Automate Your Service Operations
Connect client requests to ticketing, projects, and invoicing in one place. One workflow engine that runs the steps your team repeats every day.
Workflow Architecture
See how each step connects, from the first client request to a paid invoice. Click any node to see what it does.
Built for Real MSP Operations
Each capability maps to work your service desk already does, from intake and routing to escalation and follow-up.
Event Triggers
Start a workflow the moment a client emails, submits a portal request, or a monitoring alert fires.
Conditional Branching
Route work by client, priority, contract, or your own rules. Each run takes the right path on its own.
Time-Based Actions
Schedule follow-ups, reminders, and escalations to fire on the schedule you set.
SLA Enforcement
Track response and resolution times, and escalate before an SLA breaches.
Operational Visibility
See work in progress across tickets, projects, and billing without hunting through screens.
Nested Workflows
Combine small workflows into larger ones, so you build complex routing from simple, reusable steps.
From Request to Invoice, in One Connected Record
Stop re-entering the same data across tools. These workflows move requests, service, billing, and client updates through one record.
Help Desk to Invoice
Every ticket carries its time and notes through to billing, so the work you did shows up on the invoice. No lost billable hours.
- Time entries flow from tickets to invoice lines
- No re-keying between email, spreadsheets, and billing
- Recurring services invoice on their own schedule
Client Onboarding
Bring on a new client with a repeatable checklist: provision their services, send the welcome sequence, and track what is left.
- Automated welcome email sequences
- Provision services from your catalog
- Track onboarding progress in one place
Escalation Management
Escalation paths notify the right person on time, so a stalled ticket gets picked up before it breaches an SLA.
- Multi-tier escalation rules
- SLA timers tracked in real time
- Auto-reassign when a ticket stalls
Ready to Automate Your MSP Operations?
Set up the workflows your team runs by hand today. Start on a monthly plan and scale when you are ready.