Best Business Process Automation Tools for Pipedrive

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

MindCloud is not only a modern iPaaS but also provides a full service solution for small and medium sized businesses that doesn't require you assigning technical staff to the project. We have over 50 pre-built connectors and can add any new software platform that has an API or allows automated import/exports. We also support EDI and FTP integrations. Some of our features connectors are: Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many, many others. Automate all of your business process with MindCloud. Eliminate double data entry. Integrate your business. Simplify your life.

Experience the ultimate automation platform with Wrk, offering unparalleled ease and comprehensive capabilities. Gain access to a wide range of drag-and-drop API connectors, AI bots, RPA & OCR bots, and even human-based tasks, all consolidated within a single automation platform. Effortlessly connect Wrk Actions through the user-friendly Wrkflow Designer, empowering you to construct a fully customized end-to-end automation solution that precisely aligns with your unique processes. Start automating today with Wrk, for FREE!

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

ElectroNeek stands as an Intelligent Automation Platform that is reshaping the landscape of business process management within enterprises. Its core mission involves the fusion of AI bots with employee workflows, resulting in the automation of repetitive tasks and empowering human resources to concentrate on creative and strategic endeavors. ElectroNeek presents a comprehensive array of innovative low-code automation tools, harnessing the capabilities of RPA, IDP, AI, and GPT-4 (Conversational and Generative) technologies.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Power Automate from Microsoft helps organizations automate their business processes by connecting apps and services with customizable workflows. This no-code solution allows users to automate tasks like data synchronization, approval processes, and form submissions. The platform also leverages AI for more advanced automation, including processing documents and generating content. With support for robotic process automation (RPA) and cloud-based integrations, Power Automate enables seamless automation of both manual tasks and cloud operations, reducing operational costs and improving efficiency across industries.

airSlate WorkFlow, the first and only no-code platform for business automation, is a holistic platform. AirSlate WorkFlow combines electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms in a single business automation platform. Configure and automate every business process, and integrate it with any system of records without writing a line of code. Start any process directly from your record system with just one click. Automatically pre-fill data, route documents according to real-time updates and archive completed documents. Start in minutes by choosing from tens or thousands of pre-built document templates and workflows for any industry and department. No need to integrate multiple platforms or services. The time to value is reduced by 10x with no-code configuration and deployment.

Create intricate automations at lightning speed, eliminating the hassle of dealing with APIs. The tedious hours spent navigating through a tangled web of scripts are now behind you. Utilize JavaScript for enhanced flexibility while relying on the intuitive UI for everything else. n8n empowers you to establish adaptable workflows that prioritize comprehensive data integration. Additionally, with shareable templates and an easy-to-navigate interface, team members with less technical expertise can also contribute and collaborate effectively. Unlike many other tools, complexity won’t hinder your creativity, allowing you to construct anything your imagination conjures—without worrying about expenses. Effortlessly connect APIs using no-code solutions for simple task automation, or delve into vanilla JavaScript for sophisticated data manipulation. You can set up multiple triggers, branch out, merge workflows, and even pause processes to await external events. Seamlessly interact with any API or service through custom HTTP requests, and safeguard live workflows by maintaining distinct development and production environments with separate authentication credentials. Embrace the freedom to innovate without limits.

Digital transformation begins with establishing a streamlined flow. Break free from the chaos of numerous applications by consolidating your daily tools to form automated workflows that enhance efficiency in your business. Propel your innovation forward with a single platform that accommodates countless applications. You can enjoy both simplicity and robust functionality without compromise. With just a few clicks, you can select the applications you wish to link, define triggers and actions, and watch as your apps start working harmoniously. Experience automation that takes minutes rather than days—it's truly that efficient. All your applications and workflows are designed to operate cohesively. Seamlessly integrate both cloud-based and on-premises applications, including custom solutions developed with Claris FileMaker. You can even manage device-to-cloud integrations directly from your smartphone. Claris Connect is powered by Claris Core, which means our dedicated teams for DevOps, CloudOps, and SecOps are continuously working to provide you with cutting-edge technologies and top-notch security measures. We incorporate comprehensive security features such as end-to-end encryption, HSM key management, OAuth, MFA, and AI-driven threat protection, ensuring that you can connect with peace of mind. Furthermore, this commitment to security empowers you to focus on innovation without worrying about potential risks.

