Workflow Engine

Automate your service delivery

equipme lets you turn your repeatable service processes into automated workflows across all your customers, without writing a single line of code.

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Benefits

Less manual work,

better service delivery

Deliver services faster with fewer people

Workflows that used to require manual coordination across your team now run automatically. Your operations team approves and makes decisions.

Build once,run everywhere

Stop rebuilding the same process for every customer. Define a workflow once and it becomes a repeatable asset you run across all tenants. No more tribal knowledge that lives in one person's head.

No handoffs between systems

Manual data entry between your PSA, RMM, billing, and provisioning tools creates delays and errors. Automated workflows sync data between equipme and your connected systems.

Catch problems before your customers do

See exactly where a process is stuck. Set escalation rules so critical tasks don't wait in someone's inbox. Requests that used to get lost in email now move predictably from start to finish.

Onboarding

Automate your client onboardings

With a workflow, the entire onboarding sequence runs automatically the moment you activate a new client.

  • Create customer portals, Entra ID users, and access rights
  • Assign licenses, configure services, and send welcome communications
  • Run the same onboarding process for every customer
Delivery

Orders follow an automated delivery process

When a customer places an order, the workflow takes over. No manual handoffs, no forgotten steps.

  • Route orders through multi-level approval chains
  • Trigger provisioning and fulfillment steps automatically
  • Activate services and start billing without waiting for confirmation
Schedule

Automate recurring tasks

Some processes don't start with a customer action, they run on a schedule. Automate the tasks that need to happen regularly, so your team never misses a deadline.

  • Trigger license renewal reminders before contracts expire
  • Reconcile license usage against billing automatically
  • Send contract renewal notifications to your account managers
Change

Handle service changes without manual rework

Customers upgrade, downgrade, swap devices, or change configurations. Handle it automatically.

  • Trigger workflows when a customer requests an upgrade, downgrade, or configuration change
  • Update licenses, billing, and access rights automatically
  • Keep a complete audit trail of every change
Offboarding

Run employee on- and offboarding

New hire? Automated setup. Employee leaves? Automated offboarding. Every account, license, and device handled in one workflow.

  • Provision Microsoft 365, Entra ID, and device management accounts
  • Assign hardware, software licenses, and security
  • Revoke access, reclaim licenses, and document everything when an employee leaves
Integrations

Trigger actions across your entire tool stack

onnect equipme to your PSA, RMM, Microsoft Entra, ERP, and communication tools. Build workflows that reach across every system your team relies on.

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All Integrations
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Automate your service delivery

Stop coordinating approvals, provisioning, and notifications manually. equipme's Workflow Engine handles the repeatable work so your operations team can focus on growing your business.

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More Features

Features that work with

Integrated Billing

Billing doesn't exist in isolation. Connect it with your service portfolio, fulfillment workflows, and client management for a complete order-to-invoice process.

Fulfillment

Process orders, route to vendors, and track delivery without touching a spreadsheet.

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Service Portfolio Management

Build, price, and publish your entire service catalog once, for all customers.

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Central Client Management

Manage every customer, contract, and service level from a single dashboard.

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Integrated Billing

Turn delivered services into invoices automatically without manual reconciliation.

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FAQs

Get answers to the questions operations leaders ask most about automating service delivery, connecting systems, and scaling their processes.

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Do I need technical skills to build workflows?

No. You build workflows by dragging components onto a canvas and connecting them. Pick a trigger, set your rules, define the actions. Your operations team can do this independently, no developers needed.

Can I set up different workflows for different customers?

Yes. You can run the same standard workflow across all customers, or create customer-specific variations where needed. Each tenant can have its own triggers, approval rules, or actions while you manage everything from one central view.

Can I use the same workflow across multiple customers?

Yes. Build a workflow once like client onboarding or license provisioning and apply it across all your customer tenants. Each customer runs through the same standardized process while you manage everything from one central dashboard.

Which systems can I connect?

equipme connects to PSA tools, RMM platforms, Microsoft Entra / Azure AD, ERP systems, Slack, Microsoft Teams, ticketing tools, billing systems, and many more. Check our integrations page for the complete list.

How do workflows connect to service delivery?

Workflows automate the steps between a customer placing an order and the service being active. When a customer orders a service through their portal, the workflow handles approvals, provisioning, system setup, and activation, then triggers billing automatically.