Amazon Recommendations

Sunday, July 9, 2017

19 Epic Ways to Automate Documentation with Zapier

As consumer demands become more unique and varied, in order to keep up with big businesses, small businesses must change their back-end operations. With the accessibility and affordability of automated software solutions, this demand is not only possible, but it also saves time and money for small business owners.
Where do you start? That’s easy! Zapier and WebMerge.
Zapier provides businesses with the ability to sync any application they want. Based on the uniqueness of your operations, you could use Zapier to share new Tweets on Slack, send RSS feeds to Buffer, and more. With Zapier and WebMerge’s powers combined, you can automate your documentation process and eventually… rule the world!
Here are 20 ways you can use Zapier and WebMerge to automate your business:
  1. Create and Sign Real Estate Contracts with CudaSign
    Real Estate agents are always on the go.  From meeting with new clients, running around town showing homes, to closings, real estate agents are rarely in the office. Here’s how you can create quick contracts and save some energy.
  2. Create Contracts and Agreements from Nutshell CRM
    Managing your contacts, leads, and opportunities can be a daunting task, but with choosing the right CRM can be a life saver.  Nutshell is a great CRM and in combination with WebMerge you can save your sales team countless hours.  In this example we’re going to show you how you can create a contract from a lead in Nutshell and automatically send it to your customer.
  3. Generate Contracts from Opportunities in TrackVia
    Managing your workflow can be a daunting task, but with tools like TrackVia, you can keep track of everything from start to finish – all within a single platform.  From managing a projects to collecting data in the field, TrackVia is a great solution.
  4. Send a Letter of Engagement from Clio
    Document generation in the legal world is a must-have.  By auto-populating letters, contracts, and other types of legal documents, attorneys and paralegals can save countless hours.  Another way lawyers can save time (and their sanity) is by using a practice management system like Clio.
  5. Populate a PDF Receipt from a Formidable Order Form
    Formidable is a popular Wordpress form plugin for creating contact forms, order forms, registration forms and many more types of web forms.  But what if you want to take that information collected on the form and populate a Word document or PDF?  Your options are very limited.  Unless you haveWebMerge, of course!
  6. Send an Order Invoice from Smartsheet
    Smartsheet is a pretty cool tool that allows you to easily collect data from customers and team members, plus offering an easy platform to manage that information.  It’s like Excel, but on steroids.  In this example, we’re going to show you how to send an invoice created with WebMerge directly from Smartsheet as a new order is entered into our sheet.
  7. Create and Send an NDA from Zoho CRM
    Keeping track of all your customer information can be difficult, but getting data out of your CRM can be an even bigger hassle.  Most often you end up re-typing information into other systems, documents, etc.  With Zoho CRM you can easily capture your leads, plus manage your customers, partners, and opportunities.
  8. Send Customized Invoices for Magento Orders
    Let’s face it – e-commerce is here to stay and is an important part of any business.  Today there are many services out there that can help you build and maintain an online store front without the need of expensive coding or customization.  One of the most popular services is called Magento and they offer a product that can fit your every need.
  9. Send Welcome Letters to Hubspot Form Leads
    You’ve jumped into the world of HubSpot marketing and sales tools, collecting all of this data on your website visitors, leads, and customers.  But, you don’t have an easy way to populate documents (letters, contracts, offers, etc) from that customer data.  Until now!  With the help of WebMerge (via Zapier) you can take your HubSpot data and populate documents on the fly.
  10. Create PDFs and Reports from Knack
    If you’re looking for an easy way to build an online database application without the need for programming, you need to check out Knack.  With Knack you can get rid of those clunky spreadsheets and build easy to use web applications such as a custom CRM, proposal tracker, order management, and more.  Knack allows you to build some pretty powerful apps and we’re going to show you how you can easily generate documents directly from Knack using WebMerge.
