Activate Business Automation and Reclaim Hours of Productivity with Application Integration

Over the past decade, we’ve had countless meaningful chats with our customers. They’ve shared their struggles with repetitive, time-consuming tasks—mundane duties that can feel overwhelming because of their sheer volume.

Our client Julian Rose of the Flute School of NY shared his experience:

“It is a daily-weekly occurrence for me to find mistakes that my team is making–keep in mind my team is very highly trained…professional flute players with multiple degrees. They are really good at flutes but they are not as good at [data] entry; they’re not accountants…there are mistakes… human error. I’m looking forward to just eliminating that user error altogether and just having  ‘magical little elf robots’… behind the scenes.”

Seeing our clients’ frustration — especially those working with limited resources — drove us to make enhancements to our Cloud Workflow platform to allow them to focus on critical strategic initiatives that drive growth and innovation, rather than the daily din of drafting emails, compiling reports and/or managing data.

New Cloud Workflow: What is Possible?

New Cloud Workflow Functionality

Making life easier is the name of the game! We’ve created the New Cloud Workflow, with its user-friendly interface, to do just that for Sales, Finance, and Operations teams. Tasks can be automated and managed from a single screen.

Providing ready-to-use templates to automate routine tasks, users are not required to have coding skills, making our platform automation accessible to everyone, regardless of their technical level of know how. Our platform guides you through a simple set-up process based upon your responses, further allowing you to integrate with existing systems through APIs or real-time Webhooks as needed.

The platform includes the following features to enhance your business processes efficiently:

  • Effortless Browser-Based Development: You can create and execute workflows directly in your web browser without installing additional software. Set up is simple and accessible from anywhere.
  • Faster Automation Rollout: Pre-configured templates are available for various apps, including CRM, Accounting, and ERP, as well as for specialized sectors like Healthcare.
Preconfigured Templates
  • No Code Automation Setup: Our intuitive, Q&A-based forms make configuration straightforward, especially for those with minimal technical expertise.
No Code Automation Connect
No Code Automation Setup
No Code Automation Run
No Code Automation Schedule
  • Intuitive Visual Automation Builder: Our platform supports conditional logic to join and split data effortlessly, allowing you to design complex workflows and manage intricate processes without complications. intricate workflows with ease.

Intuitive Visual Automation Builder
  • Preferred Systems Connections: Our platform supports API integrations and real-time updates via Webhooks so that your internal and external systems are always in sync.
Connector Marketplace
  • Robust Security Made Simple: We provide strong encryption to protect your information without complicating your user experience.
  • Flexible Deployment Options: Whether you need an on-premises solution or a cloud-based deployment, the New Cloud Workflow offers flexible options to meet your automation needs, regardless of your specific requirements.
  • FTP/CSV Support: Facilitate the transfer of data files over networks for effortless automated data backup – a game-changer in supply chain management.

Each feature is tailored to make your business operations more efficient. The New Cloud Workflow platform is more than just integrating technology into your business; it’s about reinventing how you handle your daily operations with ease and security.

New Cloud Workflow: How To Try It?

Getting started is easy. For our existing customers: you’re already on your way to the new interface. We’re automatically transitioning your current setup to the New Cloud Workflow, ensuring you a hassle-free upgrade.

For those new to our platform: you can explore all the details and functionalities on our New Cloud Workflow product page. We offer a 14-day free trial so that you can experience first hand how our platform’s full range of features and capabilities will transform your business operations.

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