Offer White-Label Workflow Automation to Your Agency Clients
Embed a fully branded workflow builder into your client projects and turn automation into a recurring, high-margin service offering.
Instead of sending clients to external tools like Zapier, offer your clients no-code automation directly inside WordPress, custom CMS platforms, or SaaS applications.
Increase Monthly Recurring Revenue
Offer workflow automation as an ongoing service and create predictable, recurring revenue from your client base.
Offer Additional Services to Your Clients
Deliver a fully branded automation experience under your agency’s name.
- Package automation as a monthly retainer add-on
- Charge for workflow setup, optimization, and maintenance
- Create tiered automation service plans
- Upsell automation to existing website clients
- Increase client lifetime value without new acquisitions
100% White-Label
Deliver a fully branded automation experience under your agency’s name.
- No third-party logos or branding
- Use your agency’s domain and styling
- Present automation as your proprietary system
- Maintain full client ownership
- Strengthen your agency’s positioning as a technical partner
Add with a Single Line of Code
Embed a workflow builder into client websites or apps with minimal development overhead.
- Fast implementation across projects
- Works inside WordPress or custom builds
- No need to build automation infrastructure
- Quick deployment for new clients
- Reduce engineering hours per project
Integrates With Any CMS or App
Connect automation to WordPress, custom CMS platforms, SaaS tools, or internal apps.
- Works with WordPress sites and plugins
- Supports custom APIs and webhooks
- Connect internal client systems
- Centralize automation across tools
- Future-proof for new platforms
Limit by User Groups
Restrict workflow creation and execution based on client packages, WordPress roles, or other groups.
- Role-based access per client
- Restrict editing permissions
- Gate advanced automation features
- Support multi-user environments
- Align with client subscription tiers
Why Not Build It Yourself?
Avoid the cost and complexity of developing a custom workflow engine in-house.
- Skip building a rules engine
- Avoid maintaining execution queues
- No need to design a visual builder from scratch
- Reduce long-term maintenance burden
- Focus agency time on higher-value work
Templates
Launch faster with reusable automation blueprints for different client types.
- Prebuilt workflows for common use cases
- Standardized setups across clients
- Faster onboarding
- Reduce repetitive configuration
- Deliver consistent results
No-Code for Clients
Allow non-technical clients to manage and build automations themselves.
- Drag-and-drop workflow builder
- No need for API keys or coding
- Empower marketing and ops teams
- Reduce support tickets
- Increase perceived value of your services
Slack-Based Support
Get direct support when implementing or scaling automation for clients.
- Direct technical communication
- Faster problem resolution
- Architecture guidance
- Help modeling complex workflows
- Support during client deployments
How It Works
Set up our white-label workflow software in only a few minutes.
1. Seamless integration
It runs in your UI, under your brand, on your site. Users stay inside your app instead of jumping to external tools.
2. Embed our app with one line of code
Add our workflow builder to your application with a single line of code.
3. Set the available options
Define the actions and triggers your users can access in their workflow automations.
4. Let your users automate!
Your users can create workflows directly in your application by connecting pre-configured actions.
5. Monitor performance
Track workflow executions, performance metrics, and error logs across all users.
Your users can build exactly what they want.
From CRMs to marketplaces to internal tools, Embed Workflow adapts to your frontend and disappears into your brand. The editor fits your UI, your logic, and your users’ expectations.
SaaS Platforms
Let your users create their own automations, including sending reminders, assigning tasks, updating records, and notifying teammates automatically.
eCommerce Order Handling
Let vendors create their own automations, including order alerts, shipping updates, low-stock warnings, and customer messages automatically.
Enterprise Dashboards
Provide per-client branding and logic so each customer can have their own visual identity, rules, and automation behavior within the same shared platform.
Internal Tools
Add embedded automation to your internal systems so teams can define structured rules that trigger follow-up actions, notifications, and task creation directly inside the tools they already use.
CRM Follow-ups
Add built-in automation to your CRM so teams can define structured follow-up rules based on lead status, deal stage, inactivity, or time delays.
Questions? We’re here to help.
FAQs
What is white-label workflow automation?
White-label workflow automation allows agencies to embed an automation builder inside their own software, websites, or client platforms under their own brand.
Instead of sending users to external tools like Zapier, agencies can provide workflow automation directly inside WordPress, SaaS platforms, or custom CMS systems while keeping full control of branding and client relationships.
How can agencies make money with workflow automation services?
Agencies can package workflow automation as a recurring service. Typical revenue models include monthly automation retainers, charging for workflow setup and optimization, offering tiered automation plans, and upselling automation features to existing website clients. This increases client lifetime value and creates predictable monthly recurring revenue.
How do you add a workflow builder to WordPress or a SaaS application?
Using Embed Workflow, a workflow builder can be embedded with a single line of code. Once embedded, agencies can configure available triggers and actions, allowing users to create automation directly inside the application.
This avoids building a workflow engine from scratch while enabling automation features in WordPress, custom CMS platforms, or SaaS tools.
Why not build your own workflow automation engine?
Building a workflow automation system internally requires designing a rules engine, managing execution queues, developing a visual builder, and maintaining the infrastructure long term. Using an embedded workflow platform allows agencies to skip the engineering overhead and focus on delivering automation services to clients faster.
Read our full guide to deciding whether you should build or buy a workflow builder.
What types of workflows can clients build inside their own applications?
Clients can automate tasks anything that exists inside their current website/application, such as :sending reminders, assigning tasks, updating records, notifying team members, processing eCommerce orders, triggering CRM follow-ups, and generating internal alerts. These workflows run directly inside the client’s application instead of external automation tools.