[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"cms-entry-help-automation-rules-approvals-and-flows-en":3},{"message":4,"data":5,"success":40},"OK",{"id":6,"entry_type":7,"locale":8,"slug":9,"title":10,"summary":11,"body":12,"blocks":13,"author_name":14,"published_at":15,"updated_at":15,"data":16,"category":14,"tags":17,"related":18,"alternates":31,"seo":36,"cover":14,"media":39,"preview":38},34,"help","en","automation-rules-approvals-and-flows","Automation: Rules, Approval Processes, Flows and Cadences","Automate repetitive work with validation and workflow rules, multi-step approval processes, the visual flow builder and sales cadences.","> The CRModular interface is currently in Turkish. Menu and button names are shown in **bold Turkish** with an English explanation in brackets.\n\n> These screens are available on **Professional** and higher plans, all under **Ayarlar → Otomasyon** (Settings → Automation).\n\n## 1. Rules (Universal Rules)\n\n**Yeni Kural Oluştur** (New rule), for example:\n\n- *Validation:* opportunity · `amount \u003C 0` → “Opportunity amount cannot be negative” (blocks the save and shows the message).\n- *Workflow:* when a lead is created → a “first contact” task for the owner, due in 1 day.\n- *Workflow:* opportunity · `stage = Closed Won` → email the sales director.\n- *Assignment:* case · type *Billing* → assign to the accounting support group.\n\n## 2. Approval processes\n\n**Yeni Onay Süreci** (New approval process):\n\n- object and entry criteria (e.g. opportunity `amount > 250000`),\n- steps (1. Sales Manager, 2. General Manager),\n- **lock the record while awaiting approval**,\n- field updates on approval or rejection.\n\nFor quotes you can also use the **Onay Gerektirsin** (Requires approval) checkbox on the quote form.\n\n## 3. Visual flow builder\n\nFlows are triggered when a record is created or updated, on a schedule or by a webhook. Nodes that run:\n\n- **Decision:** a text condition, e.g. `amount > 250000` or `rating == Hot AND annual_revenue > 1000000`. If it is not met, the following steps do not run.\n- **Action → Kayıt Güncelle** (Update record): changes field values on the triggering record.\n- **Action → E-posta Gönder** (Send email): sends the selected template to the record's email address.\n- **Action → Görev Ata** (Assign task): creates a task linked to the record.\n- **Action → Bildirim Gönder** (Send notification): sends an in-app notification to the record owner.\n\nSteps 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.\n\n## 4. Scheduled jobs\n\nPeriodic email reports, flow runs or webhook calls.\n\n## 5. Cadences\n\n**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.\n\n## Check\n\nCreate 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.\n",[],null,"2026-10-03T17:31:07.971Z",{},[],[19,23,27],{"slug":20,"title":21,"summary":22,"entry_type":7},"getting-started-setup-guide","Getting Started: Set Up Your Account Step by Step","From sign-up to go-live: a starter guide to which settings to configure in which order, and how to check each step.",{"slug":24,"title":25,"summary":26,"entry_type":7},"company-settings-and-security","Company Settings and Security (Including Two-Factor Authentication)","Set time zone, currency, password policy, session timeout and two-factor authentication, and reset 2FA for a user who lost their phone.",{"slug":28,"title":29,"summary":30,"entry_type":7},"sales-process-stages-and-reasons","Sales Process: Stages, Required Steps and Win\u002FLoss Reasons","Set up opportunity stages, sales path guidance, win\u002Floss reasons and territory-based automatic assignment.",[32,33],{"locale":8,"slug":9},{"locale":34,"slug":35},"tr","otomasyon-kurallar-onaylar-akislar",{"title":37,"description":11,"canonical_url":14,"noindex":38,"og_image":14},"Automation: Rules, Approval Processes, Flows and Cadences | CRModular Help",false,{},true]