Business For Workflow
Simplify Business Management and Streamline Your Operations
Business For Workflow is a powerful tool designed to help your agency efficiently manage and organize business data. With its streamlined actions, this app makes it easy to create, update, retrieve, and delete business records, ensuring your operations run smoothly and efficiently.
Add & Manage Records
Instant Data Access
Clean CRM
Workflow Ready
Detailed Information
Actions
Create Business
Effortlessly create new business records, helping you organize key client and project information right from the start.
Get Business
Quickly retrieve detailed information about a specific business, making it easier to stay informed and manage your records.
Update Business
Modify business details to keep your information accurate and aligned with any new developments or changes.
Delete Business
Remove outdated or inactive business records to keep your database clean and efficient.
Detailed Information
Use Cases
Client Onboarding Automation
Automatically create a new business record in your system when a client fills out a form or signs up—ensuring all key details are instantly captured and organized.
Centralized Business Data Management
Keep all client or partner business information up to date in one place. Easily retrieve or update records during meetings, proposals, or project discussions.
CRM & Project Management Sync
Connect your CRM or project management tools to sync business data, helping your team stay aligned on client information and ongoing work.
Database Cleanup & Optimization
Regularly delete outdated or inactive business entries using automated workflows, keeping your database clean and improving overall performance.
Business For Workflow
Why Choose Business For Workflow?
Seamless Integration: Automate business-related tasks, ensuring smooth operations with minimal manual effort.
Streamlined Business Management: From creation to deletion, manage your business data with ease and keep your records accurate.
Efficient Workflow Automation: Eliminate time-consuming manual updates with actions that automate the business management process.
Apps Installation and Integration
Custom Actions
Create Business
Get Business
Update Business
Delete Business
Custom Triggers
Lead Created
Company Created
Person Created
Opportunity Created
Project Created
Task Created
Company Updated
Lead Updated
Opportunity updated
Person Updated
Project Updated
Task Updated
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Official GHL Developer Partner
We are honoured to be one of the first three Official GoHigh Level Developer partners.
Our high involvement with the app marketplace, and commitment to developing the best apps from day 1, saw us recognised by GHL as an official global developer partner.
We have frequent communications with the GHL dev team giving us a platform to bring your requests to their attention. Not only that, but early access to upcoming features means our apps will always work with any new GHL product.
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