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Form builder
Instantly design and automate forms with an intuitive drag-and-drop builder
Workflow designer
Build the perfect sequence of actions with parallel branches, conditional steps, and more
Dynamic assignments
Delegate tasks with formulas, user lists, and tables
SLAs
Establish fixed or formula-based SLAs and notifications
Flexible permissions
Control who can start a process and what data users can see or edit at each step
Conditional logic
Create rules that trigger different flows and tasks
Experience our Process Builder, right now
Start with one, and never stop automating
- Audit workflows
- Procurement processes
- Loan servicing and handling
- Customer service and requests
- Vendor/supplier management
- Payment/Check approval
- Revenue management
- Employee onboarding
- Inventory management
- Cash management
Audit workflowsProcurement processesLoan servicing and handlingCustomer service and requestsVendor/supplier managementPayment/Check approvalRevenue managementEmployee onboardingInventory managementCash management
- Workflow
- Workflow
- Workflow
- Workflow
- Workflow