Follow-ups & Workflow
Workflow automation
Configurable rules that route work and automate repetitive steps.
Product support
Documented support
- Bonterra Apricot by Bonterra
Pro includes Workflows and Automated Rules & Alerts.
vendor reported
- Bonterra ETO by Bonterra
Workflows, approvals, alerting, and digital signature features (What is ETO).
vendor reported
- Casebook by Casebook PBC
Triggered workflows, recurring tasks, deadlines and outcomes are documented; quantity varies by plan.
vendor reported
- Clarity Human Services by Bitfocus
Auto-populating screens, cascade enrollment, automated eligibility screening (case management page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Workflow apBuilder provides drag-and-drop process automation (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Automated data entry processes and built-in digital workflows (AppExchange listing, homepage).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Flow automation plus Agentforce agents automating end-to-end workflows (Developer Guide, vendor guide).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Benefit application/review/assignment/disbursement workflows; Service Process Studio automation (Trailhead, pricing page).
vendor reported
Partial / qualified support
- CharityTracker by Simon Solutions
Limited to criteria-based alert/banner triggers configured through vendor support; no general workflow engine documented (help center).
vendor reported
- QG Case by QuesGen Systems, Inc.
Pro is described as supporting advanced workflows; depth is not enumerated.
vendor reported
1 researched product has not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included Apricot Pro plan of Bonterra Apricot
- Limited Growth plan of Casebook (1 automated workflow)
- Limited Team plan of Casebook (10 automated workflows)
- Limited Enterprise plan of Casebook (100 automated workflows)
- Included QGCase Pro plan of QG Case
- Included Additional Workflows add-on for Casebook