Platform & Extensibility

Automation & Scripting Engine

Build powerful business automations without code. Our visual workflow builder lets you create triggers, actions, and complex business rules that run automatically across your entire platform.

Roles and Permissions platform
Key features

Automate Any Business Process

Visual Workflow Builder

Drag-and-drop interface for creating complex workflows. Connect triggers, conditions, and actions visually without writing any code.

Event Triggers

Start workflows automatically when events occur: record created, field updated, payment received, schedule triggered, or webhook received.

Conditional Logic

Build sophisticated branching logic with if/else conditions, loops, and switches. Create different paths based on data values or business rules.

Action Library

50+ pre-built actions: send emails, create records, update fields, call APIs, generate documents, notify users, and more.

Business Rules

Define reusable business rules that can be applied across multiple workflows. Centralise logic for consistency and easier maintenance.

Scheduled Workflows

Run workflows on schedules: hourly, daily, weekly, or with cron expressions. Process batches of records or perform maintenance tasks automatically.

Error Handling

Built-in retry logic, error notifications, and fallback actions. Workflows recover gracefully from failures without manual intervention.

How It Works

Build Automations in Four Steps

Step 1

Choose a Trigger

Select what starts your workflow: a new record, a field change, a scheduled time, an incoming webhook, or a manual button click.

Step 2

Add Conditions 

Define when the workflow should run. Set filters and conditions to ensure actions only execute when your criteria are met.

Step 3

Configure Actions 

Drag and drop actions onto your canvas. Connect them in sequence or parallel. Use data from previous steps in subsequent actions.

Step 4

Test and Activate 

Run your workflow in test mode with sample data. Review the execution log, fix any issues, then activate for production use.

Technical specifications

Enterprise-Grade Automation

Trigger Types

  • Record created, updated, deleted 
  • Field value changed
  • Scheduled (cron expressions)
  • Webhook received 
  • API call initiated
  • Manual button trigger
  • Batch processing trigger
  • Cross-workflow trigger

Action Categories

  • Record operations (CRUD)
  • Email and SMS notifications
  • Document generation (PDF)
  • External API calls
  • User task assignment
  • Approval workflows
  • Data transformation
  • Integration sync

Execution Limits

  • Up to 100 workflow steps 
  • 5-minute maximum execution time
  • Parallel branch execution
  • Async action support
  • Rate limiting per account
  • Batch processing up to 10,000 records

Monitoring & Debugging

  • Real-time execution logs
  • Step-by-step debugging 
  • Error notifications
  • Performance metrics
  • Execution history (90 days)
  • Test mode with dry run

Pre-Built Role Templates

Start quickly with roles designed for common business functions.

System Administrator

Full access to all features, settings, and data. Can manage users, configure integrations, and access all reports.

  • Full system configuration
  • User and role management
  • All data access

Account Manager

Manage customer accounts and relationships. Access to customer data, orders, and communication history.

  • Customer record management
  • Order and invoice access
  • Communication logging

Finance User

Manage customer accounts and relationships. Access to customer data, orders, and communication history.

  • Invoice and payment processing
  • Financial reporting
  • Revenue data access

Operations Manager

Manage day-to-day operations including jobs, scheduling, and resource allocation.

  • Job and task management
  • Schedule configuration
  • Resource assignment

Field Technician

Mobile-focused role for field staff. Access to assigned jobs, customer details, and time tracking.

  • Assigned job access only
  • Time and expense entry
  • Communication logging

Read-Only Viewer

View-only access to records and reports. Cannot create, edit, or delete any data across the platform.

  • Read-only data access
  • Report viewing
  • No configuration access
PRODUCTS THAT USE THIS CAPABILITY

Products Powered by Automation

Unified permission management across your entire Hykmah deployment.

Operon Automate job dispatch, technician notifications, follow-up scheduling, and invoice generation.

Learn more

Recuron Trigger dunning sequences, upgrade offers, renewal reminders, and usage-based billing calculations.

Learn more

Membrify Automate member onboarding, renewal campaigns, benefit unlocks, and engagement workflows.

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Eventora Send ticket confirmations, event reminders, post-event surveys, and attendee follow-ups automatically.

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Related Capabilities

Works Best With

Workflow Orchestration

Coordinate complex, multi-step processes across teams and systems. The automation engine powers the actions; Workflow Orchestration manages the broader process logic.

Learn More →

Approvals & Budget Management

Build approval steps directly into your automated workflows. Route requests to the right people based on data values, thresholds, or business rules. [Learn more →]

Learn More →

APIs & SDKs

Extend your automations with custom integrations. Call external APIs as workflow actions or trigger workflows programmatically via the Hykmah API.

Learn More →

Ready to Automate Your Business?

Talk to our team about building automated workflows for your organisation.

Book a Technical Discussion