iWorkflow

iWorkflow allows you to automate processes in iMIS by linking together a series of actions that run automatically based on a trigger. Instead of manually performing repetitive tasks, you can build workflows that handle data updates, integrations, and other processes for you.

Every workflow follows the same basic structure: Trigger >  Actions >  Result

  • Trigger – Determines when the workflow runs (manual, scheduled, or webhook)
  • Actions – The steps performed (such as running an iUpdate, inserting an activity, or sending data)
  • Result – The outcome of the workflow (updated records, new data, or completed integrations)

Knowing when to use iWorkflow

Workflows can be used to automate a wide range of processes, including updating records on a schedule, integrating with external systems, or responding to real-time events; for example:

  • Automate multi-step processes across iDMS modules
  • Run actions based on a schedule or external trigger
  • Integrate iMIS with third-party systems
  • Reduce manual data entry and repetitive tasks

Start here

New to iWorkflow? Begin with these topics to understand how workflows are structured and how to create your first workflow:

  • Getting Started: Understanding iWorkflow – Learn how workflows are structured, including triggers, actions, and sequencing.
  • Creating a Workflow – Step-by-step guide to building your first workflow.

Building a workflow

Use these topics to configure and customize your workflows:

  • Triggers – Learn about the different ways to start a workflow (manual, scheduled, or webhook).
  • Actions – Explore the available actions and when to use them.
  • Editing a Workflow – Update or modify an existing workflow.

Monitoring and managing workflows

After creating a workflow, use these tools to track and manage its execution: