Frappe Crm Task Automation

CRM Task Automation is a custom Frappe application that automatically creates and assigns tasks when the status of a CRM Lead changes. It supports round-robin or load-balanced distribution of tasks based on configurable rules.

Install Frappe Crm Task Automation

bench get-app https://github.com/Xappiens/frappe_crm_task_automation

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About Frappe Crm Task Automation

CRM Task Automation

CRM Task Automation is a custom Frappe application that automatically creates and assigns tasks when the status of a CRM Lead changes. It supports round-robin or load-balanced distribution of tasks based on configurable rules.

Features

  • Define Lead Task Config records to map lead statuses to tasks.
  • Create tasks automatically when a lead transitions to a configured status.
  • Assign tasks to users based on territory, industry, or a Task Assignment Rule.
  • Supports round robin or load balancing strategies for assignment.

Installation

This app is designed to be installed in a Frappe/ERPNext site using Bench:

bench get-app crm_task_automation 
bench --site  install-app crm_task_automation

License

This project is released under the MIT License. See license.txt for details.

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