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What is Automation?

Why Automate?

Having an automated workflow helps streamline repetitive tasks and activities within a business or organization.

What is Software Integration?

Software integration is the process of connecting one software application with another, typically through their application programming interfaces (APIs). Once connected, the applications can share data and provide updates to one another in, or near, real-time.

Why Integrate?

To ensure data integrity, to lessen manual data input and to keep track of different systems.

Cloud Integrated Management System (CIMS)

Business SystemsTriangle

Integrated Management System

Business Systems Triangle

Integrated Management System

 envisionAutomation Process Diagram

envisionAutomation Diagram

Sales Marketing Systems

Exclaimer

Integrations

Automations

Awards

• Automate and schedule signature updates when you need them

• Automatically  launch email signatures to all employees

Lead Gen & CRM

Integrations

Automations

Awards

• Automatically Score Leads based on engagement across your site or other content.

• Automatically populate dynamic lists based on activity

• Simplify sales engagement with automated workflows

PandaDoc

Integrations

Automations

• Automatically move or sent or completed documents to a selected PandaDoc folder

• Automatically send another document when PandaDoc document status changes

Operational Systems

BambooHR

Integrations

Automations

Awards

• HRIS

• Paperless Office

• Notifications

• Onboarding and Offboarding

Jira

Integrations

Automations

Awards

• Automate any task or process with a few clicks

• Project Management

Stripe

Integrations

Automations

Awards

• Notifications

       • Be on top of your invoices

Workflowmax

Integrations

Automations

Awards

• Job/Project Management Software

• Integrations

• Notfications

PandaDoc

Integrations

Automations

Awards

• Automatically move sent or completed documents to a selected PandaDoc folder

• Automatically send another document when PandaDoc document status changes

FieldInsight

Integrations

Automations

Awards

• Integrations

• Automated Reports

• Scheduled Maintenance

Deputy

Integrations

Automations

Awards

• Rostering

• Color Coding

• Integrations

Microsoft 365

Integrations

Automations

Awards

• Productivity Software

• Collaborations

Finance/Accounting

HubDoc

Integrations

Automations

Awards

• Automation Workflow

Xero

Integrations

Automations

Awards

• Accounting Software

• Helps with Payroll

ApprovalMax

Integrations

Automations

Awards

• Accounting Software

Sage300

Integrations

Automations

Awards

• Automatically move or sent or completed documents to a selected PandaDoc folder

• Automatically send another document when PandaDoc document status changes

ADP

Integrations

Automations

Awards

• Automatically move or sent or completed documents to a selected PandaDoc folder

• Automatically send another document when PandaDoc document status changes

Specialty Integrations

Human Resource
Management Systems (HRIS)
to Global Payroll Systems

Customer Realationship
Management (CRM) Systems
to Operational Job/Project
Management Software

EnvisionFlow-
Cloud Integrated Management
Systems (CIMS)

Quality Assurance

SOFTWARE INTEGRATIONS AND AUTOMATION PARTNERS

Experienced and Well Connected

Established Global Software Partners

Automation and Integration Partners

Strategic Partners

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