10 of the Best Options for Workflow Automation Software
If your team has any recurring tasks―and most businesses do―then workflow automation could save you time. Of course, automating workflows can feel intimidating. That’s why you need a good workflow automation software to help you get automated quickly.
So let’s cover our hand-picked favorites and what sets them apart from other workflow automation tools out there.
If you don’t see the right automation tool for your business, look at our Business Process Management Software Guide for more process and workflow management options.
Zapier is best for the number of software integrations.
ClickUp is best for built-in project management tools.
Integrify is best for process collaboration.
Kissflow is best for process reporting.
Flokzu is best for creating flexible workflows.
Top workflow automation software
Free trial
Starting price (paid plans)
Selling point
Zapier
Yes
$19.99/user/mo.
Many integrations
Try Zapier
ClickUp
No
$5.00/user/mo.
Project management tools
Try ClickUp
Integrify
Yes
Unlisted
Process collaboration
Try Integrify
Kissflow
Yes
$15.00/user/mo.
Easy reporting
Try Kissflow
Flokzu
Yes
$14.00/user/mo.
Flexible workflows
Try Flokzu
Mục lục bài viết
Zapier: Best for software integrations
Zapier is a workflow automation software that uses a no-code, drag-and-drop process editor. It can help you automate everything from single-step recurring tasks to very complex workflows.
What makes Zapier stand out, though, is its sheer number of software integrations. Zapier works with more than 5,000 apps. From Gmail to Slack to Trello to Stripe, Zapier can help you automate processes for all your business software. In fact, many of the other workflow automation tools on this list use Zapier to power their own software integrations. And on the off chance you can’t find the integration you need in Zapier’s app list, you can submit a request for a new app or build it yourself.
Zapier pros and cons
Pros
- Over 5,000 app integrations
- 14-day free trial
- Max. of 100 steps per workflow
- Free plan for single-step automations
Cons
- Limited automations and refreshes on low-tier plans
- Premium apps reserved for high-tier plans
- Overage rate for tasks over monthly limit
- No non-automation tools
Zapier key features
Integrations: Zapier connects to more apps than any other workflow management software. From project management apps to human resources to CRMs, Zapier integrates with all kinds of software.
Multi-step workflows: Zapier lets you include up to 100 steps on your automated workflow. That way, you can automate even your most complicated business process.
Free plan: Get basic process automation at no cost. Create single-step automations with up to 100 actions per month with Zapier’s free plan.
ClickUp: Best for built-in project management tools
ClickUp is an all-in-one work management software. It includes workflow automation tools, but it also has tools for project management, team collaboration, and more.
In other words, you should think of ClickUp as way more than just an automation tool. Sure, some other automation software includes a handful of task management features. But few include as many as ClickUp, which offers standards like Gantt charts, kanban boards, subtasks, and more. That’s all in addition to ClickUp’s full-featured workflow automation. In other words, ClickUp lets you take care of all your workflow management needs with one software―without compromising on the automation or the project management.
ClickUp pros and cons
Pros
- Below-average pricing
- Tasks, goals, and other project tools
- Docs, whiteboard, and more collaboration tools
- Free plan with some automation
Cons
- No free trial
- Potential for bugs with regular updates
- Complaints of slow software and sync issues
- Less automation customization than other solutions
ClickUp key features
Project management: Plan and track your projects with a kanban board, Gantt chart, sprint planner, and other essential task management features.
Collaboration: Make the most of your team synergy with ClickUp’s built-in chat, collaborative document processor, and virtual whiteboard―everything you need to communicate and brainstorm.
Free plan: ClickUp offers a free plan for unlimited users. You get up to 100 automation actions per month―in addition to lots of project management and collaboration tools.
Integrify: Best for process collaboration
Integrify is a low-code workflow management and automation software. Its platform includes a process creator, a form designer, and process reporting tools.
While Integrify has a lot in common with other workflow software out there, it includes some interesting extras, like the ability to add notes and comments as you build a process. That makes Integrify ideal for teams that want to collaborate as they create and refine their business workflow. Likewise, Intergrify lets you test run processes, and it creates audit trails for all automation workflows―meaning you can collaborate without worrying about breaking your workflow.
Integrify pros and cons
Pros
- Comments and notes on automations
- Unlimited automations and actions
- Cloud and on-premise platform options
- Named or concurrent users license options
Cons
- Opaque pricing
- Limited appearance customization
- Learning curve to adopt
- Fewer native integrations than other software
Integrify key features
Process collaboration: Stop automating workflows in a silo. Leave notes and comments directly on the process creator as you refine a custom workflow together.
