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Verwalte deine Projekte mit Make.com formerly Integromat

10.8.2022
Verwalte deine Projekte mit Make.com formerly Integromat
Lies mehr und finde heraus, wie du deine Projekte mit make.com effizienter gestalten kannst.

Mit Make.com wird dein Projektmanagement so praktikabel, bequem und mĂĽhelos.

Hier ist, was Make.com fĂĽr dein Projektmanagement tun kann:

Verwalte deine Projekte mit Make.com formerly Integromat
  1. Hinzufügen von Dokumenten zum Projekt: Make.com sortiert deine Aufgaben im Zusammenhang mit dem Hinzufügen von Dokumenten in einen Posteingangsordner, wenn du eine E-Mail mit einem angehängten Dokument erhältst. So ersparst du dir die mühsame Arbeit des manuellen Sortierens.
  2. Speichern von Projektdokumenten: Das Speichern und Sammeln aller Dokumente zu einem Projekt kann eine schwierige Aufgabe sein. Aber nicht, wenn du Make.com nutzen kannst, um diese Aufgabe fĂĽr dich zu erledigen. Mit Make.com kannst du alle projektbezogenen Dokumente speichern, zippen und weitergeben.
  3. Notizen fĂĽr das Projekt machen: Make.com bietet dir eine groĂźe Auswahl an Vorlagen, mit denen du Notizen zu einem Projekt erstellen und speichern kannst.
  4. Kundenzahlungen verwalten: Wurdest du schon einmal von einem Kunden betrogen? Mit Make.com stellst du sicher, dass du mit der Arbeit an einem Projekt beginnst, sobald die Kunden die Zahlung freigegeben haben. Auf diese Weise werden deine BemĂĽhungen und Ressourcen nicht fĂĽr ein unbezahltes Projekt verschwendet.
Verwalte deine Projekte mit Make.com formerly Integromat

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Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.

But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.

Arrange a free cloud integration consultation now

What does Cloud Integration mean?

What does Cloud Integration mean?

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  • Is available in real time
  • Can be accessed from almost anywhere
  • Reduce potential sources of error by entering the same data multiple times
  • Require less installation and maintenance
  • Can optimize business processes

Arrange a free cloud integration consultation now

To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:

The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.

Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:

01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.
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02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.

What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.

But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.

IPaaS, SaaS, BPA, ABC – who can still see through it?

To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.

We have made a first distinction between iPaaS and BPA here.

We explain the term SaaS in more detail here.

Here the short version, again:

Cloud integration cannot be done without SaaS, iPaaS and BPA

Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.

However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.

As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.

Arrange a free cloud integration consultation now

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