Workflow Automation in Help Desk Software

Manual help desk processes waste time, introduce risk, and frustrate staff. With SimplifyIT, your internal requests move automatically - by department, by role, and by rule.

Streamline Internal Ticket Routing

Whether it's IT, facilities, operations, or compliance - requests are sent directly to the right team. Set routing rules by group or location with role-based routing that adapts as your organization grows.

Trigger Approvals and Escalations Automatically

Need supervisor approval before new software is installed? Or a second-level review on network access changes? Use our approval workflows to keep processes secure and auditable.

Handle Cross-Team Tasks with Ease

Some requests don't stop at one department. When multiple teams need to collaborate, SimplifyIT lets you assign tasks, pass ownership, or route based on status changes - all tracked automatically.

Built-In Tools That Power Workflows

See It In Action

Watch a 5-minute demo or schedule a walkthrough to see how workflows can simplify your internal support.

 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
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