Automation Module

Automate the routine.

Stop sending the same follow-up emails and manually updating statuses. Let VerxPoint handle the background work while you focus on the actual job.

Your business, running on autopilot.

The Automation engine sits at the core of VerxPoint. It listens to what happens in your CRM, Jobs, and Inventory, and triggers actions instantly based on your rules.

  • Template Library

    Start immediately with pre-built workflows for sales follow-ups, invoice reminders, and job status alerts.

  • Channel Integrations

    Connect your automation runs to external channels like webhooks, email, and your dedicated WhatsApp bot.

  • Execution Monitoring

    Track every time an automation fires. See exactly what triggered it and if it successfully completed.

When Invoice goes Overdue

Trigger: 3 days past due date

Send Email Reminder

Template: Polite Follow-up

Tag Client in CRM

Apply tag: Late Payer

Stop doing the same things twice.

Start automating