InterWebflow
Workflow Automation

Automate what should happen next-without losing visibility or control.

InterWebflow can respond to events across clients, workflows, projects, appointments, invoices, quotes and operational records by creating follow-up actions, sending communication or connecting to external systems.

InterWebflow workflow automation builder, dashboard and client workspace
Automation With Business Context

Use real operational events as the starting point for the next action.

Automation becomes more useful when it understands the client, workflow, project, appointment or financial record that caused it to run.

Reduce repetitive work

Automate routine follow-up, notifications and record updates.

Respond at the right time

Trigger immediately or apply a delay before the action runs.

Keep communication moving

Send emails, SMS messages or internal activities from events.

Maintain an audit trail

Review automation history, outcomes and system activity.

System & Workflow Automations

Automate both platform events and workflow-specific processes.

System automations can respond to events across major modules. Workflow automations can be attached to a specific workflow profile so rules remain relevant to that process.

System automationsRespond to clients, employees, appointments, invoices, quotes, projects and suppliers.
Workflow automationsAttach rules to the selected case, issue or workflow profile.
Multiple actionsRun more than one follow-up action from the same event.
Configurable rulesUse triggers, statuses, fields, conditions and delays.
InterWebflow automation builder
Triggers, Conditions & Delays

Define exactly when an automation should run.

Use the event that occurred, the relevant module or workflow item, status changes, field values and optional timing rules to decide whether an action should execute.

Event triggersRun when a record is created, updated or reaches a relevant stage.
Status conditionsRespond to transitions such as moving into Completed or Awaiting Response.
Field conditionsCheck priority, type, owner or other relevant values.
Delayed executionWait for a defined number of minutes before continuing.
InterWebflow projects and workflow automation
How an Automation Works

Build the rule from a clear sequence of decisions and actions.

The automation builder follows a practical model that mirrors how teams already think about business processes.

Trigger

Select the event that should start the automation.

Context

Choose the module, workflow item or record involved.

Conditions

Check statuses, fields or other rules before acting.

Delay

Run immediately or wait before continuing.

Actions

Perform one or more follow-up actions.

Automation Actions

Move the workflow forward inside InterWebflow or beyond it.

Actions can support internal follow-up, client communication and connections to external systems.

Add an activity or comment

Create a visible follow-up note or activity against the relevant record.

Send an email

Use templates and record context to send the right message at the right time.

Send an SMS

Trigger text-message communication for reminders, updates or follow-up.

Create a task

Assign the next operational action to a person or team.

Schedule follow-up

Use delays and reminders to create timed next steps.

POST to a web service

Send structured data through the automation gateway to an external endpoint.

Visibility & Governance

Automation should be understandable, testable and reviewable.

InterWebflow keeps automation management within the wider operational environment so administrators can see what rules exist and what they are doing.

Automation history

Review automation runs, actions and outcomes.

Administrator control

Enable, disable and manage rules from the relevant settings and builder screens.

Grouped rules

Organise automations into logical folders or operational groups.

System logs

Maintain broader visibility over platform activity and operational events.

Forms & Automation

Use submitted information to drive the next part of the process.

Custom forms can become part of a broader automation journey. Once information is received, the platform can create follow-up activities, notify staff, begin a workflow or send information to another system.

Form submissionsCollect structured data, files and signatures.
Automatic follow-upCreate tasks, activities or communication from the submission.
Workflow initiationUse received information as part of an operational process.
External handoffSend relevant data through web-service actions where required.
InterWebflow forms and automated document workflow
Practical Automation Examples

Automate the moments where work often slows down or gets forgotten.

The most valuable automations are usually simple, repeatable actions that keep clients informed and help staff know what to do next.

Welcome a new client
Send appointment reminders
Create follow-up tasks
Notify when a quote is accepted
Escalate overdue work
Notify suppliers or contractors
React to submitted forms
Send data to another platform
See workflow automation in action

Show us the repetitive steps in your business. We will show you what InterWebflow can automate.

Whether the next action is an email, SMS, task, reminder, activity, workflow step or external web-service call, InterWebflow can help connect it to the event that should trigger it.