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AUTOMATIONS

Automate tasks across all your modules

Connect CRM, Digital signature, Works, Loyalty and Marketing with automatic rules: no coding, no depending on anyone. More than a CRM, without the complexity of an ERP.

  • ✓Trigger automatic actions when a status changes, a record is created or a document is signed
  • ✓Chain steps across modules: an accepted quote can create the customer, send the contract and generate the work report
  • ✓Pre-configured automation packs for your sector
From €6 /month
✓ 10-day trial ✓ No credit card required ✓ Support in Spanish
Automations in wiwink: real-time notifications and syncing Automations in wiwink: real-time notifications and syncing - Hover

Improve your results

Stop repeating the same manual task a hundred times.

Every repetitive action becomes a rule that runs on its own.

Connect what happens in one module with what needs to happen in another.

Quote accepted → contract sent → work report created, all chained together.

Never miss an alert.

Automatic notifications to your team or your customers at exactly the right moment.

Start with your sector's pack, not from scratch.

Recommended automations for your company's sector, ready to activate.

Connect your modules without leaving wiwink

Stop repeating tasks by hand. Define triggers and actions across CRM, Digital signature, Works, Loyalty and Marketing from the same place where you run your business. Everything you would gain with an ERP, without the complexity of implementing one.

Automations

Module added to CRM + Business Management

Connect triggers and actions across all your wiwink modules, without writing a single line of code.

Includes
Unlimited automations Triggers in any module you have Multi-step chains across modules

Automations by feature

Rules within each module

Turn on or off ready-made automations for each feature of your CRM, Digital signature, Works, Loyalty and Marketing.

  • Send an email or SMS automatically when a status changes
  • Change the status of a contact, opportunity or invoice without touching it
  • Generate invoices, delivery notes or work reports automatically
  • Sync contacts and tasks with Google Contacts and Google Calendar
  • Configure each rule with its own fields: templates, recipients or conditions
Activate it in your plan →
Automations by feature in wiwink

Reuse the same block in any automation

Action catalogue

Each action (sending an email, alerting internally, changing a status...) is a reusable block you can use in as many automations as you need.

  • Outbound communication: emails, SMS and customer reminders
  • Internal alerts: notify your team at exactly the right moment
  • Status changes, record creation and automatic assignments
  • Documentation and signing, invoicing and payments, stock management
  • External syncing with Google Calendar, Contacts and Stripe
Activate it in your plan →
Catalogue of reusable actions in wiwink

Your whole business connected, at every step.

⚡Adapt the workflow to your sector
Marketing Hub CRM + Business Management + Verifactu Digital signature Schedule control Works Loyalty Automation
1Connect web or API
2Manage the client
3Sign quotes and contracts
4Control your team
5Organise the work
6Invoice and get paid
7Keep your clients loyal
8Automate tasks

Adapt wiwink to your business

Pay annually and save 20% on CRM, modules and users

Enable JavaScript to calculate modules and users. Base prices and sign-up links remain available.

