We've introduced a new Additional Settings option that gives workflow automation even greater flexibility. When enabled, all Email Plans and Action Plans triggered within a workflow or conditional chain will run, rather than only the final plan being executed.

This enhancement is particularly useful for complex workflows where multiple conditions need to trigger different actions or communications as part of the same process. Previously, only the last Email Plan or Action Plan set within the chain would run.

To take advantage of this new functionality, existing Conditional Email Plans and Conditional Action Plans will need to be edited and saved after enabling the setting. This update provides more powerful automation and ensures every relevant action is processed as intended.

OpenCRM includes an option to run workflow actions that normally trigger after a record is saved as a background process.

This can be beneficial in environments where a large number of workflow rules are executed during record saves, as it can help reduce delays and improve the user experience when creating or updating records.

How does it work?

When enabled, eligible workflow processes are queued and executed via a regular background poll rather than immediately after the record is saved.

When should I use this?

Consider enabling this option if:

• Record save times are being affected by complex or high-volume workflow activity
• You want workflow processing to occur in the background rather than during user interactions
• You are looking to improve overall system responsiveness

Is it enabled by default?

No. This feature is disabled by default and must be enabled through Additional Settings within OpenCRM.

We've expanded OpenCRM's workflow capabilities with the introduction of a new Nightly trigger option, providing greater flexibility for automating routine processes outside of normal business hours.

Automate Tasks Overnight

In addition to the existing On Save, On Edit, and On Consult triggers, workflow rules can now be configured to run automatically each night. This enables scheduled processing of records and actions without requiring user interaction.

Available Across Multiple Automation Tools

The new Nightly trigger is available within:

• Workflow Rules
• Conditional Email Plans
• Conditional Action Plans

More Flexibility for Process Automation

The addition of nightly execution allows organisations to automate recurring updates, data processing, notifications, and other background tasks at a scheduled time, helping to ensure important activities continue to run even when users are offline.

This enhancement provides even greater control over how and when OpenCRM automation is executed, helping businesses streamline processes and improve operational efficiency.

Managing documents submitted through online forms has just become easier. OpenCRM now supports Automatic Document Categorisation for files uploaded via Jotforms, helping businesses keep their document library organised and searchable from the moment files are received.

Streamline Document Management

With this enhancement, files uploaded through a Jotform can be automatically assigned a predefined Document Type and Document Folder within OpenCRM. This ensures documents are categorised consistently, reducing manual administration while improving filtering, reporting, and document retrieval.

Click here for a full overview of our Jotform integration.

OpenCRM includes a powerful feature that can automate the despatch of Sales Orders, helping businesses streamline order processing and reduce manual administration.

The "Despatch Items Automatically" setting is disabled by default, meaning orders will only be despatched when processed manually. Once enabled, OpenCRM will automatically despatch all line items on the Sales Order, ensuring orders move through the fulfilment process without delay.

For maximum flexibility, this feature can be controlled using Workflow Automation. For example, businesses can create workflows that automatically enable despatch for specific order types or customers, such as credit account customers managed by a dedicated team member.

By combining automated despatch with workflow rules, organisations can save time, improve efficiency, and ensure consistent order processing across their sales operations.