Design governed workflows that scale across your organization
Build, version, and evolve complex service processes with a visual no-code engine — no consultants, no scripting, no fragile rule builders.
A drag-and-drop workflow builder for real operations
Design complex processes on a scalable visual canvas that eliminates scripting, if/then/else chaos, and consultant dependency. From approvals to automated actions, every stage remains visible, connected, and under your full control.
Add forms, approvals, tasks, conditions, and external actions as connected stages — all visible in one execution path.
Model parallel flows and dependencies clearly. As processes evolve, adjust them without losing control.
Save stages as reusable Building Blocks and apply them across workflows to ensure consistency and simplify maintenance.
Build it with plain language
Describe what you need to automate, in your own words. AI fills in the gaps with a few quick questions, then hands you a full draft ready to review, tweak, and publish.
Understand what happens, stage by stage
Open any workflow and get a plain-language explanation of what it does, with a chat for anything left unclear. See how it's actually performing and exactly which stage needs fixing, without reading it box by box.
Take action in external systems directly from your workflows
Use Built-In Action Connectors to trigger pre-configured actions in tools like identity providers, CRMs, and document systems, without needing custom API integrations. Automate tasks like user provisioning, document signing, and notifications within governed workflows that coordinate work across your IT and business teams.
Delete item in SharePoint
New envelope for electronic signatures
Create a new user with basic properties
Delete event in Outlook Calendar
Retrieve user data from their email address
Modify settings for a meeting space
Delete item in SharePoint
New envelope for electronic signatures
Create a new user with basic properties
Delete event in Outlook Calendar
Retrieve user data from their email address
Modify settings for a meeting space
Get information about an event
Get a user's information by their ID
Remove a group from the directory permanently
Add an existing user to a directory group
Create a new meeting
Create a new event with basic properties
Modify attributes and settings of a group
Delete a user permanently
Add an existing user to a directory group
Delete item in SharePoint
Build enterprise-grade workflows without enterprise complexity
Design sophisticated, multi-layered processes using a card-based builder that keeps approvals, conditions, and execution paths clear and manageable.
Simplified multi-path conditionals
Model complex scenarios with multiple outcomes and see every path clearly on a single step.
Streamlined multi-option approvals
Create approvals with multiple outcomes in one structured card, making tracking and governance straightforward.
Parallel Execution
Run subflows simultaneously to trigger approvals or external actions across teams without blocking the main process.
Planning mode
Design and validate complex subflows before deployment to reduce runtime errors and ensure safe execution.
Workflows that adjust in real time
Ensure service levels throughout workflow execution
Manage performance across the entire workflow from first request to final resolution with built-in SLA and OLA monitoring, allowing you to identify delays early, protect service commitments, and maintain control at every stage.
Measure total workflow time from initiation to completion and ensure requests meet agreed service targets.
Set time limits for individual steps to detect bottlenecks and prevent delays before they impact overall SLA performance.
Ready to build your first workflow?
Watch these entry-level videos to get a feel for the basics. Once you’ve seen the fundamentals, dive into our Product Tours for step-by-step walkthroughs on how to solve specific use cases.
Explore Workflow tours
No-Code Workflow Builder
Employee Onboarding Automation: How to Set up an HR Workflow
How to Build a Change Management Workflow
Pre-built Workflow Templates
Kickstart your automation program with workflows ready to use and customize for the particular needs of your organization.
Employee Onboarding
After a new hire, trigger employee creation, preparation of IT equipment and notification to line-managers.
Change Approvals
Align change management process with ITIL best practices.
Knowledge Article Creation
Simplify the creation, review, and publication of knowledge articles.
Training Request
Manage the process of submitting, approving, and scheduling employee training requests, ensuring that they receive the necessary training in an organized and efficient manner.
Employee Offboarding
Optimize your employee offboarding process by automating key tasks such as exit interviews, retrieval of company property, and access deactivation.
Release Management
Manage the software or product release process, ensuring that all necessary steps, approvals, and quality checks are completed before launch. This template includes tasks such as planning, testing, and deployment.
Project Management
Manage your projects and track tasks, deadlines, and milestones to ensure completion on time and within scope.
Software Request
Manage your software deployment requests and set compatibility, compliance, and necessity evaluation thresholds.
Asset Loan
Implement the process for requesting, getting approval, and tracking IT asset loans using InvGate Asset Management.
Knowledge Article Update
Review and approve changes on your Knowledge Base articles, re-publishing the content directly through the Service Management API.
Relocation request
Manage employee relocation needs, covering desk changes and department moves.
Visitor management request
Streamline approvals for visitor access, including issuing badges and setting time restrictions.
Legal document review and approval
Structure and simplify the steps for submitting, reviewing, and approving contracts.
Renewal contract management
Automate notifications and approvals for contract renewals or terminations based on dates.
Annual audit
Gain access to a pre-built workflow designed to streamline audit preparations, execution, and follow-up tasks.
Benefits of InvGate’s graphical workflows
Graphical workflows, 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
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 Management’s workflow capabilities empower IT support staff to “work smarter, not harder.”
Discover other Service Management features
Ticket Management
Manage your incidents
AI-Powered
Enhance support efficiency
Self-Service
Encourage self-help
Workflows
Improve IT efficiency
Virtual Service Agent
Conversational ticket resolution
Analytics
Analyze your efforts
Knowledge Management
Build and share knowledge
Change Management
Better manage change
Problem Management
Get proactive
Automation
Automate support processes
ITIL
Employ best practices
SLAs
Prioritize IT operations
MCP
Query service desk data
Gamification
Improve team productivity
Multiple departments
Extend outside IT
Product Catalog
Request and fulfill hardware
Agent Studio
Build governed agents
Clear pricing
No surprises, no hidden fees — just clear, upfront pricing that fits your needs.
Easy migration
Our team ensures your transition to InvGate is fast, smooth, and hassle-free.