Best Workflow Automation Tools for Agencies (2026)

Zapier connects 5,000+ apps with "Zaps"—trigger → action workflows. When X happens in Tool A, do Y in Tool B. Examples: new HubSpot contact → create Asana project; signed PandaDoc → add to Slack channel; form submission → create Monday.com item. Zapier is the default for multi-tool automation. No-code builder, pre-built templates, and reliable execution.

Pricing is task-based: each step in a Zap consumes a task. Plans range from $19.99 (750 tasks/month) to higher tiers for more. Zapier doesn't replace project management or client portals—it connects them. Agencies use Zapier to sync CRM, PM, email, and billing. For workflows entirely within one platform, built-in automation may be enough without Zapier.

Zapier excels at "glue" between tools. Pair with AgencyPro, Monday.com, or Asana for project workflows; use Zapier for cross-tool sync. Best for agencies with diverse tool stacks.

Make (Integromat) provides visual automation with more flexibility than Zapier. Build scenarios with branches, loops, and data transformation. Routes let you create if/then logic. Make often offers more operations per dollar than Zapier for complex workflows. The interface is more technical but powerful.

Free tier includes 1,000 operations/month. Paid plans scale with operations. Make connects 1,000+ apps. Agencies that outgrow Zapier's simplicity or need custom logic often choose Make. For simple "when A, do B" flows, Zapier is easier. For complex multi-step, conditional workflows, Make shines.

Make suits technically comfortable users. Pair with project tools for agency workflows. Best for agencies that need sophisticated automation beyond basic triggers.

Monday.com includes native automations: when status changes, when date arrives, when item is created—trigger actions like create items, send notifications, update columns. Workflows are built into the board. No separate Zapier needed for Monday-centric flows. Integrations connect to 200+ apps. Approval columns support approval chains.

Automations reduce manual board updates. Recurring tasks can be set. The visual interface makes it easy to see and tweak workflows. Monday.com doesn't include client portal or billing—it's work management. For full agency operations, pair with other tools or use all-in-one platforms.

Pricing starts at $8/user/month. Monday.com suits agencies that want strong work management with built-in automation. For client-facing workflows and billing, consider AgencyPro or supplement Monday with client tools.

ClickUp offers automations for tasks, statuses, and custom fields. When conditions are met, trigger actions: assign tasks, send comments, update status. Recurring tasks, templates, and dependencies support repeatable workflows. Automations reduce manual task management. ClickUp includes docs and goals—broader than pure PM.

Integrations connect to 1,000+ apps. ClickUp doesn't include client portal or billing. For agencies, it's a strong project and task tool with good automation. For client-facing workflows (onboarding, portal), pair with client tools or use all-in-one platforms.

Pricing starts at $7/user/month. ClickUp suits agencies that want tasks, docs, and automation in one place. For full agency operations with client portal, AgencyPro offers an integrated alternative.

Asana provides Workflows (rules) and integrations. When task is completed, assign next person. When project is created, add template tasks. Approval tasks support approval chains. Asana's automation is project-focused—ideal for project and task workflows. Forms trigger project creation. Integrations connect to 200+ apps.

Asana doesn't include client portal or billing. It excels at internal project automation. For client onboarding and portal-based workflows, supplement with client tools or use all-in-one. Asana + Zapier can connect to CRM, billing, and more.

Pricing starts at $10.99/user/month. Asana suits agencies that prioritize project structure and task automation. For client-centric workflows, AgencyPro or similar integrate client context.

Teamwork includes project and task automation. Automations trigger on project milestones, task completion, and status changes. Recurring tasks support retainer work. Client portal provides client-facing workflows. Teamwork balances project automation with client collaboration—closer to agency needs than pure PM tools.

Integrations are more limited (30+) than Monday or Asana. Teamwork suits agencies that want project automation plus client portal and billing in one place. For deeper multi-tool automation, add Zapier. For all-in-one with stronger agency focus, AgencyPro is an alternative.

Pricing starts at $5.99/user/month. Teamwork offers good value for agency-style workflows. Best for agencies that want PM + client features with built-in automation.

Process Street focuses on recurring checklists and SOPs. Create a process (e.g., "Client Onboarding"), run it for each new client, and track completion. Checklists ensure no step is missed. Conditional logic and approvals support workflows. Integrations connect to 1,000+ apps. Process Street excels at procedural consistency.

Agencies use it for onboarding, deliverable checklists, and quality control. It complements project tools—run Process Street checklists that create tasks in Asana or Monday. Process Street doesn't include project management or client portal; it's process execution. For SOP automation within a broader platform, all-in-one tools may include checklists.

Pricing starts at $30/user/month. Process Street suits agencies that prioritize repeatable procedures. Pair with PM tools for full workflow coverage.

Tallyfy lets you document and run processes. Create process maps, assign steps, and track completion. Good for standardizing how work gets done. Recurring processes support repeatable work. Integrations are more limited than Process Street or Zapier. Tallyfy is a lighter-weight process tool.

Agencies use Tallyfy for onboarding, delivery checklists, and internal procedures. It doesn't include project management or client portal. For agencies wanting process automation within a full platform, all-in-one or Process Street + PM may be better. Tallyfy suits smaller teams with simpler process needs.

Pricing starts at $20/user/month. Tallyfy is affordable for process documentation. For deep automation and integrations, Process Street or Zapier offer more.

Kissflow provides a no-code platform to build workflow apps—approval workflows, request forms, and process automation. Create custom apps without code. Good for approval chains, intake forms, and internal workflows. Integrations connect to common business tools. Kissflow suits organizations that want to build bespoke workflows.

Agencies use Kissflow for internal approvals, request routing, and custom processes. It doesn't include project management or client portal. For project-centric automation, Monday.com or Asana may be more natural. Kissflow excels when you need custom workflow apps rather than PM-native automation.

Pricing starts at $15/user/month. Kissflow suits agencies that want to build custom workflow apps. For standard project and client workflows, PM tools or all-in-one platforms may be simpler.