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.
Trigger Types
Status changed? Time elapsed? Email received? Webhook fired? Your workflows can respond to any of these.
Fire when a case, task, or record changes status. The most common trigger type.
Run at specific times - daily reports, weekly cleanups, monthly reviews.
Full cron expression support. Run every 15 minutes, every Tuesday at 9am, whatever you need.
Trigger from external systems. Payment received? Document signed? Start a workflow.
SLA approaching? Case been open too long? Trigger before problems become crises.
New email arrives in a monitored mailbox? Classify it, extract data, route it automatically.
60+ Action Types
From simple status changes to complex API integrations. If you need to do it, there's probably an action for it.
Complex workflows, simple to build.
If/then/else branching. Run different paths based on data values, user roles, or business rules.
Calculate deadlines in working hours, not calendar hours. Respects holidays and custom schedules.
Chain actions together. Wait for conditions. Loop until complete. Build complex processes visually.
Apply workflows to CRM records, not just tasks. Customer onboarding, supplier approval, staff lifecycle.
Examples
Email received in claims@
2 hours before SLA breach
Status → Resolved
Every Monday 8am
Visual Builder
Drag and drop actions. Set conditions. Test before you deploy. The visual builder makes complex workflows simple to create and maintain.
No. SwiftCase uses a visual drag-and-drop workflow builder. You define triggers, conditions, and actions without writing code. Over 60 automation actions are available out of the box.
Yes. SwiftCase integrates with Xero, Office 365, Slack, Microsoft Teams, and any system with a REST API. Workflows can trigger API calls, send emails, generate documents, and update external databases.
There is no practical limit. One of our insurance clients runs 384 active workflows simultaneously, processing millions of cases per year.
Walk us through your current processes. We'll show you which ones can run themselves - and how much time that saves.
