Automations

The routine happens without you: stock refreshes, invoices go out, reminders are sent.

Automations work with any module and keep an execution history: you see every run, its result and its errors. Each one can be switched on, switched off and run by hand — an automation you cannot stop is a risk, not a help.

What it covers

Automations for any module, with an execution history and errors
Stock level refresh and product import from accounting
Payment checking and bank sync on a schedule
Recurring invoice generation and sending
Reminders: roadworthiness tests, insurance, expiring contracts, birthdays
Weekly and daily reports by email
Every automation can be switched on, switched off and run by hand

Who it suits best

Industries for which this area is one of the main reasons to choose the system.

Car sales and rental Listings go out from the deal record, and roadworthiness and insurance deadlines remind you themselves.

What it connects to

The connectors that change the most for this area. Each one is switched on in the settings.

Rivilė Two-way sync: invoices, customers, products, purchases, payments and debts. Stock levels refresh every 5–15 minutes during working hours. Enable Banking Bank statements are retrieved automatically over the open banking (PSD2) interface — payments match themselves against invoices.

All integrations

FAQ

Questions about this area

Did not find your answer? Ask us

Can I see whether an automation actually ran?

Yes. The execution history shows every run, its result and the reason for any error. The same goes for integrations — a sync that quietly fails is the worst case, so the system does not have one.

Can I manage automations myself?

Yes — switch them on, switch them off and run them by hand. New rules are usually configured together with us during rollout.

Which automations are actually used?

Stock refresh every 5–15 min., downloading online shop orders, payment checks every 5 min., recurring invoice generation, signing reminders, employee document expiry, hourly currency rates.

Other areas

Reports and KPIs A management dashboard with real numbers — not the ones somebody typed into Excel. People An expiring certificate or contract announces itself — the day before, not the day after. Artificial intelligence AI removes the manual work rather than making the decisions: a person sees every result before it is saved. Platform and customisation The system adapts to your process rather than the other way round — fields, views and permissions included.

All features

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