ZINFI Workflow Management (FlexiFlow) is a software solution that enables organizations to automate business processes, define and manage workflows, and create dynamic forms for data collection. The platform provides a visual workflow editor for building simple or complex workflows, supports advanced segmentation logic, and allows for custom field creation and validation. It is designed to reduce manual tasks, improve operational efficiency, and ensure accurate data management without requiring code changes.

Key Features

Visual Workflow Editor Intuitive interface for building and visualizing workflows.

• Real-time workflow creation and editing
• Supports both simple and complex flows

Advanced Segmentation Logic Target specific contacts or records based on defined criteria.

• Conditional enrollment in workflows
• Custom field and application support

Custom Fields & Validation Flexible field management and validation options.

• Text box, dropdown, date, formula, auto-number fields
• Regular expressions and unique field enforcement

Bulk Data Management Efficient handling of dropdown and multi-select field values.

• Bulk import of dropdown values
• Sort order configuration for dropdowns

Dynamic Form Builder Create module-specific forms for targeted data capture.

• Module-specific dynamic forms
• Auto-sync captured data with relevant modules

Automated Task Handling Automate routine business tasks and communications.

• Automated emails and record assignments
• Automatic record updates based on user-defined criteria

Drag-and-Drop Layout Management Customize page layouts and related lists easily.

• Manage layouts, sections, and related lists via drag-and-drop
• Configure sort orders for list and card layouts

Benefits

Increased Efficiency Automates repetitive tasks and streamlines operations.

• Reduces manual intervention and errors
• Saves time and operational costs

Enhanced Data Accuracy Ensures consistent and validated data entry.

• Custom validation rules and unique field enforcement
• Real-time data synchronization

Flexibility & Scalability Adapts to various business processes and requirements.

• No-code workflow adjustments
• Supports multiple modules and applications

Improved User Experience Intuitive tools for both administrators and end-users.

• Visual editor and drag-and-drop customization
• Dynamic forms for targeted data collection