Tag: Google Sheets

[HowTo] Create a Salesforce Lead from frevvo

art-cogs-colorful-171198 (1).jpg

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.

 

This slideshow requires JavaScript.

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.

 

This slideshow requires JavaScript.

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

google-sheets-1.png

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.

This slideshow requires JavaScript.

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.

This slideshow requires JavaScript.

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.

This slideshow requires JavaScript.

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.

[eBook] -05- ways you can use frevvo + Google Apps today

frevvo-google-apps-2
Download e-Book

In previous articles, we’ve described the many ways you can combine frevvo + Google Apps to solve real business problems, improve productivity and efficiency and allow employees to focus on customers, students and patients instead of being bogged down in paperwork.

Download this new e-Book that describes “05 ways you can benefit from combining frevvo with Google Apps in your organization TODAY”.

From dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier and faster.

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy employees and wasted time and money.

Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

[Video] frevvo + Google Apps

Several customers are combining frevvo + Google Apps in interesting and useful ways to solve real business problems. From electronic signatures to dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier.

Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products work with Google Apps can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of combining the two.

Interested in learning more? Visit our website to and see how customers are using frevvo today to improve efficiency and productivity.

[Infographic] frevvo + Google Apps

Print

Organizations use frevvo to digitize day-to-day approval workflows in the Cloud such as expense reports, purchase requisitions and employee on-boarding. These workflows generate documents that must be securely stored and managed somewhere – typically some sort of ECM (Enterprise Content Management) system.

Organizations (including frevvo Inc.) use Google Drive as a Cloud-based system to store and manage enterprise content and to collaborate on that content including both unstructured content such as videos, images, spreadsheets, & presentations and structured content such as invoices, sales orders, & expense reports.

The fit is obvious and natural. If your organization uses Google Apps, you can combine frevvo + Google Apps to solve real business problems, improve productivity and efficiency and allow employees to focus on customers, students and patients instead of being bogged down in paperwork.

Check out this new infographic on the benefits of e-forms and approval workflows with frevvo integrated with Google Apps.

From electronic signatures to dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier.

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy employees and wasted time and money.

frevvo already has pre-built forms and workflows that can be customized in next to no time and deployed online. They can all be signed online, routed to the proper person electronically, used on mobile devices, delivered in multiple languages, generate PDFs, work with Google Apps and a whole host of advanced capabilities. There’s no need to deal with printing PDFs for signatures, correcting Excel-based time sheets, or tracking down approvals in email.

Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

frevvo + Google Apps: Part 6. Leave Approval Workflow

In previous articles in this series, we saw how you can save (write) submissions to a Google Sheet, use the Google Distance Matrix API to automatically calculate mileage and reimbursement amounts, create dynamic pick lists from a Google Sheet(read), update a Google Sheet and save your documents to Google Drive.

Today, we’ll put it all together and create a Leave Approval workflow. It has several steps.

1. Employee Requests Leave

employee-request
Leave Request form

First, the employee logs in to the system (either directly to frevvo or integrated with Active Directory or other LDAP or SAML) and requests leave by filling out a form. This form reads Annual and Sick days from this Google Sheet for the currently logged in employee, shows them in the pick list labels and sets up the pick list options so that the employee can only select a valid # of days. The employee then signs the request digitally. This locks the section from being further edited. Finally, the employee sends the request to his/her manager for approval.

2. Manager Approval

manager-approval
Manager Approval (Smartphone)

The workflow then routes the request to that employee’s manager for approval. Since frevvo knows who the employee is, it can route to the specific person that needs to approve. The manager will get a notification email with a link to the leave request. He/she can then access the leave approval via the built-in task list and approve the request. If there are questions/concerns, the manager can reject it back to the employee for more information.

3. HR Department Processing

Finally, the workflow routes to the HR department for processing. Once HR has completed processing, the HR manager can click Finish and the workflow completes.

4. Update Google Sheets & Save to Google Drive

Once the workflow completes, the Google Sheet is automatically updated to reflect the changes in available days. The system will automatically subtract the number of approved days from the number that were originally available so that the data in the Sheet is always up-to-date.

google-drive
PDF uploaded to Google Drive

The PDF Leave Approval document is also uploaded to Google Drive. The workflow is configured so that frevvo’s Google Connector will create a subfolder with the employee’s first and last names and the leave start date and upload the PDF of the approval to that subfolder so that it’s very easy to find at a later date.

5. Notify the Employee

Finally, the employee who originally requested the leave is also notified via email that the leave was approved and the PDF document is attached to the email. This way, the employee can save the documents for his/her records.

Does your organization use Google Apps? Are you interested in digitizing your day-to-day approval workflows and forms integrated with Google Apps? Visit our website to view examples, watch videos, sign up for a free 30-day trial or contact us for more information.

frevvo + Google Apps: Part 4. Updating a Google Sheet

Does your organization uses Google Apps? You can combine frevvo + Google Apps to create some really cool and useful solutions. In Part 1 of this series, we saw how you can save (write) submissions to a Google Sheet. In Part 2, we saw how you can use the Google Distance Matrix API to automatically calculate mileage and reimbursement amounts. Part 3 showed you how to create dynamic pick lists from a Google Sheet (read).

google-ss-loc-ext
Google Sheet: Employee Location and Extension

Today, we’ll take a look at how you can update existing values in a sheet. It’s another common scenario that can be used for a variety of tasks (e.g. limiting the number of submissions for a particular form or creating a sequentially increasing counter). We’ll use this sample Google Sheet to discuss. It has a row for each employee: Employee Id, Location and Extension.

First, it’s important to note that Google Sheets is not a transactional system like a database and results can be unpredictable if multiple users update the same Sheet at the same time.

As before, you have to first get an access token. This is a one-time step. Login to your Google account and then visit: https://app.frevvo.com/google/consent. Follow the prompts and copy the access token and save it. Detailed documentation is here.

We’ve created a simple example form. Select the employee, a location and a new extension number. Click the Update Google Sheet button, wait a few seconds and see that the sheet was successfully updated. We did this using this rule:

if (UpdateGoogleSheet.clicked) {
var eid = EId.value; // Unique key in the Google Sheet row
var headers = ‘{“user”:”<google id>”,”password”:”<access token>”}’;
var updatequery = ‘/google/spreadsheets/update/key/<spreadsheetkey>?wsname=Locations&query=employeeid=”‘ + eid + ‘”‘;
var updateparams = ‘&updates=location=’ + Location.value + ‘,extension=’ + Extension.value;

eval(‘x=’ + http.put(updatequery + updateparams, null, headers, false));
}

  1. It’s triggered by clicking on the Update Google Sheet button.
  2. We setup headers and an update query using your access token and spreadsheet key (the long ID in the URL of the Google Sheet).
  3. Add updateparams: we’re updating location and extension with new values.
  4. Run the update – perform an http.put() and eval the results.

Try it yourself using the sample form.

Interested in learning more? Visit our website to view examples, watch videos, sign up for a free 30-day trial or contact us for more information.

Like what you see? Check out Part 5 which shows you how you can save documents generated by your frevvo form to Google Drive.