New Integration: Build Visual Workflows for Complex Processes Using Cflow

Emily Breuninger
Emily Breuninger / April 17, 2018

Staying on top of your business processes is no easy job. Whether your office has 5 employees or 500, office managers, team members, and team leads often end up with endless notifications, emails, and documents needing a signature.

Cflow is a visual workflow software that streamlines your business practices, providing timely notifications and keeping all your team members in the loop. Keep track of everyone’s progress with their fully customizable workflow reports and analytics. Save time and configure rules so that the mundane tasks are auto-approved with no extra work from you. Plus, with features like delegation rules and linked workflows, your business practices will feel seamless.

Cflow now integrates with 1,000+ apps via Zapier, so you can integrate your office requests with all of your favorite tools.

How Cflow Works with Zapier

Triggers

  • Request Reaches a Process Stage: Triggers when a new request reaches a process stage in a workflow.
  • New Request: Triggers when a new request is created in a workflow.

Actions

  • Create a Draft Request: Creates a new request in the selected process, populates the fields and saves it as a draft. This also emails the process initiators that a new draft request is waiting to be submitted.
  • Create a Request and Submit: Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.

Automation Inspiration

Get started with these sample Zaps:

Create Tasks from Cflow Requests

Create Workflow Requests

How to Automate Cflow with Zapier

  1. Sign up for a Cflow account, and make sure you have a Zapier account

  2. Try some pre-made Cflow integrations and learn more about how Cflow works with Zapier

  3. Check out our Cflow help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Cflow and Zapier