Workflow Automation Software for Approval Chains You Configure, Not Code
Build no-code approval workflows with conditions, real-time triggers, and automated Email and WhatsApp notifications, route approvals through role-based hierarchies up to seven levels deep with automatic escalation, and publish workflow changes safely with built-in versioning, all from one workflow engine built for distribution and CRM teams in India.
✨ See what AI actually does →| Workflow | Trigger | Status |
|---|---|---|
| Order Approval – North Zone | Order > ₹2,00,000 | Active |
| Credit Exception Approval | Credit Limit Breach | Active |
| Stock Replenishment – SKU Level | Stock < Min Threshold | Draft |
Conversational approval and workflow-status queries, automated escalation detection, and auto-approval routing for pre-defined conditions, powered by the same AI engine across web and mobile.
Conditions, real-time triggers, and actions configured visually, no approvals exist in the system until a workflow like this is published.
| Trigger | Condition | Action |
|---|---|---|
| New Customer Created | Customer Type = Retailer | Route to Area Manager for Approval |
| Order Placed | Order Value > Credit Limit | Send Approval Request + WhatsApp Alert |
| Stock Level Updated | Stock < Minimum Threshold | Auto-Generate Replenishment Order |
Approvals can be assigned to specific roles or routed by reporting hierarchy, up to seven levels deep.
| Level | Approver Role | Escalation |
|---|---|---|
| Level 1 | Area Sales Manager | Escalates in 24h |
| Level 2 | Regional Manager | Escalates in 48h |
| Level 3 | National Sales Head | Final Approval |
Every trigger can fire a configurable template over Email, WhatsApp, or both.
| Trigger | Channel | Template |
|---|---|---|
| Approval Request | Email + WhatsApp | Standard Approval Template |
| Credit Limit Breach | Credit Alert Template | |
| Replenishment Order Raised | Replenishment Notice |
26+ pre-built reports across approval status, turnaround time, and notification delivery.
| Report | Filters | Action |
|---|---|---|
| Pending vs Completed Approvals | Role, Status, Date Range | Export |
| Approval Turnaround Time | Workflow, Level | Export |
| Notification Delivery Log | Channel, Trigger | Export |
Workflow Rules, Routed as One Continuous Approval Chain
From a trigger firing to a published, versioned workflow, the same rule engine stays consistent across every approval and notification it drives.
Trigger Configured, No Code
Conditions, real-time triggers, loopsApproval Routed by Role or Hierarchy
Up to 7 levels deepEscalation & Rejection Handled
Auto-escalate, re-submissionNotification Sent
Email & WhatsApp, templatedVersioned & Reported
Draft, publish, 26+ reportsReal Apps, Real Reviews
Available on Google Play and the App Store: live listings, not screenshots.
1Channel
1Channel DMS
1Channel CRM
1View
Built for How Approval Chains Actually Operate
Key features & benefits: drag or use the arrows to see all 12.
No-Code Workflow Builder
Create workflows with conditions, real-time triggers, loops, and notifications without writing code. Build complex automation rules visually.
Multi-Level Approvals
Configure approval hierarchies up to 7 levels deep. Assign approvals to specific roles or based on reporting hierarchy with manager escalation.
WhatsApp Automation
Send automated WhatsApp messages when workflows are triggered: customer creation, data updates, approval requests, and order status changes.
Email Triggers
Automated Email notifications on workflow triggers including approval requests, escalations, credit limit breaches, and replenishment alerts.
Escalation & Rejection
Configure escalation rules when approvals are pending. Handle rejections with re-submission workflows and manager-to-manager's-manager escalation.
Workflow Versioning
Modify and publish workflows as new versions without directly impacting live configurations, with safe production updates.
Order Approval Workflows
Configure order placement approval before processing, for example a credit-limit-exceeding order requiring explicit approval.
Credit & Return Approvals
Credit limit exceptions and credit note requests go through configurable approval flows across the return hierarchy.
Replenishment Approvals
When stock drops below minimum levels, the system can generate a replenishment order that appears under pending approvals.
Mobile Approvals
Pending approvals are visible in the mobile app. Field teams and managers can approve or reject requests on the go.
26+ Reports & Export
Access approval status reports, workflow analytics, and notification logs with CSV export and 7-day cached exports.
Fully Configurable
By default, there are no approvals until workflows are configured. Every organization sets its own levels, triggers, and routing rules.
Where AI Actually Touches Your Approval Workflows, Not Where We Wish It Did
We'd rather show exactly what the AI does than oversell it. Here's what's real today, inside the AI-Powered DMS:
- 💬AI Assistant, conversational approval & workflow queriesType or browse: "Show my pending orders", "What's the approval status on OD-4821?" Available on web and mobile.
- ⏱️Automated escalation detectionAn approval pending beyond its configured window is flagged and routed to the next level automatically, without anyone having to monitor it manually.
