Custom workflows · On request
Integrate procurisinto your existing processes.
A workflow brings tenders from procuris into the tools your team already uses. New hits arrive as a message in Teams, matching tenders as a sales opportunity in Salesforce. procuris sets up each workflow for your organization, through an individual quote.
Included systems
Included
Five systemsare included.
A workflow connects procuris to these systems. Which details go where, and when, we decide with you.
Microsoft Teams- New hits of your saved searches as a message in the channel of the responsible team, with title, deadline, Fit and link.More on Microsoft Teams
Microsoft SharePoint- Hits as rows of an Excel table on SharePoint, so your team reviews and works on them in one place.More on Microsoft SharePoint
Confluence- One page per tender with the key facts from procuris, where your team prepares the decision on a bid.More on Confluence
Salesforce- Matching tenders as sales opportunities. Changed values and deadlines are updated, ended tenders closed.More on Salesforce
n8n- procuris delivers the events to your flows in n8n. From there they go on to the systems your team has already connected there.More on n8n
How a workflow is built
Built on webhooksand the API.
Every workflow uses the same building blocks your IT can use for integrations of its own.
Setup
procuris sets up the workflow for your organization. Your IT can build flows of its own with our documentation as well.
Good to know
- Microsoft Teams, Microsoft SharePoint, Confluence, Salesforce and n8n are included.
- We connect further systems if they accept data through an interface. We clarify that before the quote.
- Which details go where, and how often, we agree with you for each workflow.
On request
A quotefor your scope.
You get the API, webhooks and custom workflows through an individual quote. This is the way there.
- 01Send a requestThrough the contact form. Tell us what you want to connect, for example new hits into the CRM or a message in Teams.
- 02Talk about the scopeWe clarify which services you need, which systems you connect and how often your system fetches.
- 03Individual quoteTailored to that scope. If procuris should build the integration, the quote says so.
- 04SetupAfter the contract is signed, we set up access for your organization. From then on the person with the Owner role manages tokens and target addresses in procuris.
On request
Which system does your team use?We connect procuris to it.
Tell us the system and the flow you have in mind. We agree the scope with you and send you an individual quote.