Workflow

Creating Multiple Records with Forms

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I recently read a post in a database forum where the questioner asserted that it wasn't possible to use an online forms app like Cognito Forms to capture multiple records for a database in a single form - using Zapier to take the form content and populating the database. I thought this was unlikely and in this post I am going to share how this is done. Read More…
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Automating Processes with Airtable and Process Street

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In this article, I am going to explore how to use the combination of Airtable and Process Street to automate processes in a structured and repeatable way within your business. As with earlier posts, I will be working through a scenario which, as usual, will be supported by Zapier connecting the apps together. Read More…
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Approval Workflows with Airtable and Slack

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As you may know, Airtable has direct integration with Slack 'out of the box'. In this article, I am going to discuss how to use this to build an absence approval workflow, starting from an employee's request through to notifying them of approval (or otherwise) - and with a little help from Zapier along the way. Read More…
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Using Push Zaps with Airtable

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Zapier and Airtable work particularly well together for both integrating with other apps, and also automating processes within Airtable. However, there is a type of Zap, called a Push Zap with which many may be unfamiliar. Push Zaps require a browser 'extension' which is currently only available for Google Chrome but they provide the means of push button automation within your bases. Read More…
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Creating Checklists with Airtable and Zapier

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Checklists are a common requirement within many business applications - from Project Management to HR, etc.

So, in this Article, we are going to go through the process of automatically creating task lists in Airtable - with the automation handled through Zapier. In order to copy this you will need an Airtable account and a Paid Zapier account (all the features required are not available in a Free account). Read More…
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Sending Notifications From Airtable

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Whilst Airtable offers a revolutionary new approach to relational databases, there are some things that are not immediately obvious and others that need external tools like Zapier to achieve. In this article I am going to look at how to send task reminders (the basic technique could be used for other scenarios) - in this case by email, but they could be sent via Slack, etc. just as easily. Read More…
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Zoho Creator Review

Zoho Creator is a tool designed to "build apps that are perfect for your business" and has been around for a while now as part of Zoho Corporation's suite of Apps (which include CRM, Finance, HR, Collaboration, Help Desk etc). Zoho's intention is to become 'the Operating System for Business".

Within the Zoho suite, Creator is the tool you would use to build solutions which are specific for your business - and where simply customising one of their other services wouldn't meet the needs.

***Now updated with new Mobile screenshots*** Read More…
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Partnering with Podio

We have been using Podio, a Collaboration and Data platform for several years in our business and, in July, we decided to become Podio Partners and start to offer consultancy on the Podio platform, including automating workflows and processes with Globiflow and Zapier. Read More…
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