Basic
CRM + Business Management Verifactu
1 user included
Basic does not include modules: for Schedule control or Works users, choose Adapta or Pro.
CRM · Boost your sales
  • ✓Contacts
  • ✓Quotes
  • ✓Tasks
  • ✓Products and services
Management · Save time and money
  • ✓Verifactu
  • ✓Electronic invoicing
  • ✓Clients and suppliers
  • ✓Automatic invoicing
  • ✓Bank remittances and online payments
  • ✓Client portal
  • ✓Suppliers
Find out more about what CRM + Business Management covers ▾
  • ✓Delivery notes
  • ✓Proforma
  • ✓Expenses · scanning
Includes
  • ✓Unlimited invoices per year
  • ✓Unlimited recurring invoices
  • ✓Custom roles
  • ✓Documents (100 GB)
From15€/month
CRM + Business Management
Start for free
★ Recommended
Adapta
Choose your modules or sector
2 users included
Basic CRM + Business Management Verifactu
(Included in your Adapta plan)
€15/month
Schedule control €10/month ▾
  • ✓Schedule control
  • ✓Absences and holidays
  • ✓Geolocation
  • ✓Employee documents
Digital signature €10/month ▾
  • ✓Simple signature
  • ✓Biometric signature
  • ✓SMS verification
  • ✓100 signatures/month included
Loyalty €10/month ▾
  • ✓Ticketing and incidents
  • ✓Satisfaction surveys
  • ✓10,000 sends/month
Marketing Hub €10/month ▾
  • ✓Forms and REST API
  • ✓Zapier and Meta Lead Ads
  • ✓Email marketing
  • ✓10,000 sends/month
Works €10/month ▾
  • ✓Work reports
  • ✓Technician scheduling
  • ✓Control checklist
Automations Free ▾
  • ✓Connect your modules and automate tasks and processes
Choose your sector or a module to see the price
Start for free
Pro
All modules included
3 users included
Basic CRM + Business Management Verifactu
(Included in your Pro plan)
€15/month
Schedule control €10/month ▾
  • ✓Schedule control
  • ✓Absences and holidays
  • ✓Geolocation
  • ✓Employee documents
Digital signature €10/month ▾
  • ✓Simple signature
  • ✓Biometric signature
  • ✓SMS verification
  • ✓100 signatures/month included
Loyalty €10/month ▾
  • ✓Ticketing and incidents
  • ✓Satisfaction surveys
  • ✓10,000 sends/month
Marketing Hub €10/month ▾
  • ✓Forms and REST API
  • ✓Zapier and Meta Lead Ads
  • ✓Email marketing
  • ✓10,000 sends/month
Works €10/month ▾
  • ✓Work reports
  • ✓Technician scheduling
  • ✓Control checklist
Automations Free ▾
  • ✓Connect your modules and automate tasks and processes
From49€/month
All modules included
Start for free

Connect with your favourite tools

The wiwink core and every module integrate with the tools your business already uses — without relying on external integrations to work.

Stripe PayPal Zoom Google Calendar Google Meet Google Contacts Microsoft Teams Calendly WooCommerce WordPress Zapier

Everything you can achieve with wiwink

Every benefit comes from combining the wiwink core with the modules you choose, so it fits your business model.

Win clients
Track sales, assign tasks, send quotes and sign digital contracts, all from the wiwink CRM.
Find out more →
Save time
Automate repetitive tasks, avoid duplicating data and enable online payment with a single click from your invoices.
Find out more →
Centralise your information
From the client record, access quotes, invoices, signed documents, purchased products and more, all in one place.
Find out more →
Build client loyalty
Segment your database and send campaigns or surveys, or manage issues without leaving wiwink.
Find out more →
Stay in control of your business
Check income, expenses, pending payments and best-selling products, and manage your team with real-time data.
Find out more →
Stay compliant
Generate FacturaE, comply with Verifactu, send GDPR-compliant campaigns and sign documents with legal traceability.
Find out more →

Frequently asked questions

We answer the most common questions about wiwink Automations.

What is an automation in wiwink?
It is a rule that connects a trigger (something that happens in a module, such as accepting a quote) with one or more automatic actions (sending an email, changing a status, creating a record...), without you having to do it by hand.
Can I chain automations across different modules?
Yes. For example, an accepted quote can create the customer, send the contract for signing, request the SEPA mandate and create the work report, all in a single chain.
Do I need to know how to code to set them up?
No. Automations are activated and configured with switches and dropdowns from the module itself, without writing code.
Can I turn off an automation without losing its configuration?
Yes, each automation has its own switch: you can turn it off temporarily without losing the saved configuration.
Are there recommended automations for my sector?
Yes, wiwink includes automation packs designed for installers, technical service and maintenance companies, consultancies, agencies, accountancy firms and IT companies, ready to activate.
What actions can I automate?
Among others: sending emails or SMS, changing statuses, creating customers, opportunities, invoices or work reports, syncing with Google Calendar or Contacts, and generating payment links with Stripe.
How much does an additional user cost?
You can add extra users for €15/month (full access) or €2.50/month (schedule control only), with discounts of up to 25% depending on the number of users.

Ready to automate your business?

No card, no commitment. Discover how wiwink connects your modules automatically from today.