Category: Product

[HowTo] Create a Salesforce Lead from frevvo

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In the last post, we described how to integrate a frevvo form/workflow with Quickbooks to create a new customer. Another common integration we see is with Salesforce. Similar to the Quickbooks integration, you can use the combination of Google Sheets + Zapier to make things happen in Salesforce when a frevvo form/workflow is submitted.

For example, let’s say you want to create a new Lead in Salesforce. The process is very simple and similar to the Quickbooks example.

1. Create your Google Sheet

Screen Shot 2018-05-21 at 9.23.54 PM.png

Our example has several fields as shown above and test data in the first row. Make sure yours has a header row and at least one row of sample data. The columns in your sheet will depend on your Salesforce Lead fields. You must have a column for each required Lead field.

2. Create a Zap (in Zapier) and setup Google Sheets

Select Google Sheets as the trigger app, choose “New Spreadsheet Row” as the trigger, connect your Google Account, choose the Spreadsheet and Worksheet and pull in the sample row you created earlier.

 

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3. Connect the Action of the Zap to Salesforce

Choose Salesforce as the Action App, select the Create Lead action, connect your Salesforce account, map fields to setup the Salesforce Lead template, and run a Test. Assuming the test is successful, give your zap a name and activate it.

 

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4. Create your frevvo form or workflow and connect it to Google Sheets

Create the frevvo form with the appropriate fields and connect it to Google Sheets using the Save to Google Sheets wizard. When the form is submitted, a row is created in your Google Sheet. After a few minutes, the Zap will pick up the new row from the sheet and create your new Salesforce lead.

That’s all there is to it. With frevvo + Google Sheets + Zapier, you can easily and affordably integrate with 1000s of applications that Zapier supports without writing a single line of code.

Give it a whirl – sign up for a free trial today.

[HowTo] Create a Quickbooks customer from frevvo

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As many of you know, it’s trivial to integrate frevvo forms and workflows with Google Sheets. There are many things you can do with this integration but the simplest and most common is to create a new row in the Google Sheet when a form is submitted. By combining this with Zapier’s integration platform, you can accomplish a vast array of integrations.

You can integrate with 100s of systems in this manner e.g. create a new Customer in Quickbooks. Here are the steps (this post has a lot of screenshots):

1. Create your Google Sheet

Screen Shot 2018-05-15 at 11.25.25 AM.png

Our example has several fields as shown above and test data in the first row. Make sure yours has a header row and at least one row of sample data.

2. Create a Zap (in Zapier) and setup Google Sheets

Select Google Sheets as the trigger app, choose “New Spreadsheet Row” as the trigger, connect your Google Account, choose the Spreadsheet and Worksheet and pull in the sample row you created earlier.

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3. Connect the Action of the Zap to Quickbooks Online

Choose Quickbooks Online as the Action App, select the Create Customer action, connect your Quickbooks Online account, map fields to setup the Customer template, and run a Test. Assuming the test is successful, give your zap a name and activate it.

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4. Create your frevvo form or workflow and connect it to Google Sheets

Create the frevvo form with the appropriate fields and connect it to Google Sheets using the Save to Google Sheets wizard. When the form is submitted, a row is created in your Google Sheet. After a few minutes, the Zap will pick up the new row from the sheet and create your new Quickbooks customer.

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It’s as easy as that. With frevvo + Google Sheets + Zapier, you can easily and affordably integrate with 1000s of applications that Zapier supports without writing a single line of code.

Give it a whirl – sign up for a free trial today.

V7.3 – SharePoint + other features …

We’re excited to announce that V7.3 is now available for Cloud customers. The on-premise version will be released approximately at the end of September. This release contains significant enhancements:

SharePoint Connector V1

sharepoint-workflow.pngYou can drag & drop using our intuitive browser-based form & workflow designers to create powerful business forms and approval workflows with all of frevvo’s advanced capabilities. Upgrade [not just replace] your InfoPath forms with frevvo’s advanced forms and workflows. Use point-and-click wizards to save your documents to a SharePoint library or to write data to a SharePoint list. It’s easy to try out online. Check out the short video demo of SharePoint workflows on our website.

Guided Tours and Page Help

guided-tour.pngIt’s easier than ever to try out a frevvo workflow. Simply sign up for a free 30-day trial account and you’ll be guided through installing a workflow template, trying it out and editing the workflow to make a simple change. Guided tours are also available for any workflow template. Context-sensitive help is available for many screens in the frevvo application. So, give it a whirl – it’s easy and takes just a few minutes.

Tons of Customer-requested fixes & enhancements

In addition, we’ve added many smaller new features. You can Test changes to a form or workflow without exiting the designer. It’s small but we’re thrilled about it – incredibly useful when you’re actually designing flows and want to test out a business rule change.

