What’s new at InvGate Service Management

Configure OAuth 2.0 for a web service action directly from its authorization overlay in Workflows or Automations, without setting up global credentials first. If the credential fails, edit it or re-request access without leaving that panel. From v8.19 onwards on all plans. Cloud and on-prem.

Clean up a form field before it moves downstream: strip stray spaces from an email (TRIM), remove dashes from a product code (SUBSTITUTE), or pull a ticket number out of a comment (REGEXEXTRACT). From v8.19 onwards. Calculate a date relative to another, like two days before a due date (DATE_SUBTRACT(due_date, 2, "days")), or add time in the other direction (DATE_ADD), from seconds up to years. From v8.20 onwards. Remove duplicate values from a list, like roles synced from SharePoint, case-sensitive, before it moves downstream (UNIQUE). From v8.18 onwards. On Pro and Enterprise plans. Cloud and on-prem.

Automating a step that touches Jira, Azure DevOps, JotForm, Rippling, ClassLink OneSync, Asana, ClickUp, HubSpot, PandaDoc, Greenhouse, Dell, Workday, or ADP no longer means scripting a custom web service call for each one — Built-in Action Connectors now cover all thirteen natively. From v8.18 and v8.20 onwards on Pro and Enterprise plans. Cloud and on-prem.

The same approval chain, notification flow, or onboarding sequence showing up across workflows can now be selected once and saved as a reusable Building Block, with input variables exposed for each use. From v8.20 onwards on Pro and Enterprise plans. Cloud and on-prem.

Configure test values directly in the Web Service, Building Block, or Built-in Action Connector configuration panel in the workflow editor, run it, and see the request and response right there, downloadable for further formatting. Checking whether an integration works no longer requires a throwaway ticket. From v8.18 onwards on Pro and Enterprise plans.

Software requests move faster now that the Software Request template ships with the deployment step already configured, ready to run without building it from scratch. From v8.19 onwards on Pro and Enterprise plans. Cloud and on-prem.