  11. Create Service Contracts from Batchbook
    If you’re looking for a great CRM to help you with organization and productivity, then we suggest you take a close look at Batchbook.  With Batchbook you can track your contacts, manage your deals, maintain your communication with customers, and more.  Let's take it one step further and generate documents from Batchbook using WebMerge.
  12. Create and Send Contracts from Solve CRM
    In today’s competitive landscape for the CRM space, it’s tough for services to stick out from the rest.  You have to fit the needs of specific verticals or use-cases and do that really well.  In the case of Solve CRM, they have wisely picked a deep integration with Google for Work and all the apps that come along with it.  From Calendar syncing, to Gmail integration, to managing Google Drive files, Solve integrates seamlessly.
  13. Create and Manage HR Documents from ZOHO Creator
    Managing your HR processes can be a daunting task.  From collecting new employee information, tracking time off, and handling payroll, there is a lot to keep track of and a lot of documentation to go along with it.  No sweat!  There’s a great tool called ZOHO Creator and you can build a customized HR app that allows you to manage all of your HR data across your entire business.  Then, combined with WebMerge you can generate employee contracts, insurance applications, state forms, and more.
  14. Create Custom Invoices and Letters from Harvest
    Managing projects, finances, timesheets, and deliverables can be a job in itself, but with Harvest you can make life a whole lot easier.  Harvest can track all your expenses throughout a project and make it easy to bill your customers when the project is complete.  Sounds great, right?  Well, we agree, but what if you want to customize the invoices or send letters to your new customers?  Your options are limited.
  15. Create and Send a Custom Payment Receipt from Freshbooks
    Freshbooks is one of the leading accounting solutions on the market and they do a great job of helping your manage your invoices, time, and expenses.  You can keep track of all of your customers and send invoices in minutes.  But what if you want to create a customized invoice or send a receipt to your customer when you receive payment?  Your options are very limited.
  16. Send Customized Payment Receipts from PayPal
    PayPal is a great way to get paid for things online without the hassle of gateway fees, setup charges, or merchant accounts.  You can easily integrate PayPal into your shopping cart, website, or registration processes.  However, your options are limited if you want to customize the receipt that a customer receives when they pay your through PayPal.
  17. Create Customized Invoices from Xero
    Managing your small business has never been easier than with Xero accounting software.  From your billing to payroll to contact management, Xero has got you covered and will save you hours upon hours every month.  Xero has a built in feature to send invoices to your customers and it will show you when they have viewed the invoice, but customization is limited.
  18. Create Customer Receipts from Stripe Charges
    Let’s face it, Stripe is awesome at making payments easy.  You can integrate with their API in a matter of minutes and collecting money instantly.  The best part is that you don’t have any monthly fees to worry about.  You only pay when you get paid.  The only downside to Stripe is that it is hard to send customized notifications to your customer about their payment.  Unless you’re the developer behind the Stripe integration, your options are limited.
  19. Upload a TypeForm Medical Patient Intake Form to Box
    Have you ever thought filling out forms is a pain in the neck? TypeForm makes the experience of filling out forms fluid and fun. At the doctor’s office, filling out an intake form is often the first experience the patient has upon arriving for his or her appointment. If you have a medical practice, then you might be interested in improving your intake process. With TypeForm, in conjunction with WebMerge, you can merge the form submissions with a template document and automatically file them in your digital document storage system and/or as easily print them out as hard copies.