- ✅Auto-approval for pre-defined conditionsOrders or replenishment requests that fall within configured limits skip the approval queue automatically, instead of waiting on a manual review.
Go Deeper Into Every Module
How one rule engine actually powers approvals, notifications, and escalations. It connects directly to distributor order management, payment & credit management, return & claims management, and GRN & inward management.
No-Code Builder & Notification Triggers
Every workflow starts the same way: a trigger, a condition, and an action, assembled visually with no code and no approvals until something is actually configured.
How It Works
- Create workflows with conditions, real-time triggers, loops, and notifications without writing code
- Trigger a workflow when a new customer is created, when data is updated, or when an approval is required
- Send automated Email and WhatsApp messages the moment a workflow fires, for example on new customer creation or an order status change
- Configure retailer, distributor, and super stockist onboarding so new customer creation routes through an approval workflow before activation
- Bulk-import customers while still validating each one against its onboarding workflow
Why It Matters
- No approvals exist until configured means the system never blocks a business that hasn't set up a rule yet
- One trigger-condition-action model covers onboarding, orders, stock, and returns without separate logic for each
- Visual configuration keeps workflow changes in the hands of operations, not a developer queue
| Trigger | Action |
|---|---|
| New Customer Created | Route to Area Manager |
| Data Updated | Send Email Notification |
Click a row: every field here is a real column from the actual Workflow Builder screen.
Multi-Level Approvals, Escalation & Role-Based Permissions
Approvals route by role or by reporting hierarchy, up to seven levels deep, with automatic escalation and rejection handling built into every level.
How It Works
- Configure approval hierarchies up to 7 levels deep, assigned to specific roles or based on reporting hierarchy
- Escalate automatically from manager to manager's manager when an approval is not actioned in time
- Handle rejections with re-submission workflows instead of a dead end
- Define whether a transaction is allowed to proceed before approval completion, or must wait
- Create roles and assign permissions against them, controlling who can approve what across the workflow system, with reporting-hierarchy-based escalation and bulk user upload
Why It Matters
- 7-level depth fits organizations where a single manager approval is never enough for high-value exceptions
- Automatic escalation stops an approval from sitting untouched because one person is unavailable
- Role-based permissions keep approval authority aligned with who's actually accountable for the decision
| Level | Role | Escalation |
|---|---|---|
| Level 1 | Area Sales Manager | 24h |
| Level 2 | Regional Manager | 48h |
Click a row: every field here is a real column from the actual Approval Routing screen.
Order Approval & Credit Exception Workflows
Order placement approval checks stock, pricing, schemes, and credit limit together, and credit exceptions get their own configurable path for high-value orders.
How It Works
- Require order placement approval before processing; the system checks stock availability, applicable schemes, pricing, and credit limit automatically
- Hold dispatch, delivery note, or invoice generation until approval completes, or auto-approve orders within defined limits
- Route high-value order exceptions, for example a ₹1 crore credit limit against a ₹5 crore order, through explicit approval
- Update the credit limit simultaneously once an exception is approved
- Stop orders after a credit limit breach, allow a first order only, or block future orders until outstanding dues clear, all as configurable settings
Why It Matters
- Stock, pricing, and credit checked together at order entry catches problems before they become invoice disputes
- Auto-approval within limits keeps routine orders moving without a manual review for every transaction
- Configurable breach behavior lets each business decide how strictly outstanding dues get enforced
| Customer | Credit Limit | Order Value |
|---|---|---|
| Sharma Retail | ₹1,00,00,000 | ₹5,00,00,000 |
| Patel Distributors | ₹50,00,000 | ₹62,40,000 over limit |
Click a row: every field here is a real column from the actual order & credit approval screens.
Stock Replenishment, Return & GRN Workflows
The same approval engine covers stock replenishment, returns and credit notes, and GRN discrepancies, each with its own configurable routing.
How It Works
- Configure a minimum stock level at SKU level; once stock drops below it, a replenishment order is generated and either proceeds directly or waits for approval
- Route returns through multiple hierarchy levels, retailer, distributor, super stockist, or field sales, with a captured return reason
- Generate a credit note after higher-level approval, for example a ₹100 order with ₹50 of damaged stock returned produces a ₹50 credit note
- Notify the respective higher-level entity automatically when a GRN's received quantity differs from the invoice quantity
- Keep every return GST-compliant across the approval chain
Why It Matters
- Replenishment approval is optional, not forced, so a business can let low-stock orders proceed directly if that fits its risk tolerance
- Multi-level return routing matches how returns actually move through a distribution hierarchy, not a single flat approval
- Automatic GRN discrepancy notification surfaces a receiving problem the same day, not at month-end reconciliation
| SKU | Ordered vs Received | Action |
|---|---|---|
| SKU-4410 | 500 vs 480 | ₹50 credit note issued |
| SKU-4482 | Stock 42, Min 50 | Replenishment Queued |
Click a row: every field here is a real column from the actual stock, returns & GRN screens.
