With this new release, we are introducing two very powerful capabilities to FreeAgent CRM.
- Workflow. Create complex workflows through our BPMN 2.0 compatible visual diagrammer.
Workflows work similar to the Automations, in the sense, that they are executed through triggers and rules defined by you. It includes wait events, sub-proccesses, and has full access to FreeAgent's open API. This feature also includes a real-time monitoring tool.
To learn more about them, please visit the following tutorial:
Workflow - Pre-Production Instances. This allows you to plan changes to your production environment in a Pre-Production one, to allow you to test them before committing them to the real one. It is recommended for larger organizations with structured change management processes.
How does it work? First, you save your current configuration in the form of a Plugin, that is used to automatically configure your Pre-Production instance. Then, you can make all the changes required or add new flows. Once you are ready, capture those changes by recording them. Then simply get all those changes to your production environment and you are done. You can learn more about this wonderful feature, in the following tutorial:
Pre-Production Instance
Both are currently in Beta. If you are interested in taking part in these amazing features, please contact Maria Lopez (maria.lopez@