Process Builder

Process Builder is a visual tool where you can create workflows and the logic for processes and apps with a simple drag-and-drop interface.

  • Fully configurable with no code - The Process Builder is a fully configurable, no-code-required environment that is open and extensible, allowing you to extend your workflows and apps with HTML5, JavaScript, and other programming languages, when necessary.
  • Drag-and-drop activities - The Process Builder has one of the most comprehensive lists of activities in the industry. To use an activity in a workflow, all you have to do is pick the activity off a menu and drag and drop it into a swimlane, and a configuration wizard opens.
  • Wizard-driven - The Process Builder is a wizard-driven environment, opening configuration wizards for you to help you configure your app.
  • System integration - The Process Builder lets you integrate data into your workflows from any of your existing systems of record, including SharePoint, Microsoft 365, Salesforce account, Microsoft Dynamics 365, SAP, and others.

Video: Process Builder Interface

Video: Process Designer Overview

Figure: Process Builder

Process Builder

Examples