Workflow Automation

That Moves as Fast as Your Business

Your rules. Our logic. Zero bottlenecks.

They Trust Us

Manual Steps Don't Just Waste Time - They Invite Errors

When processes rely on humans remembering what comes next, something always slips.

Missed Approvals

Orders bypass required authorization levels, creating compliance and financial risks.

Pricing Errors

Customer-specific discounts and negotiated rates fail to apply at checkout.

Promotion Mishaps

Campaign discounts activate for ineligible customers, eroding profit margins.

With SyncSpider's visual workflow builder, you automate key steps across your sales and operations flows - so nothing gets forgotten, delayed, or lost in translation.

The Problem It Solves

If You Have to Remember the Next Step, the System’s Broken.

Common B2B pain points we eliminate:

Large orders waiting on someone's inbox for approval

Price overrides without a defined escalation path

Promotions that need to be manually activated per account

Missed follow-ups, misrouted tasks, and inconsistent handling

Complex Flows Don't Have to Be Hard to Manage

Automation isn’t about replacing people. It’s about freeing them from routine, error-prone steps. Whether you’re handling:

Multi-level approval chains

Rule-based order routing

Dynamic discounts

Shipment notifications

How It Works

Just tell us how your processes work, and our team will configure everything for you. No setup stress. No trial and error. Just workflows that work.

What Makes It Different?

Real Automation for Real B2B Workflows. You define the logic. We help make it happen.

Advanced Business Logic

Built-in support for complex business logic.

Cross-Module Functionality

Not tied to a single use case – use it across modules.

Self-Service Updates

No dev team required for daily changes.

Supported Flexibility

Full flexibility with hands-on implementation support.

What It Looks Like in Practice

You tell us how your team works. We turn that into a reliable, repeatable automation – fully supported and update-safe.

1. Order Placement

A high-value order gets placed.

2. Approval Trigger

It triggers an internal approval before hitting fulfillment.

3. Approved Processing

If approved, it goes straight to the ERP.

4. Customer Updates

A customer receives a status update – automatically.

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

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.

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.

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.

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.

  • 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.

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.

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.