No-Code Workflow Builder: Automate Processes Across Your Business!

Mar 20, 2026

Explore InvGate Service Management's no-code workflow builder and its built-in workflows with our 30-day free trial: https://hubs.ly/Q02Z5VCG0

Workflows are a powerful tool for businesses of all sizes – if they are intuitive enough to be used by tech and non-tech-savvy people alike.

InvGate's Workflows module reduces the learning curve and technical knowledge required, making it easier than ever for users to understand and effectively build workflows quickly.

Plus, it comes with multiple perks:

  • Improved UX/UI to visualize your processes and interdependencies while building them.
  • Built-in action connectors, ready-to-use actions connected with external tools.
  • Building blocks, so you can reuse configurations for other workflows.
  • Workflow templates so you no longer need to start from scratch; you can choose the template that best adapts to your process and customize it.

Get ready to automate your whole organization's processes on InvGate Service Management!

Key moments:

00:00 Introduction

00:22 Exploring InvGate Service Management's workflow builder

01:25 Creating a workflow - General configuration

02:43 Creating a form

04:04 Dynamic fields for forms

07:10 Adding steps

08:25 Approval steps

12:14 Adding email notifications

12:30 Web service call

14:15 Subflows to group requests

16:38 Conditionals

18:06 Asset Management steps

19:47 Closing the workflow with more conditionals, tasks, and approvals

20:58 Built-in action connectors

21:47 Reusable building blocks

22:04 Enhancing the layout for clarity

22:35 Conclusion

You can find more information on InvGate Service Management here: https://hubs.ly/Q02Z5WRS0

Explore all the built-in workflows here: https://hubs.ly/Q02Z5Wb90

Lastly, don't forget to subscribe to our LinkedIn page: https://www.linkedin.com/company/invgate.

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