Friday, June 30, 2017

Send Annual Subscription Renewals in Batch from Salesforce

Managing all your customers or donors from Salesforceis a great way to keep track of their history and make sure none of them fall through the cracks.  Add WebMerge to your Salesforce org and you can automatically generate all kinds of documents like contracts, thank you letters, receipts, and more.

In this example, we’re going to show you how to automatically send out annual subscription renewals from Salesforce to all of our customers with the click of a button.

To get started, we’re going to setup the template for our subscription renewal.  We’re going to build this using a Word document.  Inside Word, we’re going to add all of our normal info like our logo, contact info, and then for the spots that we want to insert our customer’s details we’re going to use merge fields that look like {$Name}, {$Address}, {$Amount}, etc.

Here’s what our renewal template looks like:
 


Once we have our template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name for the document.  On the next step, click Office Document then select the file from your computer.
 

After you have uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that you want to generate and the name of the file.  For this example, we’re going to generate a PDF and we’ll include the name of our account in the file name.
 

Next, we’re going to setup the delivery of our document so that it is automatically emailed directly to our customer.  From the Deliver tab, click the Edit button under the default email delivery.  For the To address, we’re going to choose the merge field for our customer’s email address.

If you don’t have a merge field in your document for the customer’s email address, then choose <<Other>> from the dropdown then enter something like {$Email} in the box.

Feel free to edit any of the other settings in the email.  You can use merge fields in any of the settings as well.
 

Once we have our email delivery saved, we are done with the setup process in WebMerge, and we’re ready to setup the integration with Salesforce.

If you haven’t already, please install the WebMerge managed package from the AppExchange and follow these Setup Instructions.

Inside Salesforce under the WebMerge Mappings tab, we’re going to create a New Mapping.  Go ahead and enter a name, then for the Object, we’re going to choose Contact.  Then we’re going to choose the document that we just setup in WebMerge.
 

Next, you’ll be taken to a page with more settings for your mapping.  Specifically, we want to go to the Field Map section where you’re going to see a list of the merge fields in your template.  For each of the merge fields, you need to pick the corresponding Salesforce field from the dropdown on the right.

This tells the system how to pull data from your Salesforce database and send it over to WebMerge so that it’s populated in the correct spot on your template.
 

Once you have matched up all of your merge fields, go ahead and Save and Activate your mapping.  The last step of the process is going to be settings up a Button on your List View so that we can generate multiple docs (in batch).

Since we’re creating the documents from the Contact record, we need to go to Setup > Customize > Contact > Buttons, Actions, and Links.  On this page, we’re going to create a New Button.  After we give it a name, we’re going to choose “Execute Javascript” as the behavior and we’re going to show this button on the list view page.

In the big box on the page, we’re going to enter Javascript that will trigger the merge.  Click here for a full how-to article with the Javascript code.
 

Once we’ve created our button, we need to add the button to our list view page by going to Search Layouts, finding the List View layout and clicking the Edit button.

Now, when we go to our Contacts list view page, you should see the button you just created.  We’re going to select a list of contacts that we want to send our renewal notice to and click that button.  Then you’ll see a message that the documents have been created.
 

Once you click that button, all the data for those records is sent over to WebMerge and your renewal notices will be generated and sent out.  Here’s what our merged notice looked like:
 

Congrats, you’re finished!  You can now automatically generate all kinds of documents (one at a time or in batch) from your Salesforce org.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?


Monday, April 10, 2017

Instantly Generate Personalized Sales/Marketing Collateral from Facebook Leads

Advertising on Facebook can be a great way to find new customers and easily collect their info via lead forms.  With the click of a button, Facebook users can send you their name, email address, and more.

As you get leads coming in from Facebook, you need a way to market and sell your products to them.  One great way to do that is to use WebMerge to automatically populate personalize sales and marketing materials, then email them directly to the lead.

In this example, we’re going to show you how to use WebMerge to automatically populate a property proposal as people on Facebook signup to learn more about the property.

To get started, we’re going to setup the template for our property proposal/info sheet using a fillable PDF.  We’re going to add a field for the person’s name in the PDF.  Feel free to add other fields as well.

Here’s what our template looks like:
 

Once you have your template ready, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, select Fillable PDF as the document type and then pick the file from your computer.
 

After you have uploaded your template, you’ll be taken to the Settings tab where you can customize various options like the type of file that is generated and the name of the file. For this example, we’re going to generate a PDF and include the name of the lead in the file name.
 

Next, we’re going to setup an email delivery so that our proposal is emailed directly to our lead.  From the Deliver tab, go ahead and Edit the default email delivery.  For the “To” address, we’re going to use a merge field and since we don’t have a field in our template for the email address, we’re going to choose <<Other>> from the dropddown then enter {$Email} in the box.

