Best Workflow Management Software for Zapier

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.

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

In today’s digital landscape, collaboration is essential, and stronger collaboration drives better outcomes. Setting up an effective workflow requires a straightforward way to manage processes and accelerate iteration without limitations. Miro’s workflow template simplifies this, making it a go-to for project managers, designers, and marketers looking to align processes and boost efficiency in project execution.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Connecteam is an all in one employee app that was specifically designed for non-desk employees. It provides all the necessary capabilities to manage and operate field employees, including communication features, workflows and scheduling, as well as time clock. Just a few clicks and you can bring together your deskless workforce. Your desktop Launchpad allows you to collaborate, manage operations, develop professional skills, and monitor employee engagement. In minutes, you can create a fully-branded mobile app for your company. You can add safety checklists, orientation courses, product catalogues, and shift management to your mobile app. Or, you can customize the features to suit your needs. You can also gain insight into how your team interacts with company assets and take steps to improve efficiency. Connecteam allows managers and employees to automate their processes and allow them to focus on growth. Integrations include Google Calendar, Gusto, QuickBooks Payroll, Xero and others.

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.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Your operations can be transformed by delivering workflows and real-time visibility so that your teams can keep up with the pace of change. To drive deeper insight and automation across complex systems and processes, extend and connect data, processes and workflows. Rapidly adapt your operations to meet new opportunities and to address potential risks. You can tailor workflows to meet the changing needs of your employees. In days, not weeks, create new workflows that respond to new challenges and support new ways to work. Connect, govern, and continuously improve an ecosystem of digital solutions that you can use to secure your most important data and processes. Transform how your data is used, and empower your employees to provide real-time insights using one unified platform. Unlock the potential of your team. Quickbase is now available.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

SafetyCulture is a mobile-first operations platform that gives you the knowledge, tools, and processes you need to work safely, meet higher standards, and improve every day, offering a better way to work. What started as a digital checklist app has evolved into a platform for conducting inspections, raising and resolving issues, managing assets, and training teams on the go.

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.

Moxo elevates workflow management with its innovative Service Orchestration Platform. The platform's Moxo Flow feature enables businesses to orchestrate complex, multi-party workflows seamlessly, from client onboarding to ongoing services. By consolidating these processes into a single, secure digital workspace, Moxo streamlines operations and enhances efficiency. The platform offers customizable workflow templates and native actions like digital signatures and file requests, allowing for tailored, high-touch service experiences. With extensive integration capabilities, including connections to CRMs and external applications, Moxo ensures that workflows remain aligned with existing systems of record, facilitating smooth data flow and process automation across the organization.

MaintainX is a mobile-first work order and procedure platform that allows teams to know what they need to do and how to do it. Here's what we digitize and take away from the clipboard: -Maintenance Work Orders -Safety Procedures -Environmental Checklists -Tooling & Gauge Reporting -Preventative Maintenance Procedures -Auditing/Inspection Workflows -Training Checklists We help operational leaders become more efficient by delivering real-time business insights from the field.

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Powerful cloud BPM and Workflow suite, made easy and friendly. Flokzu is a SaaS that uses no-code or low-code to automate business processes. It facilitates collaboration between people working on different tasks within an organization or team. It allows you to search for every form, document, or file in one place, manage pending tasks and create alerts. You can also integrate with other systems without the need for complicated spreadsheets or endless emails. Flokzu was created as a spin-off from a company with +18 year experience in corporate Business Process Management (BPM). It has received several international awards. We felt that the market needed a cloud-based solution that was powerful, yet affordable. We wanted to make process automation more accessible. We designed a tool that is powerful enough to manage complex business processes, but easy to use and shows results in hours. Join +140 countries to join +10.000 subscribers!

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations.

ProWorkflow is a web-based project management software that makes it easy to manage your teams and projects. ProWorkflow is a web-based project management tool for freelancers, startups, or enterprises. It offers a variety of powerful tools that can help you get the job done. ProWorkflow features include the ability to assign tasks, track time, and reschedule projects. ProWorkflow also provides easy quoting, invoicing, and reporting tools.

