Automate business processes directly within your SAP environment.
Automate financial processes, procurement, and reporting workflows for faster, error-free operations.
Automate approvals, transactions, and customer updates across Finance, Operations, and Sales in Microsoft Dynamics 365.
Auto-generate and route invoices, expense reports, and payment approvals without manual input.
Automate lead tracking, opportunity updates, and sales approvals.
Enhance accounting automation by syncing transactions, approvals, and financial data.
Speed up budgeting, expense approvals, and procurement workflows.
Automate billing, tax filing, and customer payment tracking.
Accelerate client invoicing, time tracking, and expense management.
Connect financials, sales, and inventory workflows for end-to-end business process automation.
Trigger workflows, approvals, and status updates directly from Slack channels.
Streamline quote generation, deal approvals, and customer updates.
Trigger follow-ups, sync contacts, and automate sales activity logging.
Route leads, automate follow-ups, and update deal stages seamlessly.
Auto-update deal progress and sync with backend systems for faster sales cycles
Enable real-time alerts and task assignments based on customer behavior.
Automate project-related tasks and sync client communication logs.
Integrate contact updates, task management, and pipeline automation.
Unify marketing, sales, and support workflows with intelligent process triggers.
Keep contact records updated and automate outreach based on interactions.
Automate onboarding tasks, employee data syncing, and policy approvals.
Streamline leave requests, approvals, and document workflows.
Connect performance reviews, goal tracking, and compliance workflows.
Sync payroll data, automate timesheet submissions, and benefits management.
Automate HR tasks like onboarding, payroll syncing, and employee updates.
Trigger workflows from Excel, Outlook, Word, or OneDrive; automate notifications and document generation
Enable Gmail-triggered automation, sync with Drive, Calendar, and Docs for real-time updates.
Route approvals, send task reminders, and auto-generate updates within Teams.
Automate document approvals, access control, and file organization
Automate scheduling, meeting reminders, and post-meeting summaries.
Automate card creation, due date reminders, and status tracking.
Auto-assign tasks, sync updates, and track project milestones.
Sync data across tables, trigger reminders, and automate reporting.
Generate meeting notes, track deliverables, and update dashboards automatically.
Automate incident routing, approvals, and service request handling.
Sync tickets, automate workflows, and update SLA metrics
Auto-create tickets, send updates, and route customer issues.
Trigger service workflows, escalate issues, and notify stakeholders.
Integrate ticket management with backend systems for faster resolution.
Simplify bank reconciliation, payroll syncing, and invoice processing.
Sync data updates, trigger backend operations, and maintain data integrity.
Enable automation of queries, reporting, and real-time data syncing.
Connect databases with business workflows for dynamic decision-making.
Automate data pulls, updates, and business rule enforcement.
Drive actions based on real-time data events from cloud-hosted databases.
Automate task assignments, status updates, and project tracking across teams.
Trigger workflows from emails, automate calendar scheduling, and manage approvals
Sync documents, automate file organization, and manage sharing permissions.
Orchestrate workflows using Excel, Word, Outlook, and OneDrive for seamless productivity.
Automate documentation updates, approvals, and content sharing within teams.
Connect Jira, Confluence, and other tools for unified project and IT workflow automation.
Automate campaign triggers, lead routing, and performance tracking.
Extract insights, trigger marketing actions, and sync reporting data.
Auto-generate and distribute dynamic reports and dashboards.
Streamline content publishing, approvals, and localization workflows.
Automate asset approvals, content updates, and digital document workflows.
Automate payment processing, refund approvals, and financial reconciliation workflows for seamless revenue operations.
Digital ClerX integrates with CRMs, ERPs, HR systems, ITSM tools, finance platforms, databases, and productivity apps — essentially any system your business relies on.
Yes. Agents can be triggered automatically based on events or actions in your connected systems, enabling seamless and autonomous workflows.
Absolutely. Our bidirectional integrations allow agents not just to pull data, but also update and write back to your systems in real time.
Many standard integrations can be set up in minutes. For custom or complex systems, our team provides guided onboarding to ensure smooth and timely implementation.
Yes. You can define specific trigger conditions, set rules, and customize workflows so agents only activate when needed.
Yes. Digital ClerX supports both cloud-based and on-premise systems, giving you the flexibility to integrate with your existing infrastructure.
We support REST and SOAP APIs, webhooks, SFTP, database connectors, and middleware like Azure Logic Apps or MuleSoft for enterprise-grade flexibility.
