Workflow Template | Customizable Processes

Use a Workflow Template to Rapidly Implement Automated Processes

 

workflow template

A Workflow Template for Every Department

Getting a process automation project started quickly is easier with a workflow template. Integrify customers can leverage these templates built and tested by our skilled service experts based on years of experience on thousands of workflow automation projects.

Instead of spending weeks gathering requirements and testing a variety of custom workflows, you can jumpstart the process with a pre-built working process template and meet your department or organizational goal.

Why Use Templates for Workflow Automation?

There are many reasons for using templates to jumpstart process automation projects:

  • Rapidly implement processes for faster ROI.
  • Reduce requirements gathering time.
  • Launch, test, refine processes.
  • Provide stakeholders with examples to improve feedback.
  • Get executive buy-in more quickly.

Download Free Templates for Integrify

Download a pre-built process app from our growing list of use cases and edit it for your unique situation. Each downloadable template includes both a complete, automated process (a sequence of tasks) and relevant forms. All processes and forms are editable and can be configured to match your organization's needs.
 

example workflow template

Template Categories

Our templates cover a wide variety of departments and business units.

  • Finance
  • Human Resources
  • IT
  • Legal
  • Marketing
  • Operations
  • Sales
  • Safety

Use Cases

Some of the use cases addressed:

  • Approval Workflow
  • Employee Onboarding
  • Time Tracking
  • Incident Reporting
  • Requisitions
  • Vendor Management
  • IT Support Tickets

Available Workflow Templates


How to Import a Workflow Template into Integrify

With Integrify, you are able to import a process and any forms that are part of the workflow, plus any custom javascript that was added to the form/process. You can also export and copy any processes you create for re-use.

Importing Templates into Integrify


Interested in Rapidly Automating Your Workflow?

We have a variety of resources to help you on your journey to an automated process, including workflow templates.

Automate Any Business Process

To see how quickly you can begin automating your business processes, request a demonstration or trial of Integrify.


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