SwiftCase
Platform/Workflow Engine

Processesthatrunthemselves.
60+actions.Zerocode.

Build the automations your operation actually needs. Status changes, emails, documents, API calls, task creation - all triggered by the events that matter. No developers required.

60+
Action Types
Every operation you need
Zero
Code Required
Visual builder, no developers
24/7
Execution
Runs while you sleep

Trigger Types

Start workflows from any event

Status changed? Time elapsed? Email received? Webhook fired? Your workflows can respond to any of these.

Status Change

Fire when a case, task, or record changes status. The most common trigger type.

Scheduled

Run at specific times - daily reports, weekly cleanups, monthly reviews.

Cron Jobs

Full cron expression support. Run every 15 minutes, every Tuesday at 9am, whatever you need.

Webhook Events

Trigger from external systems. Payment received? Document signed? Start a workflow.

Time-Based

SLA approaching? Case been open too long? Trigger before problems become crises.

Email Receipt

New email arrives in a monitored mailbox? Classify it, extract data, route it automatically.

60+ Action Types

Every operation you need

From simple status changes to complex API integrations. If you need to do it, there's probably an action for it.

Status & Data

  • Change status
  • Update fields
  • Set values from calculations
  • Clear field values
  • Copy data between records

Communication

  • Send email (from template)
  • Send SMS
  • Send push notification
  • Create internal note
  • Add to email campaign

Documents

  • Generate PDF document
  • Generate Word document
  • Attach file to record
  • Create from template
  • Merge multiple documents

Tasks & Records

  • Create new task
  • Create child task
  • Create related record
  • Assign to user
  • Re-allocate work

Integrations

  • Call external API
  • Send webhook
  • Sync with Xero
  • Update external system
  • Fetch external data

System

  • Create user account
  • Update permissions
  • Log to audit trail
  • Trigger another workflow
  • Delay/wait step

Advanced capabilities

Complex workflows, simple to build.

Conditional Logic

If/then/else branching. Run different paths based on data values, user roles, or business rules.

Business Hours

Calculate deadlines in working hours, not calendar hours. Respects holidays and custom schedules.

Multi-Step Workflows

Chain actions together. Wait for conditions. Loop until complete. Build complex processes visually.

User Workflows

Apply workflows to CRM records, not just tasks. Customer onboarding, supplier approval, staff lifecycle.

Examples

Workflows that actually get built

New Claim Intake

Email received in claims@

1.Extract data with AI
2.Create claim record
3.Assign to handler
4.Send acknowledgement
5.Start SLA timer

SLA Warning

2 hours before SLA breach

1.Escalate to supervisor
2.Send internal alert
3.Update priority
4.Log to dashboard

Case Closure

Status → Resolved

1.Generate closure letter
2.Email to client
3.Archive documents
4.Update analytics
5.Close sub-tasks

Weekly Report

Every Monday 8am

1.Query open cases
2.Build Excel report
3.Email to management
4.Post to Slack

Visual Builder

Build visually. Run reliably.

Drag and drop actions. Set conditions. Test before you deploy. The visual builder makes complex workflows simple to create and maintain.

When status changes to "Approved"
If amount > £10,000
Yes
Email director
No
Generate letter
Update CRM record

See what workflows could automate for you

Walk us through your current processes. We'll show you which ones can run themselves - and how much time that saves.