Workflow mapping
Translate messy manual processes into clear steps, statuses, ownership, permissions, and outcomes.
Dashify Custom Solutions
Custom software workflows built around how your business actually operates
When your workflow does not fit neatly into off-the-shelf software, Dashify can be shaped into a bespoke solution for your team, customers, locations, approvals, reporting, and integrations.
We help turn manual admin, spreadsheets, disconnected forms, and business-specific processes into structured workflows inside the Dashify platform.
01
Map the workflow
Understand the steps, users, approvals, data, and reporting your business needs.
02
Build inside Dashify
Create bespoke forms, dashboards, automations, permissions, and module connections.
03
Connect and improve
Integrate with external systems, monitor results, and refine the workflow as the business grows.
What it handles
Bespoke Dashify workflows for businesses that need something more tailored
Custom solutions can extend Dashify modules or create new workflows around your business rules, teams, and operational data.
Custom forms and fields
Capture the exact data your business needs for customers, staff, jobs, bookings, orders, or approvals.
Bespoke dashboards
Create admin views and operational screens that match how your team needs to work each day.
Integrations and APIs
Connect Dashify to websites, payments, accounting, email, SMS, webhooks, and other business platforms.
Automation rules
Trigger notifications, assignments, status changes, follow-up, and approvals without repeating admin.
Custom reporting
Turn workflow activity into practical reports for performance, bottlenecks, compliance, and decision making.
Workflow design
Turn business-specific processes into clear software workflows
Dashify can support workflows that do not fit a standard CRM, HRIS, booking, inventory, or ordering setup.
We look at who does the work, what information is required, which approvals matter, where handover breaks down, and how the final workflow should be reported.
- Map steps, statuses, permissions, and handovers before building.
- Create structured workflows for customers, employees, orders, jobs, applications, projects, and approvals.
- Keep custom workflows connected to existing Dashify modules where it makes sense.
Data capture
Capture the exact information your workflow needs
Create custom forms, fields, intake flows, internal records, and customer-facing capture points that match the real data your business relies on.
Custom data can feed CRM records, jobs, bookings, orders, staff profiles, reports, and automated follow-up instead of sitting in inboxes or spreadsheets.
- Build bespoke forms for enquiries, applications, approvals, inspections, onboarding, and operational requests.
- Use custom fields, conditional data, internal notes, attachments, and structured statuses.
- Route submissions into CRM, tasks, employee records, orders, bookings, or custom modules.
Built for the way you operate
If the workflow matters to the business, Dashify can help make it manageable
Custom work can be scoped around the modules, integrations, forms, automations, and reports your team needs most.
Integrations
Connect Dashify with the tools your business already uses
Custom workflows often need to talk to other platforms. Dashify can support API, webhook, website, accounting, payment, SMS, email, and reporting integrations.
This helps reduce duplicate data entry and keeps important activity moving between systems without forcing your team to manually bridge the gap.
- Connect websites, custom forms, booking flows, and digital tools into Dashify.
- Support integrations with tools such as Xero, Stripe, SendGrid, Twilio, Zapier, and API/webhook endpoints.
- Use integration events to trigger notifications, CRM updates, reports, and operational follow-up.
Reporting and support
Create reporting that matches the decisions your team needs to make
Custom dashboards and reports can show the workflow metrics that matter: volume, conversion, response time, cost, exceptions, status, and team activity.
As the workflow changes, Dashify can continue to support improvements so the system keeps matching the business instead of becoming another workaround.
- Create operational reports for management, compliance, customers, employees, orders, or projects.
- Surface bottlenecks, overdue work, high-value activity, and workflow exceptions.
- Refine the solution as your team, locations, or business process changes.
