Caflou Action Automation for Workflows
Bring order to your business operations by automating Caflou within your workflow system. Seamlessly sync tasks, finances, clients, and project data to drive better organization, accountability, and productivity across your teams.

Key Features

Project, Task & Client Sync
Automatically create or update tasks when new clients, projects, or activities are added or modified in Caflou—keeping your workflows aligned and up to date.

Finance & Workflow Triggers
Trigger automations based on invoice status changes, project stages, task progress, or cash flow updates to ensure timely action and financial accuracy.

Custom Alerts
Set alerts for unpaid invoices, stalled tasks, or cash flow dips—helping teams stay responsive and financially aware.

Secure API Automation
Manage Caflou API credentials securely in your automation platform, ensuring reliable, real-time connectivity with business-critical data.

Real-Time Data Flow
Keep your teams, finances, and operations tightly integrated with instant updates from Caflou—no manual syncing required.

What You’ll Experience

• Fast, no-code setup in your existing automation environment

• Real-time syncing of financial, task, and project data

• Centralized automation rule and credential management

• Better collaboration across finance, operations, and project teams

Why It’s Valuable

• Automate task assignments, client onboarding, and financial tracking

• Improve accuracy and visibility into your business performance

• Align people, processes, and projects in one seamless flow

• Maintain a complete audit trail of operational and financial activity

Getting Started

1. Enable Caflou automation in your workflow platform’s app marketplace

2. Securely connect your Caflou account using the guided setup

3. Configure automation rules based on project, finance, or client events

4. Access support documentation, onboarding tools, or live help as needed

Ready to run your business smarter and faster?
Set up Caflou automation today and bring all your operations together—automatically. Support is available 24/7.