Best Business Process Automation Tools for Microsoft SharePoint

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

Pipefy serves as an advanced platform for automating business processes, utilizing AI to optimize IT resources while enabling business units to independently create and implement up to 85% of their workflows across various departments such as HR, IT, Finance, Marketing, and Sales. With Pipefy, users can effortlessly design, monitor, automate, and manage any bespoke workflow—regardless of its complexity—without needing any technical expertise. This no-code business process automation software provides a seamless end-to-end experience, enhancing team productivity, oversight, and control from initiation to completion. Accelerate the deployment process, reduce implementation expenses, and simplify workflows while avoiding costly stack sprawl, thanks to a comprehensive built-in security system and seamless connections to over 300 applications and systems right from the start, along with HTTP/HTTPS support for integrating Pipefy with any other tools you may be using.

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.

ActiveBatch by Redwood is a centralized workload automation platform, that seamlessly connects and automates processes across critical systems like Informatica, SAP, Oracle, Microsoft and more. Use ActiveBatch's low-code Super REST API adapter, intuitive drag-and-drop workflow designer, over 100 pre-built job steps and connectors, available for on-premises, cloud or hybrid environments. Effortlessly manage your processes and maintain visibility with real-time monitoring and customizable alerts via emails or SMS to ensure SLAs are achieved. Experience unparalleled scalability with Managed Smart Queues, optimizing resources for high-volume workloads and reducing end-to-end process times. ActiveBatch holds ISO 27001 and SOC 2, Type II certifications, encrypted connections, and undergoes regular third-party tests. Benefit from continuous updates and unwavering support from our dedicated Customer Success team, providing 24x7 assistance and on-demand training to ensure your success.

RunMyJobs by Redwood is the only SAP endorsed and premium-certified and the most awarded SAP-certified SaaS workload automation platform and only allowing enterprises to achieve end-to-end IT process automation and unify complex across any application, system or environment without limits and with high availability as you scale. We're the #1 job scheduling choice for SAP customers with seamless integration to S/4HANA, BTP, RISE, ECC and more while maintaining a clean core. Empower teams with seamless integration with any present and future tech stack, a low-code editor and a rich library of templates. Monitor processes in real-time with predictive SLA management and get proactive notifications via email or SMS on performance issues or delays in all your processes. Redwood team provides 24/7/365 day global support with the industry’s strongest SLAs and 15-minute response times and a proven approach to migration that secures continuous operations, including team training, on-demand learning and more.

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!

Orange Logic is a powerful platform for digital asset management that helps ambitious content creators and growing businesses increase their control, creativity, and commercial advantage. Our user-friendly, infinitely scalable DAM solution streamlines workflows, automates processes, and removes roadblocks to remote collaboration. Orange Logic has created a highly intuitive interface that is designed to meet every departmental requirement, maximizing user adoption across the company and unlocking workflow efficiencies. OrangeDAM is trusted by Fortune 500 companies in the fields of Healthcare, Marketing, Manufacturing and Media & Entertainment.

Integrify is a cloud-based, low-code workflow automation platform that allows businesses to automate processes, design dynamic forms and create self-service portals. It also tracks performance and reviews activity audit trails. Integrify integrates with all enterprise applications, including ERP, CRM, HRIS, and CRM, thanks to our open API. Our customers can move data freely between systems in any process. We offer dedicated account management, full implementation services, coaching, and other support to make your automation project a success. -Unlimited Forms -Unlimited Processes -Unlimited File/Document storage -Unlimited Transactions/Requests Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self Service Portal -API Integration Free Workflow App Starter Templates Dedicated Account Manager

Appian, a platform dedicated to digital transformation, empowers teams to create robust applications at ten times the usual speed. By merging the agility of low-code development with top-notch process management, Appian ensures that organizations can expedite their digital transformation efforts. The platform includes a low-code development framework that offers drag-and-drop functionality, visual and declarative development options, a seamless user experience across devices, easy integrations, and immediate deployment capabilities. Additionally, Appian’s comprehensive features enable teams to rapidly adapt and innovate in a constantly evolving digital landscape.

