Nubidesk: Process automation
Boost efficiency and consistency with no-code workflow automation. Easily set rules for repetitive tasks and case actions, reduce manual work, and resolve issues faster which frees your team to focus on what matters the most.
Quickly build and manage automation flows with a no-code builder. Use events, actions, and conditions to customize workflows that reduce manual tasks and improve operational efficiency.
Create and Manage Workflow Rules for Greater EfficiencySet up automation rules tailored to your workflows and view them all in one place. From triggers to actions, manage your processes efficiently and keep everything organized for faster operations. |  |
Simplify Scheduling and Boost Accuracy with Guided FormsA structured, step-by-step form lets users easily book appointments while capturing key case details—saving time, reducing errors, and ensuring every request is properly tracked and assigned. |  |
Create and Manage Workflow Rules for Greater EfficiencySet up automation rules tailored to your workflows and view them all in one place. From triggers to actions, manage your processes efficiently and keep everything organized for faster operations. | |
Simplify Scheduling and Boost Accuracy with Guided FormsA structured, step-by-step form lets users easily book appointments while capturing key case details—saving time, reducing errors, and ensuring every request is properly tracked and assigned. | |
Help agents save time and reduce manual work by automating tasks with customizable rules. Trigger events, set conditions, and execute actions all to streamline and boost service quality.
Kick Off Workflows Instantly with Actionable EventsDefine specific events like case creation or updates as triggers to kickstart automated workflows, reducing manual tracking and speeding up response times. |  |
Execute Action Automatically for Faster & Immediate Resolutionwith PrecisionSet predefined actions such as assigning a case, sending a notification, or updating status that will run instantly after a trigger, helping agents act faster and stay focused. |  |
Make Workflows Dynamic with Conditional TriggersUse conditions to tailor workflows based on case type, status, priority, or team which ensures each case follows the most relevant and efficient path. |  |
Branch Logic for Tailored Automation Across TeamsApply rules to multiple teams or case types using branches. Each branch can run different actions and conditions, making automation flexible and scalable. |  |
Kick Off Workflows Instantly with Actionable EventsDefine specific events like case creation or updates as triggers to kickstart automated workflows, reducing manual tracking and speeding up response times. | |
Execute Action Automatically for Faster & Immediate Resolutionwith PrecisionSet predefined actions such as assigning a case, sending a notification, or updating status that will run instantly after a trigger, helping agents act faster and stay focused. | |
Make Workflows Dynamic with Conditional TriggersUse conditions to tailor workflows based on case type, status, priority, or team which ensures each case follows the most relevant and efficient path. | |
Branch Logic for Tailored Automation Across TeamsApply rules to multiple teams or case types using branches. Each branch can run different actions and conditions, making automation flexible and scalable. | |
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