Automation Module

Cross-module workflow engine for EloSync. Install from Marketplace (billable add-on), then build trigger → condition → action workflows that react to domain events across any installed module.

Guides

Audience	Document
Operators / workspace users	automation.md
Engineers	automation.md
Production / ops	automation.md
Tenant API	tenant-v1-automation.md
Module Development Standard	module-development.md

Capabilities (v1.3.0)

• Workflow builder: trigger, conditions (AND/OR), ordered actions
• Manual run + schedule trigger (workspace timezone; builder configures frequency/time)
• Event triggers wired across CRM, sales, billing, Help Desk, WhatsApp, HR, projects, documents, KB, and assets — gated by installed modules (available in catalog)
• Related-context UX: people/tag/stage pickers; multi-notify; Record assignee; Manual Run related-record dialog; opt-in lead follow-up
• Actions: create task/note, assign user, add/remove tag, update field, move stage, send notification, WhatsApp template, outbound webhook, delay
• Starter templates filtered by entitled modules (lead/task/opportunity/invoice/payment/credit note/contact/quotation/expense/employee/Help Desk SLA/project recipes)
• Run history + step logs
• Module licensing (module:automation) + Spatie permissions
• Loop guard: nested domain events during a run do not re-enter the engine
• Single event fan-out via IntegrationEventDispatcher (no dual Automation bridge)

Permissions

automation.view · create · update · delete · run · manage_logs

Explicitly deferred

• Marketing Automation / Email Campaigns (separate SKUs)
• Branching, generate quote/invoice/order actions, create_project action
• Migrating hard-coded Lead tag auto follow-ups or inactivity digests into this engine