Best Business Process Automation Tools for Pipedrive

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.

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.

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

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.

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.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

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.

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!

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.

Build complex automations up to 10x faster without battling APIs. The days of slogging through a mess of scripts is over. JavaScript is the best choice when you want flexibility, and UI for all other tasks. n8n lets you build flexible workflows that are focused on deep data integration. With a user-friendly interface and templates that can be shared, even the less technically minded members of your team can work together on them. Contrary to other tools, complexity does not limit you. You can build anything you want, without worrying about budget. Connect APIs without code to automate basic functions. You can also use vanilla Javascript to manipulate complex data. You can implement more than one trigger. You can branch and merge your workflows. You can even pause flows while you wait for external events. Custom HTTP requests allow you to easily interface with any API or service. Separate dev and production environments with different sets of authentication data to avoid breaking live workflows.

Relay automates your work more than any other tool, combining AI assistance with human-in-the loop collaboration and a multi-player experience. No prompts required. Create content for templated emails, extract information from emails, summarize user feedback and classify customer service tickets. Some workflows should not be 100% automated. You need a person in the loop. Relay makes it simple to involve your team whenever you need to. Approve critical automations before they run, review the AI's work, and add a personalized touch to outgoing communication.

Tray.ai, an API integration platform, allows users to innovate and automate their organization without the need for developer resources. Tray.io allows users to connect the entire cloud stack themselves. Tray.ai allows users to build and streamline workflows with an intuitive visual editor. Tray.io empowers users' employees with automated processes. The intelligence behind the first iPaaS, which anyone can use to complete their business processes by using natural language instructions. Tray.ai, a low-code platform for automation, is designed to be used by both technical and non-technical users. It allows them to create sophisticated workflows that allow data movement and actions between multiple applications. Our low-code builders and new Merlin AI are transforming the automation process. They bring together the power and flexibility of flexible, scalable automated; support for advanced logic; and native AI capabilities that anyone can utilize.

Remote and secure customer engagement for your field workers. Your customers will be delighted by your on-demand engagement experience. Your field workforce will be more productive than ever. Your field workforce can be more productive and efficient - anywhere, anytime. While you cannot add more hours to your day, you can make it more productive. Your workforce will be more productive and less sedentary if they have access to modern data-driven business engagement tools. Your employees will be happier if they have a job that is easier. Reduce manual processes to improve business process efficiency. Through business process automation and superior engagement, you can reduce employee turnover and increase productivity. Keep in touch with your sales data. Superior engagement and instant approvals can reduce friction. Increase predictability of the pipeline. Increase conversion accuracy through pipelines

Digital transformation begins with flow. Automate your app workflows by combining all your apps. Streamline your business. Boost your innovation. One platform that can be used for thousands of purposes. Power and simplicity are no longer a compromise. Simply point and click to select the apps you wish to connect, then choose triggers and actions. Your apps will now work for you. Automate in minutes and not days. It's true. All your apps and flows can be integrated. You can integrate cloud and on-premise apps to create a seamless workflow. This includes custom apps created with Claris FileMaker. You can even use device-to cloud integrations right from your smartphone. Claris Core is the basis of Claris Connect. Our DevOps and CloudOps teams work together to ensure that you have the most up-to-date technologies and highest security. We offer end-to-end encryption and HSM key management, OAuth/MFA, AI-based threat prevention, and many other services. Connect with confidence.