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Automation · Workflow Automation

Describe the rule once. KztOne follows it every time.

A workflow is three parts: When a business event happens, If conditions are met, Then KztOne performs authorised actions. Templates get you started; the builder lets you change anything.

Included in
Growth and above
Status
Available now
Module
Automation
Trial
Included in the 7-day trial
WhenIfThen

Triggers from every module

Workflows start from real events: an order is created, stock changes, a payment is confirmed, an invoice becomes overdue, a lead arrives, a WhatsApp message is received, a sync fails, or a schedule fires.

  • Event triggers from sales, stock, finance, CRM and WhatsApp
  • Schedules (daily, weekly, custom)
  • Manual and AI-initiated runs

Actions that do the work

Notify a person or role, send an email or WhatsApp, create a task, prepare a purchase draft, request an approval, update a record, add a tag, call a webhook, run an AI agent or wait. Actions that spend money or contact customers can be gated behind approval.

  • Cross-department actions in one workflow
  • Approval steps that pause the run until a decision
  • Duplicate prevention so the same event never fires twice

Understandable and safe

Test a workflow against a sample event before switching it on. Every run has a history with each step's input, output and outcome. Failed steps are retried and, if they keep failing, routed to a person.

  • Test runs with sample data
  • Run history per step
  • Retries, failure notifications and pause controls

What you get

Fewer manual chores
Reminders, alerts and routine updates run themselves.
Consistency
Rules are applied the same way every time, by everyone.
Control
Approvals and limits keep automation inside your policies.

Questions

What is an automation action and how many do I get?
One executed action step in a workflow run is one action. Conditions, triggers and sync events are free. Free includes 200 actions a month, Starter 5,000, Growth 25,000, Business 100,000 and Scale 300,000.
Is the builder available on Free and Starter?
Basic workflows from templates are on every plan. The advanced builder with custom conditions, multi-step actions and approvals is on Growth and above.
Can automation spend money or message customers without asking?
Only if you build it that way. Actions like purchases, refunds and campaigns can require approval, and the templates are built to request approval by default.
Which KztOne plan includes workflow automation?
Workflow Automation is included in the Growth plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.

See it with your own data

Create a workspace, import your records and try every feature free for 7 days.