Automatisation Workflow CRM : Gérez et Simplifiez vos Processus | Logiciel CRM et de gestion pour entreprises

Automate to Perform Better

Transform your slow processes into a flawless machine.

The Problem

Your teams forget to follow up? Creating invoices takes too much time? Manual errors cost you money?

Cirrus Shield Solution

A powerful automation engine that works on logic: Trigger > Condition > Action.

How It Works

Cirrus Shield’s logic engine in 3 simple steps.

1

Triggers

Automation starts when something happens.

A field is modified
A date is reached
Data is created

2

Logic / Condition

The brain of the system that decides which path to take.

If status changes to "Won"
If Date > 7 days before end
If Ticket = Closed

3

Automatic Actions

What tasks should Cirrus Shield execute automatically on your behalf?

Send email
Create tasks
Update field
Generate document

Real-World Automation Examples

Ready-to-use scenarios.

scenario_invoicing.js

IF Opportunity == "Won"
THEN Generate Invoice
+ Notify Accounting team.

scenario_renewal.js

IF Contract end date == "D-30"
THEN Send automatic renewal email.

scenario_quality.js

IF Support Ticket == "Closed"
THEN Send satisfaction survey.

Low-Code Interface

No need to be a developer. Define the rules, Cirrus Shield executes.

No

Yes

Quote Signed

Webhook: CRM

Condition

Amount > €10k

Stop

Validation required

Invoice

Generate PDF

Complete

Archive file

Properties

Selected node configuration

Action Type
Generate Invoice
Template ID
#TPL-2024-EN-V2
Assigned to
Accounting Department

Free Your Team from Tedious Tasks.

Automate your workflows and eliminate manual errors. Let Cirrus Shield handle the repetition so you can focus on added value.

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30 Days Free Trial

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No Credit Card Required

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Automate Your Business Processes and Gain 70% Productivity