Integration Studio

Build custom integrations without engineering resources

Connect Dotfile to 1,000+ apps with no-code workflows. Sync data to Salesforce, trigger Slack alerts, update HubSpot records, or connect proprietary data sources, all from inside your Dotfile console.

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Trusted by global compliance leaders

Automate workflows without waiting on engineering

No-code automation for business users

Drag and drop to build workflows that sync data, trigger alerts, and update systems without technical skills or code.

Connect anything to Dotfile

Access 1,000+ apps through pre-built connectors, or build custom connections to proprietary data sources and internal systems.

From idea to live integration in three steps

TKTK

Choose your trigger

Start with a Dotfile event or schedule a workflow to run at specific intervals.

Build your workflow

Add actions using the visual designer. Chain steps together with conditional logic, loops, and error handling.

Deploy and monitor

Start your recipe to go live instantly. Monitor execution in real-time with job logs showing which steps succeeded, failed, or need attention.

Visual Workflow Designer

Drag-and-drop interface for building multi-step automations

No coding required. Business users create and modify workflows independently

Test mode validates logic before going live

1,000+ Pre-Built Connectors

Connect to Slack, Salesforce, HubSpot, Google Drive, Microsoft Teams, Pipedrive instantly

Access CRMs, communication tools, data warehouses, and productivity apps

Browse library of pre-built recipes for common use cases

Dotfile Connector

Pre-installed and pre-connected to your workspace

Trigger recipes from any Dotfile webhook event (case status, check results, risk changes)

Access Dotfile's full API to create, update, or retrieve data programmatically

Advanced Logic & Control Flow

IF/ELSE conditions for branching workflows based on data

Repeat loops to process lists (all UBOs, multiple documents, batch operations)

Error handling to catch failures and define fallback actions

Monitoring & Task Tracking

Real-time job execution logs showing success, failure, and errors

Task usage monitoring with alerts when approaching limits

Recipe performance analytics to optimize workflows

CRM Synchronization

When a case is approved in Dotfile, automatically create or update records in Salesforce, HubSpot, or Pipedrive. Keep customer data synchronized without manual exports or duplicate entry.

Team Notifications

Send Slack or Microsoft Teams alerts when cases need review, high-risk profiles are flagged, or monitoring detects changes. Ensure teams act on intelligence immediately without checking dashboards.

Data Enrichment

Connect proprietary data sources or internal APIs to enrich Dotfile cases automatically. Pull transaction history from your LOS, risk scores from internal models, or custom business intelligence.

Compliance Reporting

Schedule workflows to export approved cases, rejected applications, or risk distributions to Google Sheets, data warehouses, or BI tools. Automate regulatory reporting without manual data pulls.