Request and Approval Management, Workflow
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Plugins and Web Services

Integrify 4.5 has an extensible architecture with multiple ways of integrating Integrify into your environment. Customize your process flows as much as you like. Insert your own managed code at any point in your process, or when your form loads or saves. 

The Integrify plugin extensions allow for in for in-process, bi-directional integration with external systems

  • Push or pull data between Integrify and other systems
  • Integrate with existing databases
  • Leverage existing information in Excel
  • Update internal systems

Within Integrify, a plugin acts as a task in a process; allowing customers to reduce manual entry when updating systems or pulling information into a process for use in it's workflow.  

The Integrify Web Service is a standalone web service encompassed within the Integrify web application. The web service layer allows other applications to:

  • Initiate a workflow
  • Get lists of tasks
  • Complete tasks
  • Update process statuses and
  • Conduct other bi-directional activities.

Any data passed into the workflow from an external system is exposed to the rules engine which can influence the path through the workflow. 

Custom Plugins for your environment can be developed with Integrify Professional services.  

The Remote Sync Service* is a lightweight service you install on your your network that synchronizes Integrify user accounts and permissions with existing corporate directories. (*for Integrify 4.5 OnDemand) 
 

Plugin Screenshot

Plugin Architecture offers extended functionality
The Task Plugin architecture allows Integrify and partners to create custom application logic that can be executed at any point in a process. The plugins can be completely automated or can present user input screens as part of their execution. The plugins also may present an interface to administrators for configuring initialization properties. Finally, the plugins can capture and expose data to the rules engine, allowing the workflow to adjust its course based on any number of data points.

Plugins currently available for purchase include:

This Plugin list is downloadable as a PDF(50KB)

Database Push Plugin
Push data gathered within an Integrify process directly into:

  • HR/Payroll,
  • Data warehouse,
  • Any relational database (i.e. PeopleSoft, SAP, etc).
For example, customers can eliminate manual data entry between systems by extracting data from an activity in a process and update their HR/Payroll system.

Database Pull Plugin
Pull data from external systems into a form within Integrify. Works with:

  • HR/Payroll system,
  • Data warehouse,
  • Any relational database (i.e. PeopleSoft, SAP, etc).
Define tasks and routing rules based on any piece of data from external systems or Integrify itself. Save time and effort normally spent reviewing information residing outside a process and performing manual data entry.

Amazon S3 Plugin
Implementing a document-centric process on the Internet can have it's challenges. Large files sizes (up to 5 GB) and heavy download activity can make hard drive and bandwidth costs a concern. Fortunately, Amazon's S3 simple storage service offers an inexpensive yet robust file storage solution that is accessible from anywhere on the web. Now, with Integrify's S3 plug-in, your business processes can take advantage of all that Amazon's S3 service has to offer. Users can:

  • Upload one or more files directly to an S3 account through an easy to use web-based form
  • Have the document routed to other users based on business rules.
Possible uses include routing and approving digital image and video files, soliciting and gathering content from multiple distributed users or delivering finished digital artwork to customers. Utilizing the S3 plugin requires signing up for the Amazon S3 web service. More information can be found here: Amazon's S3 service

Excel Plugin
Leverage existing work and harness the power of Excel on the users' desktop while utilizing Integrify to manage the workflow often associated with capital expenditures, expense reports, or similar financial functions.

Through Integrify's intuitive process definition interface, Process Administrators can build a process that enables the users to:

  • Upload an Excel spreadsheet into a process
  • Define business rules based on data within the cells of the uploaded Excel document.
  • Use the Excel data to define approval routing rules within the process,
  • Dynamically assign approvers based on excel data
  • Incorporate Excel data along with process information within Integrify reports

HTTP Redirect Plugin
Processes can be configured to present a task that launches a new browser window to a remote or internal URL. This URL can contain parameters and data from the request. For example, if you have a process that involves tracking shipment information, a process could be defined to pick up a tracking ID from a request and present a link to the shippers website with the tracking number in the URL. This would give the user 1-click access to current shipping details.

Web Post Plugin
Configure processes to post data to a web service as a SOAP message or to a parameterized query string, allowing Integrify to push data to other systems. The result of the post can determine the path of a workflow. At any point in an Integrify process, customers can

  • Pass data to an external system (Remedy, Salesforce, SAP, etc).
  • Instantly (or on a scheduled bases) confirm data receipt and pass back additional information
  • Spawn additional tasks in the Integrify process based on successful data transfer

Dynamic Assigner Plugin
Combine the power of SQL with Integrify's unique ability to flexibly assign one-to-many approvers. Often, the person with the permission to approve a request will vary based on characteristics of the request. For example, a given financial requests could be routed to different approvers based on:

  • Region
  • Dollar Amount
  • Order Type
With the Dynamic Assigner plugin, rather than try to constantly maintain groups of individuals and assign to various tasks, the Process Administrator can use the values from the form (type and region in this case), build a SQL statement that dynamically retrieves the appropriate individual (s) and assign the work order to those individuals.

For more information or to add these plugins to your Integrify profile, contact sales@integrify.com or call +1-888-536-9629

 

The Integrify Web Service Module:

More detailed Web Service Information is downloadable as a PDF (50KB)

The Integrify Web Service is a standalone web service encompassed within the Integrify web application. The web service layer allows other applications to:

  • Initiate a workflow
  • Get lists of tasks
  • Complete tasks
  • Update process statuses and
  • Conduct other bi-directional activities.
Any data passed into the workflow from an external system is exposed to the rules engine which can influence the path through the workflow.

The Integrify Web Service essentially acts as a user in the system that is executing a task. By allowing this real-time processing it removes the need for an additional Task Processing engine to monitor/queue responses which is often a failure point in many systems. In addition to being able to complete tasks within a process, the Integrify Web Service enables a Process Administrator to define a task within a process that starts a process.

 

The Integrify Remote Sync Service (for Integrify 4.5 OnDemand)

(Requires and comes free with the Web Service Module)

Using the Remote Sync Service with Integrify 4.5 OnDemand means that you'll have all the benefits of hosted software and still be able to leverage your corporate directory information (LDAP or Active Directory). The Remote Sync Service is a lightweight service you install on your network that extracts users from your corporate directory, information encrypts the data and then securely uploads that information via SSL to your Integrify account. Choose one of three methods for managing their users in Integrify 4.5 OnDemand;

  • Inserts, which updates Integrify when new users are added,
  • Updates, which Synchronizes the user accounts on both systems, and
  • Deletes, which identifies and removes users who are removed from the Directory Services.
In all cases, Integrify will provide a log tracking any changes.

Jeffrey M. Kaplan, Managing Director of THINKstrategies and the founder of the SaaS Showplace observes,
"Integrify has created a very effective approach for linking its On-Demand process improvement software to existing Directory Services that overcomes these common challenges and accelerates the time to value of its solutions."

For more information or to add these services to your Integrify profile, contact sales@integrify.com or call +1-888-536-9629

Simply Functional

There are many BPM and workflow software products to choose from and most of them also offer solutions to just about any process an organization will face. But none offers the right combination of simplicity and functionality needed when automating approval workflow.
Just the complexity vs. the ease-of-use of a software product makes all the difference when considering the total cost of ownership. No lengthy projects, no extensive training and no end-user rejection. Keeping it simple, yet maintaining the features needed to handle your approval workflow is what you'll find with Integrify.