Workflow Designer icon

Workflow Designer

Workflow Designer is a visual tool for building and automating workflows and business processes. It provides a drag-and-drop interface to design workflows, integrate with various data sources and apps, and deploy automation across your systems.

What is Workflow Designer?

Workflow Designer is a visual workflow automation and business process management software. It provides an intuitive drag-and-drop interface for designing workflows and processes without coding.

Key features include:

  • Visual workflow designer with drag-and-drop building blocks for rapid automation
  • Connectors for apps like Salesforce, Office 365, Box, Dropbox etc.
  • Options for human-based tasks and approvals in workflows
  • Rules engine and conditional logic
  • Integration with databases, APIs, ERP/CRM systems
  • Monitoring dashboard to track running workflows
  • Role-based access control for admins, editors and viewers
  • On premise or cloud-based deployment

With Workflow Designer, businesses can automate repetitive processes like onboarding, lead assignment, approvals, document review etc. It increases productivity, enforces business rules, and connects data across departments. The easy-to-use workflow editor allows non-technical users to build automations without coding.

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