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Automation & Workflow

If-this-then-that across every module — no Zapier, no middleware, no code.

A native automation engine that watches for events anywhere in the platform and takes action anywhere else. Multi-condition rules, cross-module actions, and a dry-run tester mean you can automate the busywork — assignments, notifications, follow-ups, escalations — without leaving Plenix.

4
Sub-modules
4
Module integrations
24
Features

SUB-MODULES

Everything inside Automation & Workflow.

🧩

Rule Builder

Visual trigger → condition → action builder that anyone on the team can use.

  • Triggers on create / update / status change
  • Multi-condition logic (AND / OR)
  • Field-level condition matching
  • Cross-module actions
  • Enable / disable per rule
  • Rule execution history
🎬

Actions Library

A catalogue of ready-made actions your rules can fire.

  • Create ticket / task / activity
  • Send email or SMS notification
  • Update a record field
  • Assign to user or team
  • Post to Slack / Teams
  • Call an outbound webhook
🧪

Dry-Run Tester

Test a rule against real data before it ever touches production.

  • Simulate a rule against a record
  • See which conditions matched
  • Preview the actions that would fire
  • No side-effects in dry-run
  • Catch mistakes before go-live
  • Confidence before enabling

Scheduled & Recurring

Time-based automations for reminders, escalations, and housekeeping.

  • Time-of-day and day-of-week triggers
  • SLA breach escalation chains
  • Recurring ticket / task creation
  • Stale record follow-ups
  • Deadline reminder sends
  • Timezone-aware scheduling