Nintex Process Platform is used by enterprise organizations all over the world to automate, manage and optimize their business process. Nintex Process Platform features include process mapping, workflow automation and document generation. It also includes mobile apps, process intelligence, forms and forms generation, and forms. All of this is done with a drag and drop designer. Nintex Workflow Cloud, the latest version of Nintex Workflow Cloud, accelerates your organization's journey towards digital transformation. Put The Power of Process™ in the hands of your ops and IT professionals, process analysts, business analysts, power users, and more. Digitize forms, workflows and more. The Nintex Process Platform provides the most comprehensive platform for automation and process management. Nintex makes it easy to automate and optimize business processes.

AgilePoint's Low-Code Digital Process Platform allows organizations to hasten their digital transformation journey by equipping diverse teams to automate, optimize, or integrate workflows and processes. This capability not only enhances customer experiences but also boosts operational efficiency, fosters revenue growth, and guarantees adaptability and scalability for future challenges. Moreover, the platform supports ongoing improvement initiatives that align with evolving business needs.

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.

Ultimus is a global leader in low-code digital process automation (BPM) technology. Ultimus solutions automate business processes and optimize them to solve everyday and mission-critical business problems. Ultimus solutions are unique in that they focus on business process effectiveness. They help companies increase revenue and customer relationships. The Ultimus Digital Automation Suite is a comprehensive suite of technologies that was designed to meet the needs of modern digital enterprises. The Ultimus DPA Suite accelerates workflow delivery and maximizes business agility and effectiveness. It enables seamless, enterprise-scale process automation across all devices and use cases. This is possible both within an organization and with customers, suppliers, or partners outside it.

FlowForma is a leading provider of enterprise-class, non-code business process management and automation tools that enable businesspeople to quickly digitize a wide variety of processes. The company empowers businesspeople in engineering, finance, and construction, healthcare, and more to digitize complex business processes in-house without having to write any software code. Within 4 weeks of their onboarding, customers are fully equipped with digital processes and empowered. Users quickly reap the benefits of innovation, resilience, and ROI. FlowForma Process Automation is a leader in the automation industry with its process accelerators and external stakeholder engagement. FlowForma has over 300,000 users around the world and is a Microsoft Gold Partner. The company is headquartered here in Ireland, with offices in New York, London, and is driven by its values of innovation, evolution, and achieving with employees, customers, partners, and customers.

Xakia - Your in-house legal toolkit. Xakia is a simple, powerful and affordable legal toolkit built for in-house legal teams of 2-20. It centralizes all matters, contracts and documents into a single source of truth, allowing you to keep track of deadlines, priorities, and workloads. Powerful analytics through interactive dashboards and reports ensure that you make data-driven decisions for your Legal Department. Open API architecture allows you to seamlessly integrate Xakia into Outlook, Gmail and other critical software within your LegalTech and Enterprise ecosystem and workflows. > No more spreadsheets – Contract & Dispute Logs > Simple and streamlined - Legal Intake and Triage > Complete visibility - Collaboration Portal > Budget Control - Spend Management > Analytics - Interactive Dashboards & Reports Xakia is built for ease of configuration and adoption so you can avoid lengthy and costly implementations - you will be live with Xakia in minutes not months!

The Decisions Platform is a no code business automation solution that focuses primarily on data handling, process automation and business rule execution. The Decisions Platform includes a workflow engine, a form designer, form designer, report/or dashboard builder and an open API and SDK. It offers a complete business process management solution for large companies and software company partners. Decisions is a visual, drag-and-drop, no-code design technology that was built and tested to help organizations automate a variety of business processes.

HighGear, the most popular no-code workflow automation platform, allows everyday business users build enterprise-grade workflow apps without having to write code. HighGear is used by mid-to-large businesses in regulated sectors like banking, insurance, and energy to manage work, improve visibility, streamline operations, and meet compliance requirements. HighGear is an intuitive platform that can be trusted by management and approved IT. It allows you to easily create forms, design processes, and automate workflows.

