Zapier

  • Pre-Required : Focal Suite ERP
  • Free 6 Months of Support
  • Free Lifetime Updates
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Automation That Grows with You

Zapier helps automate interactions between web applications, acting as a translator between web APIs. This automation increases productivity by handling recurring tasks and business processes such as lead management.

A trigger is an event that initiates an automation. For example, if you want to receive an email whenever someone fills out a Facebook form, the trigger would be a new Facebook lead.

After a trigger occurs, an action is performed. For instance, if you want to send a Slack message every time you receive a Facebook lead, the action would be to send a Slack message.

Zapier Use

In the Focal Suite ERP settings, you can add, edit, or delete Zapier events. These can be utilized for various modules including invoices, customers, retainers, proposals, and more.

Features

Connect with over 5000+ applications through Zapier, ensuring compatibility with a wide range of tools and services.

Create Zaps that trigger actions in one app based on events in another, streamlining processes and eliminating manual intervention.

Set up triggers and actions across various Focal Suite ERP modules including Deals, Leads, Contacts, Tickets, Invoices, Products, and Services, covering essential aspects of your business.

Achieve two-way data synchronization between Focal Suite ERP and connected applications, keeping your information up to date across all platforms.

Benefits

Easy integration with a multitude of applications via the Zapier platform.

Set up integrations and workflows without needing coding expertise.

Automate data flows between applications, reducing errors and improving overall efficiency.

Screenshots From Our System

To Explore The Functionality And Usage Of These Add-Ons, Refer To The Accompanying Screenshots For Step-By-Step Instructions On How To Maximize Their Features.

See the ERP system in action with preloaded dummy data.

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