Latest From the Blog
Everyone needs to get paid! These days there are so many ways to collect money — checks, credit cards, ACH, wire, etc. In this video Venn Technology discusses how payments can be synced from Intacct to Salesforce so your sales reps know who owes you money… and explore ways to sync payments from Salesforce to Intacct.
In the past decade I’ve managed thousands of integration projects. One thing that bridges my experience no matter who it was for, or what industry they were in, is that there are projects that go smoothly, and projects that don’t.
Here I share some observations that I believe drove those successful projects to be so.
This is an integration we have a lot of experience with. In fact, we even wrote our very own integration for Sage Intacct that is out there on the marketplace…
We’re kicking off a new video series called Venn in 60 Seconds, where we answer our most frequently asked questions about Salesforce and Sage Intacct integration, automation, and optimization.
Salesforce is a cloud-based CRM platform that helps businesses streamline and enhance every interaction with customers and clients. It can be an incredibly powerful tool for businesses of all sizes – but only if its implementation has been optimized for the needs of the business.
You’re always looking for new ways of streamlining business operations while providing a superior level of customer care. The secret behind achieving this perfect balance is often found in integration. Any time that you can combine two or more components of running a business to the point that they work together seamlessly, it’s going to have a positive impact on your operations.
If you’ve been a heavy user of Workato in the past (and of callable recipes) you know that mapping Pills over and over again can easily become extremely tedious.
I have just solved the world’s largest first world problem that very few people have. If you’re a Salesforce Consultant and you’re constantly logging into different Salesforce Production and Sandbox Orgs then you’ve likely dealt with this before. The dreaded multi-save usernames for Salesforce orgs.
If you’ve been following the feature development that Workato has been pushing out lately then you probably know about Callable recipes. Synchronous callable recipes, at the time of this writing, have the unique ability to be included in the “transaction” that started it off. You might call 5 different recipes from one single recipe and that would all take up just 1 transaction in Workato (this is from a billing standpoint).
Top 5 Reasons Integrations Fail & How to Avoid Them
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How to Create Seamless Digital Process Integrations
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