Make the logic visible
Drag nodes into the canvas, move them by their handles and connect outputs to the next step. Decisions create separate Yes and No paths. Typed controls let you choose real fields, configured options and named related records.
ONECRM+ / WORKFLOW AUTOMATION
Draw the process.
Configure each next step.
Connect triggers, decisions and actions on a visual canvas. Preview the route through a flow before activating it for customer records or work boards.
- Created, updated and scheduled triggers
- Field changes, assigned tasks, email and related record creation
- Drafts, dry runs, validation and execution history
Connect useful actions
Update fields, create assigned tasks or create related CRM records with required field mappings. Email actions use a selected connected Microsoft 365 mailbox and either a template or a plain-text message. Activating an email flow approves future messages from that mailbox.
Review before running
New flows start as inactive drafts. A dry run shows the planned path without changing records or sending messages. One-off, daily and weekly schedules support a chosen timezone. Background scheduling is prepared but remains off until launch; administrators can confirm a manual due-flow run.
A PRACTICAL STARTING POINT
From setup to daily use.
01 / TRIGGER
Choose the starting event.
Select the record or board event and any entry conditions.
02 / CONNECT
Build decisions and actions.
Draw the branches and map the fields each action needs.
03 / REVIEW
Preview, then activate.
Check results and email recipients, then inspect execution history.
Questions about workflow automation.
Do drafts send emails?
No. Email actions require a connected mailbox, explicit activation approval and delivery checks. Editing or deactivating a flow prevents its old queued version from authorising delivery.
Can flows create linked records?
Yes. Map required fields from the source record or fixed values. Automatically numbered cases retain their CRM numbering.
Will scheduled flows run while the app is closed?
The unattended runner is implemented, but hosting-level background execution is deliberately off until launch. Activation alone does not install a hosting schedule.
EXPLORE BY THE WORK YOU DO
A closer look at the features.
Screenshots, practical examples and setup details for the tools in your subscription.
My Day & quick search
Bring assigned tasks, customer follow-ups, events and board work into My Day. Use quick actions, live search suggestions and record previews in OneCRM+.
View the featureReports & dashboards
Build CRM reports with filters, summaries and charts. Create dashboards, pin three reports above records and use guided report templates in OneCRM+.
View the featureWorkflow automation
Build CRM workflows with a drag and drop canvas, decisions, email actions, tasks, related records and timezone-aware schedules in OneCRM+.
View the featureWork management boards
Organise work in editable boards with status fields, people assignments, due dates, linked records, files and configurable workflow automation.
View the featureCustomer forms
Build public customer forms with typed fields, conditional questions, file uploads, staff submission permissions and supported CRM record actions.
View the featureCustom objects & layouts
Create custom CRM objects, adopt fields, add relationships, configure layouts and grant role permissions. Use published objects in reports and dashboards.
View the featureInventory & manufacturing
Connect products, purchasing, stock movements, backorders, returns and manufacturing orders with customer records in the OneCRM+ business suite.
View the featureTHE WHOLE SUITE. FROM DAY ONE.
Your ambition.
All the tools to match.
$50 AUD per user, per month, excluding GST. Every feature included.
Start with a 30-day free trial. No card required.