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Automation Studio
Automate workflows, integrate apps, and empower teams with Epicor Automation Studio, powered by Workato.
Integrations Without Limits
Building suppliers using the BisTrack API can now take advantage of Automation Studio, a powerful tool that helps automate business processes and connect BisTrack data with thousands of external applications. This integration unlocks faster workflows, smarter operations, and accelerates digital transformation across your business.
Benefits
Enterprise-Grade Integration
Connect BisTrack to thousands of platforms with ease.
- 2,000+ pre-built connectors for popular business apps, so you can integrate BisTrack with Salesforce, Workday, and more without custom development.
- Industry templates for fast deployment, letting you implement best-practice automations tailored to your business.
- Supports cloud and on-premises BisTrack environments, making it accessible to every customer, regardless of infrastructure.
- Global AWS hosting for reliability, ensuring your integrations are always available and secure.
Powerful Automation
Automate repetitive tasks and workflows.
- Robotic Process Automation (RPA) for rule-based tasks, freeing your team from manual monitoring and notifications.
- System integration for real-time or scheduled data sync, keeping customer and order data consistent across platforms.
- Human-in-the-loop workflows for interactive approvals, allowing managers to approve requests directly from their inbox.
- Reduce manual entry and errors, improving data accuracy and operational efficiency.
Low-Code User Experience
Build automations without heavy IT involvement.
- Drag-and-drop interface for easy workflow creation, so business users can automate processes without coding expertise.
- Dropdown menus for intuitive setup, making it simple to configure even complex integrations.
- Leverage community recipes for rapid customization, tapping into a library of over a million automations.
- Reduce consulting costs with self-service tools, saving your business time and money.
Rapid Deployment and Scalability
Get up and running quickly, scaling as you grow.
- Epicor-led demos and implementation for smooth onboarding, ensuring your team is ready to automate from day one.
- Workato certification for support teams offers expertise across the platform, so you always have access to knowledgeable help.
- Support for both small and mid-market organizations makes enterprise-grade automation accessible to all.
- Proven reliability and rapid deployment enables you to start seeing results fast.
Operational Transparency
Monitor, troubleshoot, and manage automations with confidence.
- Built-in monitoring tools for visibility, so you can track every automation and integration in real time.
- Troubleshooting features for quick issue resolution, minimizing downtime and disruption.
- Centralized management for all automations, giving you control over every process.
- Enhanced operational control and transparency, supporting compliance and best practices.
Strategic Business Value
Drive digital transformation and strengthen your competitive advantage.
- Automate manual processes for efficiency, freeing your team to focus on higher-value work.
- Improve data accuracy across systems, reducing costly mistakes and delays.
- Enable scalable integrations as business needs evolve, so your technology grows with you.
- Competitive pricing for enterprise-grade capabilities, delivering ROI and future-proofing your business.
Key Features
- 2,000+ pre-built connectors maintained by Workato, covering all major business platforms.
- Community-created connectors and recipes for customization, so you can tailor integrations to your needs.
- Industry templates for BisTrack users that speed up implementation.
- Robotic Process Automation (RPA) for repetitive tasks, automating monitoring and notifications.
- System integration for data sync between BisTrack and other platforms, keeping information consistent.
- Human-in-the-loop workflows for approvals and interactions, streamlining decision-making.
- Low-code, drag-and-drop interface for easy automation, empowering business users.
- Dropdown menus for workflow setup, simplifying configuration.
- Self-service tools that reduce IT dependency, making automation accessible.
- AWS global hosting for reliability and security, supporting international operations.
- Support for both cloud and on-premises BisTrack, ensuring flexibility.
- Epicor-led demo, implementation, and support, plus Workato certification for team members.
