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How Connecting Web Apps to Automate Your Tasks Is Easier Than You Think

How Connecting Web Apps to Automate Your Tasks Is Easier Than You Think

As the global population continues to rise, so too does the number of individuals who are regularly active online. According to the most recent data, this trend is even becoming increasingly prevalent in developing economies, with the rate of online users having risen by a staggering 3,606.7% in Africa between 2000 and 2012.

In addition to this, it is also important to note that the number of accessible web applications and features has soared proportionately during this time. This means that a growing social demographic is increasingly reliant on the Internet as a way of communicating and completing routine, everyday tasks, which relate to both professional and personal usage.

The obvious solution would seem to be to provide a real-time connection between the individual web applications that you use; however, this would typically require the assistance of skilled developers with the ability to create customized software packages. This represents a costly and time-consuming process, unless you have a personal knowledge of SaaS (Software as a Service) technology or easy access to third-party development teams.

Fortunately, this is no longer the case, as companies such Zapier have established a service which makes it easy for individuals to connect their favorite web applications and automate mundane, everyday tasks. But how exactly does the development team at Zapier achieve these goals, and what key benefits do they deliver to users? Consider the following.

1. Create a zap that meets your needs.

As a starting point, you will need to identify your most widely used web apps and create a unique zap (a “zap” being a blueprint for a task you need to do repeatedly) that connects them in real-time. You may wish to create a zap that sends you an SMS message when you receive a new email through Gmail, for example, while professional clients may look to convert a recently received entry form from Wufoo into a new lead on the Salesforce dashboard. Zapier has the capacity to convert both of these into a functional Zap, with software that utilizes the receipt of data to create a trigger that then translates into direct action.

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If we take the former as an example, you will need to create the trigger action (which in this instance is the receipt of an email to your chosen Gmail account and then establish the action of sending a text message to a selected number).

Zap

    2. Enter the details or your trigger and action to create your zap.

    In this instance, the next step is to link your chosen Gmail account (trigger) and mobile phone number (action). To begin, simply log in to your account in a separate window before typing the address into the text box as below.

    Zapier will then automatically verify your email address and grant permissions, before requesting that you follow a similar process with your mobile number. Here you will enter your mobile number of choice and confirm whether or not you would like it to be verified by text or a direct voice call.

    You will then be sent a unique PIN as identification, which can be entered to activate your Zap. Regardless of the precise trigger or action that you use, you will follow a similar verification process to guarantee ownership of the account and authorize permissions.

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    Zapier 2

      Zapier 3

        3. Filter your zap according to your exact requirements.

        The next stage of the process requires you to develop your Zap and create any filters to help guarantee a viable source of information.

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        You can start by establishing the criteria for your trigger, which in this case would instruct Zapier to only send notifications when you receive emails to a specific folder or from a selected individual address.

        As a general rule, you may want to receive an SMS notification when a new message arrives in your inbox, which ensures that you are kept up to date without having to manually filter spam and junk emails. Zapier also enables you to customize filters, depending on the nature of your trigger and your precise needs.

        Once this has been completed, the next step is to test your newly created Zap by sending a personalized message to your account and waiting for the subsequent SMS notification!

        Zapier 4

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            The Last Word

            Whether you use Zapier to connect personal or professional online accounts and networks, the main benefit of the software is that it helps you to develop focus while also saving valuable time and money.

            From a commercial perspective, there is a unique opportunity to allow Zapier to manage the repetitive, everyday tasks that relate to business operation, while you can turn your focus towards more strategic activities such as marketing and cultivating long-term growth.

            This is without spending money on hiring costly developers or freelancers, however, as Zapier negates the need for complex service or web application integration.

            Above else, you can monitor and manage your Zaps through a real-time dashboard, and make changes to your triggers and actions whenever the need arises.

            For personal users, Zapier provides a service that can instantly connect multiple email accounts, social media networks and mobile SMS centers. This has the potential to free up more time in the average day, and ultimately allow you to enjoy more recreational activities with friends, family and loved ones.

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            Published on October 16, 2018

            7 Clever Goal Tracker Apps to Help You Make the Most of Your Business

            7 Clever Goal Tracker Apps to Help You Make the Most of Your Business

            There’s nothing more fulfilling than the sense of accomplishment you get by achieving your business goals.

