Design multi-step approval chains, automate routing based on document metadata, and track every instance in real time — without writing a single line of code.
Invoice Approval Workflow — Live 3D Preview
From simple approvals to complex parallel processes, every building block you need is here.
7 trigger types including scheduled, webhook, form submission, email, API call, file upload, and manual start.
ControlAssign work to users or teams with due dates, priority levels, and automatic escalation rules.
WorkSequential or parallel approval with delegation, auto-escalation, and configurable timeout actions.
WorkBranch workflows based on field values, user roles, document metadata, or custom expressions.
LogicMulti-way branching with unlimited conditions. Each branch can have its own downstream path.
LogicSplit execution into concurrent branches. All branches run simultaneously and merge at a join node.
LogicSend templated emails with merge fields, attachments, and conditional content blocks.
CommunicationPause execution for a fixed duration or until a specific date, time, or external event occurs.
ControlPush notifications to in-app inbox, Slack, Teams, or SMS with customizable urgency levels.
CommunicationCall external APIs with configurable methods, headers, body mapping, and retry policies.
IntegrationRead, write, or transform document metadata. Map fields between systems and apply validation rules.
IntegrationSynchronize parallel branches. Wait for all, any, or N-of-M branches before continuing.
LogicSee how teams across your organization use VaultIQ workflows to eliminate manual handoffs and keep work moving.
Automate the entire invoice lifecycle from receipt to payment. OCR captures line items, three-way matching validates against POs, and dynamic routing sends approvals to the right manager based on amount thresholds.
| ID | Status | Progress | Assignee | Updated |
|---|---|---|---|---|
| INV-2026-0847 | Completed | Sarah M. | 2 min ago | |
| INV-2026-0848 | In Progress | James K. | 14 min ago | |
| INV-2026-0849 | Pending | Unassigned | 1 hr ago | |
| INV-2026-0850 | Approved | Lisa T. | 32 min ago | |
| INV-2026-0851 | In Progress | David R. | 5 min ago |
Real-time dashboards surface bottlenecks before they become blockers. Track cycle times, approval rates, and SLA compliance across every workflow.
Pre-built workflow templates with best-practice steps, approval logic, and integrations ready to go.
End-to-end invoice processing with OCR, three-way match, amount-based routing, and ERP integration.
Use templateParallel onboarding tasks across HR, IT, and facilities with automated provisioning and checklists.
Use templateLegal review with clause-level tracking, redline versioning, authority-matrix routing, and e-signature.
Use templateReceipt capture, policy validation, multi-level approval, and reimbursement scheduling in one flow.
Use templateITIL-aligned change management with risk assessment, CAB review, and post-implementation verification.
Use templateGeneral-purpose document review and approval with version control, comments, and stakeholder sign-off.
Use templateBuild your first workflow in under five minutes. No credit card required.