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Workflow Management Software Integrated with Salesforce Service Cloud (2026)

Last updated: April 2026

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10 software options

TrueContext logo

The field service workflow platform for the connected worker

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TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

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Kantata logo

Always Deliver Amazing

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Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

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Rayven logo

Turn messy, siloed data into automations + operational apps.

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Rayven delivers operational systems for industrial businesses, turning messy data into automation and made-to-fit operational applications.

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Trello logo

Visual collaboration tool for shared project perspectives

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Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

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Boomi logo

Cloud Integration Platform

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Automate triggers, events, and other actions to deliver information where it’s needed. Quickly build applications that automate routine workflows and functions to make people more productive, reduce the repetitive tasks that make jobs frustrating, and ensure customers always get what they want.

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AppBase DCM & BPM Platform logo

AI supported low-code platform for case management solutions

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Eccentex delivers next-generation dynamic case management and business process automation solutions that are enhanced by Eccentex AI Services to help brands and government entities achieve results quickly and easily.

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Scoro logo

Manage projects, resources, and finances in a single system

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Automate and simplify every aspect of project management. Convert approved quotes into complete project plans. Have all the necessary tasks and milestones set up in seconds. Distribute work based on capacity. Compare actual time and budget burndown to estimates in real time. Bill your work.

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Quickbase logo

Dynamic work management and project platform

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Quickbase is a workflow management platform that supports continuous improvement by enabling you to quickly create applications and workflow automations to improve processes in minutes. Connect your data, share information selectively and securely, and adapt workflows as your business changes.

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Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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Nintex Process Platform logo

Cloud-based digital workflow management automation platform

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The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations

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