...invoicing software (quickbooks online) with our CRM software so we can send invoices automatically when converting a lead. - creating a workflow, so when the lead is converted, the CRM automatically puts certain fields and information into a calendar event (that is linked to our google calendar). The workflow, should also send the converted lead off an
I was showing one of my users (Project User) who will be creating the quotes for customers the process. I did find a few bugs or questions along the way. 1) We entered a project and then a new quote (QTN-00009), we then tried to add a new quote, but it didn’t allow us.. no way to add (upload) or add new items to a quote… there wasn’t any buttons. We logged out and logged ba...
Create a Workflow in Sharepoint 2010 Foundation. The workflow should be able to traverse up and down the hierarchy depending on the approval/rejection of the document. Please note, you will not have access to our environment. The Sharepoint workflow will need to be exported once completed. Work will need to be done in the Sharepoint designer.
We're looking to have around 15-20 email designs created. You will need to come up with a marketing automation work flow based on best practice. You will need to setup the automation(s) within our GetResponse account. You'll also need to advise how we can link it with Magento 2 to get the transactional data and carts within there.. You'll also be responsible for coming up with the c...
need complete design of my app/website 20 pages, high quality design needed, with workflow + source code. booking / social network / e commerce platform. complex feature as split bill payment , real time geolocalisation etc.
Create site workflow that will call the list workflow on each item that meets the specific criteria. The site workflow should start the SurveyReminder list workflow for each item where WeekAfterReminder = Not Sent I will need documentation regarding how the method is selected after selecting the web service to use. Also, I'll need to know how the
... Project Goal We are looking for an experienced workflow subject matter expert to help supplement Outsource Consultants’ operations department. The goal of this project is to educate our automation specialist and act as an additional resource for automated workflows within our marketing and CRM software that make key processes and activities more
Pro advice on PDF/A archiving project workflow. I am only 'just' ok with IT, but enthusiastic. I want to PDF/A a (to me) huge, disparate collection of source material. BUT, workflow concentrating on 95% on websites. *Millions*
Looking for a Guru in SuiteCRM, Needed to configure it completely making it available for the business and sales needs. Quick Job, people who are not Guru in SuiteCRM kindly don't apply.
...automatically generates customer names. To do that is necessary to create connection between the CRM VTiger and the Landing page. Furthermore, I also need a section with a countdown (24h) in the bottom of the landing page and I need to create a workflow that will send,after a pre-established action, the customized landing page to my email address.
oracle e-business suite call standard workflow (hrssa) for absence management-sshr from plsql or java
I need a mobile app desinged for ios and android with a desktop front end. I need to create a workflow. The front end will capture maintenance jobs and allaocate to various mobile maintenance teams. Maintenance team will need to complete job and report back on app with ability ti upload photos and have geo tags. Full report system must be inplace for
...types? - You know how to create workflows in OpenKM for handling a business process? Prio 2 (needed) - you know how to integrate OpenKM in an existing environment with a CRM? - you know how to integrate OpenKM in an existing environment with a Ticket-System? - you know how to integrate OpenKM in an existing environment with a ERP? Prio 3 (nice
Generation of a PDF form based on a form extracted from the Sharepoint workflow platform We need to generate a PDF report that is mailed to a destination based on a form generated in a workflow on the SharePoint Server 2007 platform. We collaborate with Office 365
We have Autotask & AEM / Centrastage. We would like some help maximizing our workflows. Autotask is our PSA / CRM and AEM / Centrastage is our Remote Managment & Monitoring tool. We need someone to automate as much of our workflow as possible for our IT company.