A question that comes up a lot in CRM work: why would I use a Plugin instead of a Workflow? And what’s the difference between them? Simply put 👇
- 🔹 Workflow is suitable when the operation is simple, like: sending an automatic Email, creating a Task, updating a value in a Field, or executing a step or action after a certain event. So if you need simple, code-free Automation, Workflow is the right choice.
- 🔹 We use a Plugin when we need something that requires more control, like: applying complex Business Rules, validating data before saving, dealing with APIs or external systems, or performing operations that need higher speed and performance.
- 📌 Workflow: when a new Customer is created → a welcome message is sent automatically.
- 📌 Plugin: before saving a new Order → the required conditions are reviewed, and if there’s an issue, the order is prevented from being saved.
Bottom line 👇 if the operation is simple and direct ➡️ use a Workflow. If you need complex Logic and more control ➡️ use a Plugin. Choosing the right tool helps you build a stronger, easier-to-maintain CRM system 🚀