PROCESIO Reviews

PROCESIO Review 2024

Automation is at the core of every successful business as it reduces repetition, improves process efficiency, and saves costs. However, to be successful, the business must find the right automation platform to achieve results. Meet PROCESIO, a business process workflow automation software that helps reduce business costs by automating and scaling repetitive manual work. It offers a visual software development environment that enables data processing, workflow integration, and business process automation. With low-code, no-code, and full-code modes, PROCESIO provides users with flexibility.

PROCESIO is a decade-old business with over 4000 users worldwide, including Siemens Healthinners, Schneider Electric, Grenke, Gameloft, and others.
In this PROCESIO review, we’ll closely examine its key features, user experience, use cases, pricing, and pros & cons. By the end, you can decide whether PROCESIO fits your organizational needs and see if it fits in the best integration platforms 2024 list.

Detailed Key Features

PROCESIO is a feature-rich automation platform. It offers Process Designer, a canvas where you can drag-and-drop platform actions to create workflow automation. These actions are customizable and can be connected, creating a configurable flow. Once a workflow is created, you can test it before deploying or scheduling it.

Visual Programming Interface

PROCESIO offers an intuitive visual programming interface, Process Designer, that enables users to create optimized workflows without knowing how to code. It is easily accessible from the dashboard through the left-side menu (Processes > Process Designer).

To start, create a new process, and you’ll be redirected to a blank canvas with all actions, such as Stop, Call API, For Each, Delay, etc., listed on the left side (under Platform Actions). Each of these actions supports drag-and-drop. You can also connect these actions visually, creating workflow relations.

For example, you can create an action to pull data from an external API such as Weather API. Each action is entirely customizable, and you can select or input the available fields yourself.

Once the data is fetched, you can use actions to get particular information and connect the actions to create a report/document eventually. For instance, you can fetch data from Weather API and then use Extract Object under JSON to fetch information such as description, temperature, precipitation, etc. With all the necessary data collected, you can use the Generate Document action type to create a sharable document!

In total, you create a working Weather Report process that fetches data and renders it in a document. So, every time you want a weather report, you can run the process without the need to do any manual work!

Each of these actions is completely customizable, giving you the flexibility needed to create and automate processes.

If you can’t find an action that meets your requirements, you can always create Custom Actions (more on this in the customizable components features section) for your unique automation needs.

Lastly, you can make use of more available options located on the right side of the canvas. These options give direct access to process variables, credentials, data models, webhooks, schedules, process instances, process notifications, and custom responses.

In short, with PROCESIO’s visual programming interface, you can design and deploy workflow with tech knowledge whatsoever. The key steps for creating a useful workflow include:

Validating the automation is a key step in successful workflow creation. You can validate with the Validate button at the top of the canvas, which starts executing the process. If you validate the Weather Report, it’ll ask you the city and run it. After the process is completed, you can see the Instance details for the values returned.

If you run into an error, it’ll show it through the process errors section. 

Advanced Integration Capabilities

PROCESIO offers advanced integration capabilities, enabling users to integrate seamlessly with other services, applications, and systems such as OAuth2, Gmail, SendSMS, Microsoft Outlook, HubSpot, Google Sheets, and so on.

With a plethora of available options, users feel free as they work to integrate external tools, taking full advantage of the data automation and functionality offered by PROCESIO.

For example, you can integrate different data sources and create a unified data source for creating visualized reports. There are other excellent use cases that you can benefit from with PROCESIO’s advanced integration, such as:

And many more.

However, PROCESIO’s magic lies in how it can help connect disparate systems, such as online SaaS vendors, to core business systems, such as CRM, ERP, or eCommerce portals, offering endless possibilities to your business.

Customizable Components

PROCESIO is completely capable of providing value for various business needs, be it handling customers or creating a streamlined information channel for the sales team to capture leads from a campaign. With customs development support, you can do prototyping and even full-fledged development with a no-code, low-code, and full-code development approach.

