blog

Salesforce is a great CRM tool, but one issue that companies using the platform may face at some point is limited storage space. You can always purchase more storage space, but this will quickly eat into profits depending on how much space you need. However, there is no need to fear. There are methods of creating more storage space by using third-party systems like Dropbox and Google Drive to store our files. We demonstrate how to avoid Salesforce's file storage limit by using external files. Includes video and sample file.

Integrating third-party platforms into your software solution to ensure the flow of data is integral to the day-to-day operations of most businesses today. Claris Connect's new Custom Connectors introduce a low code solution to connect your system to third-party services and take any action a third-party service provides. In this article, we’ll discuss Claris Connect's new Custom Connectors and walk you through an example of how they can be created and utilized using the payment platform Stripe.

Extracting the data you require from your application should be simple: that’s why we’ve designed an easy-to-use custom export wizard. The export wizard can be easily integrated into any web application using JavaScript, Tailwind, and the XLSX library and you can customize your exports, handpick fields, and support various file types to suit your organization's unique needs. Includes sample file and video.

Do you need to get information directly from your customers? Have your customers requested a mobile-friendly form for their form submissions? Do you find it tedious to enter this information into your Claris FileMaker system? Then this Jotform integration is exactly what you need. We demo how to integrate Jotform with your FileMaker solution. Includes video and sample file.

Business rules inevitably evolve over time. When they do, it's important that FileMaker users are able to adjust their application quickly and easily to keep up. The best way to do this is to allow users to modify and define what information FileMaker is presenting them with and how it should be presented using business logic. Includes video and sample file.

With FileMaker 19 or newer, you can establish a connection to an OData API as an external data source and leverage the RESTful API functionality to retrieve, update, and integrate data between FileMaker and the OData Source allowing the use of CRUD operations using HTTP. Includes a video and download file.

Localization can be described as the process of adapting your application to better fit the language of the end users. Making it easier for the users to understand and use an application is integral to an effective workplace. There are many ways of integrating localization into your application. One of the most basic but important ways is enabling users to choose the language of the application. Let's explore one way to achieve this in Claris FileMaker. Includes a video and sample file.

We'll show you how to leverage the true power of the Claris FileMaker platform as a workflow hub for your business by integrating with Teamwork. Leverage the power of Teamwork as a project management tool while integrating into your existing workflows by creating projects and tasks and using webhooks to get updates on progress. Video and download file included.

The latest entry into the Artificial Intelligence scene is OpenAI's ChatGPT. ChatGPT (Generative Pre-trained Transformer 3) is a language model designed to produce conversation-style results for its users. Because of its conversational nature, a ChatGPT integration with your FileMaker solution has the potential to increase your automation and efficiency without sacrificing the human-like feel. Includes demo file and video.

Integrating Dropbox with your FileMaker solution is a great way to save space on your server and allow access to documents on the go. In this article, we will cover setting up the integration, authentication, uploading, and downloading documents.

PDF files are essential in the business world, and being able to create and manipulate them is a must. Appending one PDF to another is a handy tool for operations like report generation. Let’s take a look at options for appending PDFs in FileMaker Server. Includes a video and sample file.

For any system with multiple users, transactional scripting is a must to ensure data integrity. One of the most exciting features of Claris FileMaker 19.6 is the addition of transaction script steps. We dive deeper into the newly released Claris FileMaker 19.6 transaction script step functionality. Includes demo video and sample file.

Whatever your payment or subscription needs are, integrating the Authorize.net API with FileMaker is a surefire way to improve your business' workflow. Using Authorize.net's streamlined and straightforward API, your business can instantly and securely interact with customers by integrating with FileMaker. Includes a video and sample file.

User Acceptance Testing (UAT) is the final stage of a project’s life cycle prior to go-live. UAT is used to determine whether or not the software or application will be effective in real-world situations. While internal quality assurance (QA) testing is a crucial step in the process, an argument can be made that UAT is even more important to ensure you are receiving the most value possible. In this article, we will discuss the importance of proper user acceptance testing and how to implement efficient UAT for a project. Includes UAT template for download.

When it comes to sending important legally binding documents, no application does it as well as SignNow. With over 28 million users in more than 20 different industries using the enterprise-grade eSigning platform, it's no wonder so many businesses rely on it. This guide will show you how you can begin sending customized documents through SignNow with FileMaker. Includes a video and sample file.