Introducing Pluck and Join: Elevating Your Workflow Automation with Bosseo CRM
In today’s fast-paced digital world, the ability to quickly extract, manipulate, and integrate data across various platforms is crucial for businesses to thrive. Bosseo CRM has introduced two groundbreaking tools – Pluck and Join – to enhance workflow automation, making it easier than ever for businesses to seamlessly extract and format product details from order submissions and integrate them with external systems such as Google Sheets.
What’s New?
Pluck and Join Helpers
Bosseo CRM’s Pluck and Join helpers are designed to streamline the automation process, allowing users to dynamically extract and format product details with ease:
Pluck
The “Pluck” tool is your go-to solution for extracting specific fields from a dataset. For instance, imagine needing to pull out just the product titles from customer orders. With Pluck, this task becomes a breeze.
Join
After extracting the necessary data, the “Join” tool helps you combine these individual pieces into a cohesive string, formatted to your liking with a custom separator. This ensures that your data is ready for integration with platforms like Google Sheets.
Seamless Data Integration
These new features enable businesses to automate the extraction of relevant product details from orders, presenting them in a format that suits their needs. By focusing only on the relevant data – such as product names – businesses can integrate this information with external applications, facilitating smoother operations and data management.
How to Use Pluck and Join in Bosseo CRM
Set Up a Trigger
Begin by setting up a trigger – such as an Order Form Submitted or an Inbound Webhook – to start your workflow process.
Process the Data
- Utilize the Pluck helper to extract specific information, such as product titles from your dataset.
- Next, use Join to combine this data into a single, formatted string using a custom delimiter.
Send Data to External Systems
With your data extracted and formatted, employ actions like “Create Row in Google Sheets” to log your product details seamlessly.
Test and Validate
It’s crucial to run test orders to ensure the accuracy of your data extraction and formatting before fully deploying the workflow.
Why We Built It
The development of Pluck and Join was driven by a desire to simplify the data extraction process for automation users, significantly reducing the manual effort required to integrate product data with systems like Google Sheets. This innovation allows for more customizable workflows that cater to the specific needs of our users, ensuring that only the most relevant product details are sent to external applications.
Use Cases Across Industries
Home Improvement Industry
For home improvement businesses, the Pluck and Join features can be used to extract and share product details from customer orders with inventory management systems, helping track material use and project costs automatically.
Legal Practices
Law firms could utilize these features to extract client details or service summaries from order forms and integrate seamlessly with their case management software, ensuring accurate and efficient data collection.
Medical Practices
Healthcare providers can extract and organize data such as patient treatment plans or prescription orders, allowing for effortless sharing and record updates with healthcare management platforms.
Example Use Case
Consider the example of processing an online order, where the ultimate goal is to extract product titles and compile them into a single, comma-separated string for Google Sheets:
Solution Output
The output could resemble: “TEST OFFER, ANOTHER PRODUCT, LAST ITEM”
Conclusion
The introduction of Pluck and Join in Bosseo CRM offers an innovative and efficient way to automate the extraction and integration of specific data fields across a range of industries. Whether in home improvement, legal practices, or medical facilities, these tools enable businesses to automate tedious processes and focus on what truly matters – delivering quality service to their clients.
