Workflow Automation

The Workflow Automation module lets you automate CRM actions without custom code.

• Sidebar: Automation — Dashboard, Workflows, Templates, Executions, Logs.
• Visual builder with trigger, condition, delay, and action nodes.
• Event bus: CRM modules publish events; the engine executes matching workflows.
• Permissions: workflow_automation_module, publish, logs, and templates modules.

Access from /automation/dashboard.

Create a workflow from the builder or clone a system template.

1. Choose a trigger — e.g. lead.created, invoice.paid, appointment.booked.
2. Add conditions to filter by status, owner, source, or custom fields.
3. Insert actions — send email, assign owner, create task, webhook, notification.
4. Publish the workflow when ready; draft workflows do not execute.

Workflow execution is asynchronous. Run a queue worker:

php artisan queue:work --queue=workflows,default