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A business platform you adapt without code

You configure forms, statuses, workflows, reports and pages to fit your own processes. Everything you build runs inside the Protoolbag products with the same sign-in and permission model; no software project is needed.

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How it works

4 steps to move a process off paper or email threads and onto the platform.

  1. Design

    Define the record type, its fields and statuses; place the fields in sections in the form designer.

  2. Connect

    Set up status transitions, approval steps and links between records; exchange data with your existing systems through REST connectors and webhooks.

  3. Automate

    Combine triggers, conditions and actions in the workflow designer: notify, assign, request approval or schedule when a status changes.

  4. Use

    Build dashboards and reports with the page and report designers; your teams work with the same account in web and mobile browsers.

Designers

Every designer uses the same record, permission and notification foundation. A change you make in one is reflected in the others.

Form designer

Place field types such as text, number, date, select list, checkbox, rating, signature, location, file, barcode and QR into sections. Required fields, validation rules and role-based visibility are set per field.

  • A wide range of fields, from text to signature, location to QR code
  • Required fields, validation rules and default values
  • Role-based field visibility

Example processes

Processes we see often. Each is a combination of forms, statuses and workflows; some come ready-made in the products, the others you build with the designers.

  • Ready in PHR

    Leave approval

    The employee files a request and the manager approves it; the leave balance and team calendar update.

    PHR · Approval

  • You build it

    Purchase request

    A request form, a conditional approval step based on the amount and an email notification after approval, built with the record type, form and workflow designers.

    Form · Status · Workflow

  • Ready in FixFlow

    Complaint and service request

    The request arrives through the customer portal form, the SLA clock starts and it is assigned to the right team; a workflow steps in on a breach.

    FixFlow · SLA · Portal

  • Ready in PHR

    Hiring

    Candidates arrive from job applications and move through stages; evaluation notes and documents stay on the record.

    PHR · Stages

  • You build it

    Quality checks and site inspections

    A checklist form is filled in on site with photo, signature, location and barcode fields; on a non-conformity a workflow opens a new record and informs the team.

    Form · Mobile · Workflow

  • Ready in PHR

    Expense and advance approval

    Expense and advance records in PHR run on the same core and go to approval with amount, category and document fields.

    PHR · Form · Approval

Mobile data capture in the field

Forms work in mobile browsers and need an internet connection to submit. Field teams attach photos and files, record the location, collect signatures and scan barcodes and QR codes.

  • Photo and file
  • Location and GPS
  • Signature
  • Barcode
  • QR code
  • Rating
  • Date and time
  • Table rows

The iOS and Android apps of PMS, CRM, PPM and PHR are being prepared for the App Store and Google Play. Mobile apps

Every department on the same core

Each product adapts its own processes with the same core; users, permissions, notifications and reports are shared.

Connects to your existing systems

You do not have to replace your current software; the processes you design exchange data with external systems.

  • Scheduled REST connector
  • Incoming and outgoing webhooks
  • API keys
  • MCP server for AI agents
  • Microsoft 365: Outlook, Teams, OneDrive, Planner
  • Unified Microsoft 365 hub (all M365 tools in one menu) Coming soon
Explore the integration layer

Frequently asked questions

No. Forms, workflows, reports and pages need no coding knowledge. Connections to external systems may need technical support. Changes are made by your users with admin permissions.

Yes. Scheduled REST connectors, incoming and outgoing webhooks and API keys let us send data to and receive data from your existing systems. On the Microsoft 365 side, Outlook mail and calendar sync (CRM), Teams sharing, OneDrive file access and Planner sync (PPM) work today; a unified Microsoft 365 hub is coming soon.

The forms and pages you design work in mobile browsers; photo, location, signature, barcode and QR fields are used in the field. Web forms need an internet connection to submit. The native mobile apps of PMS, CRM, PPM and PHR (being prepared for release) cache data on the device, queue changes made offline and send them when the connection is back.

From your description it drafts a module proposal with fields, statuses and menu placement, and in the designers it drafts forms, workflows, reports and pages. The AI works only with your permissions, every action that changes data asks for your approval, and usage is drawn from your AI credits.

Yes. Every customer's data is separated with row-level security on every table in the database; the forms, flows and reports you design are visible only in your account. You can export your data and start the deletion process.

The form and report designers are in every plan, within the template quotas of the plan. Custom workflows are in the Starter, Professional and Enterprise plans; the AI module scaffold and API access are in the Professional and Enterprise plans. You can compare the quotas on the pricing page.

Compare plan quotas

Short glossary

Short explanations of the technical terms on this page.

SLA
Service level agreement; it sets how quickly a request is answered and resolved.
REST
A common way for systems to exchange data over the internet.
Webhook
A notification one system sends to another automatically when something happens (for example, a new record is created).
API
The structured interface a piece of software opens to other software for exchanging data.
MCP
An open connection standard that lets AI agents talk to software in a controlled way (Model Context Protocol).
HTTP request
A request a workflow sends to another system over the internet (for example, to send data).

Let's design your process together

Tell us about the process that costs you the most time; in a meeting we will show you how to build it in the designers.

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