Using bold, bold color combinations. Almost surprisingly so.
Logging into Integromat brings you to a migration hub, where you can instruct the migration to create empty parallel .
Which after a few minutes of computation delivers you to the interface for Make –which, perhaps unsurprisingly, a lot like the interface for Integromat, just in louder colors. After you’ve created your Make environment, it’s time to migrate your assets from Integromat.
The
The company’s code less integration platform offering was always sound. It doesn’t have the breadth of category-killer Zapier, but when for some cloud offerings, the Integromat/Make actions list is on occasion more robust. And so it’s always worth comparing the two when a client comes with flexible requirements.
This new brand moves it away from the ungainly awkward core that admittedly inheres in Integromat towards something a little bit more new economy understand verbals with bold visuals.
Out of the box, Podio/Podio Workflow Automation has a perfectly serviceable send email action — if you don’t mind generic, Podio branding.
This Sway details how a much more complex flow in Podio Workflow Automation coupled with waiting webhooks in Zapier can get that email template sent via Gmail — and then the merged content saved as an item in its own Podio app as well.
Link in the imagage above or here to launch the flow.
Just started a long-term project with a consulting firm specializing in integrating Salesforce to Sage Intacct Accounting. And they wrote a custom connector on Workato, whose $10,000 annual starter pricing suggests the difference in customer strategy from, say, Zapier.
User interface for the design canvas is crisp, even if the display optional fields part takes some getting used to.
Testing a Workato Recipe– look at all those JSON objects waiting to be Expanded
The dependency visualization is a particularly nice trick and should prove useful in team collaboration contexts beyond 3 or 4 members.
I was perhaps the tiniest bit taken by surprise by the way that all your Recipes are shared with the community unless you explictly opt-out. (Need to see whether there is a global configuration setting to address this).
Still, this is a good development.
My client’s book of business is quite full, so this looks to be a rewarding long-term relationship with some crisp people on top of their game. In the meanwhile here are some screenshots, and one can definitely see the enterprise targeting of their offering through features like lifecycle management with manifests and common data models.
My biggest client these days is a real estate investor who monitors Open Data feeds for investment ideas to add to the funnel and evaluate on the basis of reported information.
We’re using Podio to house all the data, and Globiflow, Procfu Scripts, and integromat to acquire, transform, and move data around.
I’ve been playing with Yesware for a bit, where I’m a member of a Yesware team provisioned by a client. I like the Yesware interface, and its easy integration with Salesforce. And of course, the control freak in one gets addicted to the intel on when your missives are read (and re-read because they’re just that good). But just as I was getting ready to subscribe, I diligently took one more look through the app exchange, where I found that Cirrus Insight basically matches Yesware feature for feature (with the added bonus of having experience and opinions on both offerings).
Adding an Opportunity to Salesforce from within Gmail
Tasks for You
The Record Overview/Snapshot
How to Reach one’s Client
See how addictive all that activity tracing is? One feels semi-NSA
Lots of Related Lists of Custom Objects
With information-display real estate appearing as needed. Bravo.
Syncing with Google Calendar (and by extension Android)
Help, thoughtfully InApp
What really stood out, however, was Cirrus GoogleDrive<–>Salesforce integration: unimaginatively named Cirrus Files.
It’s a great offering; don’t be put off by the me-too trendy visuals.
As they pointed out somewhere in their mess of a site (the worst part of the entire experience is their website’s rather incoherent information architecture, with menus changing unexpectedly and rather jarring shifts in graphic design style: see contrasts below) Salesforce storage is costly; Google Drive is dirt cheap, and is easier to configure for collaboration with parties external to your organization. So, intrigued, I downloaded yet another package and set it up. (Kudos, kids: your video instructions are really in a pedagogical sweet-spot)
It only took a few minutes to deliver this result:
Your Google Drive files – even if not on your official corporate domain — are pulled into the key SF page layouts (Account, Contact, Opportunity, Case, Lead) )
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