Automations & Workflows
Multi-step approval workflows, automatic actions and scheduled tasks. Advanced n8n integration with 800+ connectors to automate all your business processes.
Multi-step approval workflows
Create custom approval circuits without writing a line of code. Leave, expenses, purchase orders, quotes — each document follows an approval path with the right decision-makers, thresholds and conditions.
Automatic actions
At each workflow transition, trigger automatic actions: email sends, document creation, field updates, targeted notifications. Eliminate repetitive tasks and reduce the risk of oversights.
Scheduled tasks
Schedule recurring tasks: unpaid invoice reminders, weekly reports, overnight syncs, data cleanup. Tasks run automatically according to the defined schedule.
n8n integration — 800+ connectors
Connect Neoffice to 800+ applications via n8n: Google Workspace, Slack, Stripe, Mailchimp, HubSpot and more. Orchestrate complex flows between your tools without technical expertise.
Drag-and-drop visual editor
Design your automations in an intuitive visual editor. Drag and drop steps, define conditions and test your workflows before activating them. No developer needed — your business teams are autonomous.
Real-time webhooks
Trigger actions in external systems at every Neoffice event: new order, payment received, ticket created. Webhooks transmit data in real time for instant integrations.
From idea to production
Automate in 4 steps
Process identification Needs analysis
Identify repetitive tasks and approval circuits that consume time. Leave, invoices, orders, reminders — every manual process is a candidate for automation.
Workflow building Visual editor
Use the drag-and-drop editor to draw your workflow. Define steps, transition conditions, approvers and automatic actions at each step. For external integrations, configure n8n flows.
Test & validation Test environment
Test your workflow with real data in a secure environment. Verify that each condition, notification and action triggers correctly before going live.
Go live Activation and monitoring
Activate your workflow in production. Monitor its execution via the dashboard: number of runs, average processing time, approval rate and error alerts.
Automate your processes connect your entire ecosystem
Neoffice automations are not limited to internal workflows — they connect every module together and Neoffice to your other tools.
**Quotes, orders and invoices automated** — the Sales module benefits from approval workflows and automatic reminders at every stage of the sales cycle
**Connect Neoffice to Google, Slack and Stripe** — via n8n, automatically sync contacts, calendars, payments and notifications with your daily tools
**HR & payroll without intervention** — leave requests, expenses and onboarding follow automatic approval circuits from the HR & Payroll module
**Reactive client support** — tickets in the Helpdesk module are automatically routed, escalated and followed up according to priority rules and defined SLAs
One simple price, all inclusive
Everything your SME needs to get started, no surprises.
Neoffice Management
The all-in-one cloud ERP for your SME
Monthly billing — no commitment
1 company · 1 user
- Sales & Swiss QR Invoicing
- CRM & Client Relations
- Purchasing & Suppliers
- Stock & inventory management
- Project management & tasks
- Multi-currency accounting & VAT
- Point of Sale (till)
- Website & online sales
- HR & Swiss payroll (SwissDec)
- Helpdesk & Client support
- Nora — Integrated AI assistant
- Document management (DMS)
- Analytics & Dashboards
- Automation & Workflows
- Online training (LMS)
- Communication & Messaging
- Mobile application
- Swiss compliance (nFADP, VAT, QR)
- Swiss cloud infrastructure
- Work sheets & Bookings
- Updates & improvements included
- Standard support included
No commitment · No credit card
Need tailored support?
Explore our complementary services →Why pay for 11 tools when one is enough?
Neoffice replaces the software you are already paying for — at a single price.
11 subscriptions · 11 invoices · 11 logins
tout compris
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Questions fréquentes — Automations & Workflows
Do you need to know how to code to create automations?
What is n8n and how does it work with Neoffice?
Can unpaid invoice reminders be automated?
Do approval workflows support multiple validation levels?
Can webhooks trigger actions in other systems?
Modules complémentaires
Nora — AI Assistant
Your intelligent assistant integrated into Neoffice. Chat with Nora via chat, WhatsApp or email in natural language, give her orders, automate document extraction and explore your business data with specialised AI agents.
En savoir plus
Analytics & Reporting
Drive your business with interactive dashboards and real-time reports. KPIs, custom charts and one-click exports — all your business data at your fingertips.
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Document Management
Store, share and edit your documents securely from Neoffice. Real-time collaborative editing, company wiki and structured archiving — your centralised document workspace.
En savoir plusIntéressé par Automations & Workflows ?
Discutez avec Nora, notre assistante IA, pour nous parler de votre projet.
- Vos idées sont en sécurité avec nous.
- Nous répondons rapidement.
- Vous travaillerez avec les meilleurs.
Propulsé par IA locale — vos données restent en Suisse