TracCloud: TracFlow

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Contents

Basics

Listings

Profile Prefs

Global Prefs

Tech Docs

More Features

TracCloud Technical Documentation

• Contents

• Mail Server

• Data Import

• Data Export

• Single Sign-on

• Custom URL

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• SFTP SSH Keys

• API

• Migration from 4.0

TracFlow

Description

Screenshot

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Automation Goal

Once you know what you want to automate, Redrock Software will work with you to determine the best way to accomplish this.

Table Data Modification

TracFlow can trigger an action based on a modification to a record.

Time Schedule

TracFlow can trigger an action on a set schedule of your choice.

Manual via Button

TracFlow can trigger an action from a manual click by a user.

Actions

Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.

Create a Task

Description

Send an Email

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Send an SMS Text

Description

Modify a Record

Description

Send a Survey

Description

Send a Notification

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Create a SAGE Referral

Description

Assign a Success Plan

Description

Create a Registration

Description

Initiate an API Call

Description

Collect and Send Data

Description

Run a Favorite Report

Description

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To get started with TracFlow...etc.