WP ERP Workflow

Description

The WP ERP Workflow add-on automates tasks in WP ERP by combining triggers from the CRM, HRM, and Accounting modules with configurable actions such as sending emails, assigning tasks, creating contacts, and scheduling meetings. Built for those who need to eliminate repetitive processes between sales, HR, and finance teams, the add-on sets additional conditions to refine when each workflow fires, managing everything in a single screen within the dashboard.

Workflow Key Features

• CRM module triggers
  Starts workflows when a contact is created, removed, enrolled, or receives a new note.
• HRM module triggers
  Triggers automations after employee registration, job ad publication, or vacation approval.
• Accounting module triggers
  Activates rules when creating a customer, recording a sale, or entering a purchase in finance.
• Automated actions
  Sends emails, assigns tasks, schedules meetings, and creates contacts or employees without manual intervention.
• Module-based conditions
  Applies extra filters from up to two modules to refine when each workflow should fire.

Workflow Benefits

• Less manual work
  Frees the team from repetitive tasks of notifying, assigning, and updating ERP records.
• Automatic communication
  Keeps contacts, employees, and customers informed without relying on manual message sending.
• Process standardization
  Ensures every ERP event follows the same defined route, with no missed steps between departments.
• Centralized management
  Lets you create, edit, and monitor all automations in a single screen within the admin panel.

Who Is the Workflow For?

• Businesses that use WP ERP for CRM, HR, and finance and want to cut repetitive tasks between departments.
• Anyone who needs to send automatic emails, assign tasks, and schedule meetings based on events registered in the ERP.
• HR teams that want to trigger notifications when an employee is registered or a vacation request is approved.

How to Download the Workflow

The Workflow is available for download here on Ultrapack. After downloading the .zip file, install it in Plugins > Add New > Upload plugin, select the file, and activate the add-on (keep WP ERP already installed). Automations start appearing inside the ERP menu, ready to configure triggers, actions, and conditions.

Centralizing WP ERP automations in a single panel reduces the chance of tasks slipping between departments and keeps relationships with contacts, employees, and suppliers flowing without rework. For those already running CRM, HRM, and finance within the same plugin, the add-on connects these modules in an event-and-response logic, turning the ERP into an active process engine instead of just a data repository.

Frequently asked questions