Automated Workflows
Connect events, decisions, actions, and approvals into processes that run themselves.
Design and run structured workflows across Bloomerp records, teams, and business processes. Use stages, assignments, conditions, approvals, and automated actions to move work forward consistently while keeping progress, ownership, and exceptions visible.
Build the process visually, from start to finish
Connect triggers, decisions, automated actions, and human steps into one clear workflow. Teams can see how work moves, configure each stage, and replace scattered manual coordination with a repeatable process.
Start workflows when the right event happens
Launch a workflow when a record is created, updated, created or updated, or deleted. Processes can also run on a schedule or be started manually when a person decides the work should begin.
Keep business records moving automatically
Find, list, create, update, or delete records as part of a process. Use these actions to keep follow-ups, statuses, assignments, and related information in step with the work.
Connect people, documents, and outside systems
Send emails and user messages, call external APIs, and generate PDFs from document templates. These actions let one workflow coordinate communication and connected tools without manual handoffs.
Let each process follow the right path
Add conditions, filter groups of records, process items individually, collect results, and merge branches again. Workflows can adapt their route instead of forcing every case through the same sequence.
Automate the routine without removing human control
Pause a workflow for human input or approval, or delay the next step for a defined period. Teams stay in control of important decisions while routine coordination continues automatically.
Carry the right information through every action
Extract fields, enrich information, calculate values, and reuse outputs from earlier steps later in the workflow. Data moves with the process so each action has the context it needs.
See what ran, what succeeded, and what needs attention
Review workflow runs step by step, including completed, paused, failed, and cancelled states. Execution history and logging make it easier to understand outcomes, resolve exceptions, and manage approvals.