Feel free to customize the From address, Subject and Message of the email.  You can even use merge fields there too.
 

After you have saved your email delivery, we’re done with the setup process in WebMerge and we’re ready to setup the integration with Facebook!  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to setup a New Zap and then for the Trigger, choose Facebook as the app then New Lead as the trigger.
 

Once you authenticate your Facebook account, Zapier will have you pick the Facebook Page and the Form that you want to grab leads from. 
 

Next, we’re going to setup the Action of our Zap.  For the app, choose WebMerge then Create Document Merge as the action.
 

Once you authenticate your WebMerge account, Zapier is going to load a list of the documents in your WebMerge account.  Pick the proposal template that you just setup and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Facebook.  This tells Zapier how to send your lead data over to WebMerge so that it is populated in the correct spot on your template.
 

Once you have matched up all of your merge fields, go ahead and save your Zap then turn it on!  We’re ready to run a test.  Go ahead and submit a test lead to your form and Zapier will send that info over to WebMerge and your proposal will be emailed.

Here’s what our merged proposal looked like:
 

Congrats, you’re finished!  You can now generate all types of documents from Facebook leads.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?
 
Create proposals for new leads from Facebook Lead Ads with WebMerge
powered by Zapier


Monday, March 27, 2017

CRM inventory Eyes AI Push With IBM Watson

CRM inventory to move greater as AI ends up in greater Market Penetration
salesforce.com, inc. (NYSE:CRM) remained in the limelight in the second half of last yr as a consequence of the company’s skills activity in buying Twitter Inc (NYSE:TWTR).
The year 2017 has begun on a powerful word for CRM inventory, which has gained almost 22% 12 months-to-date, whereas the broader S&P 500 index has inched up by using about six %. Salesforce CEO Marc Benioff has been pushing the enterprise into artificial intelligence (AI) technology, which has helped the healing of Salesforce stock.
In September 2016, Salesforce.com had unveiled “Einstein,” a brand new AI technology for its revenue software unit. The technology allows clients to predict and customize utility in sales, provider, advertising and marketing, and different areas.
This week, Salesforce introduced that it has entered into a global strategic partnership with overseas business Machines Corp. (NYSE:IBM) to bring joint options designed to leverage AI technology and permit businesses to make smarter and faster decisions. (supply: “IBM and Salesforce Announce Landmark international Strategic Partnership,” salesforce.com, inc., March 6, 2017.)
“IBM Watson” is the leading AI platform for business and, when combined with Einstein, will assist raise consumer engagement throughout revenue, service, advertising, commerce, and different areas. the new product offerings will support customers better target products and capabilities at customers.
by getting access to the broader capabilities of Watson, Salesforce intends to construct a stronger position for itself in the market and reach extra valued clientele, which is probably going to beef up CRM inventory.
IBM CEO Ginni Rometty emphasized the value of AI and cognitive applied sciences in every main business choice in the coming years. She brought that, this year, IBM Watson is anticipated to reach a thousand million people, via everything from oncology and retail to tax education and vehicles.
With this strategic partnership, the power of Watson will support the hundreds of thousands of Salesforce and Einstein users supply an unheard of understanding of their shoppers. “I’m thrilled to form an alliance with IBM—no company’s core values are as close to Salesforce’s as IBM’s. It’s the better of each worlds,” spoke of Benioff. (supply: Ibid.)
Salesforce inventory Recovers in 2017
final 12 months become challenging for Salesforce inventory, as investors didn’t just like the thought of the business being the knowledge acquirer of Twitter.
Salesforce.com also saved its acquisition momentum going and bought the startup Krux Digital, LLC in the second half of the yr. Krux mines the internet for facts, which then is used with the aid of agencies to enhance their advertising and promoting attain.
the following stock chart shows the circulate of CRM inventory during the past yr, and how it has recovered now.
crm stock chart
Chart courtesy of StockCharts.com
future of Salesforce.com
the combination of Salesforce and IBM AI technology will assist purchasers in a couple of ways. for instance, a retailer could automatically send tremendously personalised and localized e-mail campaigns to shoppers by combining native looking patterns, weather, and retail business records from Watson with the client-certain looking facts and preferences from Einstein.
As part of this agreement, IBM will installation Salesforce’s “provider Cloud” throughout the company to radically change its world product help features. the mixing of IBM Watson with Einstein is expected to be obtainable within the 2nd half of 2017.
It was a curler coaster ride for CRM shares in 2016, but Salesforce stock is on a higher footing now. Salesforce.com additionally announced upbeat quarterly revenue closing month. The business software business is focused on the aim of reaching $10.0 billion in cloud-computing earnings because it races ahead of its rival Oracle corporation (NYSE:ORCL).
Benioff has time and time again emphasised the vigor of AI to support corporations, and he is upbeat in regards to the proven fact that that the enterprise has been making AI purchasable to millions of Salesforce clients with Einstein.
here is additionally in line with the strategic transformation that IBM has undertaken, with its focus on cloud computing and AI. IBM’s cloud income of $13.7 billion, a 35% leap yr-over-12 months, puts it in a powerful place in a excessive-advantage market.
The IBM and Salesforce announcement comes in a week by which Alphabet Inc (NASDAQ:GOOG, GOOGL) is internet hosting its Google Cloud next ’17 conference. The web search massive highlighted the advantage of cloud computing and the way AI will vigor the next cloud computing platform.
As most companies look forward to changing their software with cloud apps, enterprises like Salesforce.com and IBM could emerge because the large gainers. The move towards offering integrated AI functions that offer the researching capabilities of IBM Watson with the revenue-oriented technology of Einstein is likely to improvement Salesforce.com.
Benioff is aware of that the next wave of cloud computing will be powered by means of AI equipment, and he's working in that route. meanwhile, CRM inventory may also seem like a sluggish mover at this time, however it stands to profit in the long term with better AI expertise.

