FormAssembly’s Post

🌟 Are you tired of navigating through old interfaces and managing external URLs just to generate documents in Salesforce? Say hello to a breath of fresh air with MergeUp! 🚀   MergeUp isn't just a tool; it's a game-changer! Our innovative platform offers cutting-edge technology designed to elevate your user experience to new heights. With MergeUp, you can bid farewell to the hassle of outdated processes and welcome streamlined document generation directly within Salesforce. 📄💼   But that's not all! MergeUp empowers you with a host of advanced features and functionalities to simplify and enhance your workflow. From seamless integration to customizable automation, MergeUp is the ultimate solution for modern businesses. 💡⚙️   Don't settle for mediocrity. Upgrade to MergeUp and revolutionize your document generation process today!   🔗Check us out on the app exchange here: https://lnkd.in/gYpPtSpT   #SalesforceAdmins #SalesforceSolutions #CRMDataManagement #SalesforceProductivity #TechInnovation #Salesforce #SalesforceCommunity #SalesforceDevelopers #DocumentGeneration

We recently asked Tod Sacerdoti, Founder/CEO: "When someone is considering automation tools, why should they choose Pipedream over other no-code/low-code solutions or a full Lambda setup?" Our platform is built for technical users who are comfortable coding If you don’t write code or don’t plan on hiring someone to write code product for you, Pipedream might not be the right product for you. ❌ If you’re in a place where you need a tool to build something yourself and you want the best product for that job, Pipedream is designed to make developers more efficient at solving complex problems. ✅ As an example, if you’re building an automation around: -Customer communication - Leveraging your product database - Integrating with a CRM Pipedream provides the perfect blend of custom code and out-of-the-box functionality. ✅ It’s about saving time, avoiding maintenance headaches, and empowering you to move quickly from one project to the next. If your use case aligns, Pipedream can help you get it done faster and more efficiently. 🚀

In our latest article, you learnt how to create your first document creation workflow in Documill Leap. 🧷If you missed it out please check it here: https://bit.ly/3Y23mHx. 🔖Save this post and try out 3 additional workflows that show both the most common use cases and the flexibility of Documill Leap. #Salesforce #Documill #Automation #Contract #Negotiation #Document #Creation

POV: This is what your users sees when they look at your hero image. She looks happy and all that. What’s the problem then? You sell a workflow automation software. This is not rocket science, yet I see this mistake all the time across software companies. Use images that showcase your product or, at the very least, visuals that resonate with your target audience. It’s not just the copy. They say a picture is worth a thousand words. Fix your images and I promise you’ll see an increase in engagement.

Composio in Groq API Cookbook! If you are building - LLM or Agent Apps that require Authentication or Integrations - AI software engineers - Sales Automation - Marketing Automation You should definitely check this out - Newsletter summarising assistant - using Groq fast inference with Composio 👉 https://lnkd.in/gkN66aWk

Custom Event Webhooks + Webhook Workflow Actions = No Code Custom Workflow Reporting Maybe. I helped a customer a while back build out a process by which they could report on evergreen workflows via property stamping. It was moderately complex, sort of a pain to think through, and honestly the reporting was just ok. They wanted to see the data for cohorts and it required quite a bit of thought and automation to get the data placed correctly. Hopefully HubSpot will solve for some of the missing workflow reporting features, but honestly, I just started thinking about this today and it seems like a pretty decent way to create data about workflows you can report on.

Check out the Document Automation for Salesforce Roundtable, linked below. It's full of gems, but if you have to choose, minutes 37-40 cover several of Formstack's Document generation tools' differentiating features and functionality through use cases spanning Insurance, Disability Services & Junior Colleges: 🔍 "Pixel-on" documents - great for Government forms and where precision is important 🧑🍳 Formstack's documents engine is described as... "chef's kiss" 😘 🤸 Flexibility to exceptionally handle a broad range from simple to complex tasks 🔗 There is magic in interoperability; Formstack offers 260 integrations that empower our users to tap into that magic: https://buff.ly/4csrJ5s ✨ #documentgeneration #documentautomation #Salesforce #Digitaltransformation

Curious about how Automation can help your business? With Wrk, your team can effortlessly connect applications, automate tasks, and boost efficiency—all without requiring any coding expertise. Plus, our dedicated experts are here to support you every step of the way, tailoring workflows to suit your unique business needs. #WorkflowOptimization #NoCode #BusinessEfficiency #TechInnovation

The Curolux Business Automation Platform replaces ALL of these tools... starting at just $197 per month. Crazy right? Well, we as business owners got tired of seeing expensive pieces of software that simply didn't live up to the promise... so we decided to change that. Instead of thousands per month for a tool that COULD work for small businesses... ours is BUILT FOR small businesses. I'm running a crazy offer right now for the next 7 people who find our secret promo code - found in the link in the comments. + Free Onboarding + 30 Day Free Trial + 1 Month Free post Trial + 5 Hours of Business Consulting + ALL of the Unlimited plan features for $197 per month FOR LIFE + A few other hidden benefits Visit the link in the comments to find out more.

📊 Struto CORE is your answer to seamless integration. From HubSpot to Microsoft Dynamics, we’ve got you covered. Let’s connect your tools for better results! #Automation #CRMIntegration Learn more: https://lnkd.in/eb8FA-Wa