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September Product Updates: New QuickBooks and ClickUp Integration, Email Templates, and More

RuzidaProduct UpdatesClickUp, Gmail, QuickBooks

Optimizing your finance, project management, and collaboration workflows just got easier with our latest September updates: 1. Introducing QuickBooks Integration Empowering finance teams, this integration bridges the gap between workflow automation and financial management, eliminating manual data entry and minimizing the risk of errors. With zenphi’s QuickBooks integration, you can automate various crucial financial tasks, …

Beyond the Basics: 5 Advanced ClickUp Automation Workflows

RuzidaFinance Use Cases , HR Use Cases , Sales Use Cases , zenphi Use Casesapproval workflow, ClickUp, project management

ClickUp, with its goal of offering a centralized platform for task and project management, is designed to enhance team organization and productivity. While it does provide automation capabilities, these might fall short when dealing with complex multi-step processes. In this article, we’ll explore five ClickUp automation workflows that can be constructed using zenphi, a no-code …

6 Ways to Automate Trello and Boost Your Productivity

RuzidaHow-To , zenphi Use CasesGoogle Drive, Google Forms, Google Sheets, project management, task management, Trello

Task management tools like Trello are our trusty companions in the world of work, assisting us daily in the organization and streamlining of our projects. But what if you could make Trello even more efficient? Automation is the answer! While Trello offers some built-in automation features, they often come with limitations, especially when it comes …

Case Study: AI Document Processing And Invoice Processing Automation In Procurement

Sarah MortonFinance Use Cases , zenphi Use Casescase study, finance automation, invoice processing

The Challenge: With a fast-growing business, manual invoice processes were holding operations back by consuming significant time, overtime, energy and costs for the team at H&H Purchasing. The Outcome: Through automation of their entire invoice processing system, the team now enjoy significant time and cost savings, greater accuracy, a 6-fold increase in invoice processing capacity, …

Automate Purchase Order Processing with Google Forms and zenphi

RuzidaFinance Use Cases , zenphi Use Casesfinance, Gmail, Google Docs, Google Drive, Google Forms, Google Sheets, google workflow automation, nocode

Purchase order management is a critical aspect of efficient procurement. In this hands-on guide, we’ll demonstrate how you can expedite and automate purchase order processing using Google Workspace tools like Forms, Sheets, Docs, and zenphi—a no-code business process automation platform designed for Google Workspace users. Automate Purchase Order Scenario Imagine a scenario where Company A …

Case Study: Automating Key Processes for National Distribution Company

Sarah Mortonzenphi Use Casescase study

The Challenge Creating efficiencies throughout the Technical Project team’s workflows to minimize their backlogs while providing quality, consistent experiences for all suppliers. The Outcome By improving their processes through automation, this client has reduced costs, improved supplier satisfaction and increased employee efficiency through operational excellence. Industry: Distribution | Employees: 10,000+ | Stores: 185+ | Using …

Understanding Process Performance Metrics

RuzidaGeneral

When considering the pursuit of process optimization within an organization, one quickly realizes the paramount importance of having well-defined process metrics in place. Much like a skilled navigator relies on precise instruments to chart a course, businesses require clear process metrics to steer their operations toward enhanced efficiency, quality, and overall growth. In this article, …

August Product Updates: New Salesforce and Google Sheets Actions, Step References, and More

RuzidaProduct Updates

Join us as we explore August updates at zenphi and their potential to reshape your workflow automation journey. From empowering granular control over Google Sheets to elevating the Flow Designers experience these enhancements accelerate your path towards streamlined, efficient operations. Enhanced Salesforce Integration: Now with File Management We’ve listened to your feedback and are excited …

7 Key Things to Ensure No-code Governance Across Large Organizations

RuzidaGeneral , IT Use Casesnocode, Security, workflow automation

In response to the surging need for streamlined business process automation, no-code platforms have emerged as remarkable solutions. These platforms empower non-technical employees and business users to create applications without the need for traditional coding skills. While this democratization of technology brings undeniable benefits, it also poses challenges, particularly in large organizations with diverse teams …

Exploring Apps Script: Send Email Capabilities + More Simple Alternatives (update for 2025)

RuzidaHow-To

Apps Script is a versatile scripting platform that allows you to streamline your email workflows. In this guide, we’ll delve into how to use Apps Script to send emails automatically, answer common questions about email automation, and provide insights into innovative automation strategies that extend beyond the conventional Apps Script approach presenting you with a …

September Product Updates: New QuickBooks and ClickUp Integration, Email Templates, and More

September Product Updates: New QuickBooks and ClickUp Integration, Email Templates, and More

Beyond the Basics: 5 Advanced ClickUp Automation Workflows

6 Ways to Automate Trello and Boost Your Productivity

Case Study: AI Document Processing And Invoice Processing Automation In Procurement

Automate Purchase Order Processing with Google Forms and zenphi

Case Study: Automating Key Processes for National Distribution Company

Understanding Process Performance Metrics

August Product Updates: New Salesforce and Google Sheets Actions, Step References, and More

7 Key Things to Ensure No-code Governance Across Large Organizations

Exploring Apps Script: Send Email Capabilities + More Simple Alternatives (update for 2025)

Best Practices For Approval Workflows

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September Product Updates: New QuickBooks and ClickUp Integration, Email Templates, and More

Best Practices For Approval Workflows

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