
How it works
- Open Automations on the desk.
- Choose the event and the action.
- Do the event once and check that the action ran.
What it does not do
Workflows do not email customers, pay a vendor, run payroll, file taxes, or run the whole company. They run desk actions only.
Price
Part of the Operate desk: $49 a month for the whole desk, after a 15-day trial.