Monday, March 13, 2017

(AI) meets the largest swatch of customer relationship administration (CRM) clients on the earth

Salesforce Einstein is now frequently accessible to all Salesforce consumers. Einstein is a man-made intelligence-primarily based (AI) assistant designed to leverage client relationship administration (CRM) statistics to help corporations find, predict, recommend, and automate improved company strategies.
introduced in September of closing yr, Einstein takes talents of Salesforce's deep learning, machine getting to know (ML), predictive analytics, herbal language processing, and photo processing to function a robotic account manager. as an instance, you can use Salesforce sales Cloud and Einstein to determine if the grownup to whom you might be pitching a product basically has purchasing vigour. Einstein will scan electronic mail interactions along with your contact to decide on up on phrases corresponding to, "Ask my boss" or "Run that up the chain of command" to will let you be aware of if you're wasting your time or now not. If Einstein sees these phrases, then it is going to warn you to the opportunity that you simply're not talking to a decision maker.
entrepreneurs will be capable of take skills of Einstein to automatically create crusade segments in response to old interplay records. for instance, Einstein can predict if a contact will open or click on via a message. Einstein will then phase your audiences to separate "window consumers" from buyers. Einstein will then advocate a unique kind of content material to deliver to window consumers to immediate a click on and a purchase order.
These are very general use instances that aim to simplify the ordinary initiatives of any CRM device. however, Einstein is also in a position to processing billions of statistics facets, repetitions, and images to aid you enhance your workflow. The tool is bendy and clever sufficient to will let you application certain automation and prediction outside of the standard CRM use situations. The device additionally learns from your use to suggest more advantageous workflows that are certain to your organization.
Are you able to See What I See?
Einstein isn't best text-based mostly. The device additionally leverages graphic consciousness to generate insights from photos. this is exceptionally constructive for analysis-based activities. Jim Sinai, VP of advertising and marketing for Salesforce Einstein, demoed a situation wherein a photo voltaic panel salesperson is set to contact a lead. within the process of getting to know the lead, the salesperson realizes he or she would not understand the lead's certain roof classification. With Einstein's photo recognition enabled, the tool can run a Google road View search based on the lead's address to pull a picture of the roof, appreciate the roof category, and notify the salesperson.
These styles of business-selected procedures may also be programmed as soon as to run across the total Salesforce suite for all clients, or they can also be run instantly every time a new lead is entered into the device. Einstein imaginative and prescient software programming interfaces (APIs) provide builders the potential to plug picture cognizance into any Salesforce-linked app to run these forms of procedures for well-nigh any use case.
Who gets Einstein?
All Salesforce purchasers gain entry to Einstein inspite of app or price tier. So, when you are simplest using Salesforce as your helpdesk application, you'll nevertheless be capable of leverage AI to enrich provider techniques. besides the fact that children, the extra information you tie into Salesforce, the more positive Einstein might be, Sinai stated.
Einstein's APIs may also be plugged in past the Salesforce suite itself to connect to third-birthday party apps and websites. This lets you pull information from your own e-commerce website, or your corporate email account, to assist Einstein make extra intelligent suggestions.
The CRM AI Wave

