Use cases

Built for ops, not for demos

The workflows ops teams build most often. Complex logic, cross-system data sync, and branching conditions — without a single engineering ticket.

Sales → Finance

CRM-to-ERP Handoff

When a deal closes in Salesforce, automatically push the contract data to NetSuite, update QuickBooks, and notify the finance team in Slack — with conditional logic based on deal size and region.

  • Salesforce
  • NetSuite
  • QuickBooks
  • Slack
See workflow
CS Operations

Customer Onboarding

Trigger a multi-step onboarding sequence when a new account is created. Assign a CSM, spin up the customer Slack channel, schedule the kickoff call, and sync to your project tracker — all in sequence.

  • HubSpot
  • Slack
  • Calendly
  • Notion
See workflow
Revenue Operations

Renewal Operations

Build a 90-day renewal engine: trigger health score checks, route high-risk accounts to exec escalation, automate low-risk renewals through Stripe, and log everything to your CRM automatically.

  • Salesforce
  • Mixpanel
  • Stripe
  • Slack
See workflow

Have a workflow that doesn't fit any of these templates?

Most ops workflows are a variation of one of these three patterns. If yours involves different systems or a different trigger, tell us — we'll help you map it in OrchVyne at no cost.