I’m at the beginning of using Zapier and I need someone to help me integrate Zapier with AmoCRM. The budget

I need someone to help with existing Zapier setups.

1. HubSpot deal moves to a stage called “Draft Engagement Letter”
2. Filters for the proper scopes from HubSpot deal to match with the proper PandaDoc template
3. Creates a PandaDoc from template and populates the information for the template + adds metadata
4. Pauses
5. Updates the HubSpot deal to a new stage called “Waiting for Signatures”

The best warehouse in the world runs like an Amazon Fulfillment Center. Everything is automated and efficient. Although your business is not exactly Amazon’s size and scale, you can hack your way there by using an automated inventory management system. We’ll discuss the 3 best software tools for inventory management software for your warehouse operation.

What is inventory management software?

An inventory management system tracks the sale, purchase, and payments related to goods, raw materials, and finished products. Many inventory management software systems track inventory in different ways, such as:

What’s the difference between inventory tracking and inventory management software?

The short answer is there is no difference between the two. Inventory tracking and inventory management are one in the same. You can do one without doing the other or you’ll run into trouble.

Do small businesses have to keep inventory?

Absolutely! If you don’t track your inventory then you’ll wind up giving your customers a bad experience. You won’t know if you have the supplies needed to make their product in order to ship it out after they’ve paid. This results in delayed shipments – or even worse – chargebacks. In addition to keeping a pulse on your inventory levels, you’ll enjoy a more efficient operation and a better idea of your taxes when it comes to using the accrual method to properly account for your inventory come tax time.

How to choose the best inventory management software?

In our opinion, the number one criteria for any inventory management software tool is to ask yourself, “What other systems in my business can this tool integrate with?”

That’s the number one key point in any tool, especially software that’s as critical as inventory management for your warehouse. IM software is just as important as a CRM or your HR systems. If one things goes wrong in inventory, you’re suddenly out of parts and that produces a negative customer experience.

The second criteria we look at is ease-of-use. Although that’s subjective, there is still a baseline standard to adhere. What good is a inventory management software tool if it is impossible to use such as NetSuite or Zoho Inventory?

The last piece of criteria is price. As a business owner you are naturally price sensitive. Your biggest cost aside from inventory and payroll is likely going to be software subscription services. Adding another monthly payment is always a tough hurdle to jump. Sometimes the right tool for the job makes all the difference! We wanted to keep the software cost down to below $100/mo for the first tier of features.

So to recap on how to choose the best inventory management software:

The 3 Best Inventory Management Software Tools for Automation

DEAR Systems

Don’t let technology systems limit your warehouse’s growth potential. With DEAR Systems, you can connect all your sales channels, manage your supply chain, and scale your operation all in one tool.

DEAR has a complete library of APIs and integrations with leading business software tools such as Zapier, Integromat, QuickBooks, Xero, Shopify, WooCommerce, ShipStation and many more.

With just those integrations alone, you can see how you can easily get all parts of your business to make one seamless workflow. For example, you can easily create an invoice after a sale on Shopify through QuickBooks, which creates an order in DEAR Systems to be picked and then processed by ShipStation to be scheduled for pickup by your UPS driver. Your accountant and warehouse manager will thank you!

Another cool feature of DEAR is that they have a supply chain management feature. You can plug directly into your supplier’s portal to instantly check their inventory levels, pricing, and lead times. This makes it so you can make sure you are ordering parts at a healthy profit margin! They really have your back.

Inventory Management software - DEAR Systems

DEAR Pricing

Although DEAR is our favorite tool, it comes with a rather large price tag. It may not be right your company’s budget.

At $249/mo (or $2,739 annually) it’s actually a great deal because of all the integrations, automations, and ease of use layout/design.

We highly recommend DEAR systems from all of the inventory management software tools we’ve researched. This includes those that obviously didn’t make this list such as Zoho Inventory.

Katana MRP

If you are a direct to consumer based company using Shopify as your ecommerce front end, then Katana may be the right inventory management solution for you.

Katana also has a robust suite of API functionality which in simple terms means that whatever you can do in Katana’s interface, you can do it systematically with computer code using their API. This is how automated workflows get built!

For example, with Katana’s inventory management software, you can take your eCommerce order from Shopify, WooCommerce or other similar tools and pipe the order information directly into Katana. From there, Katana will automatically create the order, assemblies, parts, etc. for your warehouse team to fulfill, box, and ship. Once the order is processed, it can automatically communicate with your QuickBooks Online or Xero accounting systems.

In addition to that, Katana also integrates with automation tools like Zapier or Integromat which allow you to connect it to thousands of other business tools you might already be using.

Katana MRP inventory management software

Katana MRP Pricing

Katana pricing is friendlier on the wallet starting at just $99/mo for the Essentials Plan. However there are some drawbacks such as you can only have 1 user. That could be a deal breaker for a larger organization that would have 3-5 users of its inventory management software.

The next tier up in pricing is at $349/mo for the PRO Plan, which still only offers 1 user per account and $39 for each additional user. That can be a painful barrier to entry especially if you need to manage multiple warehouses or use batch/lot tracking or if your inventory has expiration dates.

