Use cases

Real workflows,
ready to adapt.

A library of patterns the platform supports today, deterministic flows and AI agents side by side. Every one is documented end to end, with the exact capabilities it uses.

Sales & RevOps

Quote-to-Cash Sync

Move closed-won opportunities from Salesforce through Neblex CPQ to NetSuite billing automatically, with no rekeying between systems.

Salesforce · Neblex CPQ · NetSuite
Marketing

Lead Routing and Enrichment

Enrich new Typeform submissions with Clearbit firmographics, score them, and route each lead to the right Salesforce owner within minutes.

Typeform · Clearbit · Salesforce
Marketing

Campaign-to-Pipeline Attribution

Sync Google Ads spend and HubSpot campaign engagement into BigQuery on a schedule so marketing and sales report from the same pipeline numbers.

Google Ads · HubSpot · Google BigQuery
Customer Success

Usage-Based Health Scoring

Roll product usage from Snowflake into a Gainsight health score on a schedule and alert the account team in Slack when an account trends down.

Snowflake · Gainsight · Slack
Customer Success

Support-to-CRM Escalation

Escalate high-priority Zendesk tickets into linked Salesforce cases automatically, with full conversation history attached and statuses kept in sync.

Zendesk · Salesforce
IT & DevOps

Onboarding and Offboarding Automation

Turn Workday status changes into same-day provisioning in Okta and Google Admin, and revoke access the moment someone leaves.

Workday · Okta · Google Admin
IT & DevOps

ITSM Automation

Automate the ServiceNow ticket lifecycle: intake from any channel, categorization, SLA-based routing, Jira handoff, and resolution updates in Slack.

ServiceNow · Jira · Slack
IT & DevOps

Incident-to-Ticket Routing

Turn Datadog alerts into deduplicated Jira tickets, page the right on-call engineer through PagerDuty, and keep the incident channel updated.

Datadog · PagerDuty · Jira
HR & People

New-Hire Provisioning

Start account creation, equipment requests, and a day-one welcome sequence in Slack the moment an offer is accepted in Greenhouse.

Greenhouse · Okta · Slack
Finance

Order-to-Cash

Sync Salesforce orders into NetSuite for fulfillment, invoicing, and revenue recognition, with order and payment status flowing back to the CRM.

Salesforce · NetSuite
Finance

Invoice Three-Way Matching

Match incoming invoices to purchase orders and receipts on Neblex, post clean matches to NetSuite automatically, and route exceptions to a reviewer.

SFTP · NetSuite · Data Tables
Finance

Expense Categorization and Approval

Categorize submitted expenses, check them against policy, and route each report to the right approver based on amount and type, all in one governed flow.

Expensify · NetSuite · Slack
Finance

Multi-Level Approval Workflows

Route purchase requests through the right chain of approvers based on amount, department, and policy, with automatic escalation when an approval stalls.

NetSuite · Slack · Data Tables
SecOps

Threat Alert Triage

Enrich security alerts with asset and user context, deduplicate repeat signals, and route each incident to the right responder based on severity.

Elasticsearch · PagerDuty · Jira
SecOps

Vulnerability-to-Remediation Workflow

Turn new vulnerability findings into tracked ServiceNow remediation tickets, matched to asset owners and backed by SLA timers with escalation.

Qualys Container Security · ServiceNow · Slack
SecOps

Access Anomaly Response

Detect unusual login and permission-change events, open an investigation, and suspend access pending human review with a full audit trail.

Okta · Elasticsearch · Slack
Ecommerce

Order Orchestration

Sync new Shopify orders across NetSuite and ShipEngine with parallel steps, compensation on failure, and exceptions flagged before customers notice.

Shopify · NetSuite · ShipEngine
Ecommerce

Inventory and Fulfillment Sync

Keep stock levels accurate across Shopify, NetSuite, and 3PL warehouses feeding files over SFTP or EDI, with reorder triggers before you sell out.

Shopify · NetSuite · SFTP
Ecommerce

Returns and Refund Processing

Validate return requests against policy, issue Stripe refunds automatically for clean cases, and route edge cases to a reviewer before money moves.

Shopify · Stripe · NetSuite
Agentic

Natural-Language Agent Builder

Describe an agent in plain English and Neblex drafts the tools, decision logic, and approval checkpoints, ready for you to review and refine.

Agent Builder · Any LLM · Human-in-the-Loop
Agentic

Support Triage Agent

A triage agent reads each Zendesk ticket, judges urgency and sentiment, drafts a reply, and escalates anything it is unsure about to a human for review.

Zendesk · Slack · Data Tables
Agentic

Sales Research Agent

An agent researches each new lead with a real browser, scores fit against your ICP, and drafts a personalized outreach sequence for rep review.

Salesforce · Browser Automation · Gmail
Agentic

IT Access Review Agent

An agent reviews access requests against role and policy, approves routine ones under set guardrails, and routes ambiguous cases to a human with reasoning.

Okta · ServiceNow · Human-in-the-Loop
Agentic

Knowledge Agent

An agent answers employee and customer questions from your docs, wikis, and past tickets, citing sources and flagging gaps in the documentation.

Confluence · Zendesk · Slack
Agentic

Semantic Knowledge Search

Semantic search across your connected docs, wikis, and tickets: ask in plain language and get ranked, cited results from your own pgvector index.

Confluence · Notion · Zendesk
Agentic

ITSM Ticket Triage and Resolution Agent

An agent classifies ITSM tickets by category and severity, resolves routine requests under guardrails, and routes the rest with context attached.

ServiceNow · Jira · Slack
Agentic

Inbox Triage Agent

An agent reads incoming email in Gmail or Outlook, drafts replies for routine cases, and flags anything ambiguous for a human to review and send.

Gmail · Outlook · Slack
Agentic

Customer Feedback Synthesis Agent

An agent gathers feedback from Zendesk tickets, app store reviews, and G2 reviews, finds recurring themes, and sends a cited digest to leadership.

Zendesk · App Store Connect · G2
IT & DevOps

Data Warehouse Loading

Load Salesforce and Postgres data into Snowflake on a nightly schedule in checkpointed chunks, with duplicates removed and quality checks applied before anything lands.

Salesforce · Postgres · Snowflake
IT & DevOps

System Migration and Cutover

Move customer and order history from a legacy system into a new one in validated batches, keep both aligned during the transition, and cut over with counts that match.

Legacy CRM · Salesforce · Data Tables

Do not see your workflow?

These are patterns, not templates: the same building blocks compose into whatever your team runs. Tell us what you are trying to automate.

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