Just for fun, I added a step for it to post this event to a slack channel. That work flow takes the email address from FileMaker and puts it in my chosen mailing list in Mailchimp.

I’ve done this manually for a long time, but now I have a button in our FileMaker app that triggers a Connect workflow.

One of the steps in our prospecting process is to add each new lead to a mailing list in MailChimp. I use a FileMaker CRM app that we wrote for ourselves for doing lead/prospect management. This flow was very easy, but of limited practical value since we already get an email when a change is made to a Trello board that we want to monitor.įor my second experiment, I tried a workflow that I think I will actually use on an ongoing basis.

I didn’t have to enter passwords since they were already stored in my computer. So for the project I chose, we now get a slack announcement to a group channel of each new card. In about 30 minutes or less, I created a simple workflow in Connect that monitors a Trello board and posts a message to a slack channel when a new card is added to the board. Claris Connect aims to help you create workflows that integrate these different services in a faster, easier way than previously possible.įor the simple projects I tried for starters, Claris Connect made it amazingly fast to develop these integrations. Examples include ePrescription (Rcopia), Quickbooks, Shopify, Trello, Slack,, US Bank, and the list goes on. We participated in the beta program for Connect, but not to a great degree and with being in the office more than usual lately (thanks Covid 19!) I’ve had a chance to create my first couple of small projects in Connect.Ī lot of our work in FileMaker these days involves integrating FileMaker with other software services on the Internet (APIs). Claris Connect has been in beta since that time and was released to the general public this past month. Connect has been much anticipated in the FileMaker development community since last year when Claris nee FileMaker acquired the product from its former developer, Stamplay.

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