Forms and Workflow Software
Route every submission to exactly the right person
Workflow 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.
Submit brief → call within 48 hours → scoped proposal in 3 days → workflow running within 1 week of sign-off
200+ workflow
deployments80+ brands servedEnterprise resource
planning-connected routing
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.
How routing works
Click a node to see the routing logic in action
Every submission passes through a 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.
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 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.
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.
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 routing 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
Route 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 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.
Customer proof
From fragmented manual processes to automated routing across systems
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
platformsShopify, Uniform Market, and 3PL warehouse now route in sync. Automation 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 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
The same routing rules engine governs form submissions, order approvals, product information management governance gates, and content publishing workflows. 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. The platform enforces service-level agreements so your team doesn't have to.
Best-fit use cases
Where workflow routing 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
Route 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 engine: assigned by department, team, or role with automatic service-level agreement tracking.
Related modules in the Forms and Workflow suite:
Common questions
Questions about workflow routing
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 a routing workflow built around your actual submission types, team structure, and downstream systems: not a generic demo.
No commitment. No pitch.
Submit brief → call within 48 hours → scoped proposal in 3 days → workflow live within 1 week of sign-off
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
Call within 48 hours · proposal in 3 days · workflow live within 1 week
Response within 48 hours
Scoped proposal in 3 days
200+ workflow deployments
Your code, your data