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Zapier Tasks vs Integromat Operations Aug 23, 2021

Can you save money by switching from Zapier to Integromat for your automation needs?

At first glance, Integromat seems much less expensive, but it's important to note exactly how these two tools actually count automated processes. Zapier uses a metric they call "tasks" and Integromat uses...

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CRM Template from Softr.io Aug 16, 2021

It has never been easier to create your own custom webapp from scratch, thanks to the power of no-code tools. This new "templates" feature makes things even simpler, since we can create copies of databases and load preexisting webapp templates with just a few mouse clicks. Then, we can dive into...

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Track Projects with Stacker Aug 09, 2021

Tracking projects is a pain point for so many businesses. Wouldn't it be great to build your own custom solution that's specific to your business needs? In this video I walk through the way to do exactly that, using no code tools (Airtable and Stacker).

Firstly, we dive into why we need a...

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Track Business Efficiency with Airtable Aug 02, 2021

Businesses are prone to weak processes that can cause clients to walk away. This has a dramatic impact on the businesses bottom line, but many businesses are overwhelmed with the idea of finding these "holes" in the system and patching them up. In this video, I show you a simple trick you can...

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How to use Apps in Airtable Jul 26, 2021

Is the "Pro" plan in Airtable worth it? One of the best features that's available with this paid plan is the ability to install "Apps" in your Airtable databases. While the capabilities of all the various apps are too much to discuss in one tutorial, in this video I walk through how to navigate...

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Custom CRM in Stacker | Build your own app with no code Jul 19, 2021

The rise of no code front end tools like Stacker allow you to build your own custom app for your business. In this video I show how you can create a CRM in Stacker. I start with one of their templates that is built for Google Sheets, show you how to import that template into Airtable, and then...

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Softr vs. Stacker - which front end is best? Jul 12, 2021

Which frontend platform is best for you? Softr.io or Stacker.app? In this video I break down the nuanced differences between the tools. I start by looking at three categories:

  1. Customization
  2. Functionality
  3. Price

While I think these three categories are very important to consider, the bigger...

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Share Zoom Recordings Automatically Jul 05, 2021

Building automated processes from Zoom is slightly advanced, but can save you a TON of time and help streamline your job. Imagine if every Zoom recording you create automatically gets saved and shared with the meeting participants! In this video I walk through the very steps for building that...

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Approvals Template for your User Portal Jun 28, 2021

Stacker is an outstanding resource for no-code user portals and their templates make it so easy to add a new app to your internal process. In this video, I walk through the steps of installing a new app that tracks approvals. In it, I walk through the data structure that is created in Google...

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Automate Form Data into Multiple Tables Jun 21, 2021

It's common to use one form to capture data that "lives" in multiple areas within your database. Most often, this is because one form is collecting data that belongs to more than one table within your data structure. For example, you may collect client information and then require a payment to...

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3 Ways to Trigger Zapier Automation from Airtable Jun 14, 2021

Zapier has created three trigger options with Airtable. Every automation starts with a trigger, so you must first determine the right trigger for your situation. Your options are:

  1. New Record
  2. New Record in View
  3. New or Updated Record

But which trigger is best for your situation? Every...

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How to Import your PDF Form into JotForm Jun 07, 2021

Even today, offices still print forms and keep physical copies on file, but it's completely unnecessary in most cases. Learn how to move your exisiting form online with JotForm's "Import Form" capability. In this video, I take the IRS W9 form and convert it to an online form. Then, I add a...

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