List of the Top 13 Workflow Automation Software for Microsoft SharePoint in 2026

Pipefy is an advanced workflow automation solution powered by AI, designed to optimize IT resources while enabling business teams to create and implement as much as 85% of their own workflows. Unify, automate, and enhance your workflows to provide superior experiences for end-users, achieve quicker business outcomes, and improve overall efficiency. Accelerate the rollout process, reduce implementation expenses, and simplify complex procedures while avoiding costly technology overload. Benefit from an integrated security system, seamless connections to over 300 applications and systems right from the start, and HTTP/HTTPS support to link Pipefy with all other tools.

With the trust of over 25 million users globally, Jotform serves as a comprehensive platform that enhances data gathering, automates workflows, and facilitates online sales without requiring any coding skills. Utilizing Jotform’s intuitive drag-and-drop Form Builder, companies can easily design personalized forms and surveys to gather leads, contact details, payments, appointments, and e-signatures. Users can select from a library of more than 10,000 templates tailored for various purposes, such as feedback forms or event registrations, or opt to create their own unique forms from the ground up. The platform’s sophisticated features, including conditional logic, autoresponders, and compatibility with over 200 integrations, significantly optimize operational processes. Moreover, Jotform's AI-driven Agents provide immediate customer support by assisting users during the form submission journey, addressing inquiries, and ensuring a seamless experience, which minimizes the reliance on manual support. With the addition of Jotform’s Store Builder, businesses can establish an online storefront to market products, services, and subscriptions, as well as collect donations and process payments through a wide array of over 30 payment gateways. Furthermore, tools like the Approvals feature, PDF Editor, and Report Builder empower organizations to convert gathered data into insightful actions and streamline workflows for enhanced productivity. This multifaceted approach makes Jotform a vital resource for businesses seeking to improve their operational efficiency and customer engagement.

ActiveBatch, developed by Redwood, serves as a comprehensive workload automation platform that effectively integrates and automates operations across essential systems such as Informatica, SAP, Oracle, and Microsoft. With features like a low-code Super REST API adapter, an intuitive drag-and-drop workflow designer, and over 100 pre-built job steps and connectors, it is suitable for on-premises, cloud, or hybrid environments. Users can easily oversee their processes and gain insights through real-time monitoring and tailored alerts sent via email or SMS, ensuring that service level agreements (SLAs) are consistently met. The platform offers exceptional scalability through Managed Smart Queues, which optimize resource allocation for high-volume workloads while minimizing overall process completion times. ActiveBatch is certified with ISO 27001 and SOC 2, Type II, employs encrypted connections, and is subject to regular evaluations by third-party testers. Additionally, users enjoy the advantages of continuous updates alongside dedicated support from our Customer Success team, who provide 24/7 assistance and on-demand training, thereby facilitating their journey to success and operational excellence. With such robust features and support, ActiveBatch significantly empowers organizations to enhance their automation capabilities.

Integrify is a cloud-driven, low-code platform designed for automating workflows, enabling businesses to streamline processes, create interactive forms, and establish self-service portals. Additionally, it provides capabilities to monitor performance metrics and track activity through detailed audit trails. With its open API, Integrify seamlessly connects with a variety of enterprise applications such as ERP, HRIS, and CRM, allowing clients to effortlessly exchange data across different systems within any workflow. To ensure the success of automation initiatives, we provide comprehensive support that includes dedicated account management, thorough implementation services, and training. Our platform offers numerous benefits, including unlimited forms, processes, file and document storage, transactions and requests, audit trails, reports, and dashboards, along with a branded self-service portal and API integration. Furthermore, we supply free starter templates for workflow apps and assign a dedicated account manager to each client to facilitate their journey.

