Workflows

Automate approvals, routing, and notifications

Streamline operations with automated workflows. Form approval chains, task routing, and notification triggers reduce manual overhead and ensure consistency across your field operations.

Workflow Builder

  • 4-step visual builder wizard: info, trigger, actions, review
  • 10 pre-built templates across 5 categories (Approvals, Notifications, Escalations, Automation, Scheduled)
  • 10 trigger types: task created/completed/overdue/assigned, form submitted, visit completed, approval required, escalation, scheduled, manual
  • Field value conditions — trigger workflows based on specific form field values with 7 operators

Workflow Builder

Actions & Execution

  • 8 action types: send notification, send email, create task, assign task, update task status, call webhook, wait for duration, conditional branch
  • Server-side execution engine with full audit trail
  • Scheduled workflows: interval, daily, weekly, or monthly execution
  • Manual trigger for on-demand workflow execution (admin/manager)
  • Template interpolation with {{entity.field}} syntax for dynamic content

Actions & Execution

Approval Workflows

  • Multi-level approval chains for form submissions
  • Designated approvers per form — any one can approve (OR logic)
  • Approve, reject, or request resubmission with comments
  • SLA breach notifications and automatic escalation

Approval Workflows

Use Cases

How Teams Use Workflows

Inspection Sign-Off

Field worker submits inspection form, manager reviews and approves or rejects, worker resubmits if needed — all tracked.

Automated Escalation

Ticket priority escalation or SLA breach triggers automatic notification to managers, creates follow-up task, and sends webhook to external systems.

Who uses this:
Operations ManagersQuality ManagersAdministrators

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