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.