Automate your business with Zakya

Automate your business with Zakya

Hello everyone,

Zakya has come up with some exciting features that can increase your productivity by automating your business and help you stay competitive in this dynamic market.

Staying competitive means embracing tools that help you work smarter, not harder. Automation empowers businesses to streamline repetitive tasks, minimize errors, and achieve more with less effort. With Zakya’s new features, you can automate key operations in your business to ensure efficiency, precision, and consistency.

Let’s explore these exciting features and see how they can simplify your workflows while driving success!

Workflow Rules

You can write rules to automate tasks such as sending email alerts, auto-populating fields, triggering information to third-party applications, and much more. Once you write a rule, whenever an action occurs that matches the trigger you set in the workflow rule, the rule will execute, and the associated action will take place. These are the actions that can be triggered with workflow rules.

Email Alerts: Automated email notifications to selected people.



Imagine you run a supermarket and want to get notified about the major sales closed each day. You can write a rule that sends the sales details to your email if an invoice or order exceeds a certain amount.

Field Updates: Auto-populate selected fields.


Imagine you want to assign the sales orders exceeding a certain value to the senior salesperson in your organization. You can write a rule that if the sales order created exceeds a certain value, it will auto-populate the salesperson field with the senior salesperson.

Custom Functions: Automated custom actions.

You can create custom functions, like applying discounts and sending custom notifications, and associate them with the workflow for automation.


Imagine you run a supermarket and wish to provide discounts to celebrate your store’s anniversary. You can write a rule that applies a 10% discount to any invoice or sales order where the total exceeds a certain value.


Webhooks: Push notifications to third-party services.

Webhooks enable applications to communicate with one another. If a new event occurs in one application, the information is immediately communicated with the other application connected through webhook. In some cases, this information can be utilized to initiate an action in another application.



Imagine you want to send a thank you text message to high-value customers when they complete a purchase. You can write a rule with a condition that if the invoice or order value exceeds a certain amount, a "Thank You" message will be triggered via your third-party SMS integration.



Apart from these functions that directly use workflow rules, there are certain other functions that indirectly use workflow rules.

Schedules: Create and run predefined tasks at the specified time intervals.



Imagine you run a supermarket. At the beginning of every month, you want to give a 10% discount to customers whose total purchase for the previous month exceeds a certain amount. You schedule an email to offer this discount to selective customers at the beginning of every month.

Custom Buttons: Create a button and associate it with a certain action.



Imagine you sell goods on credit to selected customers. At the end of every month, you email the invoices to your customers whose payment is due. To automate this process, you can create a custom button that, when clicked, sends these statements rather than you having to apply multiple filters to identify the pertinent accounts.

Related Lists: Fetch information from third-party services and view them in Zakya.



Imagine you use a third-party service to collect ratings from your customers for your services, and you want to view this data in Zakya. You can write and execute a deluge script to fetch the customer's rating from your third-party services and show the consolidated data in a tabular form under each customer in Zakya.

Incoming Webhooks: Fetch information from third-party services and trigger actions in Zakya.

Webhooks enable you to share Zakya-related information and trigger an action in a third-party application. Incoming webhooks, on the other hand, can enable you to receive information from a third-party application and trigger appropriate action within Zakya.

Imagine you manufacture and sell garments. You use Zakya for sales and a different software for manufacturing. When an order is placed, the sales team inputs the details in your manufacturing software to convert raw material into finished product. Once the order is ready, the software has a Finish button, which the production manager can click once the batch is produced. Clicking the button triggers an incoming webhook and creates an invoice automatically in Zakya.

Custom Modules

Create your own module to store certain information specific to your business.



Imagine you run a clinic with a pharmacy. You want to store your doctor's information, like their name, contact details, and specialty, and map them in the customer's invoice. You can create a custom module with specified fields to collect doctor's information and create a custom field with lookup data type and map the doctor's module.



With these automation features, your business can achieve efficiency and precision while simplifying complex workflows. From automating notifications and updates to integrating seamlessly with third-party tools, Zakya empowers you to focus on what truly matters and deliver exceptional value to your customers.

Zakya has introduced two new plans (Professional and Premium) in addition to the existing Standard plan. These new plans include all the features stated above with some additional features that will be available soon. Whether you’re a new user eager to explore Zakya or an existing user ready to unlock its full potential, explore our new plans today and find the perfect fit for your business!



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