QuickBooks Inventory

This is the tool that most people start with. If this is your first venture into using an inventory management software system, and you’re already using QuickBooks as your accounting software of choice, then this is a no-brainer!

The basic and easy to use nature of nature of QuickBooks translates the same for their inventory management tool. QB Online also integrates nicely with your eCommerce front-end such as Shopify or WooCommerce. In addition, they have tons of integrations with other tools like Zapier and Integromat.

The way it works is simple, every time a customer purchases something from your website’s shopping cart/checkout, an invoice and order are created in QuickBooks. From there, you’ll configure your inventory management tool in QuickBooks to reduce your inventory size. You can then set up reordering thresholds to receive alerts when your stock is low.

The drawbacks of QuickBooks Inventory is they don’t handle “assemblies.” That’s where one whole product is actually composed of smaller pieces that need to be assembled. They also don’t automatically reorder your parts/pieces and they don’t have an easy way to manage the whole supply chain or vendor management tools. You’ll need all of those once your operation has scaled.

QuickBooks Pricing:

In order to take advantage of the QuickBooks inventory feature, you’ll need to at least be on the $35/mo “PRO” plan or the $75/mo “Advanced” plans.

Again, QuickBooks Inventory tool is just a way to get your feet wet when you are starting your journey into creating an efficient warehouse team. The features aren’t that amazing but it’s enough to get the job done for most businesses that just starting out. Sometimes it is best to not pay for features you don’t know need yet. In this case, $35/mo is a low risk way to evaluate the process and grow into it. You can still do a lot of automation inside QuickBooks with things like Zapier and Integromat to reach other parts of your business.

Which Inventory Management Software is Right for My Business?

Here is a simple comparison chart we’ve put together to make the choice easy for you.

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1. I work with teachers who are killing themselves everyday with remote and hybrid instruction. It’s a lot of work and I want to find a way to make one piece of their day easier for them.

2. Teachers are required to take attendance of the students who show up for their daily scheduled Zoom meetings. One day they teach 4 periods, the next they teach 3 periods etc. Taking attendance right now is a manual process and time consuming. The have to view the Zoom gallery to see who shows up and then go into our SIS (eSchool) and enter attendance data manually (for every period- not just the beginning of the day)

3. To add another layer to it some students are Roomers and some are Zoomers in the hybrid model.

4. Teachers can export attendance data (csv) in Zoom AFTER the meeting but not during.

5. All this clerical work is wasting instructional time.

So with that said, we would like for teachers to press a button, somewhere, somehow and pull up the list of Zoom participants in the class in real time. If it would highlight who from the roster was absent, that would be a bonus. If they could easily copy and paste into the Zoom chat, that would help with transparency and student accountability. Our SIS is managed by the state so I don’t think we would be able to push attendance data in directly. If the api/app would allow an export into Google Sheets- this would be totally acceptable.

As I mentioned in the job description, apps exist like this for Google Meet, just not Zoom. I have dabbled on this site, but it’s over my head. https://marketplace.zoom.us/docs/api-reference/introduction

I really hope you can help us! I would love to discuss on a video conference if you have the time. I would include my 2 team partners as well.

With so many no-code and low-code options on the table now, it’s easy to get your marketing stack working on autopilot. In this easy to digest guide, we break down the top tools you need to get your marketing team working more efficiently.

A well-oiled marketing machine isn’t made overnight. There are many moving parts to ensure marketing success. And, of course, you want your teams to be as productive as possible, which is why you want them to have the most efficient tech stack. Leaning on marketing automation tools will transform your marketing processes and allow your team to be as productive as possible. In this article, we will look at marketing automation tools that will ramp up many of your traditional marketing activities such as email, social media, customer management, and more. The five tools we will discuss in this article are Buffer, BuzzSumo, HubSpot, MailGun, and Zapier. 

Let’s dive in! 

Buffer 

Getting high-quality engagement on social media is not an easy feat, especially when you’re building your following organically. If you want to reach your target audience across multiple social media platforms, it’s best to be able to manage everything in one spot. Not only can you schedule your social media posts across all of your platforms, but you can monitor your feeds, engagement, and keep track of performance and analytics on the Buffer platform. 

If you work on a large social media team, or conversely, a small marketing team and your social media posts need to be approved, you can do all of that within Buffer. You can draft, get approval, and schedule posts all in one place by setting different levels of access for team collaboration. 

The analytics within Buffer are in-depth to give you insight into everything to measure your social media impact. You can analyze both organic and paid social media, post insights, story insights, and more. Buffer also allows you to build analytics reports that you can share with your team and key stakeholders. 

Buffer Pricing: Buffer pricing differs based on your needs – with different tiers for their “publish” and “analyze” features. Every tier has a free 14-day trial, so you can test out what works best for you and your team. Additionally, Buffer for Business allows you to pair both features together in a package that gives you everything you need for social media automation. 

Buzzsumo 

When it comes to content marketing, especially in a highly saturated market, getting your content in front of your target audience can take some practice. These days, everyone has a blog, so your competitors are likely blogging and creating content to feed their funnel and nurture buyers through the buying process. No matter what industry you’re in, you’re going to be competing for visits, views, and ultimately, revenue. 

