Avalara, Inc.

Robert Erdman

Stefan Kim

Gregory T Kavounas

Nikki Nash

Tim Diekmann

Aaron Lee Robles

Mark Alan Withers

Scott Seely

Angela Bartz

Mac Turner

A particular option selection may be provided by an online service platform (OSP) to a client regarding one or more predefined services that the OSP can be configured to perform. These may include automatic activities option selection(s) that may trigger the OSP to automatically start one or more activities upon one or more thresholds being crossed. The OSP may apply digital rules to the dataset(s) of the client to determine whether or not to automatically start or stop activities, including producing respective resources, upon a threshold being crossed, to determine a requested resource and then push, send, or otherwise cause to be transmitted a notification regarding the produced resource or other activities.

Automatically starting activities upon crossing threshold

An online software platform (OSP) electronically receives a selection of a workflow framework of a plurality of workflow frameworks. Each workflow framework includes a configuration to embed software-as-a-service (SaaS) functionality provided by the OSP into an application that uses the SaaS functionality. The OSP electronically provides services for determining respective resources for individual relationship instances between different entities. In response to receiving the selection, the OSP causes a remote system that hosts the application to implement the selected workflow framework. This is performed by transmitting a software package to the remote system, in which the software package exposes a set of pre-defined integration points with the SaaS provided by the OSP to provision the steps in one or more of the workflows of the selected workflow framework or defines a specific set of requests and responses with the SaaS provided by the OSP.

Versatile integration framework for software-as-a-service (SaaS) functionality

Growing community of inventors

Bremerton, WA, United States of America

Robert Erdman