Visual workflow design
Define the goals, responsibilities, and practical requirements for visual workflow design within the api integrations engagement.
API integrations
Built around your work.
Connect applications and systems through visual workflows that move information between departments.
WHAT THIS CONNECTS
A clearer view of the work.
Lead routing and contract workflows
Define the goals, responsibilities, and practical requirements for lead routing and contract workflows within the api integrations engagement.
Operations data exchange
Define the information sources, useful measures, and access needed to understand progress and make decisions.
HR onboarding integrations
Establish the required connections, configuration, access, and validation as part of the implementation scope.
SCOPE THE CAPABILITY
Plan the workflow before the deployment.
Clarify audience and outcome
Establish the goal and the information needed for this part of the work.
Choose channels and content
Identify the people, records, and connections involved.
Agree integrations, access, and delivery scope
Agree access, responsibilities, integrations, and delivery requirements.
Review campaign or engagement reporting
Review the result against the business goal and implementation scope.
PLAN YOUR IMPLEMENTATION
Match the scope to your needs.
The catalogue describes solution scope. It does not mean a universal ERP or all native modules are activated for every account. Creator Studio, the module marketplace, and an organization’s production deployment have separate readiness and permissions.
PART OF THE LARGER SYSTEM
Make the next connection.
01
XCORE Module Library
Explore the reusable business modules and their integration progress.
Explore XCORE Module LibraryXCORE / ERP & APPLICATIONS
XCORE Business Software Catalogue
Explore marketing, operations, administration, and data capability profiles within the XCORE Business Systems / ERP direction.
Explore XCORE Business Software CatalogueXCORE / SMB SOFTWARE STACKS
Industry Workflow Profiles
Business workflow profiles showing how industry needs can shape software, services, and implementation scope.
Explore Industry Workflow Profiles