            Gone are the days when you used pen and paper to take notes and manage your work day. As millennials are relying heavily on technology to manage almost everything from finances to their personal fitness, goal tracking apps are also becoming increasingly popular.[1]

            In this piece, we will shed some light on 7 such goal tracking apps that you can use to streamline your operations.

            I have handpicked these apps from a software rating web services site Best Online Reviews. Industry experts review software on these websites and help businesses to find the right solutions to meet their various, unique business requirements.

            1. Aha!

              Aha! is a California-based roadmap software provider and offers excellent goal tracking app that lets you define goals and objectives for projects. The app also lets you list out primary tasks and allows you to focus on them.

              Hosted securely on the cloud, the app offers enhanced communication tools for sharing updates through emails with select colleagues or the entire organization.

              Aha! is available on multiple platforms such as the web, Android, iOS, Windows, etc. and starts from $59 per month per user.

              Available for Web

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              2. Asana

                Asana is one of the more popular project management apps available for businesses. It lets you organize all your team’s work, such as setting up and tracking goals, creating tasks, sharing files and notes, etc.

                Asana also allows your team to organize all their tasks and focus on urgent priorities. Moreover, the app offers a delightful user experience that makes task management simple and easy.

                Asana is available on multiple platforms from PCs and Mac to iOS and Android. Multi-channel adaptability makes Asana the perfect choice to track your goals anytime, from anywhere.

                Available for iOS | Android | Web

                3. Basecamp

                  Basecamp is an excellent tool to manage all your team’s projects and keep your activities organized. It opens a new thread for every task and that task is visible by the whole team.

                  With Basecamp, you can schedule tasks, add to-dos, discuss tasks by adding comments, add files and attachments, and much more.

                  The app is available on both mobile and desktop platforms and costs $99 per month. It is available on the web, Android, and iOS platforms and offers excellent multi-channel access.

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                  Available for iOS | Android | Web

                  4. Forecast

                    An efficient tool for successful task management, Forecast is also a popular goal tracking app. Apart from effective milestone tracking, the app also offers convenient status reporting.

                    Forecast uses project history to let you know the status of your current work. Moreover, it uses the power of artificial intelligence (AI) to provide high-quality assistance. It is a robust app for small teams to track goals and time.

                    Forecast is available for free and comes with Android and iOS app support. The premium version of the app starts from $19 per month per user.

                    Available for Web

                    5. Wrike

                      Wrike is a cloud-based collaboration and project management app that successfully manages projects from start to finish. It lets you create tasks, track work progress and retrieve reports with ease.

                      The app also gives real-time work updates and helps team members to understand their work priorities. A custom report builder helps you to generate in-depth reporting.

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                      Wrike’s premium version is available from $9.80 per month per user and is available on multiple platforms.

                      Available for iOS | Android | Web

                      6. Todo.vu

                        Todo.vu is a unique platform that delivers enhanced customer relationship management (CRM), task management, time tracking, and billing functionality in a single app.

                        According to Capterra, it’s an ideal app for freelancers and consultants, who are looking for tools to improve efficiency and transparency.

                        Although the app is free to use with basic features, the premium plan starts from $5 per month per user. The app also comes with calendar sync and task reminder functionality to keep you on track, always.

                        Available for Web

                        7. Flock

                          Looking for a tool to simplify task management? Try out Flock.

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                          Flock comes with enhanced goal tracking and additional features like instant messaging.

                          Moreover, Flock offers tons of integrations with tools such as Google, MailChimp, Jira, Dropbox, etc. It is a powerful tool that’s packed with robust features such as reminders, notes, polls and to-dos.

                          Even though you can use the tool for free, the paid version of Flock is available from $4.50 per month per user.

                          Available for iOS | Android | Web

                          Conclusion

                          Businesses need high-quality project management tools to streamline collaboration and operations. Enhanced goal tracking apps make it easy for your team to improve productivity by keeping its tasks organized.

                          But it’s essential that you choose an app that meets your unique business requirements. You can choose from the above-mentioned apps to streamline operations and improve the productivity of your team.

                          Featured photo credit: Alvaro Reyes via unsplash.com

                          Reference

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