Quote Approval, Google Drive Upload
An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer.
Google Calendar API v3
Start: Google Calendar: Event Started
Starts a Process when an Event’s start time has passed on Google Calendar.
Start Processes from Appointments in Google Calendar
Reads the appointments in your Google Calendar and starts a Process if the start time of the appointment has elapsed.
Product Demo Flow
Accepts product demo requests and carry out the demo. Started by the acceptance of an application via the web form or an email and person in charge will be assigned at the [1. Assignment of Representative] Step. When the representative decides the demo date schedule, it is automatically registered in Google Calendar. After performing the product demo, the person in charge will make a report at the Step of [3. Demo Implementation report], and the supervisor confirms it at the Step of [4. Status Confirmation]
Google Calendar Get events list (schedules)
Accesses to Google Calendar and retrieves a list of events (schedules) registered in the specified period. Combining this Task with Workflows will make it possible to get the next week’s schedule, and notify (announce) it by email.
Entrusted-Delivery Flow
Manages orders from acceptance to delivery. Item information etc. are input at the Step of [1. Order Info] and the Issue is started after the Step of [2. Delivery Date Check]. The “delivery date” is automatically registered in Google Calendar. If multiple deals are progressing in parallel, you can list the delivery date of each deal in Google Calendar.