14 Best Workflow Automation Software to Do More With Less Effort [2024]

Workflow automation and integration platforms make it easy to manage complex business processes, connect with cloud apps for added functionality, help you build software products, and whatnot!

As a result, you can streamline those time-consuming, repetitive, and tedious work with the power of automation and save your time and money.

This might be the probable reason why the industry of workflow management systems is growing steadily. According to a report, the workflow automation market was valued at US$8.07 billion in 2019, which is expected to reach US$39.49 billion by 2027.

Not to mention, the highly competitive market of the present-day world demands you speed up your business process and deliver high-quality products that can solve your customers’ pain points.

That said, automation workflow and integration software are the perfect solutions you can think of to accelerate your workflow and deploy purpose-built products in the market quickly.

Top Workflow Management Software for 2024

Now, we’ll take a look at the list of workflow management software that I’ve curated after hours of research. These platforms will be perfect to streamline your workflow based on your needs. And, if you’ve not used a workflow management software yet, I’ll also discuss in detail about them and how they work, at the end of the list.

Let’s get started!

monday.com

No matter how complex your workflows are, monday.com offers you the perfect shared workspace that helps you break silos to achieve more. It not only assists you in reaching your goals faster but also in staying aligned with teammates with real-time visibility on work status.

Here, you can create powerful workflows for any process, including project management, finance, operations, marketing, sales, IT, construction, HR, and more. All the task-related materials, including files and feedback, are kept in one place so that teams can work together effectively.

Businesses can also use monday.com to manage online and offline events, visualize task progress, organize facility requests, locate gaps within the company, collaborate with all stakeholders, streamline content creation, track business goals, and manage marketing requests.

You can easily connect your favorite tool with monday.com, including Google Drive, Outlook, Microsoft Teams, Excel, Dropbox, Zoom, LinkedIn, Zapier, OneDrive, DocuSign, Pipedrive, and Stripe.

Wrike

Businesses looking to automate their workflow can go for Wrike. This workflow automation software can customize all the processes involved in your company projects. As you use this platform to automate your workspace, your team can stay on schedule and deliver more.

Wrike lets you visualize your priorities through Gantt charts, Kanban boards, and timeline view — choose the way you want it. As you need to spend less time on automated tasks, you can focus on more important tasks.

Also Read: Best Kanban Tools for Effective Team Management

This all-in-one workflow management system supports over 400 apps for integration, including Microsoft, Google, Adobe, Hubspot, Slack, Salesforce, Zoom, Jira, Okta, Dropbox, GitHub, and OneDrive. This software comes with in-app tools to support collaborative tasks like project planning and live editing.

Features like real-time tagging and tracking changes record reduce the feedback rounds. Wrike also allows you to schedule custom reports with advanced insights that can also be shared easily. It even comes with a free plan with feature limitations.

Zapier

Connect your applications with Zapier and automate your workflows easily. It moves information between your web applications automatically and helps you focus on important aspects of your work.

To get started with Zapier, integrate your applications, let them share data with workflows (referred to as Zaps), and build processes quickly to get more things done without coding. For example, Zaps can connect the applications and services you use daily, such as Gmail.

You can also set a trigger for notifications, copy attachments to Dropbox from your Gmail account, and then let Slack alert you about this new file. Zapier is capable of connecting more web applications than any other service while adding new options weekly. In fact, it connects with 3,000+ apps, so you can continue using the apps you find helpful.

Some of the apps it can integrate with include Google Sheets, MailChimp, Google Calendar, Trello, HubSpot, Google Drive, Twitter, Discord, ActiveCampaign, Zoom, Stripe, Outlook, Instagram, ClickFunnels, YouTube, Calendly, Google Forms, Shopify, WordPress, and more.

Zapier makes it easy for anyone to build workflows quickly with just a few clicks. In addition, they offer an effortless editor so you can utilize do-it-yourself automation, enabling you to set up Zaps with no developer help.

They offer both free and paid plans. Go with a forever-free plan to get basic features, or choose premium plans starting from $20/month to get more automation tools, priority support, and more capabilities.

Smartsheet

Smartsheet helps you with the routine, mundane, and repetitive tasks that need to be done, no matter how boring or simple they are.

All this happens with the workflow automation templates and without writing a single line of code. Besides, you can also create custom workflows to get them tailored to your specific needs.

For instance, it can automatically alert the stakeholders when you make critical changes in any related project. Or, you can build a workflow requesting updates from the team every week or when any specific criteria are met.