LOCATE is a cloud-based inventory management and order management system that can be scaled to meet the needs of product-based businesses. LOCATE offers the power of an ERP system in the mid-market, from basic warehouse tasks like kitting, barcoding and tracking to more advanced workflows such as drop shipping, outsource production and wave picking. LOCATE is the ideal solution to inventory-based businesses looking for growth. LOCATE is flexible and intuitive software that was designed with the end user in mind. LOCATE's superior customer service is what sets it apart. Our customers aren’t just buying software; they are also partnering with a team that will help them succeed.

Teamogy can cover all your company's needs. More time for core business. Increased cooperation Profitable increase Projects that are professionally managed. All in one! Your core business, creativity, projects, clients, should be your top priority. Even if one person works remotely, work together smoothly. All you need to do is use a web browser and an internet connection. Get a complete overview of your company's operations, on-demand and up to date, including job management, important documents and time tracking and management and financial results. Teamogy allows you to schedule tasks and time for your employees on specific clients. You can also track the time spent. You know what your people are doing right now and how effective they're being. It is used by many satisfied agencies all over the globe.

Project management has never been simpler. Modern software teams can work together and ship quickly with our help. Shortcut (formerly Clubhouse) helps you plan, build, measure, and measure your success. We are project management without all of the management. Our software team builds Shortcut for your software team. Shortcut is used by thousands of teams all over the globe to build software. Shipping software can be a difficult task. Zoom in and out easily between Stories, Iterations and quarterly Roadmaps. Useful context is just a click away. Kanban boards and Workflows allow you to manage all your work. They can be customized to meet the needs of the Teams or people using them. Teams, Epics and Objectives allow employees from all departments to work together to achieve larger goals and initiatives. To monitor how projects are managed, you can use burndown charts, time-in-workflow state graphs, cycle time and lead time charts, as well as other reports.

DRIVING RESOURCE, SCHEDULING, AND TIME TRACKING FOR SOME WORLD'S MOST SMART COMPANIES. Hub Planner combines transparent Resource Scheduling and Timesheets with Vacation Management, Resource Requesting and Project Management. It is a simple, intuitive, and smartly designed software that makes planning easy. Hub Planner gives you the best view of your resource management team and resources. Hub Planner's interactive drag-and-drop Scheduler allows you to quickly view the availability and utilization of resources and to schedule your team for projects. Timesheets can empower your team. You can gain valuable insight into your team's performance by comparing the actual time reported via Timesheets to the forecasted time via resource scheduler. You can download, share, and view real-time analytics for all your projects and resources. The dashboard makes resource management easy by allowing you to monitor real-time resource and project performance. Capacity Planning Schedule by Custom Fields Pipeline Planning Resource Allocation Project, Budget, Billing Management Assign Tasks & Categories Request & Approval Workflows Timesheets, Tracking & Approval Dashboard Report Builder & Templates Audit Log, UAM 30 Day Trial

Screendragon, a cloud-based project, resource and workflow management solution, is designed for mid-sized agencies, professional services, marketing, and agency teams with 50+ employees. Our software helps organizations streamline their operations, reduce costs, and improve speed-to market. Our software has been proven to scale to meet the needs of global Fortune 100 businesses. This allows them to solve complex operational problems. Screendragon has long-standing customers such as Kellogg's and Sky, JWT & McCann World Group. Screendragon combines powerful functionality with an easy-to-use UX. Screendragon empowers teams and managers with digital briefs, custom workflows and visual work-in progress dashboards. We also provide online proofing, resource scheduling, planning and forecasting as well as time-tracking, budget tracking and reporting.

Innovate Faster with No-Code. GW Apps allows businesses to build custom web apps much faster, saving up to 80% of the traditional time & cost. GW Apps can transform your business processes, automating tasks your staff used to do manually, and keeping everything on track and visible. Ensure the right people are involved and the correct process is followed. Automatically send notifications, create or update records, create PDFs, and trigger actions (APIs) in external systems. Set highly configurable and robust security so that only the right people can see, edit or take action on specific information. Build office productivity apps, paperless office solutions, self-service portals, and migrate old legacy apps, all without a single line of code. Integrate with popular tools like G Suite and Office 365. All organizations have numerous processes they need to manage. If your processes could help to manage themselves and automated their own actions, you could get more done with less stress. GW Apps helps transform your processes so they work the way you dreamed they should.