Custom Workflows & Approvals
Your processes. Fully automated. No compromises.
They Trust Us
Turn Complex Processes Into Clicks
Stop chasing emails for approvals or manually tracking order exceptions – build the exact workflow you need, and let the system handle the rest.
Approval Automation
Automate multi-step approvals and exception handling.
Custom Business Rules
Set rules for partial deliveries, credit checks, or special pricing.
Stage-Based Triggers
Trigger tasks and notifications at every stage.
The Problem It Solves
Manual steps slow down revenue.
Without custom workflows:
Approvals get lost in email threads
Special pricing requests stall fulfillment
Exception handling is inconsistent and error-prone
Teams waste hours chasing status updates
How It Works
Automation tailored to your rules.
- You tell us your rules, we build them into the B2B portal
- Approvals, exceptions, and notifications are automated exactly to your requirements
- Integrated with ERP, CRM, and Order Hub for end-to-end order handling
- Ongoing support ensures processes stay optimized as your business changes
What Makes It Different?
Not just “if this, then that”.
B2B Flow Design
Designed for complex B2B order flows.
Multi-Level Approvals
Handles multiple approvers and escalation paths.
Tool Integration
Works seamlessly with your existing tools and data sources.
Flexible Control
Supports both automated and manual intervention where needed.
What It Looks Like in Practice
Transform email attachments into processed orders in seconds – completely hands-free.
1. Order Submission
A high-value order is submitted by a distributor.
2. Manager Routing
Workflow routes it to the regional sales manager for approval.
3. Finance Review
Pricing exception is flagged – finance reviews automatically.
4. Direct Fulfillment
Once approved, the order moves directly into ERP for fulfillment.
Ready to Transform Your B2B Operations?
Schedule a 1:1 consultation with a specialist who’s helped businesses like yours build customer portals that drive real revenue and automate operations.
Related B2B Portal Features
Transform how you do business with a comprehensive B2B portal that brings everything together in one powerful platform.
FAQ
Do I need coding skills to build a workflow?
No – our development team configures and implements it for you based on your requirements.
Can I change workflows after they’re live?
Yes – just tell us the changes you need, and our team will update them without disrupting operations.
What if I need different workflows for different clients?
We can create multiple workflows and assign them to specific clients, products, or order types.
How do approvals work on mobile?
Approvers can review and approve requests directly from email or mobile-friendly portal views.
How does B2B Portal by SyncSpider integrate with my ERP or PIM?
B2B Portal by SyncSpider offers native connectors for popular ERP and PIM systems and an open REST API for custom integrations. Whether you’re using SAP, Oracle, Microsoft Dynamics, or a custom-built system, B2B Portal by SyncSpider syncs product data, pricing, and orders automatically—without disrupting your workflow.
Can I use B2B Portal by SyncSpider for multiple brands or regional sites?
Absolutely. B2B Portal by SyncSpider supports multi-site and multi-brand operations, allowing you to manage pricing, inventory, and orders across different storefronts and regions from one unified platform.
How long does implementation take?
Implementation time depends on your specific business needs, but most setups are completed within weeks, not months. Our team ensures a smooth transition, minimizing disruption to your current operations.
Do I need an in-house development team to use B2B Portal by SyncSpider?
No. Our team handles the full implementation—from integration to setup—so you don’t need technical expertise. However, if you have an internal development team, B2B Portal by SyncSpider offers a REST API and full documentation for additional customization.
Why choose B2B Portal by SyncSpider over OroCommerce, Spryker, Shopware B2B?
- Cost: Up to 60% cheaper than enterprise platforms.
- Flexibility: Built for sales agents, not just IT teams.
- No Bloat: Focused on B2B sales workflows, not generic eCom features.
Is this a scalable, long-term solution?
Yes. It’s a platform that grows as you scale – without growing your tech debt. It’s fully modular, customizable, and built for future growth.
Can B2B Portal by SyncSpider replace our ERP?
No – and it shouldn’t! B2B Portal by SyncSpider complements your ERP as a modern sales front-end, ensuring your “source of truth” stays intact.