Zoho recently brought an AI-based mostly virtual assistant to its CRM tool. the new function, Zoho clever Assistant (or Zia), is an automation engine designed to deliver unprompted, information-based mostly ideas to earnings staff each time they are using Zoho CRM. confined to Zoho CRM, Zia is engineered to observe system usage anomalies, indicate ultimate workflows and macros, and recommend salespeople on when to contact a prospect, in accordance with Zoho Chief Evangelist Raju Vegesna. Zia generates tips in keeping with a salesperson's CRM utilization patterns, including what's been working smartly, what hasn't been working smartly, and what the sales rep can do to increase CRM use.
And, of path, there's IBM Watson, the granddaddy of ML and AI. Watson is basically a enterprise intelligence (BI) tool nonetheless it's additionally a digital agent, an e-commerce device, a advertising and marketing answer, and a game show contestant.
Gartner research predicts that 85 percent of consumer interactions can be managed with no human in the subsequent three years, and inside the subsequent year, digital assistants could be in a position to use know-how comparable to Einstein vision to appreciate consumers by means of the form of their faces.

Wednesday, March 8, 2017

Salesforce and IBM Infuse CRM with artificial Intelligence

via Shirley Siluk / excellent Tech information. updated February 27, 2017.

CRM large Salesforce has rolled out a few new consumer relationship management (CRM) equipment aimed toward enhancing americans's fitness and healthcare suppliers' effectiveness. the brand new releases build on the capabilities of the enterprise's health Cloud providing, launched early ultimate yr.
Unveiled on the Healthcare suggestions and administration systems Society (HIMSS) convention that wrapped up in Orlando prior this week, the latest Salesforce healthcare tools consist of cloud-based purposes for lead-to-patient conversion, risk stratification and advanced segmentation.
Salesforce also revealed that it might be increasing the variety of fitness Cloud partners it really works with over the coming months. these additional companions plan to bring greater than a dozen new apps to the health Cloud ecosystem, Salesforce said.
tools for Prevention, personalized Care
"a huge chance exists for healthcare suppliers who shed the historic, disconnected mannequin and redesign healthcare around the patient," Joshua Newman, Salesforce's chief medical officer and ordinary manager of healthcare and existence sciences, wrote in a weblog submit for the HIMSS management discussion board. "and that is the reason what CRM helps you do: have in mind the person in the back of the affected person in your highway to achieving meaningful medical and administrative outcomes."
probably the most new tools introduced to the Salesforce health Cloud is designed to assist caregivers and fitness coordinators extra with ease bring new patients into their companies. The lead-to-patient conversion device can combine the health Cloud with statistics from different Salesforce offerings in addition to from electronic fitness facts, facts warehouses, affected person registration programs or call facilities. aimed toward decreasing the time spent on facts entry and administration, the conversion characteristic also helps suppliers create customized care plans and map relationships with patients.
a further new health Cloud device, possibility stratification, adds analytics capabilities to support caregivers more suitable determine patients with the top of the line fitness risks as a way to supply extra targeted, preventative care. And the addition of superior segmentation will aid healthcare suppliers directly identify patient groups with particular needs, e.g., all senior sufferers with diabetes or all patients who've had knee surgical procedure within the outdated 30 days.
Optimizing Healthcare with Analytics
"At a time when healthcare charges are in flux and just one percent of the inhabitants accounts for over one-fifth of total US healthcare fees, or not it's time we use contemporary analytic suggestions to get as customized as viable when it comes to patient care," Arijit Sengupta, CEO of the Salesforce business BeyondCore, wrote the day gone by in a weblog publish. "this is how we are able to change healthcare; not through generalities, however through finding and intervening one after the other with extremely certain populations of sufferers."
received by Salesforce remaining yr for $110 million, BeyondCore worked with McKinsey & Co. in 2013 to analyze healthcare expenses for 30 million patients. One outcomes of that analysis helped discover a up to now unidentified difficulty concerning young women with diabetes who had been skipping their insulin to shed some pounds. by making the connection between this group of patients and hospital admissions for diabetic ketoacidosis, healthcare providers might present superior preventative care, Sengupta talked about.
Over the coming months, Salesforce also plans to introduce a few new apps to health Cloud through its AppExchange marketplace. They consist of Fitango for interactive and customizable well being plans; Relatient, which presents an Uber reserving tool to support patients get to healthcare appointments; and VSee, which makes it possible for providers to offer HIPAA-compliant video conferencing, patient self-scheduling and different capabilities.

