Automatically
Estimate Quote to a Ramp
How to estimate Quote to a Ramp with Caspio
January 21, 2020
HyperC lets you estimate in effective way for your Quote to a Ramp with your data from Caspio — no code required.
You have this ...
A list of Qoutes
with their parameters in Caspio
A list of Ramps
with parameters in Caspio
automatically do this!
estimate to a Ramp
Automatically esimate in Caspio table
Workflows with Quote
Ramp workflows
Caspio workflows
How estimating Quote to a Ramp with Caspio Works
-
Step 1: Add Caspio as database connection.30 seconds
-
Step 2: Create a business rule to take Quote from Caspio and put to a Ramp 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!
