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Managed Frappe Automation Services for Workflows Approvals Alerts

Your Frappe apps already know what should happen next, and automation is what makes it happen without somebody remembering. Our Frappe automation services build the workflow states, approval chains, notifications, scheduled jobs, and recurring data syncs that move work through ERPNext, Frappe HR, Helpdesk, or whatever else you run. Send a request whenever a process starts costing more time than it should, and we configure it, test it on a staging copy, and switch it on with a documented way to switch it back off.

A Cascadia engineer reviewing a Frappe automation workflow
A Cascadia engineer reviewing a Frappe automation workflow

Built to run without a babysitter

What makes our Frappe automation services different

Anyone can switch on a notification. The difference shows up a year later, when the business has changed, the person who built the rule has moved on, and nobody is sure what fires or why. We build automation that is configured rather than coded wherever possible, tested before it touches live data, documented as it ships, and reversible the moment it does something you did not intend. That is the part most people skip. Deciding which processes deserve automating at all is a separate question, and one we take on platform by platform in our automation design work.

In practice that means the rule is written where the data already lives, so there is no third system to keep credentialed and no webhook to go stale. It gets tested against a copy before it is pointed at anything real. What it does and why is written down at the time rather than reconstructed later from the code. Every run leaves a record, so a failure is visible instead of silent. And any of it can be switched off in a minute, which is the property that makes people willing to try the next one.

Why teams stop doing this in-house

A managed automation partner vs doing it in-house

Most Frappe automation starts as a favour. Someone technical wires up a workflow between other tasks, it works, and it quietly becomes infrastructure that nobody owns. Here is how that arrangement compares to a subscription partner whose job is keeping the automation correct as your business changes. Where those rules span several systems rather than one, keeping automations running across a mixed stack is a service in its own right.

Approvals live in the system

A configured workflow records who approved what and when inside the document itself, so the audit trail exists without anybody maintaining it separately. In-house approval usually means an email chain plus a spreadsheet somebody updates afterwards.

Silent failures get caught

We watch the scheduler and the queues. A job that stops running never announces itself, so without that the first sign of trouble is missing data somebody notices weeks later.

Automation crosses departments

Internal fixes stop at the edge of one team's remit. We look at the whole path a document travels, which is how a purchase request gets from requisition to approval to payment without a manual handoff in the middle.

It is documented before handover

Every rule ships with notes on its trigger, its conditions, and how to switch it off. Your team can answer questions about it without opening a ticket. Undocumented automation is a liability disguised as efficiency.

You stop being the escalation path

When automation lives with one internal person, every question and every failure routes through them. Put a team behind it instead and your admin can take a holiday without the approval queue backing up.

Scope keeps up as you change

Business processes change faster than anyone updates the automation behind them. With ongoing requests, a rule that no longer matches reality gets adjusted in days. The alternative is everyone working around it until somebody turns it off.

Built for teams doing it by hand

Who our Frappe automation services fit best

Automation pays off where volume meets repetition. If your team forwards the same approval email every week, retypes the same figures into a second system, or hears about a missed deadline from the customer first, there is usually a rule waiting to be built that removes the whole category of problem. Server scripts, document hooks and workflow states are the Frappe answer to that. If your business runs on Zoho instead, the toolset has nothing in common and the work belongs with Deluge, Zoho Flow and RPA.

How we work with you

How our Frappe automation process works

Whether it is a single alert or an approval chain spanning four departments, the rhythm is the same. We learn how the process runs today, build it on a staging copy, prove it against your real data, then switch it on and write down what it does. That sequence keeps automation from becoming a surprise.

1

We map the process as it runs today

Every request starts by watching the process rather than the request. We work out who touches the document, what they decide, and where it stalls, then confirm which parts belong in Frappe's native workflow and notification layer. This is also where we tell you if a step should be removed instead of automated, which happens more often than you would expect.

2

We build and prove it on staging

Work happens on a staging instance, never on production. The rule gets configured and then fired against your real documents, your real roles, and realistic volumes, so you can see what it emails, what it routes, and what it changes. You review the behaviour and approve it before anything reaches your live instance.

3

We switch it on and document what fires

Once you approve, we enable the automation in production, watch its first runs, and write down what it does, when it triggers, and how to disable it. That documentation goes to your team, not into our notes. Because this is a subscription, we are still here when the process changes and the rule has to change with it.

Transparent pricing for Frappe automation

Pricing

Managed Frappe Automation
Standard

Standalone Service

$800.00
/per month, per instance
One active request at a time

DETAILS

A monthly subscription for teams with a steady flow of automation work. Send as many requests as you like and we build them one at a time, from workflows and approval chains to scheduled jobs and recurring data syncs. Typical turnaround is 3 to 5 business days, with no hours to track.

