Forms and Workflow Software

Document routing software that routes every submission to exactly the right person

Document routing software that sends every form submission, task, and approval request to the right team, role, or individual, based on the data inside it. No manual sorting. No missed steps. No follow-up emails.

200+ workflow deployments80+ brands servedEnterprise resource planning-connected routing
Operations team reviewing automated workflow routing on shared screens
The routing problem

Manual routing is where work disappears

With Redefine routing
  • Every submission routes instantly on submission. Rules fire the moment a form is submitted. The right person gets assigned with full context, no manual sorting needed.
  • Routing logic matches field values and account tier. High-value accounts route to senior handlers. Regional requests go to the right team. Service-level agreement clocks start immediately, automatically.
  • Routing triggers downstream systems automatically. One routing action updates your order management system, queues a product information management enrichment task, or fires a marketplace sync. No middleware. No manual steps.
Without routing
  • Submissions pile up in shared inboxes. A form comes in. Nobody knows whose job it is. Someone forwards it. The thread grows. The submission sits for days.
  • High-value requests get the same treatment as low-priority ones. No triage logic. A $50 request and a $50,000 account issue arrive in the same queue and wait the same amount of time.
  • Downstream systems never get notified. A submission triggers no order management system update, no product information management enrichment task, no marketplace sync. Your systems stay out of sync until someone remembers to log in.
Ops director calmly running live routing visualization showing 312 submissions auto-routed today, growth state of automated routing
How routing works

Click a node to see the workflow routing engine in action

Every submission passes through a workflow routing engine that reads field values and account context, then dispatches to the right destination: person, team, or downstream system, in milliseconds.

Form Submitted
Routing Engine
Reads field values + account tier
Senior Handler
Account over $50k
Regional Team
By location field
Auto-Process
Standard request
SLA clock starts
OMS updated
PIM task queued
Click a node to explore the flow

Each node in the routing diagram represents a decision point or action in your workflow. Click any node to see what happens at that stage and how Redefine routes to the right outcome.

Conditional logicRole-based assignmentService-level agreement trackingCross-platform triggers
Trigger event
Form submission fires the routing engine

The moment a form is submitted, Redefine reads every field value, looks up the submitter's account context, and passes the full payload to the routing engine. No delay, no queue.

Submission event payload
eventform.submitted
form_idvendor-onboard-v3
account_tierenterprise
regionUS-West
timestamp2025-05-18 09:41:03
routing_statusprocessing...
Routing engine
Conditional rules evaluate every field value

The workflow routing engine evaluates conditions in order: account tier, region, request type, deal size. The first matching rule fires. If no rule matches, a fallback route handles it. You define the logic: no code required.

Routing rules: vendor-onboard-v3
IF account_tier = enterpriseSenior Handler
IF region = US-WestWest Coast Team
IF request_type = standardAuto-Process
ELSE (fallback)General Queue
High-value routing
Enterprise accounts go straight to senior handlers

When the routing engine detects an enterprise-tier account, the submission bypasses the general queue and lands directly with a named senior handler: with full context attached and the service-level agreement clock already running.

0
min average response
0
% auto-assigned
Regional routing
Location-aware routing to the right regional team

Field values like region, territory, or language code route submissions to the team with local context and authority. Cross-border workflows get routed to the correct jurisdiction automatically.

Assignment: US-West team
assigned_toWest Coast Ops
sla_deadline4h from now
notification_sentyes: 09:41:03
escalation_at2h if unread
Automatic processing
Standard requests process without any human step

Routine, low-risk submissions match an auto-process rule and complete the entire workflow without touching a human queue: record updated, notification sent, downstream systems triggered.

0
% auto-resolved
0
human steps needed
Service-level agreement tracking
Service-level agreement clocks start the moment routing completes

Each routing destination gets a deadline. Overdue items escalate automatically: to the next approver in the chain, or to a manager. No manual chasing. The system enforces it.

Order management system integration
Routing triggers an order management system update without middleware

When a submission routes to completion, it can trigger an order record update, fulfillment flag, or status change in the order management system: natively, with no third-party connector needed.

Explore Order and Inventory Operations →
Product information management integration
Routing queues a product information management enrichment task automatically

A product data submission can create a product information management enrichment task the moment it routes: pre-assigned to the right data team with the submission's field values pre-filled. Closed-loop enrichment without manual coordination.

Explore Product Information Management →

Click any node to explore routing logic, or watch the flow advance automatically

Core capabilities

Everything workflow orchestration software needs to work reliably at scale

Core routing

Conditional routing based on field values

Write routing rules in plain logic: if this field equals this value, route to this person or team. Chain multiple conditions. Set fallbacks. No code required, no developer needed.

Trigger condition
Field value match
Route destination
Person, role, or team
Fallback rule
General queue or manager
Rule evaluation
First-match or all-match
Service-level agreement management

Service-level agreement and deadline tracking per workflow stage

Set response deadlines per routing destination. The system escalates automatically when an item approaches its deadline: to the next handler, a manager, or an alert.

