Automatically
Assign Coaches to an Office
How to assign Coaches to an Office with Zoho
March 6, 2021
HyperC lets you solve optimal assignment for your Coaches to an Office with your data from Zoho — no code required.
You have this ...
A list of Coaches
with their parameters in Zoho
A list of Offices
with parameters in Zoho
automatically do this!
assign to an Office
Automatically select optimal allocation in Zoho table
Workflows with Coaches
Office workflows
Zoho workflows
How assigning Coaches to an Office with Zoho Works
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Step 1: Add Zoho as database connection.30 seconds
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Step 2: Create a business rule to take Coaches from Zoho and put to an Office table in Zoho.10 minutes
- Create more rules as needed, like completing an order by an employee.
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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 Zoho (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!
