If/then rules that assign work, advance stages, chase invoices and keep clients informed while you sleep.
Build rules with dropdowns: a trigger, optional conditions, and one or more actions. No code, no zaps, no third-party fees.
Round robin rotates new work evenly through the team. Least-loaded sends it to whoever has the most room. Nobody plays traffic cop.
Require sign-off before work counts as done. A rule holds the task, routes it to the project manager, the client or any teammate for a signature, then completes it or sends it back with the reviewer's notes.
Every run is recorded: which rule fired, on what record, and whether it succeeded. Toggle any rule off with one switch.
Automations are if/then rules: when a task is created, a status changes, a deal moves stage, a ticket arrives or an invoice goes overdue, Vivotics can assign people, change statuses, send emails, create tasks and notify clients automatically.
No. Rules are built with dropdowns in a visual builder: pick a trigger, add optional conditions, choose one or more actions. One-click recipes cover the most common rules.
Choose round robin to rotate tasks evenly through a member pool, or least loaded to send each new task to whoever has the fewest open tasks right now.
Yes. A rule can hold any completed task in Waiting Approval and route it to the project manager, the client or a specific person for sign-off with a signature. Approval completes the task automatically; a rejection sends it back with the reviewer's reason.
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CLIENT PORTAL
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AI + MCP
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