Enterprise queue4h service-level agreement
Standard queue24h service-level agreement
Auto-escalationOn
Assignment

Assignment to teams, roles, or individuals

As task routing software, Redefine routes to a specific person by name, to anyone in a role, or to the next available member of a team: with round-robin or load-balanced assignment options.

Status visibility

Workflow status dashboard and queue view

See every in-progress submission, its current routing stage, time in queue, and assigned handler: in one dashboard. No more chasing status across email threads.

Only in Redefine

Routing triggers downstream order management system, product information management, and marketplace actions natively

Other workflow tools route submissions to people. Redefine is workflow orchestration software that routes submissions to systems. One routing action can update an order management system order record, queue a product information management enrichment task, and fire a marketplace sync: all without a connector, a webhook, or a third-party automation account.

Workload balancer and routing analytics deep-shot showing per-assignee queue depth, mis-routes zero, time-to-route 0.4s, SLA hit 99.4%
Customer proof

From fragmented manual processes to automated routing across systems

Operations team using integrated workflow routing system across multiple channels
Multi-channel distribution
JWE Inc

Multi-channel distributor running Shopify, Uniform Market, and 3PL warehouse operations from a single enterprise resource planning environment.

The problem

Inventory, orders, and customer data were spread across multiple disconnected systems. Manual routing between platforms created data inconsistencies, operational overhead, and an inability to scale.

The result
0 platforms

Shopify, Uniform Market, and 3PL warehouse now route in sync. Document routing software replaced manual workflows, reduced errors, and delivered consistent cross-platform data: without middleware.

Manual effort reducedEnterprise resource planning-connected routingCross-platform sync
Why Redefine

Routing that goes beyond people, to systems

Other workflow tools route forms to inboxes. Redefine is document routing software that routes submissions to inboxes, order systems, product databases, and channel platforms: all from the same routing rule.

Differentiator 01

Cross-platform routing triggers

A single routing rule in Redefine can simultaneously assign the task to a human, update an order management system record, queue a product information management enrichment job, and notify a marketplace sync endpoint. One rule, multiple system outcomes. Typical workflow tools stop at the person assignment.

Order management system integrationProduct information management task creationMarketplace sync
Differentiator 02

One rules engine across your entire platform

As workflow orchestration software, Redefine governs form submissions, order approvals, product information management governance gates, and content publishing workflows from one rules engine. One rule definition applies consistently across every context: not a separate automation tool per use case.

Differentiator 03

Service-level agreement enforcement without manual chasing

Deadline clocks start automatically when routing completes. Escalation rules fire without any human action: to the next approver, to a manager, or to a system alert. This routing workflow software enforces service-level agreements so your team doesn't have to.

Best-fit use cases

Where task routing software delivers the most value

Vendor and supplier onboarding

Route new supplier applications to procurement, legal, and catalog teams in parallel: with service-level agreement timers tracking each stage and product information management enrichment tasks queued on approval.

Order and returns exceptions

Routing logic reads the exception type and account tier, then sends it to the right team: with the order management system record updated and the handler notified in seconds.

Content and product approval flows

Routing workflow software moves product data submissions through review, enrichment, and channel approval in a single connected flow: triggered by the same rules engine as your commerce approvals.

Internal request management

Human resources requests, budget approvals, information technology tickets, and facilities forms all route through the same task routing software: assigned by department, team, or role with automatic service-level agreement tracking.

Common questions

Questions about routing workflow software

Yes. Redefine's routing engine has native connectors to the order management system, product information management, and marketplace modules within the platform. When a submission routes, it can simultaneously update an order record, create an enrichment task, or trigger a channel sync: all without a third-party automation tool.
Rules support multiple AND and OR conditions chained together. You can evaluate account tier, region, request type, deal value, submitter role, and any custom field value in a single rule. There is no practical limit on the number of conditions per rule.
Every routing workflow has a configurable fallback destination: a general queue, a specific team, or a manager. Fallback items are clearly flagged in the status dashboard so your team can review unmatched submissions and add new routing rules if needed.
Routing rules are configured in a no-code visual interface. Operations managers and workflow administrators build and modify rules without developer involvement. For advanced cases requiring custom logic or application programming interface-based routing destinations, developer access is available through the platform's application programming interface and webhook interface.
Each routing stage carries its own service-level agreement timer. When a submission moves to a new stage, through a routing rule, a rejection, or an escalation, the new stage's timer starts automatically. The overall workflow service-level agreement tracks cumulative time across all stages and appears in the workflow reporting dashboard.
Get started

See workflow routing running live in your operation

Submit a brief and we will show you document routing software built around your actual submission types, team structure, and downstream systems: not a generic demo.

No commitment. No pitch.

Response within 48 hours
Scoped proposal in 3 days
200+ workflow deployments
Your code, your data

Submit your brief

Brief received: we will review your routing setup and send a scoped proposal within 3 business days.

Form
Response within 48 hours
Scoped proposal in 3 days
200+ workflow deployments
Your code, your data

Get on a call with us to see how we can help you

Get a Quote