Wednesday, December 28, 2016

Populate and Sign Buyer Representation Agreements from Salesforce

Managing your real estate agency via a CRM like Salesforce is a great way to maximize your sales efforts and keep your clients happy.  With tools to track new leads, manage deals, and communicate with current clients, Salesforce can keep your entire team on the same page.

With WebMerge, you can instantly take data from Salesforce and automatically populate all of your real estate paperwork.  From agreements to offer letters to closing documents, you can populate all these documents with the click of a button.

In this example, we’re going to show you how to automatically generate a buyer representation agreement from inside Salesforce and then we’ll send that agreement over to HelloSign for e-signature.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to add our boilerplate agreement info then for the spots that we want to insert our client’s information, we’re going to use merge fields like {$FirstName}, {$Address}, etc.

Here’s what our buyer representation agreement template looks like:
 

Since we’ll be sending the agreement over to HelloSign for signature, we need to add a HelloSign signature tag to our template so that HelloSign knows where to embed the signature.  The signature looks like:    [sig|req|signer1]
 

Once we have our template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.
 

After you’ve uploaded your template to WebMerge, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and then include the name of the client in the file name.
 

Next, we’re going to setup the delivery of our document to HelloSign so that it is automatically sent to our client for signature.  From the Deliver tab, click the New Delivery button and select HelloSign.  After you enter your HelloSign API Key, you’ll need to pick the merge fields for the signer’s name and email address.
 

After we save our HelloSign delivery, we are done with the setup process in WebMerge and we’re ready to integrate our agreement with Salesforce using our managed package from the AppExchange.

Inside Salesforce, we’re going to setup a new WebMerge Mapping.  This Mapping tells Salesforce how to pull information from Salesforce and send it over to WebMerge so that it populates the template correctly.
From the WebMerge Mappings tab, create a New Mapping.  Go ahead and enter a name, then pick Contact as the Salesforce Object, then pick the Buyer Representation Agreement for the WebMerge
Document.
 

Continue to the next step and you’ll see the same fields at the top, but then we need to scroll down to the Field Mapping section.  This is where you’ll see a list of all the merge fields in your template and you’ll need to pick the corresponding Salesforce field from the dropdown on the right.
 

Once you have matched up all of your merge fields, go ahead and save the Mapping.  We’re ready to test the document!  Go ahead and open up one of your contacts and you’ll click the WebMerge button.
 

