Custom Workflows & Automation
Visual Designer · Approval Matrices · Notifications
Build complex business rules visually. Multi-level approvals, conditional routing, automated notifications and event-driven actions.
What's included
Core Features
- Visual workflow designer with drag-drop
- Multi-level approval matrices by role/department
- Conditional routing based on field values
- Automated email/SMS/WhatsApp notifications
- Event hooks for custom business logic
Additional Capabilities
- Document state management (Draft → Approved → Submitted)
- Parallel and sequential approval paths
- Field-level permissions per workflow state
- Webhook and API triggers for external integrations
- Audit trail for every workflow transition
Powered by Anvik AI
Smart approval routing based on past patterns
AI-suggested workflow optimisations
Automated escalation on SLA breaches
How enterprises use Custom Workflows & Automation
Multi-level purchase approval for a manufacturing plant
Conditional routing by PO value — auto-approve under 50K, manager approval up to 5L, VP sign-off above 5L — with WhatsApp notifications, SLA escalation, and mobile approval.
Sales order hold-and-release for credit control
Automated credit check on SO submission — hold orders exceeding limits, route to finance for override approval, and release to warehouse only after clearance.
Document lifecycle automation for ISO compliance
Enforce Draft-Review-Approve-Publish states on SOPs and quality documents with role-based permissions, version control, and scheduled review reminders.
Works with every other module
All 12 modules share a single database — data flows seamlessly without manual re-entry or integration middleware.
Experience Custom Workflows & Automation live
Book a personalised demo
See how Anvik ERP transforms your custom workflows & automation workflows — tailored to your industry.
Request a Demo →Ready to see Custom Workflows & Automation in action?
Book a personalised demo and see how Anvik ERP can transform your custom workflows & automation workflows.