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  • Solutions
    • Industries
      • Surveyors
    • Use Cases
      • Control your email
      • Connect your apps
  • How it works
  • Partners
  • Resources
    • Blog
    • Guides

  • Solutions
    • Industries
      • Surveyors
    • Use Cases
      • Control your email
      • Connect your apps
  • How it works
  • Partners
  • Resources
    • Blog
    • Guides
  • Tasks
    • Creating a Task
    • Quick Actions
    • Task Notes
    • Task Widgets
    • The Task Log
    • The Overview Tab
    • The Document Manager
    • Case Relationships
    • Reminders
  • Questions
    • Question Types
    • Creating and Editing Questions
    • Using Question Answers in Email/Document Templates
  • Users
    • Create a New User
    • User Types
    • Update a Users Profile Information
    • Add a User Email Account
    • View the User Log
    • Change a Users Permissions/Role
    • Create a Skill
    • Add a Skill to a User
    • Add 2 Factor Authentication to a User account
    • Export a list of Users as a .csv file
    • Configuring the User Listing Columns
    • Announcements
  • Statistics
    • The Statistics Overview
    • The Statistics Builder
  • The Workflow Builder
    • Workflow Builder – Workflow Configuration
    • Workflow Builder – Status settings
    • Automated Events

Table of Contents

Overview

The Workflow Builder is the powerful interface for updating and modifying your workflows. Look no further if you want to add extra questions, automated emails, documents or almost anything else!

Forms & Actions

Dozens of Task Widgets are available to drag and drop and configure to your specifications.

Automated Events

If you want to save time, drag and drop our Automated Events into the status you need.

API Integrations

Use our prebuilt API integrations, or create your own!

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Start today.

Book your demo

Discover How You Can Automate Your Business And Connect Your Apps With SwiftCase.

Get More Done

no thanks, next time.