As you produce content, you want to keep an eye on what other people in your industry are publishing online. Buzzsumo allows you to find out which content is popular within your industry and where the content is being published. Buzzsumo can allow you to gain insight into content, industry influencers, important organic search keywords, and competitive analysis. 

While many of these features are traditionally manual, BuzzSumo makes it much easier. Rather than combing through the internet, you can use BuzzSumo to do the dirty work for you. Enter a keyword, and their tool will provide you with content and keyword trends to make it easier than ever before to shape your content strategy. Plus, that’s just the tip of the iceberg – BuzzSumo has many more features to automate your content research process. 

Buzzsumo Pricing: BuzzSumo has a free 30-day trial so that you can try before you buy. Then, their pricing tiers range from $99 per month to $499+ per month, depending on your needs.

HubSpot

HubSpot is every SMB’s one-stop-shop for marketing automation. Not only is it an excellent CRM tool that will make your company more efficient, but the marketing automation within HubSpot stands far above similar tools. As we’ve already outlined, a lot of marketing activities are highly repetitive and time-consuming. To reduce the repetition of traditional marketing activities, marketers leverage these great tools. 

While HubSpot has many notable features, let’s focus on a few highlights for teams of any size. HubSpot has an advanced email marketing feature that lets you create nurture campaigns, trigger-based emails, and personalized campaigns. Additionally, HubSpot integrates right with your browser and email host to alert you in real-time when your prospect or contact visits a specific webpage or opens an email. HubSpot is also beneficial for your sales team to book meetings, conduct sales outreach, and for your customer success team to support your current customers. 

HubSpot Pricing: If you want to get started with HubSpot, you can do so for free. As you scale your teams and your business, you can get a subscription to HubSpot that varies in price based on which product you need and the size of your business. 

MailGun

MailGun is the email service that all developers should be using. MailGun is built with API in mind so that you can create and send emails with accuracy and ease in the format that works best for you. The email tool from MailGun is drag and drop, which means no coding is needed to get started designing beautiful emails. If you do want to integrate your emails with an application you’re already using, MailGun has great APIs for popular coding languages such as Java, C#, Ruby, Python, and more. 

Not only will MailGun help you launch an email campaign, but they have backend analytics to help you gain insights on email performance. That way, you can continue to sharpen your email marketing strategy without having to do a manual analysis of email trends – which no one enjoys doing! 

MailGun Pricing: MailGun is free to sign up for and has multiple pricing tiers based on company size, email sends per month, and additional features. Their coolest payment tier is “Pay As You Grow,” where you can try out the platform, then you pay only for the number of emails you send. 

Zapier

Zapier is the marketing automation tool that makes nearly everything much more efficient. In an ideal world, we could automate every manual process we do every day. With the help of Zapier, you actually can automate nearly everything you do. Zapier connects all of your apps via triggered workflows known as Zaps, to get your data from point A to point B, to cut out the messy middle work for you and your team. 

The best part about Zapier is that there is no-coding required to use it, so you and your team can get started zapping with ease. Zapier can help you automate over 2,000 apps that you use, which will increase your team’s efficiency. Whether you want to automate data collection, email campaigns, or support tickets, Zapier has a solution for you. 

Zapier Pricing: Zapier is free to start using, with their most basic level of access. Whether you’re a small startup or a large enterprise company, there is a Zapier plan for you, ranging from $20 per month to $600 per month. 

With the help of these five essential tools for marketing automation, you’ll be able to save time, enhance your current marketing tech stack, and transform your marketing processes. Automation helps you remove repetitive, manual tasks from your workday and spend more time on the tasks that matter most. To learn more about automating your workflows, connect with a Workload Automation expert today. 

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CAN YOU PLEASE CALL ME TOMORROW [number redacted]. I NEED HELP WITH A FEW SMALL ZAPS BUT THEY DON’T WORK AND I AM NOT GETTING ANY HELP FROM ZAPIER THANK YOU.

Have lots of money on various affiliate marketing sites. Can’t transfer any of it to PP or my bank account. Bottom line: I don’t have a clue. If I can access the funds, I’d have enough to pay a person well more than $250.00. Help. Help. And help.

I have a new law firm that makes use of FileVine, QuickBooks and Wizetime. I’m looking to automate the creation and updating of projects, accounting and billable hours with Zapier.

Here’s a link to my documentation of what I’d like done: https://docs.google.com/document/d/1fDgkRI6NgHZleqtKpyH0nLboJdvyjQFnmlfg6zwsqTc/edit?usp=sharing

Project 1 is to provide access to learnDash courses from a sheet with tags for courses, after memberium is turned off. the contacts info will be in wordpress already.

Project 2 is more complex, and involves using landing pages set up in wordpress, and providing WP credential, and access to free courses in learndash. I realize the expert may not have the ability to do the landing pages.

We are a flower and plant shop located in San Diego. We are shifting from Lightspeed Point of Sale to Shopify Point of Sale. Our current integration for Lightspeed orders that need delivery will become obsolete. We will need to create a new integration from Shopify POS to Zippykind for all delivery orders. Our plan is to shift over the month of December.