Overall, the Smartsheet workflow automation saves you for the matters that really need your attention, and you can test it with a 30-day free trial.

n8n

Design and deploy intuitive workflows to run your services, products, and business processes using n8n.io. It offers an effortless and straightforward way to design application diagrams.

With a fair-code license, you can run n8n either locally or in the cloud and decide who will get to access and store the data. You don’t have to be an engineering expert in designing, as it is easy to build workflows with apps and custom logic. This powerful tool allows you to edit anything and go beyond ETL.

n8n.io can connect with more than 200 apps, where you can move and change data between many databases and apps without getting stuck with troubleshooting CORS errors and API docs. Add conditional logic, custom HTTP requests, and JavaScript functions after starting with no-code flows.

You can create your custom integrations by designing nodes either for a CRM, endpoints of the product, or empower the ops and marketing teams to produce the workflows on their ideas.

In addition, you can also go for n8n cloud, which is a managed solution.

With the next-generation workflow automation, you can work with JSON objects with all custom fields inside a visual UI. Don’t be limited with core-nodes for Webhooks, JavaScript, HTTP requests, HTML extract, etc. Instead, model your custom business with merges, conditional nodes, and node-based routing.

They offer three pricing plans: Start, Pro, or Power, starting at $24.04/month for 5k workflow executions and 20 active workflows.

Make (Formerly Integromat)

Integrating apps and automating your workflows is possible in a few simple clicks if you have Make by your side. It facilitates a smoother flow of data between different apps, so you don’t have to deal with repetitive tasks, and you can focus more on business growth.

This powerful integration service allows you to visualize, design, connect, and automate work in a matter of minutes. It features a visual editor that makes the automation process easy with its drag-and-drop feature. Just drag the app you wish to integrate, drop where you want it to, and let the apps help you.

You can design integrations as simple or complex as you need. For example, you can create simple integrations, such as integrating Google Sheets with your email, or complex ones, like integrating Webhooks with JSON and adding a router to integrate more apps and design them as you want.

Make supports 650+ apps, including ActiveCampaign, Amazon SES, Airtable, Discord, Google (Sheets, Calendar, Gmail, etc.), Facebook, BitBucket, Cloudflare, Datadog, Elasticsearch, Etsy, Freshdesk, GitHub, GetResponse, Magento, Microsoft products, MySQL, New Relic, Notion, Okta, SendGrid, WooCommerce, Zapier, and more.

In case you can’t find the app you use, you can connect it using an API. In addition, they also offer 3000+ templates for free to help you meet crucial automation demands. Operations get logged while executing specific scenarios so you can view when and what data got processed. However, you can turn it off if you don’t want them to store the transmitted data.

Make lets you choose when and where to start processing data. You have the option to start the process from now on or after a specific date or time. In addition, you can use built-in routers to duplicate processed data easily and divide a scenario into different routes to process data differently in each route. You can also filter data passing through a route.

Make offers a unique feature: error handlers that allow you to tackle unexpected exceptions effectively. You can also create error-handle routes easily using custom filters and logic, and the routes will take care of exceptions.

Power Automate

Microsoft’s Power Automate is a powerful workflow engine to automate your business workflows easily. You can use it to simplify application building by enabling your business logic and model processes across all the connected services and data sources.

Power Automate is also helpful in designing logic for Power Apps by using its point-and-click flow designer rather than writing lengthy codes. Additionally, you can run business flows efficiently in your applications using buttons, data inputs, and actions. These flows return data to your application so users can view the information or can fire-and-forget.

Ensure your data is consistent and keep up with your users with multi-stage process flows, no matter where the data is entered. Build automated workflows by connecting data and fostering productivity and collaboration for your team. Share task automation seamlessly across your organization to keep everyone in the loop.

You can achieve deep integration using SharePoint, Dynamics 365 for in-context app automation, and OneDrive for your business. Power Automation offers 200+ app integrations so you can accelerate your workflow. It includes Microsoft Teams, Excel, Twitter, and more. Furthermore, you can create more robust flows with a simple Excel-type expression language.

Start connecting to more services and systems to gain better control via built-in extensibility. And, if you want to have complete management, you can build Azure Logic Apps right from the automation workflows and then manage the apps in Azure.

Tray

The effortless integration platform of Tray lets you integrate your entire technology stack and automate your workflows faster. The tool helps you streamline your processes beautifully using its intuitive visual editor.

You can also use their Connector Press and integrate it with web-based software. Tray empowers your team with well-oiled machines to create fully automated processes and facilitates smooth integration of cloud apps, so they work efficiently in real-time.

