We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio.
To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment.
For more details on emailing data from a form to a Podio app, check out this article.
My brother won a golden ticket a few years ago and gave it to our family to visit the Nestle chocolate factory. That’s where I met Ruth & Charlotte (not their real names), working the end of the line for one type of chocolate bar. The final machine would pass them each a few dozen …
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
Depending on the industry, scheduling takes on many forms: Via email “do you have time…” Via email (available slots) Via self service website Via website form then phone booking Via phone On-site post appointment Via multichannel bookings Via class bookings (regular) Via group bookings (min number) Triaged by other staff members Via scheduler (individual) Via …
Question: I’m looking for an app to streamline my surfboard shaping process. We are focusing on a process that is easy for surf shops to fill a order form out then we get the order form printed out, design the file from one of the shops models then cut the board, outsource the shaping and …
Sync form data without using Zapier (or an API)
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio.
To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment.
For more details on emailing data from a form to a Podio app, check out this article.
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The day a machine replaced Ruth & Charlotte
My brother won a golden ticket a few years ago and gave it to our family to visit the Nestle chocolate factory. That’s where I met Ruth & Charlotte (not their real names), working the end of the line for one type of chocolate bar. The final machine would pass them each a few dozen …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
Options for booking & scheduling
Depending on the industry, scheduling takes on many forms: Via email “do you have time…” Via email (available slots) Via self service website Via website form then phone booking Via phone On-site post appointment Via multichannel bookings Via class bookings (regular) Via group bookings (min number) Triaged by other staff members Via scheduler (individual) Via …
Workflow for a surfboard manufacturer
Question: I’m looking for an app to streamline my surfboard shaping process. We are focusing on a process that is easy for surf shops to fill a order form out then we get the order form printed out, design the file from one of the shops models then cut the board, outsource the shaping and …