Automate Your Business Processes

ISO Mate’s Workflow Automation is a full platform for building event-driven automations. Trigger workflows from entity events, schedules, date offsets, inactivity, manual runs, inbound webhooks, or public forms. Chain together record updates, notifications, helpdesk actions, calendar entries, HTTP calls, PDF generation, and AI steps with branching and loops, all from a visual editor.

Eight Trigger Sources

Entity: fire when a record is created, updated, or deleted. Optionally narrow to a specific field change with from and to filters.
Schedule: run on a cron schedule. Use the friendly interval picker or paste a custom cron expression. Minimum cadence is every 5 minutes.
Time Relative: run N minutes, hours, or days before or after a datetime field on any matching entity (for example, 24 hours before a task due date).
Inactivity: run when a record has not been updated for a configured duration. Minimum threshold is 15 minutes.
Manual: run on demand from the detail page of an issue, ticket, task, lead, deal, opportunity, or contact via the Run workflow button.
Webhook: run when an external system posts to a signed, rotatable webhook URL.
Form Submission: run when a public form is submitted.

Supported Entities

Triggers cover 30+ entity types including Task, Note, Incident, Issue, Test Case, Test Cycle, Test Execution, Sprint, Release, User Story, Compliance Framework, Requirement, Control, Policy, Procedure, Attestation, Evidence, Custom Object Entry, Email, Ticket, Ticket Reply, Calendar Event, Lead, Opportunity, Deal, Contact, Sales Activity, Satisfaction Rating, Feedback, Mailbox, and the synthetic Schedule, Webhook Event, and Form Submission entities.

Action Library

Compose workflows from 30+ action types grouped by purpose:

Record operations: create record, update record, set field, add or remove tag, change assignee, archive, delete, and transition status.
Notifications: send email and send in-app notification.
Helpdesk: create ticket, assign SLA policy, escalate ticket, send canned response, and add internal note.
Calendar and activity: create calendar event, create note, and log sales activity.
External integrations: HTTP request with custom headers and body, plus generate PDF with record content or custom template.
AI steps: summarize content, classify into categories, and draft a response. Outputs are available to downstream steps.
Control flow: branch with if/else logic, for-each loop over collections, wait (delay or pause), and call sub-workflow for reusable automations.

Visual Editor

Build workflows on a visual canvas. A guided expression builder dialog composes placeholders from pickers for trigger fields, related-entity fields, previous step outputs, loop items, and change sets. The filter pipeline applies upper, lower, title, date, truncate, default, json, map, take, and join transformations without leaving the dialog.

Branch and for-each editors expose Add Branch, Add Loop, Add Sub-workflow, and Add Action buttons so nested conditionals and nested iteration can be built in place. Loop-item field autocomplete threads the source entity’s schema into every nested dialog, and relational field pickers traverse allow-listed relationships automatically.

Scheduled Digests and AI Summaries

Build a single scheduled workflow that pulls recent records for any entity, asks the AI to summarize them, renders a PDF digest, and emails the attachment. Dynamic date placeholders ({{now}}, {{now -7d}}, {{now -1w}}) pair with relative-date filter operators on the for-each query source. Loop aggregation exposes an items array for downstream map and join filters, and record-content PDF generation supports notes, tasks, issues, incidents, user stories, policies, and procedures. An entity-agnostic digest template ships out of the box.

Template Gallery

Start from pre-built templates: Classify Inbound Ticket, Data Breach 72-Hour Reminder, Deal Won Celebration, New Issue to Sprint, Overdue Task Reminder, Policy Published Acknowledgement, Sprint Start Welcome, Test Execution Failure Issue, Weekly Stale Tickets Digest, Summarize and Email, Escalate Critical Incident, Auto-Acknowledge Inbound Email, and more. Every template instantiates with its full action tree, schedule, trigger configuration, mailbox bindings, rate limits, alerting thresholds, and custom object bindings intact. New workflows are created disabled so you can review before enabling.

Management and Governance

Versioning: every definition change is captured as a version. Restore any prior version in a single click.
Audit log: see who changed what on each workflow, and when.
Dry run: execute a workflow against a real or synthetic entity with no side effects, perfect for safe testing.
Metrics dashboard: track success rate, execution count, and average duration per workflow.
Import and export: ship workflows between accounts as portable JSON. Multi-tenant rebinding strips or prompts for account-specific references on import.
Webhook credential rotation: rotate signing secrets from a reveal-once dialog.

Reliability Guardrails

Scheduled workflows enforce a 5-minute minimum cadence and inactivity triggers require a 15-minute minimum threshold so a single workflow cannot dominate the shared dispatch sweep. Email-sending workflows require an explicit shared mailbox. When a mailbox is deactivated, deleted, or disconnected, every workflow that depends on it is automatically disabled and the author is notified. Per-workflow rate limits, burst-failure alerts with cooldown, cycle detection on sub-workflow graphs, and transactional version restores round out the guardrails.

Conditions and Pattern Matching

Add conditions to filter when workflows should execute. Comparison operators include equals, not equals, contains, in, not in, greater than, and less than. Text fields also support Starts With, Ends With, and Regex Match (case-insensitive), which are especially useful for routing emails by subject or filtering by sender domain.

Helpdesk and Email Integration

Use inbound emails as triggers to create tickets, route requests, or link replies to existing conversations. The Email Classification condition distinguishes between new emails and replies to existing tickets by inspecting subject references and In-Reply-To headers. Extract Ticket References scans subjects and bodies for reference numbers (for example TKT-00042), and Link Email to Ticket attaches the email to every matched ticket automatically.

Permissions

Granular permissions control who can view, create, update, delete, run manually, import and export, manage templates, view metrics, and manage versions. Feature flags gate individual capabilities (field-changed triggers, scheduled runs, inactivity, webhooks, forms, AI actions, branches, loops, sub-workflows, dry run, versions, templates, metrics, and import and export) so accounts can opt in gradually.