MTS Business Process
Visual Business Process Automation & Multi-Step Workflow Designer for SuiteCRM 8
Design, automate, and orchestrate complex multi-step CRM workflows with an intuitive visual process builder, conditional wait delays, and full execution logs.
Why Choose MTS Business Process?
- Automate complex multi-step business logic without writing a single line of PHP code.
- Visual flowchart builder to design trigger conditions, actions, decision branches, and delays.
- Time-based delays: wait 3 days, wait until date, or wait for specific field condition changes.
- Complete step-by-step visual execution logs for auditing every automated action.
Key Capabilities & Features
- Visual Drag-and-Drop Workflow Canvas: Build sophisticated process maps with triggers, actions, and decision gates.
- Time Delays & Condition Listeners: Pause execution for set durations or until specific customer actions occur.
- Multi-Action Library: Create records, update fields, send emails, generate webhooks, and trigger push alerts.
- Live Process Activity Log: Inspect running, completed, and paused workflow instances with detailed step audits.
Popular Business Use Cases
- Automated lead nurturing sequences: send intro email, wait 2 days, create follow-up task if unread.
- Deal escalation: alert VP of Sales if high-value opportunity sits in ‘Negotiation’ for > 14 days.
- Customer onboarding: auto-create welcome project, tasks, and billing records upon contract sign-off.
Enterprise Grade & Upgrade-Safe: Built strictly following SuiteCRM architecture standards. All modifications are stored safely in upgrade-resistant directories, ensuring smooth transitions across CRM version updates.
📸 Visual Walkthrough & Interface Preview
Take a visual tour of MTS Business Process features, intuitive layouts, and configuration options inside SuiteCRM:
Feature Breakdown for MTS Business Process
Explore the core functionality, productivity tools, and administrative capabilities included with this plugin.
Visual Drag-and-Drop Workflow Canvas
Build sophisticated process maps with triggers, actions, and decision gates.
Time Delays & Condition Listeners
Pause execution for set durations or until specific customer actions occur.
Multi-Action Library
Create records, update fields, send emails, generate webhooks, and trigger push alerts.
Live Process Activity Log
Inspect running, completed, and paused workflow instances with detailed step audits.
MTS Business Process - Documentation & Setup Guide
1. Prerequisites & System Requirements
- CRM Compatibility: SuiteCRM 7.10 - 7.14 and SuiteCRM 8.0 - 8.7+
- PHP Version: PHP 7.4, 8.0, 8.1, 8.2, or 8.3
- Database: MySQL 5.7+ / MariaDB 10.3+
- Admin Privileges: Full SuiteCRM Administrator account required for installation.
2. Installation via Module Loader
- Download the installation package (
mts-business-process.zip) from your Mien Trung Soft account. - Log in to your SuiteCRM dashboard as an Administrator.
- Navigate to Admin > Module Loader.
- Under Upload Installation Package, click Choose File and select
mts-business-process.zip. - Click Upload.
- Once uploaded, locate the module in the list and click Install.
- Review and accept the license terms, then click Commit.
- After installation completes, navigate to Admin > Repair and run Quick Repair and Rebuild.
3. Configuration & Administration
Navigate to Admin > MTS Business Process. Click Create Process, select your trigger module, drag actions onto the visual canvas, and activate.
Configure user role permissions under Admin > Role Management if you wish to restrict module access to specific teams or security groups.
4. Troubleshooting & Support
- Assets not loading? Run Quick Repair and Rebuild and clear your browser cache (Ctrl+F5 or Cmd+Shift+R).
- Permission issues? Ensure correct file permissions on your SuiteCRM server (
chmod -R 755 custom/ modules/). - Need technical assistance? Contact our dedicated support team via your Mien Trung Soft portal or email us with your CRM error logs.
Is MTS Business Process compatible with SuiteCRM 7 and 8?
Does this plugin modify core SuiteCRM files?
Can I install this on development or staging instances?
What is included with technical support?
How do I receive plugin updates?
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