Orange Logic offers a robust digital asset management platform tailored for driven content creators and expanding companies, enhancing their control, creativity, and competitive edge. The intuitive and infinitely scalable DAM solution simplifies workflows, automates various processes, and eliminates barriers to seamless remote collaboration. With a focus on user experience, Orange Logic has developed an interface that caters to the needs of all departments, promoting widespread adoption and improving workflow efficiency throughout the organization. Trusted by numerous Fortune 500 companies across sectors such as Healthcare, Marketing, Manufacturing, and Media & Entertainment, OrangeDAM stands as a reliable choice for managing digital assets effectively. This platform not only boosts productivity but also empowers teams to harness their creativity to the fullest, ultimately driving business growth.

The Nintex Process Platform serves enterprise organizations globally to streamline, oversee, and enhance their business processes. It boasts features like process mapping, workflow automation, and document creation, alongside mobile applications, process intelligence, and customizable forms—all facilitated through an intuitive drag-and-drop designer. The latest iteration, Nintex Workflow Cloud, significantly propels organizations toward digital transformation. Empower your operations and IT teams, process analysts, business analysts, and power users by harnessing The Power of Process™. This platform enables the digitization of forms, workflows, and other critical components, making it the most extensive solution available for automation and process management. Nintex simplifies the journey to optimize and automate business processes, ensuring efficiency at every step. With its comprehensive tools, organizations can adapt to changing demands seamlessly.

Xakia serves as your comprehensive legal toolkit, specifically designed for in-house legal teams comprising 2 to 20 members. This efficient and budget-friendly solution consolidates all matters, contracts, and documents into one reliable source, enabling you to monitor deadlines, priorities, and workloads effectively. With robust analytics presented through interactive dashboards and reports, you are empowered to make informed, data-driven decisions for your Legal Department. Its open API architecture facilitates effortless integration with essential software like Outlook and Gmail, seamlessly fitting into your existing LegalTech and enterprise workflows. Say goodbye to cumbersome spreadsheets with enhanced features for managing contracts and disputes, while benefiting from a simple and streamlined legal intake and triage process. Xakia offers complete visibility through a dedicated collaboration portal, budget control with effective spend management tools, and insightful analytics via interactive dashboards and reports. Designed for straightforward configuration and rapid adoption, Xakia eliminates the need for lengthy, expensive implementations, ensuring that you can start using it within minutes rather than months. Additionally, its user-friendly interface encourages teams to maximize their efficiency from day one.

HighGear stands out as a leading no-code workflow automation solution, enabling regular business professionals to create robust workflow applications without any coding knowledge. It is particularly favored by medium to large enterprises within heavily regulated industries such as finance, insurance, and energy, assisting them in handling tasks, enhancing transparency, optimizing operations, and ensuring they adhere to compliance standards. The platform's user-friendly design earns the trust of both management and IT departments, as it simplifies the creation of forms, process design, and workflow automation. With HighGear, businesses can efficiently adapt to their evolving needs while maintaining operational integrity.

Our AI-driven assistant can be tailored to fit the specific needs of your business. It ensures that your team has support available 24/7, enhancing accessibility for staff members. Atomicwork caters to various teams that interact with your employees and effectively dismantles organizational barriers. By automating up to 80% of manual workflows typically managed by your IT department, Atomicwork significantly minimizes workplace distractions for your employees. This innovative solution liberates your HR department from operational chaos, enabling them to become strategic allies in enhancing employee value throughout their journey, from onboarding to offboarding. Furthermore, Atomicwork empowers your finance teams to deliver consistent support to employees while keeping them aligned with best practices, compliance standards, and external obligations. It streamlines employee requests, directs them to the right expert, and fosters collaboration to ensure they are addressed efficiently. With Atomicwork, your organization can achieve a more cohesive and productive work environment.

