Since Advanced Pack version 2.4.0 it’s possible to send HTTP requests with Workflows and BPM tools.
Create a workflow rule. specify needed conditions and then add action Send HTTP Request.
Request Type: POST
A lot of enhancements for BPM & Workflows.
- Added ‘Call Activity’, ‘Sub-Process’, ‘Event Sub-Process’ elements.
- Added ‘Error’, ‘Escalation’, ‘Signal’, ‘Message’ events.
- Added boundary events, attachable to activities.
- Visualization of process flow. Highlighting completed and active processed nodes with colors.
Finally, we released a new version. See below what’s new.
- Dropped MySQL 5.5 support
Enhancements (new features):
- Dashboard Templates
- TOTP 2-factor authentication
- Ability to assign a dashboard template for a specific portal user
- Checklist field type
- Preferences: Ability
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If you don’t utilize portal users in your CRM, you might want your customers (contacts) be notified with an email when a new post is created in the stream of a case record.
Create a Workflow rule for ‘Note’ target …
Add action ‘Create Record’.
Select ‘Note’ entity type.
Add field ‘Type’ with the value ‘Post’.
Add field ‘Post’ with a text.
Specify in formula for the action:
parentType = 'EntityType';
parentId = targetEntity\attribute('id');
Specify a target entity type instead of …
- Import: Multiple email addresses support;
- Foreign field: Email and Phone field types support;
- Lead Capture: Ability to view payload data in log;
- Lead Capture: Ability to disable duplicate check.
- Emails: List loading time optimization.
All issues: https://github.com/espocrm/espocrm/m…ne/61?closed=1
Nowadays, there exist more CRM solutions available than ever before. Modern CRM providers offer a wide range of features that come in handy for both international corporations and small startups. When it comes to choosing CRM software for your business, …