Once you click the WebMerge button, the data will be sent over to WebMerge and your agreement will be generated and sent to HelloSign.

Here’s what our agreement looked like ready to sign in HelloSign:
 

Congrats, you’re all done!  You can now instantly generate all types of real estate paperwork from your Salesforce account.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?
 


Friday, December 16, 2016

Automatically Fax Court Filings from Salesforce using Phaxio

Filing your court documents are an important part of the legal process and can also be time consuming.  However, many courts still accept filings via fax and that can be a great way to save time.  Especially when you use a service like WebMerge to automatically generate the court documents and send them via fax service like Phaxio.

In this example, we’re going to show you how you can generate court documents with the click of a button from Salesforce and automatically fax them to the court using Phaxio.  We’ll be using our friends over at Zapier to help send the fax with Phaxio.

To get started, we’re going to setup our document (template) in WebMerge.  We’ll be using a Fillable PDF as our template.  This PDF will have a field for each piece of information we’ll be pulling from Salesforce.

Here’s what our document looks like:


When your PDF is ready, let’s upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button then type in a name for the document.  On the next step, choose Fillable PDF as the document type and then pick the PDF file from your computer.


After you’ve uploaded your PDF, you’ll be taken to the Settings tab for your document.  On this page you can update things like the type of file that is produced and the name of the merged file.  For this example, we’re going to generate a PDF and we’re going to include the Case Number in the file name.


Once you’ve saved the settings, you’re going to be taken to the Deliver tab.  This is where you can define how you want the merged document delivered.  To send the document to Phaxio, we’re going to setup a new Webhook delivery.

But first, we need to setup a Zap in Zapier so that we can setup the webhook in WebMerge.  From inside Zapier, click the New Zap button.  For the Trigger, you’re going to select WebMerge and then pick New Merged Document as the trigger.


Zapier will have you authenticate your WebMerge account and then do a test merge.  They’ll give you a URL to enter for your webhook.  Take this URL and go back over to WebMerge and setup a New Webhook delivery.  Enter the URL that Zapier gave you into the webhook setup.


After you save the webhook in WebMerge, you’ll need to do a quick test for Zapier (to make sure everything is working).  Go ahead and click on the Merge tab in WebMerge and select the Manual Data Entry option.  This will give you’re a Form URL that you can enter test data and it will merge a document and send it over to Zapier.


After you’ve submitted the test, go back over to Zapier and finish the WebMerge trigger setup.  Next, you’re going to setup the “action” of the zap.  You’ll want to pick Phaxio as the app and then Send Fax as the action.


Zapier will have you authenticate your Phaxio account and then you’ll setup the fax settings by defining the fax number and then the file that you want to send over.  Go ahead and complete that step by adding the WebMerge field (click the button on the right).


Once you’ve mapped the fields, follow the remaining steps and then activate the Zap.  Now, you’re ready to setup that last piece of the puzzle and integrate with Salesforce.
If you have not done so already, please install the WebMerge managed package from the AppExchange and follow the setup instructions here.

Inside Salesforce, we are going to setup a New Mapping that will serve as the integration point between our Salesforce data and WebMerge document.  From the WebMerge Mappings tab, click the New WebMerge Mapping button.  We’re going to select the Case object and then pick our template that we just setup in WebMerge.


On the next step, you’re going to scroll down to the Field Mapping section on the page.  This is where you’re going to match up the Salesforce fields with the merge fields that are in your template.  For each merge field (listed on the left), go ahead and pick the corresponding SF field from the dropdown on the right.


After you have all of the fields matched up, go ahead and click the Save and Activate button at the bottom of the page.

Now, it’s time to run a test!  Go ahead and jump over to one of your cases and click the WebMerge button on the page.  This will take your case information, send it over to WebMerge.  WebMerge will populate our PDF and then send out the webhook which will deliver the document to Phaxio for faxing!

Here’s what our court document looked like after merging:


Congrats!  You can now send faxes from Salesforce using Phaxio with the click of a button.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?