Managed Frappe Automation
Priority

Standalone Service

$1,600.00
/per month, per instance
Two active requests at a time

DETAILS

Everything in Standard at double the capacity. We run two requests in parallel, so an approval chain and a nightly sync can move at the same time. Typical turnaround drops to 1 to 3 business days, and a quarterly roadmap session keeps the queue pointed at the costliest processes you have.

Testimonials

Here's what others had to say

Everything we automate

Complete Frappe automation coverage

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Workflow State Design

We map the states a record moves through, set who is allowed to move it between them, and enforce those transitions in ERPNext itself. Without a defined path documents drift, and the process ends up living in somebody's memory rather than in the system.
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Multi-Stage Approval Chains

A chain built with the right roles and a value threshold at each step lets a small purchase clear quickly while a large one still collects the signatures it genuinely needs. Most stalled approvals come down to nobody knowing whose turn it is.
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Conditional Routing Rules

Conditions on amount, department, customer, or item send each record to the right approver on their own. Not every document should take the same path, and the exceptions your team currently handles by forwarding emails are exactly what this removes.
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Auto-Assignment Rules

Assignment rules hand each new document to the right person or team, picked by rule, by round robin, or by who currently has the lightest load. Work lands in an inbox. Nobody owns a record that is still sitting unassigned in a list view.
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Document Naming and Defaults

Naming series, prefixes, and field defaults get configured per DocType. Consistent numbering matters more than it sounds: references stay readable across years of records, and your team stops typing values the system already knows.
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Document Event Notifications

Notifications fire on submit, cancel, value change, or any other document event you choose. They reach the people who actually have to act on it, not everybody on a distribution list.
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Scheduled Reminder Alerts

Date-based reminders watch due dates, expiry dates, and renewal dates, then alert the owner in advance on whatever schedule you set. Deadlines slip quietly, and the worst version of that is a customer noticing before you do.
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Escalation Rules

Some documents sit untouched. Escalation rules watch how long a record has held a state and notify the next person up when it passes your threshold, which turns a stalled approval into a question somebody has to answer.
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Alert Routing and Channels

An alert in the wrong place is no alert at all. We send notifications to email, to a shared channel, or to whatever system your team already watches, and we tune the volume so people keep reading them instead of filtering them away.
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Scheduled Background Jobs

Background jobs run nightly, hourly, or on whatever calendar the work suits, handling the recalculations, cleanups, and status updates somebody currently does by hand. Routine work should not need a person remembering it.
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Recurring Document Generation

Repeating paperwork is automation waiting to happen. Recurring documents create invoices, orders, and journal entries on schedule, with the right values already filled in and an approval step in front of them if you want one.
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Auto-Email Report Delivery

The reports that matter arrive in the right inboxes daily, weekly, or monthly, already filtered. Your team reads the numbers without logging in to go and fetch them, which is usually the difference between a report being read and being ignored.
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Scheduler Health Monitoring

Background jobs fail quietly, which is the dangerous part. We monitor the scheduler and the job queues and catch a stalled or erroring job early, before the missing data turns up in a report you were relying on.
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Webhook Triggers

Outbound webhooks fire on the document events you choose and deliver the payload the other platform expects. That replaces the export somebody runs on Friday afternoon, and the other system hears about a change as it happens.
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Scheduled Data Syncs

Scheduled syncs move records between ERPNext and the platforms you already run, with logging, so you can see exactly what moved and when. Two systems quietly holding different numbers is the kind of problem you find out about late.
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Inbound API Automation

Incoming data should create records, not tickets. We wire authenticated endpoints that accept data from your other tools and turn it into properly validated ERPNext documents, with errors surfaced rather than swallowed.
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Failure Handling and Retries

Every automated connection gets retry logic, dead letter handling, and alerting, because integrations fail eventually. A temporary outage at the other end then resolves itself instead of leaving a silent gap in your data.
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Subscription Automation Support

Send as many requests as you like. We work one at a time on Standard and two at a time on Priority, with typical turnaround of 3 to 5 business days. Large scoped builds run as a fixed-quote project instead.
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Process Discovery and Mapping

Before we build anything, we walk the steps with the people who run them and write down what actually happens. Then we recommend what to automate and what to fix first. Automating a broken process only makes it broken faster.
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Automation Documentation and Handover

Every rule, job, and workflow ships with notes on what it does, when it fires, and how to switch it off. A system that runs itself should still be one your team controls, and automation nobody can see is a liability.

