All posts in Technology

What Are Webhooks? How We Use Webhooks at Process Street

webhooksAutomation has been one of the key emerging trends of the late 2010s, and will likely be a defining characteristic of the 2020s.

It’s something we’ve covered extensively at Process Street, and something we’ve taken huge advantage of internally as well.

The move from companies only providing enterprise-level API access to their software over to commercially available Internet of Things style mass integration has been a dramatic shift in the marketplace. This has opened up huge potential for individuals and small businesses; you can integrate with thousands of services in just a few clicks.

Now, so many services, SaaS products in particular, provide a means to integrate with other platforms that there are very little restrictions on what you can and cannot automate.

Tools like Zapier, Flow, and IFTTT have made these integrations so easy that anyone can set them up.

But they’re not the only ones – new connectors and middlemen are cropping up all the time, helping people without tech skills connect with APIs or Webhooks of their choosing. The No-Code Movement has gone mainstream and it now has a full suite of tools at its disposal.

Even in 2015, according to Chui, Manyika, and Miremadi writing in the Harvard Business Review, not only could a marketing executive be automating activities which account for between 10-15% of their current time using existing technology, but for 60% of existing US jobs, 30% of their time could be reduced by automation.

For those interested in that kind of thing, you should check out Four Fundamentals of Workplace Automation by McKinsey. An illuminating text which is already somewhat out of date!

Here at Process Street, we integrate with thousands of other apps and platforms via our direct, agentic integration framework, we have large customers making use of our API, and we’ve now added webhooks to our array of automation options to try to cover the rest of the use cases our customers tell us about.

In this article, we’ll look at:

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How to Set your Favorite Webmail as a Default Mail Client

Set Default Mail Client

You click the ‘Contact Us’ page. Nothing happens. First, confusion, then familiar frustration. It was a mailto link. Your computer slows to a grinding halt as a huge, archaic desktop mail app rises from the depths of your hard drive. Checking that the date on your computer isn’t 15 years out, you wonder why mail integration isn’t standard… and what year is it exactly?

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How to Manage your Podcast with Process Street

Podcast with Process Street

There are many things that Process Street, our process management platform, can be used for including onboarding new clients or launching a website. But an interesting use case that has cropped up recently is using Process Street for managing podcast releases.

Many podcast publishers run a checklist to help them manage the recording, publishing and promoting of each podcast episode. Checklists are a great tool to make sure things get done right, and since Process Street is the ultimate recurring checklist software, it only makes sense that podcasters would gravitate towards our platform.

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The Ultimate Guide to Instagram Marketing

How to Market on Instagram

The Rise of Instagram

Instagram is the fastest growing social network. It has more users than Twitter and is an amazing tool for driving traffic and sales. Take a look at this guy who sold $4,000 worth of neckties in one day on Instagram.

Instagram Growth 2015

Photo and Image Credit

Here are some more stats on the rise of Instagram from Search Engine Journal.

  • Multi-platform use is on the rise: 52% of online adults now use two or more social media sites, a significant increase from 2013, when it stood at 42% of internet users.
  • For the first time, more than half of all online adults 65 and older (56%) use Facebook. This represents 31% of all seniors.
  • For the first time, roughly half of internet-using young adults ages 18-29 (53%) use Instagram. And half 0f all Instagram users (49%) use the site daily.
  • For the first time, the share of internet users with college educations using LinkedIn reached 50%.
  • Women dominate Pinterest: 42% of online women now use the platform, compared with 13% of online men.

If you’re hungry for more data, you can view the comprehensive 4-page report right here.

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How to Assign Tasks Dynamically: Role Assignments in Process Street

Role Assignments

Assigning team members to their tasks is a duty which is as vital as it is tedious.

Everyone pretty much knows what they should be doing, so there’s no need to directly assign them to everything when you could be spending time on more important tasks, right?

Wrong.

Human error (of which memory plays a huge part) affects 1/100 routine tasks where care is needed. This means that the people responsible either makes a mistake or forgets what they need to do (hence why documented processes are so important).

That’s why we here at Process Street have a role assignment feature in our checklists.

Role assignments let you dictate who each task in your process checklists needs to be assigned to without fail every time. All you need to do is set up the role which will have the task assigned, then Process Street does the rest.

Ready to assign your tasks without fail, fuss or tedious fiddling? Then let’s dive right in.

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Outlook Add-ins for Sales: How to Best Convert Prospects into Customers

outlook add insThis is a guest post from Kyle Anderson; a freelance tech journalist whose typical day is spent scouring the web for the latest developments in the world of business tools and software. He loves any type of software that automates his life! For his pastimes, he is an avid lover of travelling, poetry, and photography.

When it comes to prospecting and the wider sales process, there’s never a shortage of tools you can use to make your work easier and more efficient. One of the most versatile of them is Outlook, a Microsoft tool that is popularly known for email and business calendar management.

