Workflow Automation

Automate Your Business, Save Hours Every Week

Connect all your BDM Hub apps and external services with powerful automation workflows. When something happens in one app, automatically trigger actions in others - no coding required.

The Power of Automation

21+
BDM App Integrations
50+
External Connections
100+
Ready Templates
99.9%
Uptime Reliability
Visual Workflow Builder
Conditional Logic & Branching
Real-time Execution Monitoring
Scheduled & Triggered Workflows

How BDM Automation Works

Create powerful automations in three simple steps. No coding, no complexity - just results.

1

Choose a Trigger

Select what starts your automation - a new lead, invoice payment, low stock alert, or any event from 21+ BDM apps and external services.

New Contact Invoice Paid
2

Add Conditions

Set rules to control when your automation runs. Filter by customer type, deal value, product category - any data field available.

If VIP Customer If Amount > R10k
3

Define Actions

Choose what happens next - send emails, create tasks, update records, send WhatsApp messages, post to Slack, and much more.

Send Email Create Task

Example: New Lead Follow-Up Automation

Trigger
New Lead Created
Condition
Has Email Address
Action 1
Send Welcome Email
Action 2
Create Follow-up Task

Why Businesses Choose BDM Automation

Stop wasting time on repetitive tasks. Let automation handle the busy work while you focus on growing your business.

Save 10+ Hours Per Week

Automate data entry, follow-ups, notifications, and routine tasks. Our customers report saving an average of 10 hours per week on manual work.

  • • Automatic data syncing
  • • Instant notifications
  • • Scheduled reports

Zero Coding Required

Build complex automations with our visual drag-and-drop builder. If you can use a smartphone, you can create powerful workflows.

  • • Visual workflow designer
  • • Pre-built templates
  • • Step-by-step guidance

99.9% Reliable Execution

Enterprise-grade reliability with automatic retries, error handling, and detailed logging. Your automations run 24/7 without fail.

  • • Automatic error recovery
  • • Detailed execution logs
  • • Real-time monitoring

Deep BDM Integration

Unlike generic tools, BDM Automation is built into the platform. Access every field, every action, every trigger across all 21 apps.

  • • Native app connectors
  • • Real-time data access
  • • No API limits

Affordable Alternative

Save thousands compared to Zapier + Make + custom development. Get more power at a fraction of the cost with no per-task fees.

  • • No per-task pricing
  • • Unlimited automations
  • • All features included

Advanced Logic & AI

Build sophisticated workflows with conditional branching, loops, delays, and AI-powered suggestions to optimize your processes.

  • • If/else branching
  • • Time delays & schedules
  • • AI workflow suggestions

Popular Automation Use Cases

See how businesses like yours are using BDM Automation to work smarter.

Sales & Lead Management

Never let a lead go cold. Automatically follow up with new leads, assign them to sales reps, and nurture them through your pipeline without lifting a finger.

Instant Lead Response

Send a welcome email within seconds of form submission

Smart Lead Routing

Assign leads to reps based on region, deal size, or availability

Deal Stage Updates

Notify your team on Slack when deals move stages

New lead from website Trigger
John Smith submitted contact form
Welcome email sent ✓ Done
Delivered in 0.8 seconds
CRM contact created ✓ Done
Added to "New Leads" pipeline
Follow-up task created ✓ Done
Due in 24 hours - Assigned to Sarah

Inventory Automation Example

Widget Pro - Low Stock
5 remaining
↓ Automation Triggered ↓
Purchase order created
PO-2024-001
Supplier notified
Email sent

Inventory & Operations

Keep your business running smoothly with automated inventory management. Get alerts, create purchase orders, and update your team automatically.

Low Stock Alerts

Get WhatsApp or email alerts when items run low

Auto Reorder

Create purchase orders automatically at reorder points

Delivery Tracking

Notify customers when their orders ship

Connect to Everything

BDM Automation connects all 21 BDM Hub apps plus popular external services. Your entire business ecosystem, working together automatically.

All BDM Hub Apps

BDM CRM BDM Accounting BDM Stock Control BDM Mailer BDM HelpDesk BDM POS BDM Payroll BDM Time Log BDM Funnel Builder BDM Lead Collector + 11 More

Communication

  • WhatsApp Business
  • Slack
  • Discord
  • SMS (Twilio)

E-Commerce

  • Shopify
  • WooCommerce
  • Takealot
  • PayFast / Yoco

Accounting

  • Xero
  • QuickBooks
  • Sage
  • SARS eFiling

Productivity

  • Google Workspace
  • Microsoft 365
  • Trello / Asana
  • Webhooks (Any API)

100+ Ready-to-Use Templates

Don't start from scratch. Choose from our library of pre-built automations and customize them for your business in minutes.

New Customer Onboarding

CRM + Mailer

Welcome new customers with an email sequence, create their account, and assign them to a success manager.

4 steps • Used 2,340 times Popular

Invoice Payment Reminder

Accounting + WhatsApp

Automatically remind customers about overdue invoices via email and WhatsApp. Escalate to phone call after 14 days.

5 steps • Used 1,850 times Finance

Low Stock Reorder

Stock Control + Email

Create purchase orders and notify suppliers automatically when stock drops below reorder point.

3 steps • Used 980 times Inventory

VIP Customer Treatment

CRM + All Apps

Tag high-value customers, prioritize their support tickets, and notify sales managers of their activity.

6 steps • Used 1,200 times Sales

Support Ticket Escalation

HelpDesk + Slack

Escalate unresolved tickets after 24 hours. Alert managers on Slack and increase priority automatically.

4 steps • Used 760 times Support

Daily Business Report

All Apps + Email

Compile sales, inventory, and support metrics into a daily email digest for business owners.

3 steps • Used 1,450 times Reporting

Ready to Automate Your Business?

Join thousands of South African businesses saving time and growing faster with BDM Automation. Start with a template or build your own workflow in minutes.

Questions? Contact our automation specialists at support@bdmhub.com

BDM Hub

The complete business management platform that grows with your business. Manage everything from one unified dashboard.

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