Conga Orchestrate | Supercharged Workflow Automation

Conga Orchestrate

Define and view the combination of human work and automation.

Create contract templates with Conga Contracts for Salesforce

Analytics - Learn which processes are open, view current and future workload, completion times etc.

Steps create & update records, post to chatter, send emails, call APIs, and generate documents.

Assign steps by user field, role, team role, queue, record owners, specific user and more

Extremely versatile step due dates

Managed step completion with a checklist

Automatically kick off (initiate) processes when an event is scheduled on the calendar

Kick off (initiate) processes in bulk for matching records - using a daily check or button click

Add step-level validation rules to ensure data is collected before moving on in the process

Gantt Visualization for running processes

Create steps as the process runs, or delay the creation of your steps based on your own dates

Use Virtual Steps to determine potential future workload