Arrive Salesperson to a Dock
How to arrive Salesperson to a Dock
September 7, 2020
HyperC lets you plan arrival at location for your Salesperson to a Dock with your data from Caspio — no code required.
You have this ...
A list of Salespersons
with their parameters in Caspio
A list of Docks
with parameters in Caspio
automatically do this!
arrive to a Dock
Automatically plan arrival schedule in Caspio table
Workflows with Salesperson
How arriving Salesperson to a Dock with Caspio Works
Step 1: Add Caspio as database connection.30 seconds
Step 2: Create a business rule to take Salesperson from Caspio and put to a Dock table in Caspio.10 minutes
- Create more rules as needed, like completing an order by an employee.
Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
Step 4: Click “Create a new Process” to connect your data from Caspio (and/or other sources) with rules you just wrote.15 seconds
That’s it! You just saved most of the management work and optimized the process!