Claris Connect and the Power of Automated Workflows

March 4, 2020

Whether you’re relatively new to your job or you’ve been honing your skills for years, you likely have preferred (and hopefully efficient) processes to get everything done. Often, that means relying on your favorite apps and programs to handle many of the things you’re required to do.

Have you ever really gotten into your groove and someone comes along with a suggestion about a “better” or “improved” way of doing things?

If you have, you know that sometimes means you have to let go of what you know to learn something new, which may or may not be a better solution for the tasks you’re already doing.

But what if you didn’t have to give up what you know?

What if you could use what you already love — and that already works — but use it better?

Introducing Claris Connect and the power of automated workflows.

What is Claris Connect?

Claris Connect is a cloud connector that brings all of your favorite apps and programs together in a single platform so you can access them more easily and make them work better for you.

With Claris Connect, you can bring all of your most-trusted apps together to automate workflows and make your day-to-day tasks that much easier to handle.

And with Claris Connect, you can unite the power of those apps to solve your unique business challenges in ways you haven’t even thought of yet.

It’s time to supercharge your innovation and embrace digital transformation without limits on your potential.

Your no code, low-code solution

Who has time for coding or development? Unless that’s your specific job-function, likely not you.

That’s why Claris Connect is going to be your favorite no-code/low-code business efficiency solution.

Claris Connect, an Integration Platform as a Service (iPaaS), is all about digital transformation. It enables you to stitch together many of the manual tasks you’ve been doing — whether that’s on premises or in the cloud — to create workflows that make your core business tasks easier to tackle.

And automation means fewer chances for errors and more confidence that standardized steps and processes are followed properly throughout your business.

Claris Connect in action

So how does Claris Connect work? Here’s an example.

Let’s say as part of your existing sales processes, you capture leads through your website and then use those contacts for your new product newsletter distribution.

Because your content management system (CMS) integrates with your customer relationship management (CRM) system, whenever someone fills out a form on your website, you collect and store that contact information for future communication.

Unfortunately, you love the newsletter app you’re using but it’s not integrated with your CMS. As a workaround, you set a calendar reminder every week to log into your CMS, export a list of new contacts, and then you manually import those contacts into your favorite email newsletter app.

You’ve perfected the task, but it’s that one time-consuming, tedious step you dread taking every week when you’d rather work on other tasks, like responding directly to customer inquiries.

With Claris Connect, you can embrace the power of automation and drop the manual imports.

Not only can you let Claris Connect facilitate the data exchange for you, you can do it as often as you’d like. Instead of doing it on your existing weekly schedule — that you’ve only set out of necessity — Claris Connect can move those contacts for you instantly when any event you select happens.

Flow, trigger, action

So with our email newsletter example, here’s how you’d put Claris Connect to work for you.

First, in the Claris Connect workflow editor, you’ll create a new flow. A flow consists of any event (trigger) that leads to an action.

In this example, your trigger is every event when a person completes the “Learn More” form on your website. When that event happens, the system triggers Claris Connect to automatically send that data (the action) to your favorite email newsletter app. When you’re ready to send out your next newsletter, your new contact data will already be there, without that manual import you used to have to do.

Claris Connect uses web hooks to listen for those real time event triggers so the system is always working for you. And your flows are generally up and running in just a few minutes.

If you have workflows that need approval, you can set those up in Claris Connect, too. In our newsletter example, instead of sending the contact data directly to your newsletter app, you can set a step for approval.

Claris will send an email to the person you indicate to alert them that they have new data to review. Once the person reviews and approves the information, the rest of the flow is triggered to complete your intended action.

Claris Connect has an easy-to-use interface that helps you quickly build your flow, select your triggers, and set up your actions. You can drag and drop multiple services in the interface to automate workflows without coding.

Claris Connect is cloud-based, but you can connect to your on-premises services with downloadable agents to connect your on-premises data to your cloud.

Today, Claris Connect has more than 100+ connectors for your favorite apps and services. It’s a list that will continue to grow.

Claris Connect runs independently of Claris FileMaker, but includes a connector so you can use FileMaker with Claris Connect.

The power of flow

Claris Connect breaks ground by helping professionals in all industries streamline work processes and embrace automation for many of the manual, repetitive tasks that slow down operations when your time and resources could be used for other things.

Every business has unique business problems, and with Claris Connect, you can stitch together your favorite and most trusted apps to solve them in ways you never thought you could.

Claris’ event-driven workflow integrations means those repeated tasks are a thing of the past and your potential for innovation and business efficiencies has never been greater.

Claris Connect, built on Claris Core, is secure with end-to-end encryption, HSM key management, OAuth, MFA, AI-based threat protection, and more.

Ready to give Claris Connect a try? Join the more than 50,000+ global companies who trust Claris with a free 15-day trial of Claris Connect. And if you'd like to learn more about how a fully-integrated business management solution can streamline your workflows and help you take your business to the next level, register for one of our free webinars today.

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