Different systems, one connected operation with AI

Connect applications, move information and coordinate IT tasks with workflows that record every execution.

Use cases

What Workix automates in Information technology

Start with one and add the rest on the same platform, with the same data.

01

System integration

Connect current applications and legacy systems through available APIs and connectors. Define triggering events and error handling.

How it works

  1. 1Map fields and use scoped credentials.
  2. 2Validate data before writing to the destination.
  3. 3Report failures and retain retry history.

What your team gets

Traceable data exchanges.

Developer working with multiple screens

Integration · CRM → ERP

Example

Event

New customer created in the CRM.

Workix

Record replicated in the ERP with its credit terms.

02

Data migration

Prepare information before moving it to a new tool. Review formats, relationships and duplicates through controlled batches.

How it works

  1. 1Extract and transform source records.
  2. 2Validate a test batch with the responsible team.
  3. 3Reconcile totals and record items needing correction.

What your team gets

A migration that can be verified by batch.

A team working at their monitors

Migration · Customer catalog

Example

Workix

8,420 records ready. 37 duplicates are waiting for you to pick which to keep.

IT admin

Reviewed, go ahead and migrate.

03

Coordinate the backup tools your team already uses. Schedule jobs, check outcomes and request approval before restoration.

How it works

  1. 1Trigger jobs in connected tools.
  2. 2Record results and alert on failed executions.
  3. 3Document restoration tests and approvals.

What your team gets

Visibility into each scheduled job’s outcome.

An open filing cabinet full of files

Backup · File server

Example

Event

The nightly backup finished with 2 errors.

Workix

Retry scheduled and the IT owner notified.

Book a free demo

Tell us which process takes up most of your time. We'll show you how it would run in Workix, with your rules and your tools.

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