PRIME BPM, a cloud-based Business Process Management tool, allows you to quickly and accurately map, analyze, improve, and automate your business processes. Our specialized Business Process Management programs will help you take your Business Process Improvement/ Process Mapping skills up to the next level. You will receive high-quality process maps that are standardised and created by experts at a lower price and in a shorter time frame. PRIME BPM is a cloud-based, plug and play BPM software that allows you to map, analyze, improve, and automate your business processes. PRIME BPM is a powerful cloud-based, plug-and-play BPM software that can be used by both business users and business process experts. It has the best-of breed inbuilt methodology and user-friendly interface to meet the needs of both groups. PRIME BPM is based on powerful methodologies such as BPM and Six Sigma, Value Stream Mapping, Six Sigma, Value Stream Mapping, and other. It has helped hundreds of top-ranking organizations achieve their business goals.

Develop essential service workflows that initiate with a request, aiming to boost efficiency, update procedures, and automate wherever feasible. Our solutions deliver the necessary framework and infrastructure to design human-focused workflows that seamlessly integrate technology platforms with organizational processes. Craft contemporary, digital self-service options for your team members and stakeholders to enhance their experience. Gather, validate, and securely store data for utilization and distribution throughout your workflows. Streamline and coordinate processes that address human-centric demands. Facilitate connections with various systems to instantly share, retrieve, or transmit critical data. Implement robust encryption for data both at rest and during transmission, alongside flexible, attribute-based access controls. Our user-friendly framework allows developers to envision, create, and refine their designs using intuitive drag-and-drop features, while a versatile authentication model accommodates a wide range of sign-in preferences. This holistic approach not only supports operational needs but also fosters innovation and agility in adapting to changing requirements.

WEBCON BPS serves as a powerful Low-Code Application Platform (LCAP) designed specifically for the automation of digital processes within enterprises. This platform enables the development of applications tailored to various business requirements, facilitating the digitalization and automation of business processes while promoting standardization and best practices across multiple departments and regions. By leveraging WEBCON BPS, organizations can effectively embrace digital transformation. The WEBCON Designer Desk simplifies the process of gathering requirements for workflows and process applications, allowing users to create models that replace traditional Word and Visio documents. With the innovative InstantChange™ technology, users can freely express their creativity and transform ideas into sophisticated BPM applications through a user-friendly drag-and-drop interface, saving their work with ease and captivating end-users in the process. WEBCON BPS empowers IT departments to become key players in delivering a vast array of business applications and automating digital processes, while also granting top management the agility to implement decisions swiftly. Additionally, business users gain access to a unified digital workspace that enhances collaboration and efficiency. This holistic approach ensures that all facets of the organization can work in harmony towards a common goal of digital excellence.

Doxis Intelligent Content Automation (ICA) is the next generation of enterprise content management. Powered by AI, the platform connects and automates content to deliver a contextualized content experience and create a future-ready digital workplace.Doxis integrates with a wide range of business applications. The Doxis platform offers cutting-edge solutions for document management, invoice automation, contract management and human resources, in addition to solution suites for business-critical areas like purchase-to-pay. The strategy of the Doxis platform is to help organizations achieve a faster time-to-value, reduce IT bottlenecks and accelerate digital transformation. It does this by empowering business users, e.g. LOB leaders, department heads and project leaders, to quickly and easily customize and roll out content apps honed to their unique needs. These apps are available in the Doxis Fast Starter library, which provides a wide range of pre-configured and easily customizable workspaces for sales, purchasing, service, legal, etc. and for specific sectors like real estate and insurance. Leading market analysts recognize SER as a leading vendor of the enterprise content management market.

Create automations and handle exceptions using simple, intuitive language. With Kognitos, you can seamlessly automate tasks involving both structured and unstructured data, manage large volumes of transactions, and navigate complex workflows that often pose challenges for conventional automation solutions. Traditionally, processes that deal with exceptions, such as those requiring extensive documentation, have presented significant hurdles for robotic process automation due to the extensive initial work needed to incorporate exception management. However, Kognitos revolutionizes this by empowering users to instruct automation on how to address exceptions through natural language communication. This approach mimics the way we would naturally teach each other to solve problems and manage anomalies, using intuitive prompts that keep humans at the helm. Now, automation can be refined and developed much like training a human, utilizing shared experiences and practical examples to enhance its capabilities effectively. This innovative method not only simplifies the automation process but also fosters a collaborative environment where users feel more engaged and in control of the technology.