Plenix 2026.09.5 — Workflow Rules: enterprise workflows without code

Workflow Rules used to be a short list of simple triggers. In 2026.09.5 it becomes a workflow engine for the whole of Plenix. You can run processes and policies across every module by picking options, with no code or JSON. You'll find it under Platform → Workflow Rules on the Business and Enterprise plans.

New features

A visual workflow builder

• Start a workflow when a record is created, updated or deleted, or when a field changes value. It can also start on a date, such as 30 days before a contract ends, or on an hourly, daily, weekly or monthly schedule, either for each record or as a single digest.

• Add conditions with everyday phrases such as is any of, is within the next 7 days, is in the past or is more than 14 days ago. Choose whether all or any of them must match.

• Add as many steps as you need:

  • send notifications
  • ask for approval
  • wait for a time or until a date
  • branch with nested If / else
  • update the record
  • create a ticket or work order
  • post to Slack, Teams, Discord or Google Chat
  • send a signed webhook
  • stop

• Notify exactly the right people:

  • specific people or employees, admins, a department, or an access role
  • the record's owner and that person's manager
  • whoever created the record, or the employee on it
  • whoever made the change, or their manager
  • any email address

  Notifications go in the app, by email or both, and can include details from the record.

• Test before you switch it on: pick a real record to see whether the workflow would run and what each step would do. Nothing is sent.

• Limits stop a workflow sending too much: once per record, a cooldown, and a maximum number of runs per day.

• A plain-English summary describes the workflow as you build it.

196 templates and 9 packs

• A template library of 196 ready-made workflows in 22 areas, covering service desk, accounting, HR, projects, field service, IT and monitoring, security, compliance, contracts, purchasing, inventory, production, property, legal, learning and more.
• Templates are read-only defaults. Copy & customise gives you your own version to change freely, or Use as-is & turn on switches one on straight away.
• Packs add a whole set in one click: Service desk essentials, Finance controls, People operations, IT operations, Security response, Sales pipeline, Compliance & safety, Supply chain and Contract renewals.
• Your own templates: save any workflow as a template, or build one from scratch, so your team can reuse it.

Approvals and run history

• An Approvals inbox where approvers approve or reject with a comment. You can require any one approver or all of them, and set deadlines that approve, reject or escalate automatically.
• A Run history showing each run's status and a step-by-step log. You can cancel a run that is waiting or awaiting approval.
• An Overview of workflows switched on, runs today, approvals waiting, failed runs, and the busiest workflows. Every figure clicks through to its list.

Changes

• Default automation rules are now locked. The built-in rules under Settings → Automations can be switched on or off, but not edited or deleted. Customize a copy saves your changes as a new automation rule, and the default stays as it was.
• Automation rules and Workflow Rules are now separate tools. Automation rules are quick single-event actions. Workflow Rules are longer processes and policies.