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Quick and easy no-code setup

Triggers

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Conditions

Automated actions

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 more.

  • 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 workflows 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 workflows features

  • Multi-currency compatibility

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

Unleash your company’s potential now.