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NoveuFlow

WordPress integration and workflows

NoveuFlow works as a plugin within your WordPress site. After installation and activation, you have your own menu in the dashboard where you set up workflows for your service business: intake, quote, scheduling and invoicing.
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Step by step

  1. Check that NoveuFlow is activated

    First follow the installation and licence activation. NoveuFlow then appears in the WordPress menu.

  2. Open NoveuFlow → Workflows

    Click "New workflow". Give it a name (for example "Customer intake") and choose a trigger: form submission, contact request, or started manually.

  3. Add steps

    Drag steps into the workflow: send an email, create a task, generate a quote, schedule a reminder, save customer details. Each step has settings for content and conditions.

  4. Test and activate

    Use the "Test" button to run a dummy execution. If everything works, you activate the workflow. Trigger events start it automatically.

  5. Follow the execution

    Under "Executions" you see per customer which steps have already been completed and where someone is waiting for an action. Useful for follow-up and debugging.

Need more examples?

You find example workflows for cleaning companies, installers and consultancies in the plugin under NoveuFlow, Templates. Explanations and more examples are on noveuflow.com.
Go to noveuflow.com (in Dutch) →