One platform to orchestrate every critical business process
Model, automate, and govern complex workflows with clarity. ClipSurface unifies orchestration, integrations, and AI assistance so teams execute faster with less risk.
Platform modules
Visual Workflow Builder
Design step-by-step flows with branches, timers, and approvals. Version control and draft runs let you test changes safely before promoting to production.
Integration Hub
Native connectors for CRM, ERP, ITSM, data warehouses, and collaboration tools. Transform fields, handle retries, and monitor throughput with clear logs.
Data Layer
A governed data model for entities, relationships, and events. Enforce data quality, maintain lineage, and sync changes across systems without drift.
AI Assist
Context-aware suggestions for triage, summarization, and next actions. Keep humans-in-the-loop with configurable confidence thresholds and approvals.
Governance & Security
Role-based access, audit trails, encrypted secrets, and policy enforcement. Get environment isolation for dev, stage, and prod with promotion gates.
Architecture & security
- Scalable microservices with horizontal auto-scaling
- Encryption in transit (TLS 1.2+) and at rest
- SOC 2 Type II journey and ISO 27001-aligned practices
- Single sign-on (SAML/OIDC) and SCIM provisioning
- Deployment models: SaaS, Private Cloud, and VPC-hosted
Operational telemetry and structured logs enable quick root-cause analysis and continuous improvement.
Integrations
Plug into the tools you already trust. Build with APIs when you need something custom.
- CRM: Salesforce, HubSpot
- ITSM: ServiceNow, Jira Service Management
- Data: Snowflake, BigQuery, Redshift
- Messaging: Slack, Microsoft Teams
- Finance: Netsuite, Xero
Developers can explore our API-first approach with clean docs and SDKs.
Templates and wizards
- Incident response runbook with dynamic approvals
- Lead-to-opportunity qualification flow with enrichment
- Invoice intake and 3-way matching
- User lifecycle management with zero-touch provisioning
Start from proven templates, then tailor logic, SLAs, and notifications to your business.
Customer outcomes
“ClipSurface standardized our change management and eliminated shadow processes.”
Amir K. — CIO, Perth
“We shipped 12 new automations in one quarter and reduced manual updates by 65%.”
Samantha Lee — Ops Lead, Auckland
Impact highlights: lower cycle times, fewer errors, and predictable delivery.