Step preconditions can be created visually using a wizard similar to the Visual Rule Builder, message controls limitations have been eliminated, the ComboBox control now connects directly to web services without the need for a JavaScript rule, and many other changes. You can read all about them in the Detailed Release Notes.

Interested in learning more. Sign up for a free trial on our website and try it out.

V7.3 – Dynamic pick lists & web services

One of the most common features our customers use is dynamic pick lists (or radio/checkbox controls). Examples abound such as a List of products for a Sales Order / PO, Number of available vacation days for a Leave Approval, List of projects for a Time Sheet and many others. With frevvo, you could always setup dynamic options using a business rule written in JavaScript.

/*member productCode, productName, resultSet*/
var x;
if (form.load) {
eval(‘x=’ + http.get(‘http://localhost:18080/database/BIRT/allProducts’));
var opts = [];
for (var i=0; i < x.resultSet.length; i++) {
if (x.resultSet[i]) {
opts[i] = x.resultSet[i].productCode + ‘=’ + x.resultSet[i].productName;
}
}
Products.options = opts;
}

V7.3 – no JavaScript

Products-WS
Selection Control connected to a web service

Starting with V7.3 (late August 2017), you can select an Options Source in the Properties pane for the selection control (drop down, radio or checkbox). By default, the Source is Design Time which simply means the choices are static and the designer specifies the list of options by typing them in at design time. But, you can now select Web Service. If you do that, three additional properties appear below:

 

  • Options URL: This is the end point for the web service. If you’re using the database connector,  it’ll be the same as the URL used in the JavaScript rule above. The assumption is that this call returns either XML or JSON.
  • Value binding: the path in the returned XML or JSON that determines the value of the select control (what’s in the submission).
  • Label binding: the path in the returned XML or JSON that determines the label of the select control (what the user sees).

That’s it. The URL can also be dynamic.

Edmunds
Selection control connected to the Edmunds API

For example, the screenshot at left shows a checkbox control that’s connected to the Edmunds API. The Options URL depends on the Year since that web service API returns Car Makes for a particular year. The URL is set to:

https://api.edmunds.com/api/vehicle/v2/makes?state=new&year={Year}&view=basic&fmt=json&api_key=<key hidden>

When the user types something in Year, the web service is automatically called, the results are refreshed and the choices in the Car Makes checkbox will change based on whatever the web service returned.

V7.3 will be released at the end of August. Visit our website and sign up for a free 30-day trial if you’d like to learn more or contact us for more information.

Announcing frevvo 7.2

form-workflowToday we’re happy to announce the general release of frevvo 7.2. Cloud customers were automatically upgraded on April 29. On-Premise availability is coming up shortly – subscribe to Release Announcements for the precise date. This release also includes upgrades to the Database Connector.

We know that frevvo is powerful software but there’s also a learning curve. frevvo 7.2 is the first in a series of updates this year focused on making it easier to use.

Visual Rule Builder

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One of the main areas customers tell us about is Rules. They’re really really powerful and many customers love the flexibility of being able to write JavaScript code and create very complex, dynamic behavior. But, they can be hard to use. Enter the Visual Rule Builder. Using it, you can create many rules visually rather than writing JavaScript. Read more in this blog article and find detailed documentation here. We’re excited about this new capability and expect improvements over multiple releases to make it easier and increasingly capable of replacing JavaScript-based rules.

This release also includes some security enhancements – e.g. user ids no longer appear in URLs and are replaced by opaque UUIDs – and other under-the-hood improvements needed for future ease-of-use improvements.

Database Connector

The DB Connector is one of the most widely used connectors – customers have created all kinds of integrations with their SQL databases. Most of the improvements made in this release are fairly technical and we won’t go into details here. See the Release Notes for reasons to upgrade. We’ve also made several under-the-hood improvements so we can make this oft-used connector easier to use and as point-and-click as possible. We’ll detail those in future blog posts.

We’re excited about this release and several upcoming ones. The focus is squarely on updating and making so many of the good things we do easier to use.

 

[Webinar] 45m to automate PO approvals

roiPurchase Order Approval is one of the most common day-to-day workflows. Many customers choose Live Forms to digitize this workflow and quickly see positive ROI.

Join us on this webinar where we’ll show you how to:

  • Install a PO template with a single click.
  • Run the template.
  • Edit the template and modify it.
  • Add users & roles for routing.
  • Add the workflow to a portal and use it on multiple devices.

Webinar Details
Date: Tuesday, Mar 21, 2017
Time: 1.30 PM EST
Duration: 45 minutes (including Q&A)

Register Now