Workflows that never sleep so that you can.

Repetitive tasks are exhausting and time-consuming. Not with Kafinea.

Discover
Request a demo
kafinea logo svg

Quick and easy no-code setup

Create your own workflows in under two minutes

You’ll love how quick and easy it is to create workflows that automate recurring, time-consuming tasks. No coding training is required: everything is done by filling in fields and ticking boxes.

Triggers

Choose when magic happens

You can choose to trigger a workflow as soon as a new file is created or updated, or according to a programmed frequency (every hour, every day, every week, etc.).

kafinea logo svg

Conditions

Define the scope of your workflows with conditions

Filter the records concerned by the workflow you create by applying conditions. You can choose to have at least one of these conditions met, or conversely, to have all conditions met in order to apply the workflow to a record.

Automated actions

Perform complex operations without touching your keyboard

Create or update cards or tasks automatically. Send emails or SMS to employees or customers. Call a webhook and communicate with another platform via the API. The possibilities are endless: you’ll want to automate everything.

Automation at work with workflows

  • Automatic supplier orders

    Set a minimum replenishment threshold that triggers an automatic supplier order.

  • Connected webforms

    Import data received from a contact form and use it in Kafinea.

  • Customizable workflows

    Create your own workflows to automate the creation of a form, the updating of a field, the sending of an email and much…

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled reports

    Set up the periodic emailing of a spreadsheet or graphic report.

  • Supplier order automation

    Trigger an automatic order with your supplier when a product’s replenishment threshold is reached.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

Advanced workflow features

  • Advanced access rights management

    Choose which actions are doable or which information is visible to a group of users, down to each field.

  • Comments and attachments

    Share information and documents with colleagues via the Comments block on Kafinea records.

  • Customizable fields

    Add your own input fields, picklists, date selectors, URLs, etc.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

  • Dynamic PDF templates

    Design as many dynamic PDF templates as you like using shortcodes.

  • Inventory alerts

    Set alert thresholds and receive notifications to proactively monitor and manage your inventory.

  • Product barcodes and QR codes

    Define a barcode or QR code for each product and create customized automations.

  • Recurring consumption invoicing

    Trigger periodic invoices based on consumption data retrieved via API or entered manually.

  • Recurring subscription invoicing

    Invoice your customer’s subscriptions automatically at the frequency of your choice.

  • Reports and charts

    View key information on the module of your choice in real time via spreadsheets and graphical reports.

Basic workflow features

  • Multi-currency compatibility

    Do business with your customers abroad, Kafinea is compatible with multiple currencies.

Related pages

Unleash your company’s potential now.

Request a demo