No-code Workflows

Our workflow builder eliminates the need for technical know-how, making workflow automation accessible to all. All of the flexibility. None of the hassle.

InvGate Service Desk UI showcasing workflows

Getting started

Powerful workflows that are easy to manage

Make the most of our no-code and simplified configuration set of tools designed for users with little technical experience to start building and managing their workflows.

Quick access to the list of available steps to choose from, allowing you to easily add new stages with just a few clicks.

To start building their workflow, you can simply drag-and-drop a stage card from the menu, or simply add one step directly on the canvas.

There’s no right or wrong way to build a workflow. Customize the layout and display of relationships between stages to better suit your needs and preferences.

Simplified configuration

Advanced automation doesn’t need to be complicated

Access advanced configuration tools in an intuitive interface. Our Workflow Builder simplifies complex building processes into easy-to-understand steps.

Create complex conditionals to reflect different variables or scenarios. All paths and relevant information are displayed on the step card so you can track them easily.

Create approvals in a single step, with all clear outcomes displayed on the same card so you can easily track and follow them.

Create and edit your workflows in just a few clicks

Create and edit your workflows in just a few clicks

Our simplified UX/UI design makes it easier than ever to build effective workflows with configuration shortcuts and customized visibility options.

Shortcut to duplicate Steps

Easily replicate complex or frequently used steps and avoid recreating them manually by saving the previous configuration.

Shortcut for undoing and redoing

Quickly correct mistakes or revert to a previous state in the workflow creation process with a few clicks.

New visibility options for form variables

With improved customization and control over form field visibility, users can define how to display form variables based on specific conditions, including end-user roles.

Workflow Templates

Download our workflow templates, try them out in real time on our free Service Desk Trial, and see firsthand how these workflows can revolutionize your daily operations.



Designed specifically for HR departments, this template provides a new hire onboarding process that you can easily customize to meet your organization’s unique needs.

Change Request

Change Request

The Change Request template is ideal for organizations looking to align their change management process with ITIL best practices.

Knowledge article creation

Knowledge article creation

Gain access to this pre-built workflow to simplify the creation, review, and publication of knowledge articles.

Coming Soon


Tailored for HR teams, this template simplifies the crucial process of offboarding employees, ensuring a seamless transition during this critical stage.

Release management

Designed to streamline the release management process, this template is perfect for organizations looking to ensure smooth and efficient software deployments.

Annual audit

Gain access to a pre-built workflow designed to streamline audit preparations, execution, and follow-up tasks.

Risk assessment

Use this template to streamline your risk assessment processes and simplify the identification, analysis, and mitigation of potential risks.

Benefits of InvGate’s Graphical Workflow

Graphical Workflow, available via both on-premise and SaaS delivery models, will help your company improve its IT support, IT help desk, or IT service desk operations. The support-process formalization and automation will improve both performance and service delivery across a number of areas:

Increase speed of service

Reduce costs

Improve customer satisfaction

Improved staff morale and retention

End users expect their issues and requests to be resolved quickly. Workflow, notifications and automation speeds things up by removing the need for people to intervene in manual activities. InvGate Service Desk’s workflow capabilities empower IT support staff to “work smarter, not harder.”

Labor costs are still a big part of the IT support budget. Workflow and automation not only reduces manual effort and the associated costs, it also helps to minimize duplicated efforts, reworking, and other labor wastage.

The speed of resolution plays an important role in this. Standardizing processes and leveraging workflow and automation ultimately has a positive impact on customer satisfaction and experience.

The InvGate Service Desk workflow and automation make life easier for IT support personnel. More tickets will be resolved within agreed targets, and end users will rate the IT support team more highly. All of this makes for happier IT support staff.

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