Approval workflows and workflow automations are live
Route expenses, leave and other requests to the right reviewer — and automate follow-up when business events happen across your workspace.
Professional, Ultimate and Enterprise customers can now build approval and event workflows with triggers, conditions and actions. Replace email chains with a clear status, named approvers and a record of every decision.
Approval workflows
- Route expenses, leave, overtime and other requests by amount, department or role
- Send requests to one or more approvers based on rules you define
- Notify stakeholders when status changes
- Review and act on requests from desktop or mobile
Workflow automations
- Trigger workflows when records are created or updated across modules
- Create tasks or update records when events occur
- Send email or SMS notifications where configured (usage charges may apply)
- Review workflow runs, successful actions and failures in history
Faster approvals
Managers see what is waiting on them without chasing email threads.
Consistent routing
Rules enforce who approves what — not tribal knowledge.
Cross-module actions
Connect finance, HR, CRM and operations in one workflow.