4/11/2024 0 Comments Quickbooks online zapier airtable![]() If you don’t update your connections, your integrations and automations with Airtable will stop starting next week. Next week, Airtable's API key authentication will be discontinued. Your Airtable integrations will stop working if you don’t do this ↓ #Automation #Efficiency #NoCode #Workflow #Innovation What layers / tools did I miss? Let me know in the comments! □ Navigating these layers strategically can redefine how your business operates, fostering efficiency and innovation. □ Tools: Softr, Airtable Interfaces, Zapier Interfaces The visual layer adds the interface that complete your automated system. □ Tools: Intuit Mailchimp, Apollo.io, ChatGPT, PandaDoc, and literally thousands of others!Ĥ️⃣ The Visual Layer: No-code systems require a user-friendly front-end, a space for customers to engage with your processes or for employees to access reports. ![]() These purpose-built SaaS applications, when integrated into your no-code workflows, amplify their value exponentially. While tools like, Airtable, and Hubspot offer internal workflow capabilities, for intricate processes, third-party tools are often necessary.ģ️⃣ The Activity Layer: This layer is where once manual actions like sending emails, enriching contacts, generating images, or posting on LinkedIn happen automatically. The logic layer allows you to craft automated workflows across various applications. □ Tools: Airtable, Google Sheets,, ClayĢ️⃣ The Logic Layer: This is where the "magic" happens. Think of it as the foundation of all of your automated systems. Here are the four layers you need to get started on building out your automated workflows:ġ️⃣ The Data Layer: At the core of every automation is a robust database that harmonizes seamlessly with no-code tools. Can you imagine a lasagna without cheese? It just wouldn't work. it has layers! □□Įach layer builds upon the others to turn manual processes into efficient workflows. Perhaps another opportunity to use API calls?.Automation is like a lasagna. I also need to find a way to collate Toggl time into a format that can be used to generate a QuickBooks Online invoice via automation. Toggl integrates much better with Asana, and offers Tagging of time entries allowing more meaningful data to be recorded for reporting purposes. Now I’m getting ready for phase 2 of this project: Replacing Harvest with Toggl for time tracking. This was not easy for me, but I stuck with it, and I’m so happy I saw this through to completion. Also, plenty of standard modules for all the services. I use Asana, Dropbox & Harvest API calls to get the desired functionality. To trigger the workflow, I made an Airtable Form that collects project-specific data and fires an email to the web hook address that kicks off everything else in Make. I have been using to drive Asana + Harvest (time tracking) Airtable (reference data storage & data syncing hub) + Dropbox to build a Project kickoff workflow that builds my Asana project, customized per client using client-specific data stored in Airtable bases) then builds an associated Harvest project for tracking time to the project and finally builds a folder structure for my working files in Dropbox, following client-specific templates. I’m not a coder, though I am pretty technical in many other computer productivity realms. I’m going down the exact path you suggest. Let me know in the comments if you are interested, let’s get that code vibe going! I won’t lie: this is not straightforward, but that’s definitely the easiest way in, and we can help by guiding you! For example, let’s say that a “Duplicate task” action doesn’t exist in Zapier: no problem, you can use an action of type “Webhooks by Zapier” and call the Asana API directly. But with actions, you can create your own. You can’t really easily create your own triggers, you are stuck with Asana’s. Asana has created a few triggers and a few actions. Let me explain.Īn automation in Zapier is made of 2 things: trigger(s) and action(s). Which is perfectly understandable!īut did you know that there is actually an easy way in? Instead of writing code, you can use a tool like Zapier (or equivalent) to do calls to the API. That’s a highly under-rated feature, that most people overlooks because they don’t have the skills to understand how it works and don’t know how to code. I can talk all day about how great the Asana API is.
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