Procedureflow Integrations
Automation

Elevate productivity with automation

Add automation throughout your flows with Power Shapes to reduce errors and streamline processes. It’s a smarter and easier way to improve operational efficiency and deliver better customer service.

Partnered with leading solutions
  • Microsoft Dynnamics
  • Nice
  • Salesforce
  • Genesys
  • Amazon Connect
Automation Possibilities with Power Shapes

Seamlessly sync information across systems

Power Shapes can save your team 2,300 hours per year (approximately $120k in savings) just by automating the population of data within one process.

Embedding Authenticated
Task Automation Task Automation

Execute manual tasks quickly and accurately

Automate several system updates at once to cut task time from minutes to seconds. Create notifications, tickets, or customer records while triggering actions in your CRM, increasing productivity and freeing up your team’s time for higher-value work.

Deliver information in real-time
Drive Adoption Calculators

Deliver information in real-time

Add a custom calculator to instantly convert currencies, determine reward balances, payments due, or to quickly qualify customer eligibility. By calculating critical details directly within flows, you can reduce the potential for human error and ensure customers receive quality service.

Display Tables
Drive Adoption Display Tables

Effortlessly gather data from systems

Create a display table that automatically syncs with your system of record so that data is always accurate and searchable. From quickly looking up product inventory to keeping up with constantly changing codes, sync information across systems in seconds and eliminate the need for platform switching.

Ready to transform your knowledge base?

We provide in-depth walkthrough of ProdecureFlow and
how we can integrate into your existing systems.

Get a Demo

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