Beverage Distributor: Import QuickBooks Online Invoices
A beverage distributor wanted to import QuickBooks Online invoices from their service requests and order forms. This would help the company keep track of [...]
Manufacturing Company: Update Records from Forms in Custom List
A manufacturing company wanted a way to keep track of the statuses of their warehouse assets without using a third-party inventory application. They needed [...]
Plumbing Company: Email Timekeeping Records for ADP
A plumbing company wanted to receive an automated export of their clock-in and -out data in a CSV spreadsheet delivered to a distribution email, [...]
Marketing Company: Add Contacts to Existing Campaign Lists
A marketing company wanted to add newly registered customer information to the appropriate campaign list in ActiveCampaign. This would help the company send designated [...]
Transportation Company: Showing Fleet Vehicles from Geotab
An alcohol logistics and distribution company was interested in dispatching work orders to their drivers and was already using Geotab to track their fleet. [...]
Construction Company: Using QuickBooks Online Items in Custom Lists
A construction company wanted to keep track of their current materials in inventory by associated market price to provide accurate estimates to their customers. [...]
Property Maintenance Company: Using Google Sheets for Service History
A property maintenance team needs to keep a record of all the recent service calls they have performed for tenants at their location. Each [...]
Pest Control: Preventative Maintenance Schedules with Fleetio
A pest control company was interested in tracking their fleet vehicles’ maintenance schedules proactively, in order to help increase vehicle lifespans and reduce the [...]
Oil and Gas: Capturing Video in a Wireless Form Using Google Drive
A directional drilling company needed to increase their employees’ accountability by capturing video showing their paths and drills operating when harvesting natural gas. This [...]