Automating repeat tasks
Hello there
Only very recently I've come across zapier and automating repeat tasks, and would be grateful if anyone could help me by telling me if this is possible and how...
Software in brackets is my researched companies and I'm sure many more will exist..
Website form (Wufoo)
User completes form detailing what they need from drop down options
Quoting (PandaDoc)
Quote is automatically generated by software and sent via email. Every quote I do is using the same formulas from the original drop down options.
Crm & Project management (odoo, podio)
Customer details auto added to Crm from Web form
Project management gantry chart produced
Invoicing (quickbooks, freshbooks)
Invoice sent from original quote via email
Hope it all makes sense and apologise for any mistakes as I'm struggling to type this post on my phone.
Thank you
Posted Aug 25, 2017, 1:06 PM UTC