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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Establish a single platform that addresses all your customer verification requirements. By utilizing components from our Integration catalog, you can swiftly design flows that are customized to your business needs within minutes. You can seamlessly combine forms, document verifications, ID checks, and AML screenings to generate limitless onboarding possibilities. This approach alleviates the need for complicated internal developments, enables effortless adaptation to new regulations, and simplifies launching in various countries. Integrate our widget into your product with minimal coding, or opt for the hosted version to get up and running even more quickly. Tailor the user interface to align with your brand, ensuring a cohesive experience. Additionally, automated email communications and reminders can significantly lower customer drop-off rates. Safeguard your business from financial, regulatory, and reputational vulnerabilities by ensuring that you onboard customers who suit your criteria. You also have the option to create personalized rules in our no-code editor that can automatically approve users, categorize risk levels, or initiate further checks as necessary, enhancing your operational efficiency. By streamlining the verification process, your organization can focus on growth while maintaining compliance and security.

Description

FlowRunner enables the execution of your Salesforce Screen Flows directly within Outlook and Gmail. As soon as users access an email, the appropriate records automatically appear based on the rules you set up. The flows are initiated with email context already filled in, eliminating the need for copy-pasting or switching between tabs. This way, your team can adhere to established processes without ever leaving their inboxes. Key Features - Screen Flows in the inbox: Execute any Screen Flow straight from Outlook or Gmail, with pre-filled inputs including sender, subject, and email content. - Smart record lookup: The necessary Salesforce records become visible the instant an email is opened, aligned with customizable rules for each team or user. - Admin control: Determine which users have access to specific Flows. - No new automation tool: FlowRunner operates using the Flows you have already created. If you know how to build a Screen Flow, you are already equipped to use FlowRunner effectively. - Works with your existing setup: Your standard and custom objects, validation rules, and business logic remain intact and unchanged. Additionally, this seamless integration allows for a smoother workflow experience across your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Gmail
Microsoft Outlook
Salesforce

Integrations

Gmail
Microsoft Outlook
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

14 day free trial, $20/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dotfile

Country

France

Website

www.dotfile.com

Vendor Details

Company Name

FlowRunner

Founded

2025

Country

Netherlands

Website

flow-runner.com

Product Features

Product Features

Alternatives

Alternatives

No Alternatives