The no/low-code approach opens up faster prototyping, where you can draw designs that meet the requirements. Its less reliance on technical knowledge means that even managers can create functional designs, contributing to the overall development process.

In Rapid prototyping with no/low-code posts, PROCESIO discusses how they can create an e-commerce stock sync and app prototype with careful connecting actions. Teams can also make valuable and efficient internal tools for handling a subset of complete automation of more significant tasks such as order-to-cash workflows.

PROCESIO’s use cases showcase its adaptability. It can be used for use cases such as paper-to-digital, data enrichment, data sync, client communication, compliance, CRM, emails, etc.

User Experience

PROCESIO is an easy-to-use automation solution for businesses. It simplifies everything, from onboarding to creating automation.

PROCESIO is easy to use and has a decent learning curve for new users. If you have experience with visual programming and no-code tools, you will feel at home creating designs.

New users must learn the terminology the onboarding covers by offering step-based checklist guidance directly from the dashboard. However, new users can also take advantage of its detailed knowledge base.

The dashboard is clean, with a left-side menu that contains all available options, including Process Designer, Data Models, and Credentials Manager. The dashboard also lists plan details and a quick starters section with useful links, including the knowledge base.

Also, the dashboard offers an instant way to create a process with the “Create Process” button at the top right. Once in the Process Designer, you get access to all Process Actions from the left side, which you can drag and drop with ease.

You also don’t need to leave the canvas, as you can access other PROCESIO features, such as Data Models, Webhooks, Schedules, etc., from the icon list at the top right side. Lastly, you can always Save, Validate, and Run the process directly from the canvas.

Overall, the access to features and the ability to work seamlessly makes PROCESIO very user-friendly. It doesn’t unnecessarily complicate user interactions and tries to provide as much information as possible.

PROCESIO offers support via phone and email. However, if you want an instant response, you can get support from Discord. It also has Twitter, which you can use to get quick responses. Most users prefer Discord for fast response, and rightly so. If you’re working with a complex problem, it is better to get support through email.

PROCESIO is a well-documented service that focuses on readability and accessibility, especially for new users who want to get the most out of the platform. It offers a sticky Help Center button that stays with you. So, it doesn’t matter if you’re in the Dashboard or Data Models; you can quickly open it to learn about their platform. However, the Help Center is not entirely baked, as it opens the knowledge base in a new tab.

The best place to start learning about PROCESIO is its Use Cases page, which lists use cases based on categories such as ERP, Emails, Data Sync, etc., and applications such as HubSpot, Salesforce, Sendgrid, etc. Overall, I like their support. They have top-notch documentation and detailed use cases to help users learn the platform. Additionally, they also offer podcasts and blogs.

Other PROCESIO Features Worth Mentioning

Document designer

PROCESIO Document Designer lets you create documents with templates and data variables, creating templates that offer document processing automation. It also enables you to perform actions such as HTML to PDF, export to CSV, export to XLSX, write/read to file, etc.

Forms and Tasks Designer

Forms and Tasks Designer is one of the most useful visual programming tools in PROCESIO. This no-code development tool enables you to create web forms to collect user information.

Form Builder comes with excellent features, including a drag-and-drop interface, customization options, task assignees, approvals, field validations, trigger events, data receiving from processes, and dynamic value addition to fields.

You can work with multiple form types, including general forms and user task forms. Overall, I like the Forms and Tasks designer, as it helps streamline processes.

Data Model

PROCESIO’s data model enables you to create data relationships. With it, you can create custom data types and use them to develop processes for easy automation.

Custom API timeouts

PROCESIO lets you set custom API timeouts, which aid in efficiency when working with APIs.

JavaScript, Python, and C# support

PROCESIO supports JavaScript and Python. You can drag and drop action written in these programming languages and then customize it as per your needs. Furthermore, you can also use C# to create custom actions.

Schedules and Triggers

You can use a Scheduler to set the time at which the process runs. Furthermore, you can set triggers, such as an API request or webhook, so that the process runs when the condition is met.