Answers to common Frappe automation questions

Frequently asked questions
What is included in a managed ERPNext automation subscription?
Everything that makes your instance act on its own: workflow states and approval chains, conditional routing, auto-assignment, document event notifications, scheduled reminders, background jobs, recurring documents, scheduled report delivery, webhooks, and recurring data syncs. You send requests and we work through them one at a time on Standard, or two at a time on Priority. There is no hour counting and no per-automation charge.
How does the one request at a time model work?
Submit as many requests as you want, whenever you want. They sit in a queue and we work the top one until it ships, then pull the next. Standard runs one active request and Priority runs two in parallel. Typical turnaround is 3 to 5 business days on Standard and 1 to 3 on Priority, depending on how much discovery the process needs first.
What counts as one automation request?
A single, self-contained automation: one workflow, one notification rule, one scheduled job, one sync between two systems. If a request is really five automations bundled together, we will say so and split it into five queue items, which still costs you nothing extra. Very large automation programmes get scoped as a fixed-quote project instead.
How is this different from your Frappe apps subscription?
Different jobs. This subscription builds automation across whatever Frappe apps you run: workflows, alerts, scheduled jobs, and syncs. The Frappe apps subscription implements and supports Frappe's official apps themselves, things like HR, CRM, and Helpdesk. If your request is about how work moves through a system, it belongs here. If it is about setting an app up in the first place, it belongs there.
What is not included in the subscription?
Initial implementation and first-time data migration are projects rather than subscription work. Building a new DocType or a custom Frappe app is development and gets quoted separately. Hosting and infrastructure are billed separately through Managed Frappe Cloud. Third-party licences and paid connector subscriptions are passed through at cost. We will tell you before a request crosses into any of those.
Do I need to already be running ERPNext?
Yes. This subscription is built for organizations with a live ERPNext or Frappe instance where people are already working in it every day. Automation only pays off once there is a real process to automate and real volume moving through it. If you have not deployed yet, an implementation project is the right starting point and this becomes a sensible next step.
What is the difference between Standard and Priority?
Capacity and speed. Standard is $800 a month with one active request and typical turnaround of 3 to 5 business days. Priority is $1,600 a month with two active requests, typical turnaround of 1 to 3 business days, and a quarterly roadmap session where we review what is running and plan the next stretch of work. The scope of what we handle is identical.
Can I switch tiers or cancel?
Yes to both. Move up or down at the start of any billing cycle, and cancel with 30 days notice. There is no long-term contract and no cancellation penalty. Automations already built stay in your instance and keep running, and anything in flight when you cancel gets finished and handed over with documentation.
Who owns the automations you build?
You do. Workflows, notification rules, scheduled jobs, and any scripts behind them live in your instance and belong to you outright. There is no licence to keep paying and nothing obfuscated. If you bring the work in house or move to another partner, everything we configured is visible, documented, and editable by whoever comes next.
Will automations survive an ERPNext upgrade?
That is a design decision we make up front. We build automation using Frappe's own workflow, notification, and scheduler features wherever possible, because configuration survives upgrades far better than code does. Where a request genuinely needs custom logic, it goes into a properly structured app rather than into core, so the next upgrade does not quietly break it.
How do you avoid automating a broken process?
By looking at the process before building anything. We walk the steps with the people who actually run them and write down what happens now, including the parts nobody documented. Sometimes the answer is that a step should be removed rather than automated. Automating a broken process just produces the wrong result faster and at higher volume.
What happens if an automation fires incorrectly?
It gets treated as production breakage and jumps the queue. We switch the rule off first so it stops firing, work out what condition it hit that we did not expect, then fix and retest it on staging before turning it back on. Every automation we build has a documented way to disable it quickly.
Can you automate approvals across multiple departments?
Yes, and cross-department approval is usually where the value is. Conditions on amount, cost centre, department, or item route each document to the right approver, and a chain can collect several signatures in sequence or in parallel. Escalation rules cover the case where somebody is away and the document would otherwise sit.
Can ERPNext send alerts somewhere other than email?
Yes. Email is the default, but notifications can post to a shared team channel, hit a webhook, or push into another system your team already watches. We usually recommend routing by urgency, so genuinely time-sensitive alerts arrive somewhere people look immediately and routine ones stay in email where they can be read in batches.
How is this better than hiring a developer?
A developer who knows Frappe well costs several times $800 a month, and you carry recruitment, onboarding, idle time, and the risk of them leaving with all the context in their head. Most businesses also do not have enough automation work to fill a full-time role. A subscription gives you the same capability at a predictable cost, and you can stop when the work runs out.
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