Automations

Save time with workflow automations
Routine tasks, such as following up on leads or assigning tasks to employees, are part of every business process. OpusFlow’s workflow automations is business automation specifically designed for the sustainable technician.

Why opusflow

Benefits for your company

With OpusFlow’s Workflow Automations, you can automate almost every step of your sales process. For example, you can automatically create tasks when you move a deal in your pipeline. This way you don’t miss opportunities and you can focus on important tasks.
Never lose a deal
Automate your sales pipeline and never let a deal or lead slip through the cracks.
Streamline projects & tickets
Auto-assign task packages on ticket creation and keep every project running on track.
Follow up on clients
Schedule future reminders automatically like a maintenance nudge 6 months post-project.
Build automations yourself
Create and launch your own workflows in minutes, no technical skills required.

SOUND FAMILIAR?

Your business runs on routines. So why are you doing them all manually?

Most installation companies don’t struggle because of the work itself. They struggle because the same tasks such as follow-ups, status updates, task assignments, report pulling get done by hand, every single day, or they simply don’t get done at all. OpusFlow fixes that.

Your solutions

Ticket created. Tasks forgotten.

A service ticket gets opened, but the task package that should come with it? That depends on someone remembering to assign it. Sometimes they do. Often they don’t.

The installation goes well, the client is happy, and then nothing. No check-in, no maintenance reminder, no reason to call. That relationship, and that revenue, just quietly disappears.

When the person who “knows how things are done” is off sick or on leave, things fall through the cracks. Your workflow shouldn’t live in someone’s head.

Ticket in. Tasks out.

The right task packages are assigned every time at the moment a ticket is created, without anyone having to think about it.

Done doesn't mean finished

Schedule follow-up reminders months ahead so clients hear from you at exactly the right moment, before they start looking elsewhere.

Process stays. People can leave.

Automations carry the routine so your workflow runs the same way every time, regardless of who’s in the office.

Your business runs on routines. So why are you doing them all manually?

Most installation companies don’t struggle because of the work itself. They struggle because the same tasks such as follow-ups, status updates, task assignments, report pulling get done by hand, every single day, or they simply don’t get done at all. OpusFlow fixes that.

A service ticket gets opened, but the task package that should come with it? That depends on someone remembering to assign it. Sometimes they do. Often they don’t.

Ticket in. Tasks out.

The right task packages are assigned every time at the moment a ticket is created, without anyone having to think about it.

The installation goes well, the client is happy, and then nothing. No check-in, no maintenance reminder, no reason to call. That relationship, and that revenue, just quietly disappears.

Done doesn't mean finished

Schedule follow-up reminders months ahead so clients hear from you at exactly the right moment, before they start looking elsewhere.

When the person who “knows how things are done” is off sick or on leave, things fall through the cracks. Your workflow shouldn’t live in someone’s head.

Process stays. People can leave.

Automations carry the routine so your workflow runs the same way every time, regardless of who’s in the office.

Join over 3.000 installers using OpusFlow

Start with a template. Finish in minutes.

Not sure where to begin? Browse ready-made automation templates built for installation companies and activate them in one click. No blank page, no guesswork. Just pick what fits and get it running straight away.

Works with the tools your business already runs on

OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.

Create your own automations with OpusFlow Automation Lite

Set a trigger once and watch it ripple across your entire business, from sales to planning to invoicing. Your automations don’t live in one module. They connect the whole operation so nothing gets siloed and nothing gets missed.

Set it up once. Let it run forever.

Our customers stopped chasing tasks and started growing. Here's what happened when they put their workflows on autopilot.

SOLAR SG
“OpusFlow gives us the tools to manage our company efficiently and recognize our team’s work. Every time we’ve needed support, the OpusFlow team has been there for us. The ERP is complete, adaptable, and essential for our continued growth.”

Laura Barranco - Head of Finance and Operations

It runs while you sleep

Automations work in the background 24/7 and will never take a day off. While your team is on-site, in a meeting, or off for the weekend, the right tasks are being created, the right messages sent, and nothing slips through the cracks.

Automations | OpusFlow

FAQ

Everything you want to know before booking a demo.

Do I need technical knowledge to build automations?

No. Automations in OpusFlow are configured through a visual rule builder — you select a trigger, add conditions, and define one or more actions. No code involved. For more complex workflows, pre-configured automation templates give you a proven starting point you can adapt rather than build from scratch. Most teams have their first automations running within an hour of setup.

What does OpusAi actually do for a finance or operations team?

OpusAiis an agentic AI built into OpusFlow that can take action, not just answer questions. You can ask it to generate a labour cost report for a specific period, flag timesheets awaiting approval, summarise outstanding purchase orders, or pull a project margin breakdown for a client meeting. Because it has full access to your live OpusFlow data, the outputs are accurate and actionable, not generic summaries. It’s currently rolling out to early adopters, with a broader release to follow.

Which tools does OpusFlow integrate with natively?

OpusFlow currently integrates with Google Workspace, Microsoft 365, Mollie for payment processing, the Dutch 2BA product catalog, Exact and Peppol for accounting and e-invoicing, and AEAT for the Spanish market. For tools not on this list, the open API allows you to build custom integrations and connect OpusFlow to virtually any platform in your existing stack.

Can we build automations for our own specific workflows, or are we limited to templates?

Both options are available. OpusFlow ships with pre-configured automation templates built around common installation business workflows, which you can deploy immediately and adjust to fit your process. You can also build entirely custom automations from scratch using the rule builder, with full control over triggers, conditions, and chained actions. Most teams start with a template and modify it once they’ve seen how it works in practice.

What’s the difference between the automation engine and OpusAgent?

The automation engine runs predefined rule-based workflows in the background — you set the trigger and the actions once, and they fire automatically whenever the conditions are met. OpusAgent is the AI layer that lets you give instructions in plain language and get results on demand. They work well together: automations handle the predictable, recurring work, and OpusAgent handles the ad-hoc requests that would otherwise need manual effort.

Can automations work across different departments and modules?

Yes. A single automation can span multiple modules — for example, when an installation is marked complete in project management, it can trigger an invoice in finance, create a follow-up task for the sales team, and send a completion notification to the customer portal simultaneously. Workflows aren’t limited to one department, and you can build approval chains that route between teams as part of the same sequence.

Still have questions?

Our team knows the product inside out. Ask us anything — no sales pressure, no scripts.

Schedule your free demo

Get a live customized demo focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization

What can I expect?

"By using OpusFlow, we were able to centralise our processes and massively increase efficiency. Our cost-per-quote ratio has certainly decreased by 50% as a result."
Patrick Salmon – Sales Manager, AMPERA Solar- & Energiesysteme
AMPERA

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