Workflows

Create, track, automate, and complete tasks to streamline processes and improve efficiency.

“This is where it all the magic comes together”

Complex Approvals

FlowFusion supports Complex Approvals for advanced workflow automation:

1. Multi-Step Approvals

  • Sequential Approval – Tasks move step by step (e.g., Manager → Director → Finance).
  • Parallel Approval – Multiple approvers review simultaneously; progress continues when all or a required number approve.

2. Conditional Approvals

  • Value-Based – Different approvers based on criteria (e.g., amounts over $10K require CFO approval).
  • Department-Specific – Approvals routed based on project type or department.

3. Dynamic Approvers

  • Role-Based Assignments – Automatically assign approvals to users based on their roles.
  • Delegation & Escalation – If an approver is unavailable, tasks can be reassigned or escalated automatically.

4. Smart Automation

  • Deadline & Reminders – Auto-escalate or send reminders for pending approvals.
  • Audit Trail – Track all approval actions for compliance and transparency.

Conditional Logic

FlowFusion supports Conditional Logic to make workflows dynamic and responsive:

1. Rule-Based Decisions

  • Workflows change based on if-then conditions (e.g., “If amount > $10,000, send to CFO for approval”).
  • Forms can show/hide fields based on user input.

2. Dynamic Routing

  • Tasks are assigned based on conditions (e.g., “If department = HR, send to HR manager”).
  • Different approval paths can be triggered depending on user roles, values, or data inputs.

3. Automated Actions

  • Auto-reject, auto-approve, or trigger next steps based on predefined conditions.
  • Send notifications or escalate tasks if conditions are met (e.g., “If approval is pending for 3 days, escalate to director”).

Automations

FlowFusion automates workflows to reduce manual tasks, improve efficiency, and enhance decision-making. Here’s how:

1. Automated Task Assignment

  • Assign tasks based on predefined rules, workload, or task type.
  • Ensure balanced task distribution without manual intervention.

2. Workflow Triggers

  • Start workflows automatically based on events (e.g., form submission, project creation, or scheduled triggers).
  • Automate routine tasks to save time and reduce delays.

3. Conditional Logic

  • Apply if-then rules to automate decision-making (e.g., “If priority is high, notify manager”).
  • Route tasks dynamically based on form inputs or business conditions.

4. Data Automation

  • Process, transform, and sync data automatically.
  • Merge, split, and integrate data with APIs or databases.

5. Seamless Integrations

  • Connect with CRM, ERP, cloud storage, and collaboration tools (Google Drive, Slack, Teams, etc.).
  • Automate data exchanges via APIs and webhooks.

6. Notifications & Alerts

  • Send real-time updates via email, SMS, or chat.
  • Automate reminders for pending or overdue tasks.

7. Report Generation

  • Auto-generate and distribute workflow reports.
  • Provide real-time insights on task completion and efficiency.

System Integration

FlowFusion supports System Integration to connect with various platforms and streamline workflows:

1. API & Webhooks

  • REST APIs – Send and receive data between FlowFusion and other apps.
  • Webhooks – Trigger workflows when events happen in external systems (e.g., new CRM lead).

2. Pre-Built Integrations

  • CRM – Connect with Salesforce, HubSpot, or Zoho for customer data syncing.
  • ERP – Integrate with SAP, Oracle, or Microsoft Dynamics for business operations.
  • Cloud Storage – Sync with Google Drive, SharePoint, or Dropbox for file management.

3. Database & Authentication

  • Connect to SQL/NoSQL databases for data storage.
  • Support for Single Sign-On (SSO) and authentication via LDAP, OAuth, or Active Directory.

Data Transformation

FlowFusion supports Data Transformation to process and modify data within workflows:

1. Data Formatting

  • Convert data types (e.g., text to numbers, date formats).
  • Standardize inputs (e.g., capitalize names, remove extra spaces).

2. Conditional Data Processing

  • Apply if-then rules (e.g., “If status = pending, mark as urgent”).
  • Map fields dynamically based on conditions (e.g., adjust tax rates based on location).

3. Data Merging & Splitting

  • Combine multiple data sources into one structured output.
  • Extract specific parts of data (e.g., pulling only the domain from an email).

4. API & Database Syncing

  • Transform and push data into CRM, ERP, or databases in the right format.
  • Convert raw data before sending it via APIs.

Schedular

FlowFusion supports Scheduler processes by automating and optimizing scheduling workflows:

1. Task Prioritization

  • Automatically prioritizes tasks based on deadlines, dependencies, and importance.
  • Ensures that high-priority tasks are handled efficiently.

2. Resource Management

  • Allocates personnel, equipment, and other resources efficiently.
  • Prevents overbooking or underutilization of resources by integrating with resource management systems.

3. Automated Scheduling

  • Uses predefined rules or algorithms to automate scheduling.
  • Automatically reschedules tasks based on real-time changes, reducing manual errors.

4. Conflict Resolution

  • Identifies and resolves scheduling conflicts like overlapping bookings or resource constraints.
  • Ensures a seamless workflow by managing these conflicts automatically.

5. Notifications & Alerts

  • Sends automatic reminders, notifications, and updates regarding upcoming tasks, schedule changes, or deadlines.
  • Keeps all users informed and aligned with schedule changes.

6. Data Insights

  • Provides analytics and insights on scheduling patterns and efficiency.
  • Helps improve future scheduling and resource allocation strategies.

Form/Task Assignments

FlowFusion supports Form/Task Assignment to streamline the delegation of tasks within workflows:

1. Dynamic Task Assignment

  • Automatically assigns tasks based on predefined rules (e.g., assign tasks based on team availability or expertise).
  • Can be configured to rotate assignments or prioritize certain users for specific tasks.

2. Form-Based Input

  • Users can submit forms to initiate tasks, provide input, or update existing workflows.
  • Customizable forms allow for collecting the necessary data for task assignment (e.g., project details, task urgency).

3. Conditional Routing

  • Route tasks to specific individuals or teams based on form inputs (e.g., “If task type is ‘Technical,’ assign to IT team”).
  • Automates workflows by ensuring tasks are sent to the right person at the right time.

4. Progress Tracking

  • Monitor task status (assigned, in progress, completed) in real-time through dashboards.
  • Automatically update the workflow as tasks are completed or moved to the next phase.

5. Notifications & Reminders

  • Sends alerts when a task is assigned, overdue, or requires immediate attention.
  • Ensures that tasks are followed up on and deadlines are met.