Workflow Automation
Define event-based if/then automation across any module — loan transitions, payment releases, stock reorders, notifications — without writing code.
Workflow Automation is the connective tissue of the YoApp platform. It lets you define rules that trigger automatic actions when specific events occur — a loan reaching PAR 30 triggers a collections notification; a stock count falling below the reorder point triggers a procurement request; a payment being approved triggers a disbursement. Define these rules visually once, and the platform executes them reliably on every matching event.
Everything you need, nothing you don't
Visual Rule Builder
Build automation rules using a visual if/then editor — select the trigger event, add conditions, and define the action. No code, no SQL, no developer required.
Cross-Module Triggers
Trigger actions across module boundaries — a loan approval can trigger a disbursement request in the payments module, which triggers a GL posting, which triggers a customer notification.
Conditional Branching
Add conditions to your rules so they only fire when the right criteria are met — amount above a threshold, loan product matches a specific type, customer segment equals a defined value.
Scheduled Automation
Define rules that run on a schedule — daily interest accrual calculations, weekly collection rate reports, monthly commission statement generation — without manual intervention.
Action Library
Choose from a growing library of available actions — send SMS, create approval request, update record field, trigger payment, generate document, call external webhook, or create a task.
Webhook Triggers
Automation rules can be triggered by incoming webhooks from external systems — allowing third-party events to kick off platform workflows in real time.
Rule Testing
Test automation rules against historical data before activating them in production — verifying that the trigger conditions and actions behave as expected.
Automation Audit Log
Every rule execution is logged — the trigger event, the condition evaluation, the action taken, and the outcome — giving full visibility of what automation has done and why.
Built for your team
Eliminate the manual steps that slow down your processes — approvals that could auto-route, notifications that require someone to remember to send, reorder requests that rely on a spreadsheet check.
Deploy complex cross-module business processes without code changes — reducing the time between identifying a process improvement and implementing it from weeks to hours.
Build the exact operational workflow your programme requires — with automated handoffs between field activities, financial transactions, and reporting — tailored to your specific process.
Often used together with
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