Automate Your Business Processes

ISO Mate’s Workflow Automation lets you create event-driven workflows that automatically execute actions when specific events occur in your system.

Workflow Triggers

Define triggers based on entity events:

Created: Trigger when a new record is created
Updated: Trigger when a record is modified
Deleted: Trigger when a record is removed

Supported Entities

Create workflows for entities across the platform: Tasks, Issues, Incidents, Notes, Test Cases, Test Cycles, Sprints, Releases, Compliance Frameworks, Compliance Requirements, Compliance Controls, Compliance Policies, Compliance Procedures, and Custom Object Entries.

Workflow Actions

Execute actions when workflows are triggered:

Send Email: Send email notifications to specified recipients
Create Record: Automatically create related records
Update Record: Modify field values on records

Conditions

Add conditions to filter when workflows should execute. Define field value conditions with comparison operators to ensure workflows only fire when the right criteria are met.

Execution Logging

Track every workflow execution with detailed logs showing success or failure, timestamps, and action details.

Enable/Disable Toggle

Activate or deactivate workflows instantly without deleting their configuration. Test workflows before going live, or temporarily pause them during maintenance.