SOFTWARE AUTOMATION

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Smart Automations and Integrations Packages

Automating Workflows & Connecting Systems

Extra Small
$1,650
Small
$3,250
Medium
$6,500
Large
$13,000
Actions
Up to 2
Up to 5
Up to 10
Up to 20
Examples
•Automatically extract details from incoming order emails and post a formatted summary to a designated team chat channel.
•Instantly analyze feedback emails for key insights and trigger real-time alerts in your communication platform.
•Route new lead notifications to chat with integrated buttons that allow team members to “claim” a lead and notify the group instantly.
•Updating order status in an ERP system and sending a confirmation email.
•Reading customer data from a CRM and writing it to a Google Sheet.
•Triggering an email notification when a form is submitted.
•Creating a flat file export of daily sales orders.
•Checking for duplicate entries in a database and applying a flag.
•Syncing orders from Ecommerce site to an ERP system and sending a shipping notification
•Reading projects and related tasks from a PM tool and updating their status in a different system
•Creating a weekly report by pulling data from 2 related sources and writing it to an Excel sheet
•Providing duplicate check & formatting on customer records in CRM and sending confirmation email
•Exporting customer data, applying logic to validate fields, and generating a formatted CSV file
•Bi-Directional Integration of orders between ERP & field service systems
•Sales Workflow: Collect leads, allocate to marketing campaigns, assign to sales reps
•Synchronize Inventory between Ecommerce and Warehouse Management System w/ alerts
•Generate Monthly PDF Summary Report that aggregates 3 to 4 existing reports
•Automating customer feedback & response process with escalations
Extra Small
$1,650
Actions
Up to 2
Examples
•Automatically extract details from incoming order emails and post a formatted summary to a designated team chat channel.
•Instantly analyze feedback emails for key insights and trigger real-time alerts in your communication platform.
•Route new lead notifications to chat with integrated buttons that allow team members to “claim” a lead and notify the group instantly.
Small
$3,250
Actions
Up to 5
Examples
•Updating order status in an ERP system and sending a confirmation email.
•Reading customer data from a CRM and writing it to a Google Sheet.
•Triggering an email notification when a form is submitted.
•Creating a flat file export of daily sales orders.
•Checking for duplicate entries in a database and applying a flag.
Medium
$6,500
Actions
Up to 10
Examples
•Syncing orders from Ecommerce site to an ERP system and sending a shipping notification
•Reading projects and related tasks from a PM tool and updating their status in a different system
•Creating a weekly report by pulling data from 2 related sources and writing it to an Excel sheet
•Providing duplicate check & formatting on customer records in CRM and sending confirmation email
•Exporting customer data, applying logic to validate fields, and generating a formatted CSV file
Large
$13,000
Actions
Up to 20
Examples
•Bi-Directional Integration of orders between ERP & field service systems
•Sales Workflow: Collect leads, allocate to marketing campaigns, assign to sales reps
•Synchronize Inventory between Ecommerce and Warehouse Management System w/ alerts
•Generate Monthly PDF Summary Report that aggregates 3 to 4 existing reports
•Automating customer feedback & response process with escalations
Service Definitions:
Actions are the basis of creating automations and include actions related to the inputs, outputs, and automation steps. This can include interacting with standard APIs, flat files, and pre-built connectors, as well as steps to apply logic, rules, triggers or other activities that are part of the automated workflow.
See examples of actions
•Reading an Order w/ Line Items
•Reading Projects & Related Tasks (2 Actions)
•Updating the Status of an Existing Order
•Creating a Flat File Export
•Using “Zap” to Read Shopify Orders
•Writing (unformatted) data to an Excel Tab
•Sending an Email Notification
•Performing a logic validation
•Performing a duplicate check on a unique field
•Looping through records
•Performing data transformation on a single field
•Applying a format to a file
•Other pre-built actions from the platform
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