Automation - Overview

Automation enables organisations to stay in constant contact with workers all through a particular process. For example, a user may be required to assign Temps based on certain criteria. Also, you may need to send emails to Temps at scheduled intervals.

Zoho Workerly gives you the option to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. You can create and associate workflow alerts, tasks and field updates with them. Additionally, you can set up case escalation rules and also assignment rules for Temps and Contacts generated via web forms.