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.
SUB-MODULES
Visual trigger → condition → action builder that anyone on the team can use.
A catalogue of ready-made actions your rules can fire.
Test a rule against real data before it ever touches production.
Time-based automations for reminders, escalations, and housekeeping.
MODULE CONNECTIONS
Data flows between modules automatically — no manual exports, no copy-paste, no middleware.
QUESTIONS
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.
Automation & Workflow covers Rule Builder, Actions Library, Dry-Run Tester, Scheduled & Recurring. Visual trigger → condition → action builder that anyone on the team can use.
Automation & Workflow is included in the Professional, Business and Enterprise plans. Every plan starts with a 30-day free trial. See the pricing page for current prices.
Yes. Automation & Workflow runs on the same database as every other Plenix Cloud module, so it shares records with Ticketing, CRM, Monitoring, Billing without exports, imports or third-party connectors.