Turn your email and spreadsheet chaos into secure, scalable and efficient workflow systems => shorter cycle times, improved transparency & increased flexibility.
Suitable for Any Business Process
Vacation requests, Purchase Orders, Admissions Forms, RFPs, Project Initiation Plans, Case Management… any form that requires a process.
Improve Communication and Reduce Confusion
Stop micro-managing. Keep everyone in the loop. Help internal teams focus more on the task and less on the process. Make it easy for customers and suppliers to participate in the workflow.
Display the UI in the front-end or use the built-in admin pages to list pending tasks, view entry details, workflow forms and the status of submissions.
Feedback Loops & Process Branching
Implement review loops allowing users to edit their values before re-submitting for approval. Use workflow conditional logic to branch the process or skip steps.
Keep track of who did what and when in the detailed Timeline and Activity Log. Includes comments, timestamps and step and status information.
Extensible & Developer-Friendly
Developers can easily customize the functionality with actions and filters and create new step types using the Workflow Step API. Entry values can be sent to external systems at any step in the Workflow with the Webhook step.
Involve Anyone: Internal or External
Assign Steps to Users, Roles, or Email Addresses. Assignees do not need a user account in order to participate in workflows.
Simple & easy-to-use, Drag & Drop and Point & Click configuration. No programming, technical knowledge or complex training required.
Powerful & Flexible
Configure as many Workflow Steps as you need. Drag and drop them into the right order, activate/deactivate them and add new ones as your process adapts. Steps include approval, user input/edit, notification, webhooks and integration triggers.
Reports display charts by form, step and assignee so you can identify bottlenecks before they arise.
Delay a workflow step until a specified date or until a specified period of time has elapsed; particularly useful when configuring a series of emails to drip feed content over a period of time.
Control who can submit forms, approve entries, modify values and view the status. By default users can only see the status of their own submissions. Support for field level access.
Automatic Updates = Secure Site
Administrators can update when new releases are available with one click in the dashboard. Background updates, when enabled, will install important bug fixes and security enhancements automatically without the need for intervention from an administrator.