Side‑by‑Side Comparison
| Category | ||
| Manual, People‑Driven Work | Custom‑Built Code and Scripts | Automation Studio (Low‑Code iPaaS) |
| Setup | ||
| People manually move data using emails, spreadsheets, and file uploads | Developers write and maintain programs that connect systems | Visual, low‑code workflows connect systems automatically |
| Who does the work | ||
| Office staff, operations, accounting | IT teams or outside developers | Admins, analysts, and operations teams |
| How data moves | ||
| Someone exports, emails, uploads, or re‑keys data | Scripts push and pull data between systems | Events trigger real‑time automation |
| Speed | ||
| Slow and delayed | Faster once built, slower to change | Real‑time or near real‑time |
| Reliability | ||
| Error‑prone and easy to miss steps | Can break when systems or APIs change | Built‑in retries, monitoring, and error handling |
| Scalability | ||
| Poor — more volume means more people | Limited — complexity increases quickly | Designed to scale without adding headcount |
| Ongoing effort | ||
| Daily manual work | Continuous maintenance and fixes | Mostly “set it and monitor it” |
| Typical examples | ||
| CSV uploads, manual notifications, inbox monitoring | Custom CRM or eCommerce integrations | Order notifications, CRM sync, approvals, AI email parsing |
| Hidden cost | ||
| Staff burnout, delays, missed revenue | Technical debt and developer dependency | Lowest long‑term cost at scale |
Building Supply Use Cases
Sales teams need real‑time visibility into customer activity, pricing, and open orders without worrying about duplicate data entry or system delays.
Automation Studio enables:
- Bi‑directional synchronization between BisTrack and CRM systems
- Automatic creation and updates of CRM records from ERP transactions
- Sales workflows triggered by ERP events such as quotes, orders, and invoices
- A single source of truth for sales teams with no manual reentry
Top platforms
- Salesforce
- HubSpot CRM
- Microsoft Dynamics 365 Sales
- Zoho CRM
Customers expect self‑service ordering and account access, while suppliers must enforce complex pricing, inventory, and credit rules.
Automation Studio enables:
- Real‑time pricing, availability, and contract terms directly from BisTrack
- Automated order submission from portals into the ERP
- Continuous order, shipment, and invoice updates for customers
- Secure customer experiences aligned to ERP business rules
Top platforms
- Shopify / Shopify Plus
- BigCommerce B2B Edition
- Adobe Commerce (Magento)
- Custom‑built customer portals
Suppliers must manage taxes, payments, payroll, and financial close processes without delays, errors, or manual reconciliation.
Automation Studio enables:
- Automated integration with tax, payment, and financial systems
- Secure exchange of payment and remittance data
- Connectivity with payroll, banking, and close platforms
- Reduced manual processing and period‑end bottlenecks
Top platforms
- Stripe
- PayPal
- Plaid
- ADP / Paychex
- BlackLine
Coordinating trucks, routes, and jobsites requires tight integration between order entry, dispatch, and delivery teams.
Automation Studio enables:
- Automated handoff of sales orders to routing and dispatch systems
- Real‑time delivery status updates flowing back into BisTrack
- Proof‑of‑delivery capture and exception handling
- Improved coordination across sales, dispatch, and delivery teams
Top platforms
- Descartes Route Planner
- Onfleet
- Routific
- Custom dispatch and delivery applications
Fleet visibility is critical for on‑time delivery, fuel cost control, and proactive customer communication.
Automation Studio enables:
- Real‑time visibility into truck locations, routes, and ETAs
- Automated delivery completion and status updates
- Fleet performance and utilization analysis
- Proactive customer notifications based on live delivery data
Top platforms
- Samsara
- Verizon Connect
- Fleet Complete
- Trimble Transportation
Access Through the BisTrack API
To use Automation Studio, customers must also be BisTrack API users.
The BisTrack API provides the secure, standards‑based foundation that Automation Studio uses to integrate BisTrack with external platforms and applications
Contact Us
Discover how Automation Studio helps building suppliers automate workflows, integrate BisTrack with thousands of external applications.
Fill out the form now to get a personalized demo tailored to your business goals and processes.