Complex Workflow and Automation (1:25:00)

Ensure that workflows run like clockwork so that nothing falls through the cracks.

About this course

 

Complex Workflow and Automation

Manage your approvals, orders, trouble tickets and more with smart forms that trigger data updates and actions. Once set up, your automated workflow software runs as designed and there's no need to worry about dropped processes or ignored steps. And because our apps help managers eliminate repetitive tasks, your team can focus on what it does best. Ensure that no stone goes unturned and that each step of your important and necessary processes is adhered to.

Curriculum

  • Introduction
  • Workflow Automation Course Overview (1:00)
  • Structuring Your App
  • Gather Requirements and Timeframe (5:07)
  • Inventory Data Sources (1:24)
  • Select Access Integration Options (6:22)
  • Test, Document and Train (1:20)
  • Build vs. Buy (1:30)
  • Integration Options: Sync
  • Sync Example: Consolidate Data From Multiple Sources (9:42)
  • Sync Example: SFTP / Secure FTP (2:03)
  • Sync Example: Sync With Email (2:56)
  • Integration Options: Quick Base APIs
  • Quick Base API (3:25)
  • Integration Options: Webhook
  • Webhooks Overview (2:06)
  • Webhooks Example: Webhooks and Sync (15:17)
  • Webhooks Example: Customer Updates Their Records (6:38)
  • Webhooks Example: Mirroring Tables (7:45)
  • Integration Options: Quick Base Actions
  • Quick Base No Code Actions (7:44)
  • Integration Options: Table to Table Import
  • Table to Table Imports (5:31)
  • Integration Options: 3rd Party Resources
  • QuNext ODBC Connector Overview (1:17)
  • Introduction to Zapier (:39)
  • Introduction to Workato (2:27)
  • Summary
  • Course Summary (:45)

About this course

 

Complex Workflow and Automation

Manage your approvals, orders, trouble tickets and more with smart forms that trigger data updates and actions. Once set up, your automated workflow software runs as designed and there's no need to worry about dropped processes or ignored steps. And because our apps help managers eliminate repetitive tasks, your team can focus on what it does best. Ensure that no stone goes unturned and that each step of your important and necessary processes is adhered to.

Curriculum

  • Introduction
  • Workflow Automation Course Overview (1:00)
  • Structuring Your App
  • Gather Requirements and Timeframe (5:07)
  • Inventory Data Sources (1:24)
  • Select Access Integration Options (6:22)
  • Test, Document and Train (1:20)
  • Build vs. Buy (1:30)
  • Integration Options: Sync
  • Sync Example: Consolidate Data From Multiple Sources (9:42)
  • Sync Example: SFTP / Secure FTP (2:03)
  • Sync Example: Sync With Email (2:56)
  • Integration Options: Quick Base APIs
  • Quick Base API (3:25)
  • Integration Options: Webhook
  • Webhooks Overview (2:06)
  • Webhooks Example: Webhooks and Sync (15:17)
  • Webhooks Example: Customer Updates Their Records (6:38)
  • Webhooks Example: Mirroring Tables (7:45)
  • Integration Options: Quick Base Actions
  • Quick Base No Code Actions (7:44)
  • Integration Options: Table to Table Import
  • Table to Table Imports (5:31)
  • Integration Options: 3rd Party Resources
  • QuNext ODBC Connector Overview (1:17)
  • Introduction to Zapier (:39)
  • Introduction to Workato (2:27)
  • Summary
  • Course Summary (:45)