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NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents

WORKFLOWS

Automate the work between your customers' systems.

Trigger on a new invoice, order or payment, transform it on the Unify Graph, and write it to another system, with retries, approvals and logs built in.

Cross-system tasks without glue code.

  • Triggers.

    Any Unify Sync event: created, updated, deleted, threshold crossed.

  • Steps.

    Filter, map, enrich, call an API, wait for approval.

  • Writes.

    Create or update objects in any connected platform with idempotency.

  • Runs on record.

    Every run, input and output in Unify Monitor.

Example (sample content)

EXAMPLE WORKFLOWS

Three flows teams automate first.

  • Paid order to ledger.

    Shopify payout settles → post a summarized journal entry to QuickBooks Online.

  • Bill to approval.

    New NetSuite vendor bill over $10,000 → request approval in your app → mark approved.

  • Low stock to PO.

    Inventory level below reorder point → draft a purchase order in the ERP.

Workflow questions.

Is this an iPaaS?

It's workflow automation built into the platform, aimed at the flows your product runs for its customers, not a general employee automation tool.

Code or no-code?

Define workflows in code (TypeScript or JSON) or in the dashboard; both produce the same versioned definition.

What happens when a step fails?

Retries with backoff, then a dead-letter queue with replay, and an alert.

Can our customers configure workflows?

Yes, through settings you expose in your product.

Get started

Connect once. Build everything else on top.

Request sandbox access, or book 30 minutes with an engineer to map your integrations.

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