EspoCRM lead and case assignment rules: round-robin and least-busy
Distributing new leads and cases automatically in EspoCRM: Apply Assignment Rule in workflows, round-robin versus least-busy, team targeting and report-based workload counts.
EspoCRM workflows and BPM automation
Specific automation jobs built with the Advanced Pack's Workflows and BPMN 2.0 process engine: assignment, approvals, drip campaigns, signals, scheduled rules and external calls.
EspoCRM approval processes with BPM user tasks
Routing discounts, quotes or contracts for approval in EspoCRM: BPM user tasks with approve and review actions, gateways on the decision, notifications and audit in the process log.
EspoCRM drip email campaigns with BPM
Sending timed email sequences to leads in EspoCRM: one process per lead, starting on lead capture or target list entry, timer events between emails and stopping on reply or opt-out.
EspoCRM scheduled workflows for renewals and reminders
Running daily or weekly automation in EspoCRM: scheduled workflow triggers over list reports, such as license expiry notices, follow-up tasks and stale opportunity alerts.
EspoCRM signals for event-driven automation
Connecting processes with signals in EspoCRM: built-in and custom signals, object versus regular signals, broadcasting from formula and catching them in BPM and workflows.
Automating follow-up on email link clicks in EspoCRM
Reacting when a contact clicks a link: tracking URLs in templates, the clickUrl signal, catching it in a BPM flow and creating tasks or updating lead status.
Calling external APIs from EspoCRM workflows
Pushing EspoCRM data to other systems without code: the Send HTTP Request action, payloads from formula, storing API keys in App Secrets and handling failures.
EspoCRM SLA timers and escalations with BPM
Enforcing response times in EspoCRM: timer events on cases, escalation events, notifying managers and reassigning overdue work in a BPM process.
