Productivity

Automating Your Enterprise Order and Return Flow with ServiceNow, NetSuite and Shopify

Order and Returns processing is one of the most complex workflows an employee must deal with, as it requires the use of multiple cloud apps to process one order or return. It's also a process that is ...

Meet Forcebot: The Only Platform Bot for Salesforce

Custom objects and fields? No problem, the Forcebot is with you! Salesforce users can now work dynamically in Slack with Forcebot - the only Slack bot that can understand your specific Salesforc ...

Keep Trello and Atlassian’s JIRA in Perfect Sync

It's a big day in the world of productivity for our partners at Atlassian - as you might have heard they are adding a little product known as Trello to their portfolio of awesome products.  You can ...

Planning Cloud App Integrations and Business Workflows Like an Expert

New Year, New You. Well what about your business? It's important to review your business processes each year to make sure your business is running as efficiently as possible, and when it comes to b ...

12th Day of Automation: Getting Survey Responses into Your CRM Automatically

It's the last day of our series the 12 Days of Automation - thank you for tuning in each day to learn about a cool automation we've covered over this past year. Happy Holidays to all! Customer su ...

11th Day of Automation: Send Contracts Automatically

It's the 11th Day of Automation! See Day 9 and Day 10. A contract makes your brand new job official, grants you shares in a start-up, forges a partnership between two organizations, or means that y ...

10th Day of Automation: Using A.I. to Categorize Customer Service Tickets

It's the 10th Day of Automation! Only 2 more to go - see Day 8 and Day 9.  You can use Artificial Intelligence (A.I.) to automate the categorization of customer service tickets and take the proper ...

9th Day of Automation: Automatically Move Purchase Items into Marketo

It's the 9th day of automation! See Day 7 and Day 8.  Email marketing is still one of the most effective forms of marketing with an incredibly high ROI for most marketers, but it's becoming inc ...

8th Day of Automation: Streamline the Application Process with No Code

This is the 8th day of automation! See Day 6 and Day 7.  Many companies rely on a constant stream of millennial temp workers to keep their service operations going. If your company is often hiring ...

7th Day of Automation: Automating Human Workflows 🎄

It’s the 7th day of Automation! See Day 4 and Day 5 or our new features for Workbot for Slack that came out on day 6! Whether it is filling out information on a prospect in order to lea ...

See how we automated our entire business.

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