Intelligence
Automate the steps people forget
Set rules that create tasks, send notifications and update records when something happens.
The problem
Good process depends on people remembering
Every business has steps that should always happen: a follow-up after a quote, a notification when a job is ready to invoice. When they rely on memory, they are missed.
How Toolbase solves it
Rules that run every time
Choose a trigger, set conditions and pick the actions. Toolbase carries them out consistently and records what it did.
Capabilities
What you can do with Automation
Triggers
Start a workflow when a record is created or changes.
Conditions
Only run when the criteria you set are met.
Create tasks
Assign follow-ups automatically.
Send notifications
Tell the right person at the right moment.
Update records
Move stages or set fields without manual steps.
Approvals
Route items such as discounts or commissions for approval.
Activity log
See what each workflow did and when.
Workflow example
A quote follow-up workflow
- Trigger
A quote is marked Sent.
- Wait
Three days pass without acceptance.
- Action
A follow-up task is created for the salesperson.
- Escalate
If still open after a week, the manager is notified.
Connected
Automation works with the rest of Toolbase
FAQ
Automation questions
Do I need to write code?
No. Workflows are built from triggers, conditions and actions.
Can I see what an automation did?
Yes. Workflow activity is logged.
Can automations require approval?
Yes. Approval steps can be included where a person should decide.
See Automation configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.