Automate Workflows. Eliminate Manual Work.
Upbooks Automation Engine connects your finance, procurement, and customer workflows — automatically triggering actions, approvals, and updates without manual intervention.
Turn Everyday Operations Into Automated Workflows
With Upbooks, routine business tasks don't need constant follow-ups. From approvals and notifications to document generation and payment updates, the Automation Engine ensures every process runs smoothly in the background.
How Upbooks Works as an Automation Engine
Event-Based Automation
Upbooks responds automatically to business events:
- When an enquiry is created → notify the team
- When a proposal is approved → create an order
- When an invoice is generated → notify the customer
- When payment is received → update status and records
No manual tracking. No missed steps.
Smart Approval Automation
Configure rules to automate approvals based on:
- Amount thresholds
- User roles
- Departments
- Business policies
Upbooks routes approvals to the right people instantly.
Document Automation
Automatically generate and link:
- Proposals from enquiries
- Orders from accepted proposals
- Invoices from orders
- Credit notes from adjustments
All documents stay connected — no duplication, no errors.
Notification & Communication Automation
Keep everyone informed automatically:
- Email alerts for approvals
- Status updates for customers
- Payment reminders
- Internal activity notifications
The right message reaches the right person at the right time.
Data Sync & Status Updates
Upbooks ensures real-time updates across modules:
- Order status updates reflect instantly
- Payment updates sync with invoices
- Customer portal data stays current
- Reports update automatically
Where Automation Adds the Most Value
Procurement workflows
Customer onboarding & sales cycle
Invoice & payment follow-ups
Approval-heavy processes
Audit and compliance tracking
Why Use Upbooks as Your Automation Engine
Reduce manual data entry
Speed up approvals and operations
Minimize human errors
Maintain process consistency
Scale without increasing workload
Built for Flexibility & Scale
Whether you automate a single approval flow or your entire business process, Upbooks adapts to your workflow and grows with your organization.
One Platform. Intelligent Automation.
Upbooks doesn't just manage data — it moves your business forward automatically.
Ready to Automate Your Workflows?
Start automating your business processes today and eliminate manual work.