Streamlining Workflow with Process Automation Software Tools

As a result of technological advancements, the business world is now very complex. That means we, as humans, must adapt and use process automation software tools to make things easier for us at work. 

People now have jobs that are different from those in the 1950s, when thought leaders saw technology as a way to shorten workdays and ease workload. Technology can still make our work life easier; we just have to use it effectively. When you automate processes, you can streamline communication and centralize info, too. With that in mind, let’s discover eight powerful process automation tools and the ways they enhance our workflow and productivity. 

123FormBuilder

One of the most user-friendly tools for workflow automation, 123FormBuilder is designed to create and automate custom forms, surveys, and data collection processes. You can use it to drag and drop elements to build forms tailored to specific business needs. What makes 123FormBuilder stand out in the context of process automation software tools is its ability to integrate with various third-party apps like Google Sheets, Mailchimp, Salesforce, and Zapier. 

How 123FormBuilder improves workflow:

• Data collection automation – It automates form submissions, which reduces manual data entry and ensures data accuracy. For example, customer feedback surveys, lead generation forms, or employee performance evaluations can all be automated.

• Conditional logic – Forms can be designed to behave dynamically based on the user’s inputs, making data collection more efficient and streamlined.

• Salesforce integration – You can build your Salesforce databases with 123FormBuilder for Salesforce easily. Send and receive objects both ways with our two-way data sync and dynamic prefill. 

• 3rd-party integrations – You can also automate many processes with our extensive list of integrations, taking your data collection and management to new heights. 

• Custom notifications and reports – The platform can automatically send notifications to specific team members based on form submissions, improving response times and collaboration.

Zapier

Zapier is a leading automation tool that connects different web apps, allowing them to communicate and automate workflows. As a user, you create “Zaps” to automate processes between two or more apps without needing code. 

Zapier can improve your workflow by connecting over 5,000 apps, such as Slack, Gmail, Dropbox, and Trello. For example, if you receive an email attachment, Zapier can automatically save the file to Dropbox and notify your team on Slack.

You can build workflows that perform a series of actions across multiple platforms in response to a trigger event, reducing the time spent on repetitive tasks. Plus, it works with 123FormBuilder, too!

Notion

Notion is, at its core, a note-taking tool. Its simple interface makes it easy to use, and you can do more than you think with it. You can use it to thoroughly document rich text and store links to documents and team members. 

In other words, you can safely use Notion as a secure wiki for your personal or professional information needs. You can also embed apps, media, websites, and more. It also integrates with various apps, and you can use APIs. Plus, you can easily communicate with your team members by using mentions (using the @ symbol). 

Trello + Butler

Trello is a well-known project management tool that uses boards, lists, and cards to organize tasks. The addition of Butler, its built-in automation bot, takes the platform’s productivity capabilities to the next level.

Butler allows you to automate many of the Trello tasks. You can move cards between lists, add labels, and assign tasks to team members based on pre-defined rules. 

You can trigger automations based on due dates, card movements, or list updates. For instance, you can move cards with due dates to the top of the lists automatically using Butler.

Plus, if you’re not a fan of Kanban tools, Trello gives you the option of choosing a different view. And you can add the Power–Ups you need to make things even more automated. Storing data, reference materials, and more is no problem with cards and lists. 

UiPath

UiPath specializes in Robotic Process Automation (RPA) and is often used to automate repetitive tasks typically performed by human workers, such as data entry, report generation, and customer service processes.

With UiPath, you can replicate human actions, such as entering data, logging into apps, or responding to emails. Of course, everything is much easier and faster with this process automation software tool because you’re cutting down on human errors. 

Businesses can use UiPath to automate workflows across departments — whether in finance, HR, or customer service — leading to reduced operational costs and faster service delivery.

HubSpot

HubSpot offers marketing, sales, and service automation features through its platform, making it a go-to solution for customer relationship management (CRM) and inbound marketing.

With this process automation software tool, you can automate sales pipelines, email marketing campaigns, and customer service tasks. For instance, when a lead engages with your website, HubSpot can automatically send targeted emails and assign the lead to the appropriate sales rep.

You can also manage customer issues automatically. Set up automated support ticket assignation based on specific criteria. Thus, you ensure that the customer issues are promptly directed to the appropriate team members. 

IFTTT

IFTTT, or If This Then That, is a very interesting process automation software tool that is not as complex as Zapier but just as, if not more, intuitive. It’s the go-to option for one-man businesses, hobbyists, and enthusiasts of home automation processes. 

IFTTT can link apps and devices that typically don’t interact with each other. For example, it can trigger actions such as saving an email attachment to Google Drive, posting social media updates, or even managing IoT devices. From social media scheduling to data backup, IFTTT automates small but essential tasks that can save hours over time.

Coda

Coda is a process automation software tool similar to Notion. It acts more as a collaborative workspace, and you can scale it as needed. It includes an AI-powered work assistant to help you out. The automations are nothing special; they are triggered when a certain event takes place. The event can be anything, from clicks to table rows being added and more. 

What makes Coda stand out is its cool interface with functions. And when the functions aren’t enough for you, there’s also the Packs. They are add-ons for Coda functions and pages. Plus, you can create your own Pack if you feel that the existing selection is not what you need. 

Final Thoughts

Are you convinced that one of these options is right for you? Then what are you waiting for? Give it a go and convince yourself! Of course, for data collection and management needs, we recommend giving 123FormBuilder a shot! You can start totally free and go from there! 

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