Workflows in Uniify

In Uniify, you get tailored onboarding flows designed specifically for your business needs. We help you assemble the optimal process, ensuring an efficient and professional experience for your customers.

What do you get with Uniify Workflows?

Tailored onboarding: Build unique flows for both B2B and B2C customers, combining the data sources and verifications relevant to each specific case.

Full flexibility: You can have the workflows necessary for your business set up, ensuring each customer type gets the exact digital journey required.*

Smart integrations: We combine various services into a single workflow, while customizing the Uniify interface to match your brand (logo, colors, etc.).

Dynamic logic: We can set up flows that automatically adapt based on customer input, send personalized invitations, and automate data collection to minimize your manual workload.

Uniify is designed to simplify the process and save time. Whether you want to automate routine tasks or improve customer engagement, our workflows provide the necessary tools to succeed.

*The number of available workflows depends on your agreement with Uniify.

Have a request for a new workflow?
Does your business need a new onboarding journey, or do you have changes for an existing flow? Don't hesitate to reach out. We are happy to discuss your specific needs and design the solution for you. Catch us in the chat or send your requests to support@uniify.io.