Workflow Automation Software South Africa

An Approval node either sends the request to a named role or pushes it up the reporting line. A sales rep's rand expense claim goes to the area manager at the Johannesburg head office, while a credit decision on a national-chain order routes to the sales head — all inside one flow that can stack up to 7 levels.

Yes. A Condition node compares the rand order value with the outlet credit limit. Once that limit is breached the workflow parks the order, pings the key-account manager on WhatsApp and puts an Approval step in front of the sales head before anything ships.

Communication nodes send WhatsApp messages, email or in-app alerts. WhatsApp is the default for sales reps, key-account managers, medical reps and supervisors because a multilingual field force from a Johannesburg head office to a Khayelitsha spaza route already works on it every day.

Yes. As soon as an Approval node clears a refund or distributor settlement, a Webhook node hands the payout to your banking rail or an instant-payment rail such as PayShap. The reference, the rand value and the approver's name are written into the audit trail automatically.

A Condition node watches the invoicing status. When it fails, the workflow alerts the supervisor and the accounts team on WhatsApp, retries through a Webhook node and parks the order in a Pending Action queue for the area manager to clear.

Yes. The reporting line follows your own territory tree across all nine provinces. A sample-stock request from a rep in Gqeberha routes to the Eastern Cape manager, while a van-sales order out of Polokwane routes to the Limpopo manager, with no manual reassignment.

Drafts sit apart from Active versions. An admin edits a copy, tests the new logic against a sample rand order, then publishes it as a new version. Approvals, alerts and VAT/SARS handoffs already in motion finish on the older version without disruption.

Summary cards give Total, Active, Drafts and Entity Types. The library table lists each workflow's Name, Entity, Trigger, Nodes and Priority, so a manager can filter by entity — Order, Customer or Claim — and see which provincial routes are live today.