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Introduction

Suger’s Workflow Automation allows you to create custom processes for your operations that are not supported by the main product. With our library of pre-built workflow templates, you can deploy automations quickly—often requiring just a few tweaks or maybe none at all.

Key Benefits:

  • Extend Your Data Flows: Automate data synchronization to your CRM on scenario with complex logic and many conditionals.

  • Build Custom Automations: Reduce reliance on manual processes and have up-to-date and synced data by leveraging our visual builder to connect with your various data platforms—such as Salesforce, HubSpot, Snowflake, Google Drive, NetSuite and more. Tailor integrations to fit your unique requirements and existing systems.

  • Customize Notifications: Design personalized notifications across channels like email, Microsoft Teams, and Slack to match your branding, and add extra logic to when and who you want to receive those notifications.

  • Control Over Workflow Executions: Gain complete command of your automation schedule with our flexible triggers. You can configure workflows to run immediately in response to real-time events, on a periodic schedule, via API calls from your system (webhooks), or even manually. Use the webhook triggers to also customize the input and output between Suger and your system's API.

Use Cases:

  • API-Driven Workflow Triggers: Use webhook trigger to call the workflow from your API to automatically update the offer's contacts, EULA, commits, payment installments, etc. based on its associated quote and product.

  • Tailored Private Offer Notifications: Use fully customizable email templates to notify your customers about pending acceptance of private offers. This allows you to send detailed, branded messages covering offer terms, next steps, contact details, etc.

  • Weekly Entitlement Reports to Google Drive: Schedule a weekly workflow that collates a summary of active and canceled entitlements. The data is formatted into a CSV file and automatically sent to your Google Drive, enabling you to conduct custom analysis with minimal manual effort.