BPA Platform iPaaS enables you to effortlessly connect applications, legacy systems, and web services, whether they’re in the cloud or on-premises, and then automate numerous business processes and tasks. An intuitive design and graphical user interface, a wealth of pre-built connectors and business process automation tools, BPA Platform reduces integration development times and brings all your data workflows together in one central location. As your business evolves and grows, you can scale and integrate new systems or applications as and when business requirements change, without extravagant costs. BPA Platform can be installed in the cloud (iPaaS) or on-premises. Compatible with most databases, including AWS and Microsoft Azure, for cloud and hybrid integration projects, it is rapid to install and configure, with the ability to easily scale. Automating business processes not only requires a solid understanding of data but a comprehensive knowledge of source or target applications. Codeless Platforms has accredited partner status with well-known ISVs, such as Access Group, Epicor, Microsoft, Sage, SAP and SYSPRO, along with industry specific applications and systems in a large number of economic regions. Through collaboration with ISVs and leading channel VARs, specialist features have been built into BPA Platform. This provides organisations with the ability to create solutions completely personalised to their internal applications and business operations.

Next Matter is an automated platform that does all the work for you. No more spreadsheets, chats, meetings, emails, or even email. Automated processes replace the tedious work of operations by bringing together customers, suppliers, instructions, tools and customers in one platform. Automated processes can be built by managers in minutes. No programming or experience is required. Teams execute work seamlessly with all the tools they need to complete the job. All processes, tools, customers, suppliers, and teams can be merged into one platform, allowing operations to run more efficiently and confidently. Delivering work has never been easier thanks to all the data, instructions, tools, and other information available in one place. It's quick and easy to implement, and there is no need for additional training. You can set up in minutes using a drag-and-drop process creator and templates that are ready for operation.

Relay streamlines your tasks more effectively than any other solution by integrating AI support, collaborative human interaction, and a multiplayer setup. You can seamlessly incorporate AI into any workflow without the necessity for prompts. It helps produce content for standard messages, retrieve essential details from incoming emails, condense user feedback, categorize customer support inquiries, and much more. While some processes can be entirely automated, it’s often beneficial to include a human element, and Relay simplifies this integration when required. You can authorize significant automation actions prior to execution, evaluate the AI's performance, and personalize outgoing communications to enhance engagement. With Relay, the balance of automation and human oversight empowers teams to work more efficiently.

Enhancing Remote and Secure Customer Interactions for Your Deskless Workforce. Elevate your customer satisfaction with an on-demand engagement experience that fosters instant connections. Significantly boost the effectiveness of your deskless team in the field, ensuring they can operate efficiently from any location at any time. While you can't extend the hours in a day, you can certainly enhance how productive those hours are. Empower your team to be genuinely deskless, benefiting from a cutting-edge, data-driven business engagement experience that streamlines their tasks. By simplifying their roles, you contribute to a more satisfied workforce. Enhance your operational efficiency by minimizing manual interventions in business processes. Foster a stable workforce and increase productivity through automation and exceptional engagement strategies. Keep your sales data accessible at all times, enabling a seamless flow of information. Reduce obstacles with improved engagement methods and prompt approvals. This approach will also enhance pipeline predictability and boost conversion rates by ensuring accuracy in your sales pipeline. Ultimately, a well-connected team will lead to sustained business growth and customer loyalty.

Tray.ai serves as an API integration platform that empowers users to innovate, integrate, and automate their organizations without the need for developer expertise. With Tray.io, users can independently connect their entire cloud ecosystem. The platform features an intuitive visual workflow editor that makes it simple for users to construct and optimize processes. Additionally, Tray.io enhances the workforce's efficiency through automation of various tasks. At the core of the first iPaaS designed for universal accessibility is the intelligence that allows users to execute business processes through natural language commands. Tray.ai is a low-code automation solution tailored for both technical and non-technical users, enabling the creation of complex workflow automations that streamline data transfer and actions across diverse applications. By leveraging our low-code builder and the innovative Merlin AI, users can revolutionize their automation journey, combining the flexibility of scalable automation with advanced business logic and integrated generative AI features that are user-friendly and accessible to all. This makes Tray.ai an invaluable tool for organizations aiming to enhance operational efficiency.