Zapier Integration
Overview
Zapier allows Managewise to connect with thousands of other applications without requiring custom coding. By automating workflows between Managewise and other tools, businesses can streamline operations, reduce manual work, and improve efficiency.
With Zapier integrations, users can set up automated workflows called Zaps, which trigger actions in Managewise based on specific events from other applications.
How It Works
Zapier operates on Triggers and Actions:
Trigger: An event in an external app (e.g., a new row in Google Sheets).
Action: A response in Managewise (e.g., create a new lead or sync attendance records).
Example Workflows (Zaps)
Auto-Sync Scheduled Meetings
Trigger: A new meeting is scheduled in Microsoft Outlook.
Action: The event is automatically added to the Managewise calendar, ensuring all team members are informed.
Track Attendance with Google Forms
Trigger: An employee submits their clock-in and clock-out times via Google Forms.
Action: The data is logged in Managewise’s attendance tracking system for managers to review.
Create New Leads from Google Sheets
Trigger: A new entry is added to a Google Sheet (e.g., a lead capture form).
Action: A new lead is created in Managewise’s CRM, helping teams follow up efficiently.
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