However, Outlook is not limited to just these two functions.

You can easily unlock its hidden power by integrating it with compatible add-ins and other extensions. In the end, you’ll be able to complete a broad range of business functions including market/customer research, communication with your clients, document sharing, accounting, and more.

In this Process Street post, we take a look at how you can run a successful outreach campaign for your sales cycle using Outlook and its supported add-ins.

We’ll cover:

  • Lead qualification Outlook Add-ins
  • Email template Outlook Add-ins
  • Meeting scheduling Outlook Add-ins
  • Contract signing Outlook Add-ins
  • Accounting and invoicing Outlook Add-ins

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iOS 12: Shortcuts, Siri & Zapier – 10 Awesome Automation Ideas

ios shortcuts

Have you ever wished you could get some of those pesky work tasks done more easily while on the move, or out-and-about? Those routine tasks and emails that take so much time out of your day, that you would give an arm and a leg to be able to automate?

Or, picture this: you easily send a quick follow-up email, record meeting notes in real time, create new projects, send surveys, schedule meetings, and much more by simply talking to Siri.

You can do all of this and more with Shortcuts for iOS 12 in combination with Siri and Process Street, using the power of Zapier integrations.

Shortcuts, formerly known as Workflow, puts Siri in the control seat of your business workflows, with more power and usefulness than ever before. Using custom phrases recorded and added to Siri’s library of voice gestures, you can trigger a series of actions across multiple apps.

There are two ways to use Shortcuts. The best option is the Shortcuts app itself, which is where you can create your own workflows from scratch. The app also comes with a gallery of suggested shortcuts curated by Apple. Separate from this, Siri will recommend shortcuts based on your daily iPhone activity. You can see these in Settings under Siri & Search.

Here’s a quick list of all of the ideas I’ll be covering in this post, before we dive in:

  • 1. Dictate meeting notes straight to your CRM
  • 2. Send an electronic contract when timing is crucial
  • 3. Master your calendar in an instant
  • 4. Kickstart your client onboarding process
  • 5. Get paid faster by sending your invoices ASAP
  • 6. Assign your team members on the go
  • 7. Grab and archive snapshots of your working screen-space during a technical audit
  • 8. Jump straight back into your drafts, anywhere, any time
  • 9. Dictate an email to your assistant
  • 10. Manage your tasks with a dynamic to-do list

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UML Tutorial: How to Model any Process or Structure in Your Business

uml-tutorial-how-to-model-any-process-or-structure-in-your-business

Universal Modeling Language (UML) is a way of visualizing a software program using a collection of diagrams. That is perhaps the simplest way to define it.

If you’re looking for a full-winded definition, here it is:

“The Unified Modeling Language (UML) was created to forge a common, semantically and syntactically rich visual modeling language for the architecture, design, and implementation of complex software systems both structurally and behaviorally.”Lucidchart, What is Unified Modeling Language

UML has many advantages including flexibility, an abundance of tools, and the capacity to model systems from both a structural and behavioral perspective.

Nevertheless, it can sometimes be overwhelming.

A focus on simplicity is, therefore, essential to not only creating actionable diagrams, but also to avoid pulling your hair out in the process!

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What is Digital Ethics?: 10 Key Issues Which Will Shape Our Future

Adam Henshall September 25, 2018

digital ethicsWe now have the world in our pockets. Our TVs are smart. Our cars soon to be driverless.

We live in the tech futures of 1970s futurists, or at least partly.

Along with predictions of technological development came ideas of utopias and dystopias. The technology we craft creates new use cases, opportunities, and dangers. The tech and its application cannot be separated.

This brings us to larger questions of how we should employ technology, what risks new tech may bring, and what the arrival of these new futures means to us as humans on our little ball of dirt.

This is the sphere of digital ethics.

Process Street was invited to the inaugural World Ethical Data Forum, and it has set our minds rolling over some of these questions and the discussions of what may lie ahead.

In this article, we’ll cover:

  • What is digital ethics?
  • 3 current hot topics in digital ethics
  • 3 challenges discussed at the World Ethical Data Forum
  • What to look out for in the future of digital ethics

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Machine Learning Marketing Uses: How to Enhance Analytics and Win Jeopardy

machine learning marketing

The best techniques and technology in the world won’t help you if you don’t know how to use them. Annoyingly, with it being so new, it’s hard to tell what machine learning marketing use cases there are to base your efforts on.

In other fields, the breakthrough tech is being used in medical diagnoses, spam filtering, fraud detection, translation and more. All you need is some inspiration to get started with your own uses.

That’s why this post exists.

I’ll cover, in detail, the key ways machine learning is affecting marketing, and how it can be used to handle some of your business process automation, provide actionable data insights and predictions, and even win $1 million on Jeopardy.

Before that though, if you don’t know what machine learning is (or want a refresher), check out our other posts on the topic below:

Let’s get started.

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