TrackVia is a low-code workflow management platform that enables businesses to build custom, cloud-based applications for streamlining operations and automating processes. It provides teams with the tools needed to create and implement workflows, manage data, and monitor performance through customizable dashboards. TrackVia's flexibility allows organizations to adapt quickly to changing business needs without requiring extensive coding or IT resources.

Frends can integrate with TrackVia to automate workflows, connect data across systems, and extend TrackVia’s functionality within a larger enterprise technology ecosystem. By combining Frends and TrackVia, organizations can ensure seamless data exchange, better collaboration, and enhanced process efficiency.

Business use cases

Automated Data Synchronization

Frends can act as a middleware to synchronize data between TrackVia and other enterprise systems, such as ERP, CRM, or HR platforms. For example, when a new record is created in TrackVia (e.g., a customer order), Frends can automatically sync the data to a CRM like Salesforce or an ERP system like SAP for further processing.

Workflow Orchestration Across Departments

Frends can integrate TrackVia workflows with external systems to create automated, cross-departmental workflows. For example, when an employee submits a supply request in a TrackVia application, Frends can send the request to an approval workflow in an HR system and notify the procurement team via email or Slack once approved.

Integration with Inventory Management Systems

Many organizations use TrackVia for inventory tracking. Frends can integrate TrackVia with warehouse or supply chain systems to maintain real-time inventory data across platforms. For instance, Frends can automatically update inventory levels in TrackVia whenever new shipments are logged in a warehouse management system.

Field Service Data Automation

TrackVia is often used for field service applications to collect on-site data via mobile apps. Frends can act as a bridge to consolidate this data in external systems. For example, data captured in TrackVia forms, such as inspection reports, can be processed by Frends and sent to a centralized database or analytics tool for further review.

Customer Feedback and Support Integration

Frends can integrate TrackVia with customer service platforms like Zendesk or Freshdesk. For example, when a customer submits feedback through a TrackVia-powered form, Frends can create a corresponding ticket in the customer service platform and notify the appropriate support representative.

Compliance and Audit Preparedness

TrackVia is often used for tracking compliance-related tasks and processes. Frends can automate the generation of compliance reports by retrieving data from TrackVia and consolidating it into standardized templates, then sending these reports to compliance teams or regulatory authorities.

Performance Dashboards and BI Integration

While TrackVia includes customizable dashboards, Frends can extend their capabilities by integrating TrackVia data with business intelligence (BI) platforms like Tableau, Power BI, or Google Data Studio. For example, Frends can pull data from TrackVia in real time, transform it as needed, and feed it into advanced BI dashboards for deeper analytics.

Project Management Synchronization

Frends can integrate TrackVia with project management tools like Asana, Trello, or Jira. For example, when a new task or milestone is added to a TrackVia project application, Frends can sync it with the corresponding project board in Trello, ensuring consistent updates across both systems.

Automated Notifications and Alerts

Frends can integrate TrackVia with communication tools like Slack, Microsoft Teams, or email for real-time notifications. For instance, when a critical workflow in TrackVia is triggered, such as a high-priority issue being reported, Frends can notify relevant stakeholders immediately on their preferred communication channel.

Document and File Management

TrackVia applications often involve form submissions and document handling. Frends can automate file processing by integrating with document management solutions like SharePoint, Google Drive, or OneDrive. For example, documents uploaded into TrackVia can be automatically categorized, renamed, and stored in organized folders in external systems via Frends.

Incident Management Integration

Organizations can use TrackVia for incident reporting and integrate it into ITSM tools like ServiceNow or Remedy via Frends. For example, when an on-site issue is logged into a TrackVia application by an employee, Frends can transfer the data to ServiceNow, ensure proper categorization, and assign it to the appropriate IT team.

Mobile Data Collection Integration

TrackVia’s mobile-first approach enables data collection from distributed field teams. Frends can consolidate this data with other sources for unified reporting or integration. For instance, Frends can collect mobile app submissions, validate data, and sync it with a cloud database like Azure SQL or Amazon RDS.

Multi-System Data Consolidation

Frends can pull records from different systems into TrackVia for centralized visibility. For instance, company-wide sales data dispersed across multiple divisions can be automatically imported into a TrackVia application via Frends for consolidated reporting and tracking.

Invoice and Payment Automation

Frends can integrate TrackVia with accounting tools like QuickBooks or Xero to automate invoice and payment workflows. For example, when a transaction is recorded in TrackVia, Frends can automatically generate an invoice in QuickBooks and send it to the customer while updating the payment record in TrackVia.

Resource Allocation Management

For companies using TrackVia for resource tracking, Frends can enhance workflows by integrating with scheduling or HR platforms. For example, when a new project is created in TrackVia, Frends can sync it with employee schedules API systems to allocate resources automatically and notify project managers of assignments.

GDPR and Data Privacy Workflows

Frends can assist in automating data pruning or deletion workflows per GDPR. For example, upon receiving a data deletion request, Frends can verify the request, remove associated records from TrackVia, and log the action in an audit-compliant system for documentation.

By integrating TrackVia with other enterprise systems using Frends, businesses can enhance process automation, ensure seamless data flow, and unlock the full potential of their workflow applications. Frends’ ability to create end-to-end automation and orchestrate processes allows organizations to streamline operations and maintain agility in a rapidly changing business environment.