Key to success
Automation
You Use A
Variety Of Apps
Unfortunately, your apps don't always blend.
Your actual workflow probably requires manual actions or manipulations to move data from one app to another.
These manual interventions form a critical stage in your workflow as they're prone to error and often time-consuming.
Let's Overcome The Hurdles
Several good automation platforms exist, which all aim to reduce or even eliminate these manual efforts of trying to make your apps work together.
Make
Perhaps the most advanced automation platform is Make, you could call it the glue of the internet.
Example Automations
These are some example automations.
Invoicing
Monthly:
- fetch invoices of last month per retailer, from your invoice platform
- calculate the total commission per retailer
- send every retailer his total earned commission by email
Sales
When closing a sale:
- create a PDF document based on a template and customer data
- send the PDF by email
Administration
Quarterly:
- upload documents to your accountants' portal
- archive those documents locally
- send your accountant a summary by email
What people are saying about Loopz
Great out of the box thinking on a complex problem.
John Leishman
Steven did a great job with helping me resolve issues I was having with Make. I was new to the platform and he made it easy to understand and was thorough in his explanations. He was also very responsive and professional.
Gail Kurpgeweit
