![]() ![]() The majority of our customers have seen significant time savings once their Zaps are set up. Zapier enables our customers to connect all of their existing apps and systems with Worksuite, and move information between them based on their company’s specific needs and processes. Their greatest challenge is to find a freelancer management platform that integrates their multiple existing systems into a cohesive, streamlined “work suite” (oh look, that’s our name, what a coincidence!) These range from custom internal systems, complex SaaS platforms that they pay a subscription for, or other third-party apps. Many of our customers come to us with multiple tools they use to operate their business. What are the benefits to integrating tools with Worksuite using Zapier? Triggers within onboarding workflows when steps are completed.A trigger when a new partner is created.You can set up triggers that begin Zap automation workflows in all areas of your Worksuite dashboard. Add partners in Worksuite from new Typeform entries.Create new Quickbooks invoices when payments are approved in Worksuite.Create new Hubspot contacts when new partners are invited to Worksuite.Notify you Slack channels when new partners are onboarded in Worksuite.Export approved Worksuite payments to Xero.Create Worksuite tasks from Airtable records.Yes – Worksuite integrates with your existing apps in a number of ways, including Zapier. Can you integrate Worksuite with your existing tools using Zapier? So in the case of our above example, you could create a whole automated workflow around educating and nurturing every lead that comes in through your LinkedIn ad from your initial Zap. This means a single Zap can cover an entire process-not just a single task. But the real magic of Zapier lies in the fact that one Zap can automate up to 100 actions. In the case of your new LinkedIn lead, this action would most likely be an automated email sent to your new prospect.Ī Zap is essentially the whole trigger-to-action flow. Once the trigger you’ve specified has been activated, it automatically sets in motion a specific action. For example, you could set a trigger that fires when a new lead comes in through a LinkedIn ad. These are what start the automation flows between apps. Instead of jumping between screens, and in and out of different tools, Zapier lets you create “Zaps” which are automated actions taken once a pre-defined trigger event has taken place.īest of all, just about anyone can create or edit these “Zaps”, even if they don’t have much tech experience. Now, imagine all of those apps syncing with each other and forming a smooth, logical workflow between each platform. Stop for a minute and count up all the apps that you use during your work day. It also helps streamline collaboration and communications across teams, so companies are able to focus more on growth, and less on admin. This means companies can automate many of the repetitive and tedious tasks in their daily workload-without code. Zapier is an integration platform that enables businesses to connect 5,000+ apps and services together. You’ve probably heard the name, but you might not entirely be sure what this software does, so we’re going to quickly demystify it. Let’s take a look at what Zapier is and does, and the benefits of using this integration platform with Worksuite. ![]() And pretty much anybody can create automations with Zapier’s no-code technology, which means you don’t have to wait in line for your dev team to get around to creating them for you. Zapier is one of the most popular integration methods we use to sync data between a company’s existing tools and Worksuite, due to its flexibility and ease of use. In all cases, our teams respond with a resounding YES! If you use a specific app, Worksuite can integrate with it. Almost 100% of our Enterprise customers mention the importance of integrations when they talk with our sales team-and it’s a key factor in their decision-making process. The first question most of our customers ask us is whether we integrate with the specific tools and apps they already use.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |