Introducing workflow automation for the Products module

Introducing workflow automation for the Products module

Greetings,

I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module.

The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update, two additional enhancements have been made: Timeline and Tasks are now available in the Products module. We'll go over each one in detail.

Workflow automation for the Products module   

With this enhancement, you can now set up automation for product-related activities without manual intervention.

Previously, you could not create workflows for the Products module. This meant repetitive manual updates, delayed stock management actions, and inconsistent product data.

For example, if you want to send an alert when stock levels run low, you can set up a workflow to automatically send an email when a product’s quantity falls below a set limit. This helps ensure timely restocking and prevents product unavailability.



Based on the trigger and criteria you select in the workflow, you can choose one or more of the following actions:
  1. Send Email
  2. Update Field
  3. Assign Owner
  4. Create Record
  5. Create Task
  6. Add Tags 


Availability:  

This feature is available across all paid plans that support workflow automation.

Permissions:  

Only users with Administrator or Manage Automation permissions can create, edit, or manage workflows.

Timeline in product details: 

Product details often change, and tracking those updates can be difficult. You can now see every change in one place with the new timeline. It gives a clear, ordered view of updates such as edits to product details, activity changes, and other key events. Each entry shows the source and time, which makes it easier to review changes when needed.



Tasks for the Products module :

Previously, there was no option to track activities or create tasks related to the Products module. Now, with Timeline and Tasks available in the Products module’s related list, you can easily track product activities and manage follow-ups, all in one place.

For example, you can schedule a call or an event to discuss restocking when a product’s stock falls below a certain threshold, ensuring timely action and uninterrupted availability.




To know more about this feature, please refer to this help document. 
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That's all for these enhancements. We sincerely hope you find these improvements useful. Please give them a try and leave your feedback in the comments section below. Watch this space for future announcements.
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Thanks and have a good day!