Getatlos 6hqfkvtlmj

StepWise

Stay updated on the status of all your company's support tickets.

Customer portal

StepWise empowers you to create and manage automated workflows that streamline your business processes and boost efficiency. By automating repetitive tasks and workflows, you can free up time, reduce errors, and improve overall productivity. 

  Navigate to the "Workflows" section of your StepWise dashboard to access the workflow builder. 

Start with a Template or Build from Scratch:

  StepWise may offer workflow templates for common tasks, or you can build your workflow from scratch to meet your unique business requirements.

  Use the workflow builder to add various steps to your automated workflow, such as:

  Use conditional logic to control the flow of your workflow based on specific conditions. 

  Set up triggers to initiate your workflow automatically based on specific events, such as a new customer sign-up, a task deadline, or a data update. 

  Thoroughly test your workflow and make any necessary adjustments to ensure it functions as intended before deploying it within your organization.

StepWise provides a user-friendly visual interface for creating and managing automated workflows, allowing you to automate even complex processes with ease.

Learn how to create and configure workflows to automate repetitive tasks and processes.

Building Automated Workflows with StepWise

Conditional logic is a powerful feature in StepWise's workflow builder, allowing you to create dynamic and intelligent workflows that adapt to specific conditions and scenarios. This enables you to create automated processes that are more efficient, accurate, and customizable.

  Use the workflow builder to define conditions or rules that determine the flow of your workflow.  Common conditions include:

  Build multiple branches within your workflow based on the defined conditions.  Each branch represents a different path that the workflow will take depending on whether the condition is met.

  Add specific actions or steps to each branch of your workflow, ensuring that the workflow progresses appropriately based on the condition's outcome. 

  Imagine a workflow for processing customer support requests. You could use conditional logic to:

By implementing conditional logic, you can create dynamic and sophisticated workflows that adapt to different scenarios, ensuring that each process is handled appropriately, maximizing efficiency, and improving your overall workflow automation.

Discover how to create complex workflows with decision points and branching logic.

Using Conditional Logic in Workflows

In today's interconnected digital landscape, integrating external applications into your workflow is crucial for maximizing efficiency and productivity. StepWise offers seamless integration capabilities, enabling you to connect with a variety of external applications to streamline your processes. Below, we outline the steps to integrate external applications with StepWise.

: Click on your profile icon in the top right corner and select "Settings" from the dropdown menu.

: In the settings menu, locate and click on the "Integrations" tab to access the integration options.

Step 2: Choose the Application to Integrate

: In the Integrations tab, browse the list of available applications that can be integrated with StepWise.

: Click on the application you want to integrate. For example, if you wish to integrate with Slack, select "Slack" from the list.

: Click on the "Connect" button next to the application name. You will be redirected to the application’s authorization page.

: Follow the prompts to grant StepWise the necessary permissions to access your account in the external application.

: Once authorized, you will be redirected back to StepWise, and a confirmation message will appear indicating that the application has been successfully connected.

: Depending on the application, you may have various settings to configure. For instance, if integrating with a calendar app, you can choose which calendars to sync.

: Adjust preferences such as notification settings, data sync frequency, and other customizable options to tailor the integration to your needs.

: Click “Save” to apply your configurations.

: Perform a few test actions to ensure that the integration is functioning correctly. For example, create a new task in StepWise and check if it appears in your connected calendar.

: Keep an eye on the integration for any issues or errors. If any arise, revisit the integration settings or consult StepWise support for assistance.

By following these steps, you can effortlessly integrate external applications with StepWise, enhancing your workflow and leveraging the full potential of your digital tools. For more detailed guides and support, visit our Help Center at getstepwise.com.

Learn how to connect StepWise workflows with other tools and services to streamline your operations.

Workflow & Automation

Building Automated Workflows with StepWise

Using Conditional Logic in Workflows

Integrating with External Applications