Automate repetitive processes with visual flows, conditional triggers, and multi-system actions that save your team hours.
Visual automation engine that connects Baseportal modules with automatic actions. Configure triggers, conditions, and actions to automate processes like client onboarding, follow-ups, notifications, and status updates.
Drag & drop editor to create complex automations visually. See the complete flow and test before activating.
Start automations based on events: status change, new task, form submitted, and more.
Execute actions across modules: send emails, create tasks, update records, and notify teams.
Schedule automations to run at specific times or after defined intervals.
Detailed history of each execution with status, processed data, and any errors for debugging.
Start quickly with pre-configured automation templates for common business scenarios.
Automate welcome messages, initial task creation, and document sending for new clients.
Send automatic reminders and follow-ups based on dates and task status.
Automatic alerts for contract expirations, task deadlines, and obligations.
Automatically update status based on conditions and system events.
Select the event that starts the automation: status change, new entry, date, etc.
Configure filters and conditions to run the automation only when criteria are met.
Add actions to execute: send email, create task, notify, update data, and more.
Activate the automation and track executions in real-time through the detailed log.
Eliminate repetitive manual tasks and free your team for strategic work.
Automated processes are consistent and eliminate human errors.
Ensure every process follows the defined flow, always.
Process more without increasing staff. Automations scale with your business.
Create automations that save hours and keep your business running 24/7.
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