Automations.io

Automations.io is a workflow automation platform offered by Automations IO Ltd. According to the vendor, the platform is designed to integrate Salesforce with various business apps, allowing users to create interactive workflows without coding. The main purpose of Automations.io is to automate repetitive tasks, save time, and increase productivity. The product targets small to large-sized companies across a range of professions and industries, including sales and marketing, customer service, operations and project management, finance and accounting, HR and recruitment, lenders and brokers, debt management and insolvency, developers, and financial services.

Key Features

Instant Salesforce workflow automation: According to the vendor, Automations.io enables users to integrate Salesforce with their business apps and design interactive workflows without coding. The platform aims to automate repetitive work, saving time and boosting productivity.

Automate your manual work: Automations.io allows users to integrate existing apps and automate repetitive tasks. According to the vendor, this feature allows users to focus on more important tasks while the platform handles the manual work. The goal is to streamline processes and eliminate time-consuming manual tasks.

Create human tasks for important decisions: The platform enables users to create human tasks within workflows. According to the vendor, when human decisions are required, the automation will pause and prompt the user for direction. This feature ensures that important decisions are not overlooked and can be made by the appropriate personnel.

Document processes as collaborative workflows: Automations.io allows users to document their processes as collaborative workflows. According to the vendor, users can visualize and map out their workflows, making it easier to understand and communicate processes within their team. This feature promotes collaboration and transparency in workflow management.

Design online forms with the built-in form builder: The platform provides a built-in form builder for designing online forms. According to the vendor, users can create customized forms to collect data and trigger specific actions within their workflows. This feature eliminates the need for external form builders and streamlines data collection processes.

No coding required, automate workflows in minutes: According to the vendor, Automations.io does not require coding skills to automate workflows. Users can set up and customize their workflows using a visual interface. This feature makes workflow automation accessible to users without technical backgrounds.

Triggers & Actions: Automations.io offers a variety of triggers and actions to initiate and perform automation. According to the vendor, triggers include events like the creation or update of an object in Salesforce, while actions include creating, finding, and updating objects within Salesforce.

Automate business processes with interactive workflows: According to the vendor, users can connect apps and automate everyday work to maximize productivity and scale the business. They can design automated workflows that can request approvals and user input where human involvement is required.

Automation with humans in the loop: According to the vendor, users can design automated workflows that can request approvals and user input where human involvement is required. They can create tasks to manually process refunds or update CRM records within automated workflows.

Connect your business apps: Automations.io allows users to integrate and connect various business apps to automate manual tasks and save time. According to the vendor, users can seamlessly integrate CRM, email, accounting, and phone systems into workflows.