Best Workflow Automation Software for Microsoft SharePoint

Pipefy is a cutting-edge platform designed to enhance workflow automation through AI technology, allowing organizations to optimize their IT resources while enabling business teams to independently create and implement as much as 85% of their workflows. By centralizing, automating, and refining your workflows, you can achieve improved user experiences, accelerate business outcomes, and enhance overall efficiency. Enhance your deployment speed, reduce implementation expenses, and simplify processes with a comprehensive security suite, seamless integrations with over 300 applications and systems right out of the box, and HTTP/HTTPS capabilities to connect Pipefy with any other tools you use.

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.

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

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.

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.

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!

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.

Support your employees around the clock with our innovative AI-driven support assistant, designed to align with your specific business requirements. Atomicwork brings a tailored solution to every team interacting with your workforce, facilitating the dismantling of barriers that often separate them. By automating up to 80% of the manual tasks typically managed by your IT department, Atomicwork minimizes distractions and enhances employee productivity. This platform also liberates your HR team from the burdens of operational tasks, allowing them to evolve into strategic allies who maximize employee value throughout their journey, from onboarding to offboarding. Furthermore, Atomicwork enables your finance teams to deliver smooth support while remaining vigilant about best practices, compliance obligations, and external dependencies. Streamline the influx of employee requests by effectively assigning them to the appropriate specialists and fostering collaboration to meet their needs efficiently. With Atomicwork, you not only improve operational efficiency but also create a more cohesive work environment that empowers every employee.

Cassidy seamlessly integrates with your existing tools, utilizing your organization's knowledge to streamline various tasks such as customer support, lead qualification, and RFP processing, among others. By effortlessly connecting your company's data and insights to AI, it can efficiently address employee inquiries, provide project updates, and accelerate customer responses, all while maintaining brand consistency. With Cassidy, you can eliminate concerns about AI inaccuracies, as its knowledge base offers dependable, verified, and sourced information directly from your company's resources. This ensures that all employees have immediate access to the latest information they require, with your organization's knowledge being centralized and synchronized in real-time. Furthermore, Cassidy empowers your AI to handle even the most complex workflows by fully harnessing the context of your distinct business operations, ultimately enhancing productivity and collaboration across the board.

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.

Unifonic is an innovative platform driven by artificial intelligence, designed to foster personalized engagement with customers across multiple channels. It supports a variety of communication methods, such as SMS, WhatsApp, Messenger, push notifications, and voice calls, enabling businesses to interact with their clients via their preferred communication avenues. With over 100 native integrations with popular tools like Salesforce, HubSpot, and Shopify, it streamlines workflow automation effectively. Additionally, Unifonic's Flow Studio features ready-made templates for common scenarios, including abandoned cart notifications, one-time passwords, and chatbot integration, making it easier to set up automated processes. This platform not only boosts marketing initiatives but also enhances IT and operational efficiency through low-code development capabilities, while providing round-the-clock AI-driven customer support. Unifonic serves a global market, boasting an impressive 95% coverage, having dispatched over 25 billion messages, and catering to a client base of more than 5,000 businesses, showcasing its extensive impact in the industry. Furthermore, its commitment to innovation ensures that businesses can adapt to the evolving demands of customer engagement.

Workflows is an innovative feature within Microsoft 365 Copilot that allows users to streamline and automate their tasks across various Microsoft 365 applications by simply articulating their needs in natural language, eliminating the need for manual configuration or connector setups. This tool provides the ability to initiate actions based on schedules or specific events, gather and store user inputs through adaptive cards in Teams, and access Microsoft 365 data, including calendar entries, emails, and lists, all without requiring any coding knowledge. Once a user submits a prompt, Workflows intelligently identifies the relevant services mentioned—such as the Outlook inbox or a Teams channel—constructs a working workflow using a visual design interface, and offers capabilities for testing, monitoring, and management through an Activity tab and Home page. The range of supported triggers and actions includes recurring tasks, AI-driven actions, and functionalities for Outlook (such as retrieving emails and creating events), Teams (like posting messages and adaptive cards), SharePoint (for adding or deleting items), Planner (to list tasks), Approvals, and Dataverse (for AI prompts), making it a comprehensive solution for automating workflows. Ultimately, this feature empowers users to maximize their productivity by simplifying the task automation process across a suite of powerful tools.