Credential Manager

PROCESIO makes managing credentials easy with its vault-based system. Here, you can store all the credentials securely and access them when needed. The stored credentials also apply automatically to all the processes you create that need access to the said credential.

Excellent documentation

PROCESIO offers a dedicated knowledge base to its users, enabling them to use PROCESIO to its full potential. It provides step-by-step tutorials with screenshots and explanations. It is also constantly updated to keep up with user demand and needs.

Apart from these, PROCESIO also offers the following features:

Use Cases

PROCESIO is best understood by studying its use cases, as it helps understand how it fits diverse business needs. Some of PROCESIO’s use cases include:

Automating purchase order processes

That directly impacts efficiency and reduces costs and errors. Once a purchase request is generated, the automation takes over and sends it to the appropriate team for approval. It is then swiftly moved to the vendor for fulfillment, followed by receiving goods, invoicing, and payment.

Advanced Equipment Service

For industries dealing with equipment, it is vital to identify and fix issues quickly to improve workflow and reduce downtime. PROCESIO offers an excellent no/low-code platform to create and automate the process by assigning service calls with contextual information to the applicable team and letting them fix it. The team can then report back with the outcome, which can be fed into the system for future reference and interventions.

Supply Chain Automation

Warehouse managers can use PROCESIO to automate the supply chain to meet market demands. With PROCESIO, you can reduce manual work and manage warehouse operations, such as inventory management, with more confidence and automation.

PROCESIO offers many ways to create custom automation for various industries. To know more, check out their use cases.

Pricing and Plans – Explained

PROCESIO keeps its pricing simple with an hourly-based plan that includes unlimited users. The limitation comes with time, and your mileage can vary depending on how long a task takes. According to Processio, an action takes around 100ms, giving 1 hour of processing time an average of 36000 action execution. If you have to compare, this is equivalent to 36,000 tasks in other automation solutions such as Make, Zapier, etc. PROCESIO also offers a community plan that includes 1 hour of runtime and is limited to 1 user. It lets you experiment with PROCESIO.

PROCESIO plan includes:

Pros and Cons of PROCESIO

PROCESIO is an excellent visual automation platform. It offers a true zero-code platform with the option for low-code and full-code development. The flexibility allows organizations to automate processes, integrate systems, and process data.

I like PROCESIO’s user-friendly interface that welcomes new users. Its low/no-code approach also means non-technical business people can create value without depending on a technical or project manager team.

On top of that, its documentation is excellent and explains everything in detail. Its use case content is also extensive, demonstrating its usefulness in various industries, including medical, supply chain, logistics, insurance, etc.

PROCESIO is also frequently upgraded with new features, such as the latest Forms and Task Designer. This means you can expect new features to be added in the future, along with more support for new integrations (it already has extensive support for third-party integrations).

As for cons, many users may find PROCESIO time-consuming to learn and excel at due to its extensive set of functionality (especially when using advanced features). Its documentation can improve, considering the wide use case for PROCESIO.

Overall, PROCESIO has more pros than cons.

Final Verdict

PROCESIO is one of the best automation solutions for businesses. It gives simple-to-use tools in the hands of managers or non-technical people and enables them to automate organizations’ processes with confidence. The toolset is also well-designed with an easy drag-and-drop interface and the ability to choose between no-code, low-code, or full-code development environments, making PROCESIO an excellent choice for visual automation.

Its pricing is also attractive, considering that it offers pay per-hour rather than pay per task. This gives more flexibility but can also lead to confusion for new users who are accustomed to paying per task.

You can take a look at Make and Zapier. Both are excellent automation solutions for businesses, with Zapier being the most popular option. The critical difference between Make and PROCESIO is that PROCESIO has more features and better pricing. Zapier is also a great alternative, but it caters to small—to medium-sized businesses. In contrast, PROCESIO is an ideal choice for big organizations as it offers advanced features such as document design, custom webhooks, etc.

In short, PROCESIO is an excellent pick for organizations looking for automation. It works with most platforms and supports various services and platforms such as Gmail, HubSpot, etc.

PROCESIO Frequently Asked Questions (FAQs)