Workflows

Master no-code automation with InvGate. Learn how to build complex workflows, multi-department processes, and native integrations without writing code.

How does InvGate reduce workflow complexity when integrating with third-party tools?

InvGate provides built-in action connectors that allow workflows to interact directly with tools like Microsoft Entra ID, Okta, Google Workspace, Outlook Calendar, Google Calendar, Zoom, DocuSign, and SharePoint—without requiring custom web services or API scripting.

What is the impact of built-in action connectors on implementation effort?

By replacing multi-step custom web services with native actions, InvGate significantly reduces workflow complexity, implementation time, and time to value, especially for common use cases like onboarding, access management, and incident response.

Can InvGate workflows handle data formatting and system-specific requirements?

Yes. Built-in action connectors handle data transformations internally, such as date format conversions, eliminating the need for external parsers or additional workflow steps.

What types of use cases do InvGate’s built-in action connectors support?

Common use cases include user onboarding and offboarding, emergency access suspension, temporary access provisioning, war room creation, calendar event scheduling, and logging actions in collaboration or documentation tools.

How can IT workflows automate employee onboarding and offboarding?

Employee onboarding typically requires approvals, asset assignment, access provisioning, and software deployment—often handled manually across systems.

With InvGate, onboarding workflows can:

  • Trigger HR approvals

     
  • Assign devices to new employees

     
  • Update asset status and ownership

     
  • Apply tags that trigger software deployment plans

     

All steps are automated, auditable, and configurable without code.

How are approvals enforced within automated workflows?

InvGate Service Management supports approval steps as first-class workflow stages.
 In onboarding scenarios, approvals (such as HR authorization) must be completed before asset ownership or deployment actions are executed.

This ensures governance requirements are enforced automatically, without relying on manual verification or post-action controls.

How does InvGate Service Management balance flexibility with long-term maintainability?

InvGate Service Management is designed to support configuration and adaptation without treating every request as a custom build. In practice, this means the platform supports flexible configuration, while also encouraging teams to avoid uncontrolled growth in fields, screens, and exceptions that can make day-to-day use harder over time.

This “flexibility with guardrails” approach is particularly relevant for teams that have lived through tools where continuous customization led to cluttered interfaces and inconsistent processes.

Why do some ITSM tools become harder to use over time as teams keep customizing them?

In many ITSM environments, the main long-term risk of customization is not technical feasibility but accumulated complexity: too many fields, inconsistent screen layouts, and one-off configurations for each stakeholder. Over time, this can reduce usability, increase training needs, and make reporting less consistent.

InvGate Service Management is commonly selected by teams that want the ability to adapt processes, but also want a platform that can remain usable and coherent as requirements evolve.