Mobile Approval Management & Workflow Versioning
Approvals follow the user, not just the desk, and changing a live workflow never has to risk breaking production.
How It Works
- Show pending approvals in the mobile app's Market section, with the ability to approve or reject requests directly from the field
- Push a notification alert the moment an approval request, credit breach, or replenishment order is raised
- Track approval status in the app dashboard alongside active targets, order history, and coverage data
- Modify and publish workflows as new versions without directly impacting live configurations
- Keep a draft-and-publish approach so a workflow change can be tested before it goes live, with version history for rollback
Why It Matters
- Field-level approval means a manager out on a beat doesn't become the bottleneck for an order waiting on their decision
- Draft and publish turns a workflow edit into a reversible change instead of a live edit with no safety net
- Version history gives an audit trail for exactly what changed and when, across every workflow
| Workflow | Version | Status |
|---|---|---|
| Order Approval – North Zone | v3 | Published |
| Order Approval – North Zone | v4 (draft) | In Review |
Click a row: every field here is a real column from the actual versioning screen.
Workflow Analytics & Reporting
26+ configurable reports track approval status, turnaround time, and notification delivery across every workflow, with exports shared across the team.
How It Works
- Track pending versus completed approvals, approval turnaround time, and workflow-wise automation logs
- Review escalation and rejection reports, role-wise approval activity, and order approval status reports
- Monitor Email and WhatsApp notification delivery, trigger-wise automation activity, and notification failure tracking
- Open any report in a side panel, apply filters like warehouse, brand, or status, and explore without leaving the current screen
- Export to CSV, with exports cached in a dedicated Exports section for 7 days so the whole team can reuse the same export
Why It Matters
- Turnaround time reporting shows exactly where an approval chain is slow, not just that something is pending
- Notification failure tracking catches a broken Email or WhatsApp trigger before it causes a missed approval
- A 7-day export cache stops the system from regenerating the same heavy report for every team member who needs it
| Report | Filters | Action |
|---|---|---|
| Approval Turnaround Time | Workflow, Level | Export |
| Notification Delivery Log | Channel, Trigger | Export |
Click a row: every field here is a real column from the actual reports screen.
Loved by Customers, Recognized by the Industry
"With 1Channel, we've achieved 100% digitisation in sales team movement, order management, and inventory visibility, transforming the way we operate. The most beautiful thing about 1Channel is its ability to be completely customised to meet our organisation's unique requirements."
"1Channel is one of the best CRM software for field teams. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox."
"Thanks to 1Channel SFA tool, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region."
"1Channel SFA tool has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements."
"Before 1Channel CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click."
Our recognitions constantly motivate us to push the envelope of excellence and empower our customers with winning ideas each day.
Who Uses Workflow Automation Software?
Configure multi-level order approvals, credit limit exception workflows, and stock replenishment approvals, with Email and WhatsApp notifications on every order status change.
Set up approval workflows for high-value orders, credit exceptions, and customer onboarding across on-trade and off-trade channels, with workflow versioning for safe updates.
Automate dealer order approvals, credit limit management, and return processing workflows with escalation rules when approvals sit pending beyond a defined timeline.
Build no-code workflows for retailer onboarding, order approvals, and WhatsApp notifications across beauty retail and kirana networks.
Configure stockist order approval workflows with credit limit validation, automated GRN discrepancy notifications, and return credit note approval flows across pharmacy chains.
Set up automated replenishment approval workflows when stock drops below minimum levels, with Email alerts the moment a credit limit is breached.
Manage dealer credit exception approvals with multi-level hierarchy-based routing across channel partners, for example a 1-crore limit against a 5-crore order.
Automate distributor order processing workflows with role-based approval routing, and configure WhatsApp and Email triggers for approval requests and escalations.
Pricing
Flexible pricing based on your workflow complexity, approval levels, user count, and notification channels, from basic approval workflow software to a complete workflow automation platform with Email, WhatsApp, versioning, and analytics.
Every plan includes secure cloud hosting, role-based access controls, reporting dashboards, and complete onboarding & support with no hidden charges.
Frequently Asked Questions
What Is Workflow Automation Software?▾
How Many Approval Levels Can Be Configured?▾
Does the System Support WhatsApp and Email Automation?▾
Is It a No-Code Workflow Builder?▾
How Do Order Approval Workflows Work?▾
Does the System Support Stock Replenishment Approval Workflows?▾
How Does Workflow Versioning Work?▾
Can Return and Credit Note Processes Be Automated?▾
Can Approvals Be Managed From the Mobile App?▾
Is the Workflow Automation Platform Cloud-Based?▾
Other 1Channel Solutions for Distribution Teams
Approval workflows don't work in isolation, here's what they connect to.