Automate your workflows. No coding required.
Own the process of creating and managing your organization’s workflows with a visual no-code builder designed to make your job easier.
A workflow builder that is actually usable
Intuitive design and configuration capabilities that flatten the learning curve for your staff, including non-technical teams.
Insert process elements like forms, approvals and task lists in a connected workflow.
Create and update advanced enterprise workflows with ease
A card-style workflow builder helps you capture complex processes that require multiple approvals and routings.
Create complex conditionals to reflect different variables or scenarios. All paths and relevant information are displayed on the step card so you can track them easily.
Scalable processes and governance
A simplified UX/UI makes it clear to manage configuration shortcuts and customized visibility options.
Shortcut to duplicate Steps
Easily replicate complex or frequently used steps and avoid recreating them manually.
Undo and Redo with a click
Visibility options for form variables
With improved customization and control over form field visibility, users can define how to display form variables based on specific conditions, including end-user roles.
Watch videos
No-Code Workflow Builder
Employee Onboarding Automation: How to Set up an HR Workflow
How to Build a Change Management Workflow
Pre-built Workflow Templates
Kickstart your automation program with workflows ready to use and customize for the particular needs of your organization.
Employee Onboarding
After a new hire, trigger employee creation, preparation of IT equipment and notification to line-managers.
Change Approvals
Align change management process with ITIL best practices.
Knowledge Article Creation
Simplify the creation, review, and publication of knowledge articles.
Training Request
Manage the process of submitting, approving, and scheduling employee training requests, ensuring that they receive the necessary training in an organized and efficient manner.
Employee Offboarding
Optimize your employee offboarding process by automating key tasks such as exit interviews, retrieval of company property, and access deactivation.
Release Management
Manage the software or product release process, ensuring that all necessary steps, approvals, and quality checks are completed before launch. This template includes tasks such as planning, testing, and deployment.
Project Management
Manage your projects and track tasks, deadlines, and milestones to ensure completion on time and within scope.
Software Request
Manage your software deployment requests and set compatibility, compliance, and necessity evaluation thresholds.
Asset Loan
Implement the process for requesting, getting approval, and tracking IT asset loans using InvGate Asset Management.
Knowledge Article Update
Review and approve changes on your Knowledge Base articles, re-publishing the content directly through the Service Management API.
Coming Soon
Annual audit
Gain access to a pre-built workflow designed to streamline audit preparations, execution, and follow-up tasks
Risk assessment
Use this template to streamline your risk assessment processes and simplify the identification, analysis, and mitigation of potential risks.
Benefits of InvGate’s Graphical Workflow
Graphical Workflow, available via both on-premise and SaaS delivery models, will help your company improve its IT support, IT help desk, or IT service desk operations. The support-process formalization and automation will improve both performance and service delivery across a number of areas:
Increase speed of service
End users expect their issues and requests to be resolved quickly. Workflow, notifications and automation speeds things up by removing the need for people to intervene in manual activities. InvGate Service Management’s workflow capabilities empower IT support staff to “work smarter, not harder.”
Discover other Service Management features
Everything you need to provide outstanding service.
Ticket Mgmt
Manage your incidents
Analytics
Analyze your efforts
Self-Service
Encourage self-help
AI
Enhance support efficiency
Integrations
Expand functionality and usability
Problem Mgmt
Get proactive
Automation
Automate support processes
Workflows
Improve IT efficiency
ITIL
Employ best practices
Knowledge Base
Build and share knowledge
Change Mgmt
Better manage change
SLAs
Prioritize IT operations
Gamification
Improve team productivity
Multiple departments
Extend outside IT
