Automate repeatable service operations without losing control.
ShieldPSA workflows combine a visual canvas, event and scheduled triggers, conditions, actions, waits, branches, approvals, recurring tickets, webhooks, dry-runs, and execution history.
Visual Workflow Builder
Design automations with triggers, conditions, actions, waits, and branches on a drag-and-drop canvas.
Human approvals
Add one-click approve/reject decision points for changes that need review.
Scheduled and event triggers
Start workflows from service events or run them on recurring schedules.
Dry-runs and versioning
Test changes safely and roll back to any of the last 20 versions.
Recurring tickets
Automatically create maintenance, review, and recurring operational tickets.
Webhook orchestration
Send and receive webhooks with retries, transformations, filtering, and delivery logs.
Execution visibility
Inspect lineage, step status, and cancellation controls when automation is running.
Advanced orchestration Beta
Reusable sub-workflows and parallel execution with join logic are available behind beta controls.
Engine unification In Progress
Legacy rules are being consolidated into the unified workflow canvas.
Turn service rules into visible workflows.
Automate routing, approvals, reminders, recurring maintenance, integrations, and operational handoffs.
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