Event triggers
Start from a defined change such as a payment, due date, record update, or supported external event.
Available with setupDevelopers / Automation
Automate the handoff, while keeping exceptions visible.
VirtusCloud automation work defines the trigger, decision, action, approval, retry, and human fallback as one operational process—not as an invisible chain of shortcuts.
Talk to our teamPlanned — contact support
General self-service automation is locked in the portal. Specific workflows can be assessed with support.
What changes for your team
01
Reduce repeat handoffs
02
Keep approvals explicit
03
Handle failures deliberately
04
Retain human control
Capabilities
What the product actually does.
Scheduled work
Run agreed periodic checks or operational tasks on a controlled schedule.
Available with setupConditional actions
Apply documented business rules before the workflow changes data or notifies a user.
Available with setupApproval gates
Pause higher-risk work for a person to review before execution.
Available with setupRetry and escalation
Define what happens when an external service or action fails.
Available with setupSelf-service workflow builder
A general customer-facing automation builder is not currently unlocked.
Planned — contact supportEnd-to-end workflow
How the work moves.
01
Choose one repeatable process
Start with a measurable handoff rather than trying to automate an entire department.
02
Define decisions and exceptions
Document conditions, approval needs, timeouts, and the human fallback.
03
Implement with visibility
Record the workflow state and surface failures instead of silently dropping work.
04
Review the outcome
Measure completion, exceptions, and time saved before expanding scope.
Where it fits
Collections follow-up
Flag or notify the responsible user when an invoice reaches an agreed condition.
Internal approvals
Route a record to the right reviewer before a higher-risk action.
Cross-system handoff
Respond to a supported event and update the next operational system with traceable status.
Questions
Before you decide.
Can portal users build automations now?
No. The Automation item is currently locked and directs users to support for assessment.
Will automation remove human review?
Not by default. Approval gates and explicit fallback are part of the workflow design where risk requires them.
Continue exploring
Scope the right version