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Showing posts with the label QuickBooks

Leapfrog Mail Director into Cloud Flow Director!!!

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Migrated to work with Gmail as well as Calendar What is Mail Director and why are we migrating? "Mail Director" is an add-on that allows you to direct your email in Gmail into other G Suite applications like Docs and Sheets. Our users have found it to be valuable in extracting emails into a structured format and using them to further their unique business workflows. Google Cloud has introduced the new G Suite Add-ons framework in which a single add-on can work across Gmail, Google Calendar, and Google Drive. And hence, we are migrating Mail Director to support Gmail as well as Calendar (and Drive in future). In the process, we have renamed it to "Cloud Flow Director" as we felt it better represented this new functionality. Intro to Cloud Flow Director " Cloud Flow Director " is an add-on which allows users to direct their email in Gmail and Calendar events into various G Suite apps like Google Sheets, Google Docs, etc.. Cloud Flow Direct...

Google Sheets, Docs... Now Trello and What is next with Mail Director?

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Google Sheets, Docs... Now Trello and What is next with Mail Director? Trello  is a collaboration tool that organizes your projects into boards.   Trello boards, lists, and cards enable you to organize and prioritize your projects in a fun, flexible and rewarding way.  Now you can easily create Trello cards from Gmail message using Mail Director. Follow the below steps to connect with Trello and create cards  with your mapping of Gmail fields  in Trello with the Trello app in Mail Director  Open the Mail Open Mail Director Add-on Click Create new Choose Trello from the list of apps Once configured, you can simply create a new card with a click of a button from the currently open email. Check  Configure Trello App  for detailed documentation and usage instructions What is next? Apart from Google Sheets, Docs and Trello, we will continuously be adding more apps to Mail Director Take a look ...

Form Director is reaching heights

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Form Director is supporting apps beyond GSuite, Yes you heard  that  right! As we promised , we have brought-in more applications into Form Director. Take a look at the new apps that we are supporting. 1 Asana is a web and mobile application designed to help teams organize, track and manage their work. What you can do with Form Director?  Create tasks for a particular Project in Asana  on Google Form Submission. 2 HubSpot CRM is built to be a platform that allows sales teams to get started quickly without making much of a change in their existing workflow. What you can do with Form Director?  Create contacts in HubSpot CRM on Google Form Submission. 3 Slack is a collaboration hub for work, no matter what work you do. It's a place where conversations happen, decisions are made and information is always at your fingertips. What you can do with Form Director?  Send Your Form...

Form Director - What's cooking on the Year 2019

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Form Director - What's cooking on the Year 2019 Happy New Year from Form Director team We have been always pushing ourselves to give our users the best experience and useful features as much as possible. Highlights of the Year 2018 Ability to reprocess their form responses with Form Director Services Introduced new apps: QuickBooks, Google Sheets, Google Slide Improved stability of existing apps: Google Docs, Tasks, Calendar, Contacts Improved User Interface and provided easy navigation Introduced Premium Plans as well as Monthly subscription In the upcoming days of the year 2019, we can assure that the user will get more and more useful features from Form Director  Some of the features and apps that we are going to introduce in early 2019 are Calculated Fields The user can do a variety of standard calculations and custom expressions with their Form responses,  mashing up with predefined data such as Current Date, Time etc. Crea...

Create records in QuickBooks from your Google Form submission

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Tired of keying in vendor data manually into QuickBooks....?  We got a solution for you  !!!   Share a Google form to your vendor to fill their details. Form Director will create an entry of your vendor in QuickBooks     Sounds exciting !!!, follow these simple steps below      Step 1   Create a service in Form Director by choosing QuickBooks as the app and create as the service Step 2   Authenticate with QuickBooks by Clicking on "Connect to QuickBooks" Authenticate Form Director with QuickBooks for creating Entities (Vendor, Employee, Customer) Step 3 Choose which entity you want to create Entities that are supported now are Vendor Customer Employee                      Step 4 Map your form field with  Entity Fields to store the corresponding form response to the Entity field Step...