For more than 20 years, we have worked with customers across the globe to develop solutions to help them streamline their venue and event management processes. The main thing we have learned is that no matter the type of booking, venue and event professionals often repeat the same steps or “workflows” for each of the bookings they manage.
Our latest feature allows Priava customers to build automated workflows that help them to:
Refine business processes and improve efficiency
Using Workflow Automation, users can refine their standard business processes and automate repetitive administrative activities like emails, tasks and more. In doing so, they eliminate the need for human intervention, which reduces the risk of error and saves significant amounts of time that can be better spent delivering a better service experience for their customers.
Encourage collaboration with automated task delegation
Workflow Automation helps busy teams work more collaboratively to deliver events. For example, once a booking is confirmed, Priava can email terms and conditions to the client, then assign a task to the accounts team requesting that they create a deposit invoice, then change the status of the event once the payment is received. The best part is, all users can view a complete history of all tasks and communication linked to an opportunity, event, contact or organisation at a glance, so they have all the information they need in the lead up to an event.
Never miss a deadline or a crucial step
Because all tasks, emails, status changes and reports can be automated, using Workflow Automation, users can rest assured all necessary steps are completed in the lead up to and following an event which means they will never miss a deadline or a crucial step.
Automated syncs with external applications
Workflow Automation can trigger API Callouts to sync with 3rd party applications. Automated integrations help Priava customers to improve data integrity across all of the applications they use to support their businesses.
Important Note for Priava Customers
Workflow Automation is free inclusion for all customers and you can start using it straight away. Please look at the Help Centre for more information. Alternatively, if you have any questions about our recent release or anything else to do with Priava in general, please contact your Account Manager.
If you do not currently hold a Priava subscription and would like to learn more about our enterprise-grade solution, please contact us.