All-in-one Business Operating System is what you need for Customer Relationship Management, Document Management, Project Management, Workflow Management, Service Call Management, Quality Assurance Management and Business Process Automation. Stop paying multiple subscriptions and dealing with clunky integrations. Try FlowRocket’s cloud based modular solution for FREE until you decide to buy.

Workflow Automation

What is Workflow Automation?
This is the main on-premise edition of FlowRocket. It combines process management and ticket management capabilities into one workflow solution and can be scaled to meet your specific medium-performance or high-performance needs.
Where do I store my business data?
FlowRocket Business Automation Workflow on Cloud is considered a system of records and a system of information as well, so this FlowRocket offering is can also be used for storage of business data. For the business databases that hold the data you use or modify in the tasks, you can keep the data on FlowRocket for as many years as you want.
Can I set my workflow to automatically expire or turn off?

No, the workflow will need to be turned off manually to stop the automation.

When a workflow is turned off, objects that meet the enrollment triggers won't be enrolled in the workflow. Objects that are still in the workflow will continue through the workflow, but any actions apart from delays will not be executed.

What happens when I edit an active list used in a workflow's enrollment triggers?
When you edit the filters in an active list used in an active workflow's enrollment triggers, then attempt to save the list, a dialog box will appear for you to choose if existing tasks/contacts that meet the newly updated list criteria should be immediately updated in the workflow.
What happens to objects in a workflow when I add more workflow actions?

The impact of a new workflow action on objects that are active in the workflow depends on where they are in the workflow relative to the new action.

If an object is active in a workflow at a step before the action is added, they will be scheduled for it when they reach that new action in the workflow. If an object is active in a workflow at a step after the action is added, they will not complete the new action.

For example, in a workflow with two actions, when a new action is added between the first action and second action:

Object A was scheduled for the original first action. They will be scheduled for the new (now second) action after they execute the first action.

Object B was scheduled for the original second action. They will not be scheduled for the new action after they execute the original second (now third) action and will complete the workflow.