How to automate business processes without special knowledge and skills

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Table of contents
  1. Introduction of automation
  2. No-code automation tools
  3. How to create an integration
  4. Examples of using integrations
  5. Conclusions

Introduction of automation

Business processes are a set of actions and efforts aimed at achieving the company's goals (ensuring internal communication, improving the quality of service, expanding the customer base, etc.). Some activities require the mandatory involvement of a human resource. But there is a whole list of tasks for which automation can and should be implemented. Usually this concerns data manipulation. 

 

Automation of routine operations allows to improve the quality of work processes, and employees get the opportunity to focus on more important tasks. The range of tasks for which automation can be implemented is quite wide — updating databases, organizing external and internal communication, synchronizing information in different services, etc. Welcome emails or messages to clients, notifications to managers about new leads, adding contacts to mailing lists are just some of the things that can be automated.

No-code automation tools

Workflow automation is often based on the transfer of data from one system to another, as well as the initiation of certain actions. To ensure the transfer of information from application A to application B, it is necessary to set up a connection between them and specify the rules of interaction. To do this, you can use special technologies (for example, API), but this approach requires knowledge in programming.

 

Online connectors are no-code services that allow you to create integrations and implement automation without programming skills. With systems such as ApiX-Drive and SaveMyLeads, you can bring together different services and platforms through a web interface. Online connectors work on a simple principle - “monitoring the data source - processing information - initiating an action in the receiver”. You can also connect multiple receiving systems at once to set up more complex automated processes.

How to create an integration

No-code services for creating integrations usually have a simple interface and a clear setup process. That is why users with almost any level of technical training can work effectively with online connectors.

 

Let's look at an example of how to create an integration using the ApiX-Drive system. Our task is to set up an automated process for transferring new leads from the Facebook advertising account to the Google Sheets file.

 

Select Facebook as the data source.



We need to receive all new leads, so we select the action “Get Leads (new)”.

We connect the Facebook account to the ApiX-Drive system, select the advertising page and the lead form, according to which new leads will be uploaded.

In general, these are all the basic steps for setting up a data source. If necessary, you can add filtering conditions to receive leads by a specific attribute.

The process of setting up the receiving system is also extremely simple. We select the Google Sheets service as the receiver. The action is “Add row”.

We connect the Google Sheets account to the ApiX-Drive system, select the file and sheet of the spreadsheet where new leads from Facebook will be added.

Now we need to determine the contents of the cells using variables received from Facebook. If necessary, you can enter text manually.