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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.

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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.

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.

Approvals live in the system

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

Silent failures get caught

A background job that stops running does not announce itself. We watch the scheduler and the queues, so a stalled job surfaces as an alert rather than as missing data that 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, so a purchase request moves from requisition to approval to payment without a manual handoff in the middle.

It is documented before handover

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

You stop being the escalation path

When automation lives with one internal person, every question and every failure routes to them. A subscription puts a team behind it instead, so 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. Ongoing requests mean a rule that no longer matches reality gets adjusted in days, instead of being worked around 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.

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

$750.00
/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

$1,500.00
/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

Documents drift when there is no defined path. We map the states a record moves through, set who is allowed to move it, and enforce those transitions in ERPNext itself, so the process lives in the system rather than in somebody's memory.
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Multi-Stage Approval Chains

Approvals stall when nobody knows whose turn it is. We build chains with the right roles and value thresholds at each step, so a small purchase clears quickly and a large one collects the signatures it genuinely needs.
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Conditional Routing Rules

Not every document should take the same path. Conditions on amount, department, customer, or item route records to the right approver automatically, which removes the exceptions your team currently handles by forwarding emails.
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Auto-Assignment Rules

An unassigned record is a record nobody owns. Assignment rules hand each new document to the right person or team by rule, round robin, or current load, so work lands in an inbox instead of sitting in a list view.
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Document Naming and Defaults

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

Things should announce themselves. Notifications fire on submit, cancel, value change, or any document event you choose, and reach the people who need to act rather than everybody on a distribution list.
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Scheduled Reminder Alerts

Deadlines slip quietly. Date-based reminders watch due dates, expiry dates, and renewal dates, then alert the owner in advance on the schedule you set, so nothing gets discovered late by a customer.
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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

Alerts are useless in the wrong place. We route notifications to email, to a shared channel, or to a system your team already watches, and tune the volume so people keep reading them instead of filtering them away.
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Scheduled Background Jobs

Routine work should not need a person. We write and schedule background jobs that run nightly, hourly, or on your calendar, handling the recalculations, cleanups, and status updates somebody currently does by hand.
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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

Reports nobody opens are reports nobody sees. We schedule the ones that matter to arrive in the right inboxes daily, weekly, or monthly, already filtered, so your team reads the numbers without logging in to fetch them.
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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

Other systems should hear about changes as they happen. Outbound webhooks fire on the document events you choose and deliver the payload the other platform expects, replacing an export somebody runs on Friday afternoon.
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Scheduled Data Syncs

Two systems holding different numbers is a problem you find out about late. We build scheduled syncs that move records between ERPNext and the platforms you already run, with logging, so you can see what moved and when.
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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

Integrations fail eventually. We build retry logic, dead letter handling, and alerting into every automated connection, so a temporary outage at the other end 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

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

Invisible automation is a liability. Every rule, job, and workflow ships with notes on what it does, when it fires, and how to switch it off, so your team stays in control of a system that runs itself.

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 $750 a month with one active request and typical turnaround of 3 to 5 business days. Priority is $1,500 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 $750 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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