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Workflow Automation Software

Workflow automation software helps you streamline repetitive tasks, so you can focus on what really matters. With this, you’ll be able to connect apps, set triggers, and automate approvals, saving time and reducing errors. In this category, you’ll find tools for task automation, process mapping, and integration management. It empowers you to boost productivity, improve accuracy, and keep your team aligned effortlessly—all without needing to code a thing.

266 products • 0 reviews
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AdvisorEngine CRM

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Workflow Automation Software

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AdvisorEngine CRM is a purpose-built wealth management platform that helps financial advisors automate workflows, manage client relationships, and sca

Charles Schwab Fidelity TD Ameritrade Pershing
Starting at $65/month
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Equisoft Connect

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Workflow Automation Software

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Equisoft Connect is a specialized CRM platform designed for financial advisors to centralize client data, automate compliance workflows, and manage in

Outlook Google Calendar Gatekeeper WealthServ
Starting at Custom Pricing
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Itential

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Workflow Automation Software

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Itential provides a low-code automation platform that simplifies the management and configuration of multi-domain network infrastructure through a uni

ServiceNow Jira Ansible Terraform
Starting at Custom Pricing
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Gluware

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Workflow Automation Software

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Gluware provides an intelligent network automation platform that allows you to manage multi-vendor enterprise networks through a low-code, intent-base

Cisco Juniper Networks Arista Aruba
Starting at Custom Pricing
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Mitratech TeamConnect

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Workflow Automation Software

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Mitratech TeamConnect is an enterprise legal management platform that centralizes matter management, e-billing, and compliance workflows to help legal

Microsoft Outlook Microsoft Office 365 Adobe Acrobat SAP
Starting at Custom Pricing
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OnitX

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Workflow Automation Software

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OnitX provides a comprehensive legal operations platform that helps you manage matters, automate workflows, and control legal spend through a flexible

Salesforce Microsoft Outlook DocuSign Adobe Sign
Starting at Custom Pricing
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Blaze

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Workflow Automation Software

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Blaze is a no-code platform that allows you to build custom internal tools, inventory management systems, and customer portals by connecting your exis

Airtable Google Sheets PostgreSQL MongoDB
Starting at Free
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ContractPodAi

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Workflow Automation Software

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ContractPodAi is an all-in-one legal platform that uses generative AI to help you manage the entire contract lifecycle from initial request and drafti

Salesforce Microsoft Teams DocuSign Adobe Acrobat Sign
Starting at Custom Pricing
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Evisort

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Workflow Automation Software

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Evisort is a contract intelligence platform that uses artificial intelligence to help you manage, analyze, and automate your legal documents and busin

Salesforce Microsoft SharePoint Box Google Drive
Starting at Custom Pricing
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Infinity

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Workflow Automation Software

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Infinity is a highly flexible work management platform that lets you organize any project using customizable boards, multiple views, and over 50 templ

Zapier Slack Google Drive Trello
Starting at $6/month
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WorkElevate

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Workflow Automation Software

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WorkElevate is a digital employee experience platform that uses AI-driven automation and self-service tools to simplify IT service desk operations and

Microsoft Teams Slack ServiceNow Jira
Starting at Custom Pricing
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ServiceNow

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Workflow Automation Software

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ServiceNow is a cloud-based platform that digitizes and automates siloed processes into cross-functional workflows to help you improve productivity an

Microsoft Teams Slack Salesforce Azure DevOps
Starting at Custom Pricing
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Workato

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Workflow Automation Software

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Workato is an enterprise-grade integration platform that enables you to automate complex business workflows across your entire organization by connect

Salesforce Slack ServiceNow Microsoft Teams
Starting at Custom Pricing
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Zapier

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Workflow Automation Software

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Zapier is a workflow automation software that connects over 6,000 apps to help you automate repetitive tasks and build custom internal solutions witho

Slack Gmail Google Sheets Salesforce
Starting at Free
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Tray.io

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Workflow Automation Software

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Tray.io is an AI-powered multi-experience iPaaS that helps you automate complex business processes and integrate your entire software stack using a lo

Salesforce Slack Google Drive Asana
Starting at Custom Pricing
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Make

New

Workflow Automation Software

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Make is a visual automation platform that allows you to design, build, and automate complex workflows by connecting thousands of apps without writing

Google Sheets Slack Gmail Salesforce
Starting at Free
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Zluri

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Workflow Automation Software

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Zluri is a comprehensive SaaS management platform that helps IT teams discover, manage, and optimize their entire software stack while automating empl

Slack Google Workspace Microsoft 365 Zoom
Starting at Custom Pricing
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Torii

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Workflow Automation Software

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Torii is a SaaS management platform that helps you discover, optimize, and automate your entire software stack to reduce costs and eliminate security

Okta Google Workspace Microsoft Azure Slack
Starting at Custom Pricing
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Productiv

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Workflow Automation Software

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Productiv is a SaaS management platform that provides data-driven insights to help you optimize software spend, increase employee engagement, and auto

Okta Slack Zoom Salesforce
Starting at Custom Pricing
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BetterCloud

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Workflow Automation Software

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BetterCloud is a comprehensive SaaS management platform that helps you automate IT operations, secure sensitive data, and manage user lifecycles acros

Google Workspace Microsoft 365 Slack Zoom
Starting at Custom Pricing
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Trello

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Workflow Automation Software

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Trello is a visual project management tool that uses boards, lists, and cards to help you organize tasks, collaborate with teammates, and track projec

Slack Google Drive Dropbox Microsoft Teams
Starting at Free
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Rocketbot

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Workflow Automation Software

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Rocketbot is a flexible robotic process automation platform that helps you build, deploy, and manage software bots to automate repetitive business tas

Excel SAP Salesforce Google Sheets
Starting at $99/month
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PIX RPA

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Workflow Automation Software

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PIX RPA is an enterprise-grade robotic process automation platform that helps you automate repetitive business tasks and manual data entry using intel

SAP Oracle Microsoft Excel Java
Starting at Custom Pricing
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Precisely

New

Workflow Automation Software

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Precisely is a contract management platform that automates your entire document lifecycle from initial drafting and automated workflows to electronic

Salesforce HubSpot Google Drive Dropbox
Starting at $62/month
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Veoci

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Workflow Automation Software

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Veoci is a flexible crisis management and emergency response software that helps you digitize plans, automate workflows, and coordinate real-time comm

Microsoft Teams Slack Webex Azure AD
Starting at Custom Pricing
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