Workflow Automation and Integration

Save time and reduce errors with beSlick’s workflow automation and thousands of integrated applications.

Five stars review recommendation on Capterra, Software Advice and GetApp review platforms

be Automated

Assignments, due dates, notifications & reminders all automatically managed to minimise task administration overhead.
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be Streamlined

Use forms data to automatically tailor tasks based on provided data, eliminating repetitive activity and reducing errors.
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be Integrated

Use Zapier & beSlick together to automate repetitive activities across over 3,000 applications.
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beSlick Automation & Integration - workflow software feature

Create A Trigger

  • Customize your own: Automate tasks by assigning steps, calculating due dates, and sending notifications based on specific triggers, such as an approaching due date.

  • Explore suggestions: Browse our Zapier recipe library for tailored recommendations that help you automate actions and move data seamlessly from one place to another.
Rated 4.7 out of 5 stars on Capterra, GetApp and G2.

beSlick Automation & Integration - workflow software feature

Utilize ‘Digital Forms’

  • Trigger with Digital Forms: Automatically kick off tasks by linking Digital Form submissions directly to your workflows, ensuring a seamless start to any workflow task.

  • Collect and Process Data: Use Digital Forms to gather crucial information, which is then instantly processed and integrated into your workflow for immediate action.

  • Automate Task Creation: Automatically generate and assign tasks based on form responses, ensuring that no details are missed and work progresses smoothly.
beSlick Automation & Integration - workflow software feature

Integrate With Zapier

  • Connect Your Apps: Seamlessly integrate your workflows with over 5,000 apps through Zapier, enabling smooth data flow and automation across your entire tech stack.

  • Automate Task Creation: Use Zapier to trigger automatic task creation from other apps, ensuring that every step of your process is captured without manual input.

  • Sync Data Instantly: Automatically sync data between your favorite tools and beSlick, keeping all your information up-to-date and accessible in one place.

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Sheryl Soukup
President

"beSlick manages all of our projects & procedures. Everyone uses it every day, we can't live without it now."

Frequently Asked Questions

Is the beSlick workflow automation tool compatible with CRM systems?

Yes, we support integration with over 3,000 applications including Salesforce, Pipedrive and Hubspot by using Zapier as a no-code middleware integration software. Zapier is incredibly useful, and once you’ve started using it with beSlick you will find many ways to save time and reduce cost in your business through the power of automation.

Can I set due dates and reminders on the beSlick automation platform?

Yes, absolutely and you can be very flexible in how you set due dates. When you create a task, both the task itself and any steps within it each have a due date (and owner). Due dates can be dependent on when the task started, or work backwards from when it is due (for example a customer go-live date or webinar).

You can even set due dates for after a task is due to be completed, such as a follow up call to check how an employee’s first month has gone in onboarding. You can set due date dependencies based on steps, such as when a proposal must be done within 3 working days of a sales enquiry is being received.

As soon as something is overdue, the platform makes this very clear to both the user and in the management reports. A user is notified of a task or step due date in three ways, in the web app, on the mobile app and by email. They are notified as soon as something is available to do, the day before it is due and the day it is overdue, so it becomes very hard to miss something and everything just starts to run like clockwork.

Can I try the beSlick automation and integration platform for free?

Yes! You can subscribe to beSlick at no cost when you sign up to our 14-day free trial. Or you can choose our free plan that’s free forever for up to three users.

Can I share the beSlick automation and integration platform outside of my organisation?

Yes, you can collaborate externally with beSlick in a number of ways;

  • Templates can be shared externally, by enabling a public link so that anyone can view. This can be used for wider training of employees, to demonstrate compliant operations with clients or auditors, or to check it is an accurate workflow with someone that might be involved.
  • You can also invite anyone to be a guest user, which is a free license. They will be prompted to create a secure password enabled account and once they have joined they will only be able to see tasks that they are involved in, and only able to interact with steps that have been assigned to them. Templates or comments on steps they are not involved in will remain hidden.
  • The guest user feature is great when used with clients for onboarding or as part of work approval, and also an excellent way to support onboarding and training of new employees.

 

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