The CRModular interface is currently in Turkish. Menu and button names are shown in bold Turkish with an English explanation in brackets.
These screens are available on Professional and higher plans, all under Ayarlar → Otomasyon (Settings → Automation).
1. Rules (Universal Rules)
Yeni Kural Oluştur (New rule), for example:
- Validation: opportunity ·
amount < 0→ “Opportunity amount cannot be negative” (blocks the save and shows the message). - Workflow: when a lead is created → a “first contact” task for the owner, due in 1 day.
- Workflow: opportunity ·
stage = Closed Won→ email the sales director. - Assignment: case · type Billing → assign to the accounting support group.
2. Approval processes
Yeni Onay Süreci (New approval process):
- object and entry criteria (e.g. opportunity
amount > 250000), - steps (1. Sales Manager, 2. General Manager),
- lock the record while awaiting approval,
- field updates on approval or rejection.
For quotes you can also use the Onay Gerektirsin (Requires approval) checkbox on the quote form.
3. Visual flow builder
Flows are triggered when a record is created or updated, on a schedule or by a webhook. Nodes that run:
- Decision: a text condition, e.g.
amount > 250000orrating == Hot AND annual_revenue > 1000000. If it is not met, the following steps do not run. - Action → Kayıt Güncelle (Update record): changes field values on the triggering record.
- Action → E-posta Gönder (Send email): sends the selected template to the record’s email address.
- Action → Görev Ata (Assign task): creates a task linked to the record.
- Action → Bildirim Gönder (Send notification): sends an in-app notification to the record owner.
Steps run in the order they were added to the canvas. Delete record, Call webhook, Delay, Loop and Sub-flow nodes are not executed yet; they appear as Skipped with a reason in the execution log. Use Test Et (Test) with a record ID to try a flow and check the result in the execution log.
4. Scheduled jobs
Periodic email reports, flow runs or webhook calls.
5. Cadences
Satış Yönetimi → Kadanslar (Sales → Cadences): a contact sequence for new leads, e.g. day 1 intro email → day 3 call → day 5 LinkedIn → day 8 case-study email. People who unsubscribed or withdrew consent receive no cadence emails.
Check
Create an opportunity that meets the approval criteria: the approver should be notified and, once approved, the field update applied. A record that breaks a validation rule should be rejected.