CategoryπŸ€” Advice

Software advice

How do I set up a Docusign workflow automation from WordPress?

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Further details of question I really need toΒ to merge fields from WordPress data capture to an e-sign app that emails a signable document. A workflow solution I’ve considered is: Step 1) Web visitor inputs data into a WordPress page which is integrated with a form tool (Google Forms, Gravity Forms, TypeForms or Contact Form 7 etc) Step 2) Data is pulled from the WordPress form app and...

Why Weebly is like a tiny house

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Let’s jump in to why I see Weebly like a tiny house: It’s got limited options but you’ll find everything quickly It’s hard to add extras to the build but it makes you more resourceful with what you’ve got There are limited design options but it seems like people who build these are looking more for the home feel than architectural excellence You can pack it up and...

Scheduling Appointments

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To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a sales phone call and you like to book an appointment at the end of the...

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