With the Workflow Automations module, you can automate routine work. Think for example of sending automatic e-mail confirmations, creating tasks automatically after creating a quotation, birthday cards or reminders for due dates. Every organisation is different and with workflow automations, you can fully customise your Tribe CRM to suit your organisation and automate almost everything. This allows you to work even more effectively.
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Standard automations
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With the workflow automations module, you can automate your standard processes. By default, Tribe CRM already offers the most common automations such as sending a birthday message to a relation, creating a support ticket with an automatic reply or an e-mail notification when assigning a task. The standard automations are available for environments with both a Tribe licence and Tribe Creator licence.
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Activate those automations that apply to your time with the push of a button.
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The content of an automation can be modified by duplicating the standard automation. Open the automation, click the duplicate button and change its name. You use the function, for example, when you want to change the text of an automated e-mail.
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Make sure you perform domain validation before sending emails through Tribe CRM. You can find more information about this in this article.

The automation is executed daily at a configurable time. The e-mail is sent to all contacts who have a birthday.
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An automatic birthday e-mail in Tribe CRM

The automation is executed immediately after your customer has digitally signed the quotation. The e-mail confirmation to your customer will include the signed quotation as an attachment.
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Digitally signing a quotation in Tribe CRM
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Quote confirmation after digitally signing a quote in Tribe CRM
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Automation is performed when a task is assigned to an employee. The employee receives an e-mail of these actions. This e-mail is not sent when you assign a task to yourself.
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Assigning a task in Tribe CRM
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Notification e-mail of an assigned task in Tribe CRM
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Own automations
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In addition to the standard automations, your organisation may need its own automations. This requires activating the automation module, more on this in the next chapter. Automations can be set up by the administrator of Tribe CRM. Need help? Our support department is happy to help you with questions about automations.
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Tribe CRM administrators can easily activate the Workflow automations module themselves. You can do this in the account settings:
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