AUTOMATIONS: Overview
Explore automation tools in Unificus to streamline workflows and save time.
Tools to Streamline Your Workflow
FLOWs
FLOWs let you create automated sequences that guide your Contacts through form completion, file management, and digital signature tasks. Choose between two types: On-Boarding for essential steps that new Prospects or Clients must finish before accessing the platform, or On-Demand for flexible assignment whenever needed. You can pair No-Code Automations with FLOWs—both at completion and within individual Steps.
MORE INFO > FLOWs
No-Code Automations
When you need precise control, Automations deliver triggered actions based on platform events (like contract signatures or invoice payments). Available throughout Unificus, these automations can be linked together for powerful, complex workflows. Build an Automation Template to execute lengthy automation sequences automatically or with a single click.
MORE INFO > No-Code Automations
Invoice Generators
Think of an Invoice Generator as a tool that automatically produces Invoices for your Clients. Set it up once, then generate Invoices with just a few clicks. Enable Recurring Invoice Generator to have Invoices created automatically on your chosen schedule.
MORE INFO > Invoice Generators
Project Generators
MORE INFO > Project Generators
Folder Generators
MORE INFO > Folder Generators
Circles
MORE INFO > Circles