Key Features
Personalized Service Configuration
Empower flexible and secure integrations with enhanced service configuration. Administrators can define shared services (e.g., SMTP) with selected fields marked as overridable, allowing users to seamlessly personalize credentials and settings within their own context.
This approach combines centralized management with user-level flexibility—reducing duplication, improving security, and simplifying workflow configuration across environments. As a result, a single workflow can be executed using each user’s own credentials, ensuring both efficiency and personalization.
Send Email with an Outlook-like Experience
Introducing enhanced Send Email capabilities designed to simplify and elevate workflows. With support for SMTP and seamless integration with Google and Microsoft, users can send emails securely and efficiently.
A familiar, Microsoft Outlook-inspired interface enables real-time review, editing, and control—bringing flexibility and confidence to every workflow. Users can include multiple attachments, set message priority and flags, and use dynamic attachment properties to automatically include files based on workflow execution paths.
This ensures every email is context-aware, personalized, and aligned with the workflow’s logic—without additional complexity.
Secure Email Sending with OAuth for Google and Microsoft
Enhance email workflows with modern, secure authentication. The system now supports OAuth for sending emails through Google and Microsoft, ensuring compliance with the latest security standards while eliminating the need for storing passwords.
IDM Integration
Enable seamless document automation with IDM integration. Workflows can now read and store files in Infor Document Management, while a smart listener monitors for matching documents and triggers workflows automatically.
Enhanced querying capabilities allow users to retrieve documents using XPath with advanced filtering support, making it easier to locate and process the right content based on specific criteria.
SharePoint Integration
Enhance workflow automation with SharePoint integration. Workflows can now read and store files in Microsoft SharePoint, while a smart listener continuously monitors for matching documents and triggers workflows automatically—simplifying document management and boosting efficiency.
OpenAPI-Based API Invocation
Added support for executing API operations defined by the OpenAPI Specification, enabling flexible integration with external services directly from workflows. Users can invoke endpoints with or without input parameters, supporting a wide range of use cases.
Simply upload an OpenAPI/Swagger schema and select the desired endpoint, with the ability to pass parameters using either static values or dynamic workflow properties—no coding required. Advanced capabilities also enable seamless data retrieval and integration with external web services.
What’s New and Improved
B2Win Suite Features
IMPROVED Login page – Modernized login experience with a fast, responsive interface. It has been fully rewritten with enhanced security, providing improved performance and a more robust authentication flow
IMPROVED Home page – Redesigned old dashboard page now serves as the home page#e2ecfe
IMPROVED Unified Page Layout – Standardized the design across all pages for a consistent and intuitive user experience
NEW Workflow history page, where the user can check all run statuses or continue running
IMPROVED Faster Page Rendering – Optimized page elements to improve visual performance and smoothness
IMPROVED Major Page Load Improvements – Significantly reduced load times for a quicker, more seamless experience
B2Data Core
IMPROVED Thread pooling for parallel node execution
IMPROVED Storage efficiency
NEW Sticky notes in workflow builder
Workflow Nodes and Plugins
NEW File Listener – IDM – Trigger workflow when finding a new file that matches the query in IDM
NEW Read File – IDM – Read file from IDM that matches the query
NEW Copy File – IDM – Copy file to IDM with appropriate metadata
NEW File Listener – SharePoint – Trigger the workflow when finding a new file in Microsoft SharePoint
NEW Read File – SharePoint – Read file from Microsoft SharePoint
NEW Copy File – SharePoint – Copy file to Microsoft SharePoint with the defined attributes
NEW Enhance PDF – Add logo, background, security or change the PDF type
NEW Sign PDF – Add the signature defined in the user profile to the input PDF file
NEW Invoke – Open API – Execute API calls
NEW Invoke with Input – Open API – Execute API calls with input
NEW Archive Compressor – Zip all input files
