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Marketing Platforms and CRM

How to connect Paperform with Make [Video]

In this video tutorial, we’ll show you how you can connect Paperform with your favorite apps using Make (formerly Integromat). Connect with thousands of popular apps and software to improve productivity, automate workflows and free up time to focus on the work that matters.In this step-by-step process, we look at how you can connect your Paperform to Make in order to create a new task within ClickUp, while simultaneously creating a new person in Pipedrive CRM.Ready to start building an automated workflow with Make? Here’s the link to get your free account. [https://www.make.com/]Sign up for Paperform’s 14-day free trial: https://paperform.co/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬📚 LINKS & RESOURCES→ Paperform Form Templates: https://paperform.co/templates/→ How To Connect Paperform with Make: https://paperform.co/help/articles/make-integrations/→ Make vs Zapier: https://paperform.co/blog/make-vs-zapier/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🗣 STAY UP TO DATE → Facebook: https://www.facebook.com/paperform.co/→ Twitter: https://twitter.com/PaperformCo→ LinkedIn: https://www.linkedin.com/company/paperformco→ Paperform Blog: https://paperform.co/blog/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬👋 ABOUT PAPERFORMPaperform is a flexible online form builder that combines beautiful design with serious digital smarts to create endless possibilities. Learn more and sign up for a trial here:https://paperform.co/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬📖 Chapters0:00 Introduction1:19 Connect Paperform with Make2:53 Create a new task in ClickUp3:56 Create a new contact in Pipedrive CRM

Categories
Website Builders and Tools

How to Deliver any Project Successfully [Video]

Delivery is a critical part of any project. All of the work that you’ve done might go to waste if the handoff doesn’t go well. In this video, we’ll show you XRay’s approach to delivering projects to clients. Sign up for the XRay.Studio beta:https://xray.studio–00:00 – Intro00:29 – The importance of good delivery01:08 – The keys to successful delivery02:53 – Delivery software–To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

Categories
Website Builders and Tools

How to Get What You Want from Automation, Not What You’re Asking For [Video]

When you’re working with an automation specialist, you might be tempted to dictate every technical detail of the project. If you focus on the results instead, you’ll probably be much happier with the outcome. We’ll explain why in this video. —00:00 – Intro00:43 – The problems with focusing on process02:44 – How to focus on the results—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

Categories
Website Builders and Tools

Debunking the Top 5 Myths About Automation [Video]

There are many misconceptions about workflow automation and what it means for your company. In this video, we’ll address 5 of the most common automation myths and set the record straight. —00:00 – Intro00:28 – Automation is Not About Downsizing01:14 – Not Everything Can be Automated02:07 – Automation Doesn’t Reduce Quality03:30 – Automation Doesn’t Limit the Tools You Can Use04:07 – The Cost of Automation—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

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Website Builders and Tools

Automate Your Proposals and Contracts to Save Time and Reduce Errors [Video]

If you frequently send out the same proposals, contracts, NDAs, or other documents, you could save a lot of time by automating the process. In this video, we’ll explain the benefits of automating your contracts, and we’ll show you what you need to get started. How to automatically make a Google doc from a template: https://youtu.be/n6Yj7Cj1sxE https://www.xray.tech/post/creating-and-sending-templated-documents-part-2-google-docs—00:00 – Intro00:10 – Benefits of automating your contracts01:27 – How contract automation works02:14 – What you need to build a contract automation02:49 – How to get started—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

Categories
Website Builders and Tools

Build a Business Intelligence Dashboard with No-Code Automation [Video]

Saving time is often the first benefit that comes to mind when you think about automation, but the possibilities extend much further. In this video, we’ll show you how automation will enable you to track key metrics and build a business intelligence dashboard. —00:00 – Intro00:37 – Track your Workflows with Automation01:48 – Create Consistent Workflows03:16 – Build a Business Intelligence Dashboard—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

Categories
Website Builders and Tools

Make (Integromat) vs Zapier: Which Is the Right Automation Tool for You? [Video]

Make or Zapier? Which one takes the crown? Paperform supports both leading automation tools, and our Digital Support Specialist, Alex, spends his days switching between both. In this video, he shows the differences between Make and Zapier, walks you through setting up automations, and compares features, pricing, support, and more to help you decide which one is better for your workflows. 🔗 Tools Mentioned:******************************************************Zapier → https://zapier.com/Make (Formerly Integromat) → https://make.com/📚 Additional Resources:******************************************************Connect Zapier with Paperform → https://paperform.co/help/articles/connect-paperform-to-zapier/Connect Make with Paperform → https://paperform.co/help/articles/make-integrations/Paperform Integrations Directory → https://paperform.co/integrations/Liked this video? Subscribe for more workflow automation guides and tutorials. https://www.youtube.com/channel/UC3RejMdyv8QFSP9Bczs3APg📖 Chapters******************************************************0:00 Introduction0:15 Why Workflow Automation is so cool1:17 Platform Comparison1:53 Zapier Workflow5:59 Make (Integromat) Workflow9:55 Zapier Complex Functionality12:30 Make Complex Functionality14:26 Comparison Breakdown15:04 The Winner

Categories
Website Builders and Tools

Automatically Create Notion Pages and Database Items with Make (Integromat) [Video]

Creating Notion database items and pages automatically is a great way to keep your workspace organized and reduce the time you spend on generating docs. We’ll show how to automate Notion with Make (formerly Integromat) in this tutorial video. —00:00 – Intro00:15 – Sharing a Notion Database with Make01:05 – Setting up a trigger01:22 – Configuring the “Create Database Item” module02:30 – Appending page content to a database item03:33 – Creating a Page—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

Categories
Website Builders and Tools

Build an Automation-Ready Database: 3 Tips and Techniques [Video]

No-code automations rely on good datasets. In this video, we’ll share a few tips for preparing clean, organized datasets that can power effective no-code automations. How Bad Data Can Ruin Automations: https://youtu.be/EU9VEldq4vo —00:00 – Intro00:30 – Always create data the same way01:30 – Use one app for each dataset02:41 – Clean up existing data—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

Categories
Website Builders and Tools

Create Forms in Airtable to Trigger Your Automations [Video]

Form views in Airtable are a simple but effective way to trigger a no-code automation. In this quick tutorial, we’ll show you how to set up a form view and explain how they work.— 00:00 – Intro00:38 – Recommended Software00:47 – Creating and Editing a New Form View01:50 – Filling out the Form—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/