Integration Vacation: 5 Tasks to Automate So You Can Relax
This piece originally appeared on the Workato blog.
Picture this: it’s your last day in the office, and you’re mere hours away from sipping that much-needed mango margarita as your flight touches down in Cancun. You’ve been looking forward to this vacation for months, and you’re not going to let work get in the way of having a good time. But we all know that even when we’re taking a break, business never does.
With automation and integration, you can better anticipate (and complete!) tasks that may crop up during your trip. We’ve rounded up five useful integrations — from a Net Promoter Score workflow to a mobile data integration — that will help you maximize relaxation on your next vacation!
Access Mobile Data and Insights in Real Time
Manual data entry wastes time and means that data is more likely to be outdated or inaccurate. We worked with Fintelligent to integrate BrickFTP and Intacct to give their clients a real-time view of their financials and customer profiles. Automating the data between these two apps reduced the lag time in data availability and reduced human error. And instead of waiting for data to sync, executives can view information via their mobile dashboard in real time. If you’re out of the office, a similar mobile data workflow can help you stay up-to-date with your sales overview and make quick decisions — even if you’re on the go.
Receive Conditional Notifications From Gmail
When you’re relaxing by the pool, you don’t want to be constantly bombarded with emails on your phone. We’ve created a recipe that lets you customize Slack alerts for new messages in Gmail. And it’s completely customizable, so you can set alerts for messages from specific senders. You can even select keywords or subject lines to be alerted to, such as “meeting” or “update.” Even if you’re hiking Machu Picchu, you’ll never miss an email from your boss about a deadline!
Automatically Send and Follow Up on Contracts
Although apps like DocuSign make contract sending and signing a much easier process, you still have to think about the next action steps that come after a contract is signed. With this recipe, you can send business contracts automatically by auto-filling contract information from your CRM and sending it over to the relevant recipients. Then contract deployment can be automatically triggered from an app like Shopify or Salesforce when an opportunity is created. By automating all the tasks surrounding a contract, you can enjoy being out and about — without worrying about the next thing on your to-do list.
Receive Conditional Zendesk Alerts with Integration
To keep customers happy, customer service (CS) reps and CEOs alike must stay on top of any issues and tickets, even when they’re out of the office. This recipe automatically pushes notifications to your desired Slack channel for tickets that meet certain criteria — like being from a VIP customer or having a high priority. Even when you’re poolside, integration helps you keep a close eye on key customers!
Create A Self-Sufficient Net Promoter Score Workflow
Surveys can be a powerful tool for CS teams to glean insight into customer behavior, but survey feedback is often under-utilized, if it’s used at all. To solve this problem, we created a totally self-sufficient Net Promoter Score (NPS) workflow using this recipe. Automatically moving survey results into your CRM eliminates annoying email alerts, while ensuring you can keep track of the survey results. Slack alerts for unhappy customers (anyone whose NPS was < 8) allows you to pre-empt churn and prompts you to take action on the results of the survey. Their happiness is always your priority, even when you’re on vacation!