Prospera ERP Suite · App Builder and AI

The routine, done for you.

Rule-based workflows act on real business events. They assign, remind, ask for approval and escalate, and you can change them any time.

Book a demo Build your plan

Set up by our teamOn the same record as your booksMultilingual and multi-currency

A sales manager approves a discount request on her phone while walking through a busy showroom

App Builder and AIBuilt around how you work Workflow automationThe routine, done for you PortalsA door for your customers Prospera IntelligenceAI you can trust

Build a rule

When this happens, do that.

Pick the event, set the conditions and choose the actions. Branches handle the yes and the no.

Sample: a workflow with a trigger, a condition, an approval and an escalation

Triggers

A record is created, saved or reaches a stage.

Conditions

Act only when the rule is true.

Approvals and escalations

Ask a manager, remind, then escalate.

Every rule in one list

See what runs your business.

Every rule, what it does, which app it works on and how often it ran. In Prospera ERP Suite, an accepted quote can create the order and pass it to Prospera Books. We connect the two for you during setup.

Sample: a list of workflow rules with their actions, apps and runs this month

Across apps

Leads, quotations, tickets, tasks and your own apps.

Runs counted

See how often each rule acts.

Needs a look

Rules that need attention are flagged.

Buttons

One button, the whole process.

Add buttons to any screen that start a workflow, such as an approval or a service request.

Sample: an app screen with request service and return machine buttons

Approval buttons

Send a record for approval with one click.

Start a flow

A button can run the steps that follow.

By role

Show each button only to the people who need it.

Less chasing, more doing.

Six things teams automate first.

Assignments

New leads and tickets reach the right person.

Reminders

Follow-ups and due dates, never forgotten.

Approvals

Discounts, prices and spending checked first.

Escalations

Waiting too long goes to a manager.

Agents on a schedule

Prospera Intelligence agents run on rules, triggers or schedules.

Change any time

Adjust a rule without rebuilding anything.

Questions.

Do we need to write code?

No. Rules are built from triggers, conditions and actions. Developers can add scripts for advanced logic.

Which records can a rule act on?

Records across the suite, such as leads, quotations, tickets and tasks, and the apps you build yourself.

Can we change a rule later?

Yes. Change the logic any time, and the new version applies from the moment you save.

Can rules post to the books?

No posting happens in the front office. An accepted quote passes to Prospera Books as an order, so every transaction is posted once.

Let the rules do the routine.

Book a demo and we will map your first workflows with you.