Audit trail: Keep tabs on everything your automated workflow does with Integrify’s audit trail feature.
Intranet: Aside from automating workflows, Integrify can also work as a lightweight intranet solution. Use its dashboard tool to create a simple site for employees and vendors.
Kissflow: Best for process reporting
Kissflow offers both no-code and low-code options for process automation and app building. That gives Kissflow enough flexibility to work as a marketing automation software, light project management tool, or workflow management platform.
We love Kissflow’s process reporting tools. They offer the perfect mix of powerful analytics and simple interface. You can, for example, stick to basic metric-based reports to see data on your workflow automation system. Or you can pull custom reports to dig deeper into task or process data. Plus, Kissflow makes it easy to build dashboards (with no code or just a little) to make your reporting simple to access and understand.
Kissflow pros and cons
Pros
- Custom and pre-set reporting
- 7-day free trial
- Simple interface
- Highly customizable workflows
Cons
- 20 user minimum
- Paid knowledge base
- Limited mobile functionality
- Reported bugs with updates
Kissflow key features
Reporting: Kissflow includes standard reports, or you can build custom reports. It also lets you create pivot tables, so you can manipulate your data without going into Excel.
Interface: Customers have tons of praise for Kissflow’s clean user interface. While business process automation can get complicated, users agree Kissflow makes it simple to learn.
Workflows: Kissflow’s workflow engine can handle complicated processes. Create multi-step processes with parallel branches, conditional logic, and user permissions.
Flokzu: Best for flexible workflows
Flokzu is a business process management software that allows you to create forms, automate processes, run reports, and more. It uses Zapier to integrate with many other software applications.
Flokzu includes a few tools that make it more flexible than your average workflow software. For example, it lets you easily make team member substitutions. So when someone is out of the office, you can seamlessly update your custom workflow to loop in an alternate team member. That way, your workflow can continue uninterrupted. Likewise, Flokzu lets you set timers and pauses as you automate workflow. Simply put, Flokzu’s workflow software can keep up with your changing process needs.
Flokzu pros and cons
Pros
- 14-day free trial
- Unlimited storage with Premium plan
- Ability to substitute team members
- Automated emails outside of organization
Cons
- Few native integrations
- Limited customization for automated emails
- No customization for software appearance
- Slow customer support response times
Flokzu key features
Timers: Set up process automation to run for a certain length of time before stopping or to run intermittently. You can also pause processes or set up timers to change processes at a certain time.
Substitutions: Temporarily swap out one team member with another in your workflow. Flokzu’s workflow automation solution helps you ensure constant coverage on your important processes.
External participants: Have Flokzu sent automated emails outside your organization as part of your business process. Recipients can respond with text or file attachments.
Choosing the best workflow automation solution
While we recommend all the workflow software above, the best workflow automation software for your business depends on your unique situation.
If your team wants to power automate tasks across lots of different applications, try Zapier and its thousands of software integrations.
If you’d like to keep your business process management and your project management in one convenient software, use ClickUp with its many PM tools.
If you need to collaboratively create, update, and refine your custom workflow, get the Integrify workflow tool so you can leave comments and notes on your processes.
If you have a data-driven business, sign up for Kissflow to get powerful analytics in a simple package.
If your team wants a workflow tool that can keep up with changing needs, get Flokzu and enjoy its flexible workflow automation tools.
Or if you don’t see the right workflow automation software in our picks above, check out more options in our Business Process Management Software Guide.
1
Wrike
Visit website
Tackle complex projects with Wrike’s award-winning project management software. Break projects into simple steps, assign tasks to team members, and visualize progress with Gantt charts, Kanban boards, and calendars. Manage resource allocation and forecasting with software that’s easy to launch. Automation and AI features strip away time-consuming admin tasks so you can do the best work of your life. Streamline your practices, align your team, and ensure you hit deadlines and stay on budget.
Learn more about Wrike
2
monday.com
Visit website
monday.com Work OS is the project management software that helps you and your team plan, execute, and track projects and workflows in one collaborative space. Manage everything from simple to complex projects more efficiently with the help of visual boards, 200+ ready-made templates, clever no-code automations, and easy integrations. In addition, custom dashboards simplify reporting, so you can evaluate your progress and make data-driven decisions.
Learn more about monday.com
3
Cerri Project
Visit website
Cerri Project is a comprehensive PPM solution integrating project portfolio management and strategic planning features to drive value for your business.
Strategic execution of project portfolios, business initiatives and objectives.
Global capacity planning and visibility.
Streamlined workflows with process-driven project management.
Learn more about Cerri Project
Free Download
Project Management Buyer’s Guide
Get My Free Guide
Technology Advice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don’t pay us.