Tray helps you improve your marketing efficiency and growth with lead list uploads, lead routing and scoring, personalized emails, data enrichment, and satisfied customer detection. In addition, you can stream sales updates and buying signals to sales representatives directly with alerting, RFP process, approval process, swag automation, and sales enablement.

You can retain customers with intensive support and after-care programs in addition to post-sales processing, SLA prioritization, smooth onboarding, churn detection, and CRM synchronization.

Tray helps you scale smoothly from point-to-point integration to complex business workflows using conditional logic while processing billions of processes in milliseconds. Besides, it features serverless architecture along with APIs to offer limitless options.

IFTTT

Connect your devices and applications in remarkable ways with IFTTT and create powerful workflows. It helps build a connected world for you that can support your business and growth with the power of connection.

IFTTT can connect to 650+ global brands securely to make things easier for you. It includes top brands such as Google, Uber, Dropbox, GitHub, Instagram, Twitch, Slack, Stripe, Robot, Alexa, Spotify, Salesforce, Twitter, Pinterest, and more.

IFTTT helps you integrate with services from different sectors, including fintech, subscription services, smart homes, energy, and more. With the help of IFTTT, you can build intelligent workflows involving use cases like smart homes that can respond to cues like locking doors, welcoming delivery personnel, etc.; post photos on social media; create events with Google Assistant; and more.

Moreover, you can also switch to IFTTT Pro to unlock creative and powerful tools to customize every aspect of your Applets. You can even explore more using conditional logic, multiple action, and queries.

Kissflow

Trusted by 10k+ customers worldwide, Kissflow is a leading workflow automation software for businesses. It is designed to enhance your team productivity with fluid forms, visual workflows, and access controls.

You can design fully customized forms with up to 20 field types, calculations, advanced lookups, and flexible layouts. In addition, define visibility and responsibilities based on user roles, levels, and form data types.

Gain essential insights into business processes using customized reports and dashboards. Kissflow offers tailor-made features that help facilitate seamless workflows. Furthermore, it has a workflow manager that is helpful in managing your workflows without any code.

Kissflow offers an easy-to-use, simple, and uncomplicated user interface that makes everything effortless while managing multiple workflow tools. Connect your workflow systems easily and instantly using APIs or handy tools such as Zapier.

Handle an increased number of users, complexity, and data volume with automation easily. Additionally, you get real-time analytics and custom metrics and stay informed of your workflow process.

Tallyfy

Tallyfy offers a new and straightforward way to automate and document your processes. It helps you store detailed data into your systems and create blueprints to run them without making complex flowcharts, writing codes, or using messy documents.

Automation becomes easy and powerful with Tallyfy, which lets you convert approval workflows, forms, and procedures instantly into traceable processes. In addition, it enables everyone in your team to view the status of a task or request at any time, irrespective of their location, reducing the need for frequent meetings, emails, and chats.

Tallyfy helps you put your playbooks and processes on auto-pilot. It hides or shows tasks instantly based on strict rules. You can also reduce the stress of memorizing every little detail, along with its date and time. This platform supports integration with systems like Zapier, Power Automate, Outlook, Gmail, Slack, Power BI, Tableau, and more.

Also Read: A Detailed Comparison of Popular Bi Tools: Cognos Vs. Tableau

Moreover, have a good night’s sleep as you don’t have to worry about data security and compliance risks. Tallyfy is compliant with SOC-2, GDPR, and HSTS and offers security features such as single sign-on, and real-time BI feed, apart from Middleware and API.

WP Fusion

Integrate your WordPress site with numerous services you use with the help of WP Fusion. It is a no-code solution that extends the functionality of your site with plugins and helps you automate your connected marketing and CRM solutions.

Also Read: Best CRM Software for Small to Enterprise Businesses

As a result, you can create targeted campaigns to boost engagement via SMS, email, or other marketing streams to grow your business more. The best thing is you don’t require a developer to connect services; instead, they offer an effortless interface to make things simpler.

WP Fusion supports plenty of WordPress plugins that help you connect your store, membership site, CRM, and learning management systems. Some typical use cases include controlling content access using CRM tags, sending form submissions to the CRM, tracking subscription statuses and purchases, and recovering abandoned carts.

WP Fusion saves your time by applying CRM tags based on a user’s activity on your website, permitting you to perform complex automation and track engagement. You can even track stale accounts and last logins, award your users achievements and badges using logic and timers, find email customers according to buying history, and so on.

They offer an intelligent field mapping system that allows you to connect user data to CRM fields. You can also collect detailed user profile information, view CRM data in WordPress, synchronize user accounts, and update order numbers and lifetime values.

