Automate processes with Zapier and edoobox

Our daily work is full of repetitive processes. Most of them cost a lot of money and time. With edoobox, you already benefit from many automated features that make your work easier.

Such processes exist in both small and large companies. Marketing, customer service and accounting are elements that recur in day-to-day business. To simplify them, there is digital marketing automation. These are software solutions for automating important work processes. And you don't have to make any expensive purchases for this. At edoobox, we work with Zapier. To use Zapier, all you need to do is register on the website. You will then receive an overview of all available applications. This includes more than 4000 apps from various areas such as e-mail marketing, data management and accounting, to name just a few.

What is Zapier?

Zapier is a user-friendly web service that allows you to efficiently automate actions between the web applications you use on a daily basis. This makes it easier to work with edoobox and various other apps.

With Zapier, you can quickly and easily link edoobox to another software solution without any programming knowledge.

This is done using so-called "zaps". Zaps use triggers (i.e. trigger events) in one application to trigger actions in another application. Their use is flexible and diverse, as are the integration options.

Interesting Zaps that facilitate your work process in conjunction with edoobox are, for example:

• Send existing and new subscribers in edoobox to a newsletter tool
• Export existing and new invoices to an accounting system
• A new course is entered in edoobox and a social media post is published
• Save existing and new invoices as PDFs in the cloud
• Write a new line in a spreadsheet for each new booking

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The linking of Zapier and edoobox optimizes your business process and reduces the error rate through the standardization of processes and reliable process control. Automation enables you to achieve higher quality for your processes, products and your company.

Zap, trigger and action explained:

A zap is an automated workflow between two or more applications. Zaps consist of at least two parts: a trigger and one or more actions or steps.

Triggers are application events that then start the Zap. As soon as a Zap is set up, Zapier monitors the application for this event.

An action is the event that completes the zap.

Trigger → Zap → Action

How can I use Zapier?

In our documentation you will find an example of Zaps for new invoices or how you can create a new Zap in general.
You can also use the ready-made Zapier templates, which we are constantly expanding.

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