DojoAUTOMATE
by The Ninjaz Group
Run the hand-offs between native and connected apps.
Included in every plan
Included in White Belt, Black Belt, Sensei
- Triggers from any system
- Human approvals
- Documents and e-sign
Overview
Most delays happen between systems: a signed deal waiting to be entered in finance, a completed job waiting to be invoiced, a document waiting for a signature. Workflows watch for those moments and do the next step automatically, with approvals where a person should decide.
Automates steps between native apps, such as routing a new lead.
Triggers on events from connected apps and writes back where the connector allows it.
What it does
Triggers from any system
Start a workflow when a record changes in any connected system: a deal signed, a job closed, stock received.
Human approvals
Add approval steps with limits, so routine work flows and exceptions reach the right manager.
Documents and e-sign
Generate quotes, contracts and reports from templates and send them for signature automatically.
Run history
Every run is logged with inputs, outputs and timings, so you can prove what happened and when.
How it works
- 1
Runs in every DojoCOMMAND from day one.
- 2
Nothing to install or switch on.
- 3
Triggers on events from connected apps and writes back where the connector allows it.
Availability by plan
Open Mat
Not offered
White Belt
Included
Black Belt
Included
Sensei
Included
Good to know
- Write-back steps are only offered for connectors that support writing.