WP Fusion integrates your WordPress site and over 100 plugins with the top marketing automation and CRM systems such as AffiliateWP, Beaver Builder, CartFlows, Elementor, NinjaForms, WPforms, Woocommerce, Ontraport, Mailchimp, AgileCRM, Jetpack, ConvertKit, and more.

Moreover, WP Fusion offers pro-add-ons with its Professional licenses to take your automation capabilities to the next level. These add-on plugins include abandoned cart tracking, controlled downloads, enhanced eCommerce to save in-depth order data, logins, media tools to track engagement, and webhooks.

Workato

Empower your team to leverage AI-driven automation and integration with Workato. It helps you accelerate IT processes with automated solutions, streamline marketing, transform HR, simplify finance, optimize sales, boost support, and tackle the backlog.

When AI gives energy to your organization’s workflow, you can transform your traditional business into a modern business. Workato improves the efficiency of your workflow by integrating and automating different tasks to provide a seamless experience to your employees.

You can minimize tool fragmentation, bridge data silos, eliminate technical debt, boost productivity, and do more. While you are fueling up your traditional processes with AI, you can supercharge the way your team works, saving you time and effort. It combines with LLMs, Worktbots, and Copilots to let you build automation and integrations with ease.

With Workato, you can manage shifts by focusing on operational costs and resource optimization. This helps you scale your business with proper governance and automatic provisioning. It offers more than 1200 pre-built workflows, architectures, and connectors to accelerate the value of the business and deliver easy-to-use integrations.

Take a small demo to understand the functionality of Workato, or follow some steps to try the software and know how it works.

ClickUp

ClickUp automation can save you time and effort with its over 100 automations. It helps you streamline routine tasks, project handling, workflows, etc. You can customize its pre-built templates according to your requirements so that your team can focus on important matters.

You can easily execute clear SOPs across your team and also can create new tasks for them. ClickUp allows you to automatically move tasks, assign tasks, track task time, post comments, and do more with numerous possibilities. It changes priorities and assignees automatically so that your work goes on uninterrupted.

Furthermore, you can apply templates and tags to the changes in the tasks to let the team know what to do next. While changing statutes, you can assign any member or give priority to the work with tags. Make your work less busy by setting actions so that when the due dates arrive, priorities and assignees change automatically.

You will get everything under a single roof with ClickUp automation. It offers more than 50 actions to decide which action is necessary when automation happens. This will save you from doing manual processes, which is time-consuming.

You can point to the exact event, from due dates to updates, that is needed to decide actions. This will help you start the process whenever you want. In addition, you can control your workflow processes with different conditions so the automation follows your order.

Experience the integration and automation platform for free with all the necessary features. You can start using any paid plan starting from $7/user/month with the free trial option.

Now that you’ve checked out some of the best workflow automation software, you shouldn’t have too many issues choosing one that fits your organization’s requirements. However, if you haven’t used an automation software before, I’ve discussed how they work below and how they can be beneficial to you.

What are Workflow Automation and Integration Solutions?

Workflow automation and integration platforms provide flexible solutions and tools you need to improve your business processes.

They transform the way you work by empowering your team to create a workflow ideally and optimize it. Also, you can automate processes, find redundant activities, identify possible improvement areas, and achieve higher efficiency.

These platforms add more visibility and structure to your workflow, which helps you convert your concepts into effective processes and ideas into valuable products. In addition, they make sure the product is of excellent quality and help accelerate time-to-market.

Apart from these, workflow automation and integration platforms allow you to:

• Schedule tasks
• Manage workflows effectively
• Ensures smooth collaboration among your team
• Evaluate processes strategically
• Create stages where you can define and move tasks
• Share documents with others
• Enhance employee productivity
• Optimize resource usage
• Notify or alert managers or users according to pre-set rules
• Sync tasks at the end of each stage
• Can adapt to changes quickly

And much more capabilities…

This is why having a workflow automation system has become necessary for businesses to keep their teams united and expedite their workflow. These platforms are helpful for any size of business to set effective business flows.

However, choosing a decent workflow automation and integration platform is not that easy. It will help if you think about your business goals, the size of your team, and the budget. Fortunately for you, this list covers plenty of these automation platforms to make things easier for you.

Conclusion

The business world is racing, and customer demands are growing. Therefore, you need to be agile and still maintain product quality to satisfy your customers and stay ahead of your competitors. Workflow automation and integration platforms offer impressive capabilities to help you achieve these goals.

Thus, choose the best platform that can meet your business requirements.

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