Cassidy integrates effortlessly with your current tools, leveraging your organization's existing knowledge to optimize various functions such as customer support, lead qualification, and RFP management, among other tasks. By seamlessly linking your company's data and insights to AI, it can promptly tackle employee questions, deliver project updates, and speed up responses to customers, all while ensuring brand consistency is upheld. With Cassidy, the worries about AI inaccuracies are removed, as its knowledge base provides reliable, verified, and sourced information straight from your company's assets. This guarantees that employees have instant access to the most up-to-date information they need, with your organization's knowledge being centralized and synchronized in real-time. Additionally, Cassidy enables your AI to navigate even the most intricate workflows by fully utilizing the context of your unique business processes, significantly boosting both productivity and collaboration throughout the organization. As a result, your teams can focus more on strategic initiatives rather than getting bogged down in routine tasks.

Create essential service workflows that start with a request, aiming to enhance efficiency, refine procedures, and automate wherever possible. Our approach provides the necessary framework and infrastructure to build workflows that prioritize human needs while seamlessly integrating technology with organizational processes. Develop modern, digital self-service options for your team members and stakeholders to improve their overall experience. Collect, validate, and securely store data for effective use and distribution across your workflows. Simplify and align processes that meet human-centric requirements. Enable connections with various systems to quickly share, retrieve, or transmit vital information. Ensure robust encryption for data both at rest and during transmission, alongside adaptable, attribute-based access controls. Our intuitive framework empowers developers to visualize, create, and improve their designs using easy drag-and-drop functionalities, while a flexible authentication model accommodates diverse sign-in preferences. This comprehensive strategy not only meets operational needs but also encourages innovation and responsiveness to evolving demands, ultimately leading to a more agile organizational environment. In embracing these practices, organizations can foster a culture of continuous improvement and adaptability.

Unifonic is a cutting-edge platform powered by artificial intelligence, aiming to create tailored interactions with customers across various channels. It enables businesses to communicate through numerous methods, including SMS, WhatsApp, Messenger, push notifications, and voice calls, allowing clients to engage through their favored mediums. With more than 100 native integrations with well-known tools like Salesforce, HubSpot, and Shopify, the platform effectively facilitates workflow automation. Moreover, Unifonic's Flow Studio provides pre-built templates for frequently encountered situations, such as abandoned cart alerts, one-time passwords, and chatbot integration, simplifying the setup of automated workflows. This platform enhances marketing strategies and improves operational efficiency through its low-code development features, while also offering 24/7 AI-enhanced customer support. Unifonic reaches a wide audience, achieving an impressive 95% coverage, with over 25 billion messages sent and serving a diverse clientele of more than 5,000 businesses, highlighting its significant industry presence. In addition, its dedication to continuous innovation empowers companies to meet the changing needs of customer engagement effectively. With such a robust framework, Unifonic positions itself as a key player in the landscape of customer interaction solutions.

Workflows is a cutting-edge feature found in Microsoft 365 Copilot that enables users to enhance and automate their tasks throughout various Microsoft 365 applications by expressing their requirements in natural language, thus removing the necessity for intricate manual setups or connector configurations. This functionality allows users to initiate operations based on predetermined schedules or particular events, as well as collect and preserve user inputs via adaptive cards within Teams, while seamlessly accessing Microsoft 365 data such as calendar entries, emails, and lists—all without the need for any programming expertise. When a user provides a prompt, Workflows adeptly recognizes the pertinent services indicated—like the Outlook inbox or a Teams channel—creates a functioning workflow through a user-friendly visual design interface, and provides tools for testing, monitoring, and management via an Activity tab and Home page. The variety of supported triggers and actions encompasses repetitive tasks, AI-enhanced functions, and capabilities for Outlook (including fetching emails and scheduling events), Teams (such as sending messages and adaptive cards), SharePoint (for item management), Planner (for task organization), Approvals, and Dataverse (for AI-driven prompts), making it an all-encompassing solution for workflow automation. This innovative feature ultimately enables users to boost their productivity by simplifying the automation of tasks across a diverse range of powerful tools, paving the way for more efficient work practices. Additionally, by integrating these capabilities, Microsoft 365 Copilot fosters a more connected and responsive work environment, further enhancing user experience.