Automate Limo Anywhere tasks using Zapier
- Posted By: Limo Anywhere
Nearly a year ago, the team at Limo Anywhere began looking for a solution to our most intractable problem: how do we help reduce friction between the multiple software solutions used by larger Limo Anywhere customers? The most obvious manifestation of this problem is with our high demand for a QuickBooks integration, but we have found a much bigger set of needs: it affects all facets of ride and account management, including the “big three” custom needs of CRM, accounting, and reporting needs.
In 2015, the team discovered Zapier, a task automation platform that allows software applications to talk to each other seamlessly. With our Zapier integration, Limo Anywhere can connect to literally hundreds of popular software applications, including popular names such as QuickBooks, SalesForce, Facebook, and MailChimp. And as of December 15th, Limo Anywhere is an officially approved Zapier integration partner!
What can you do with Zapier?
Currently, there are three “triggers” in Limo Anywhere which automatically can prompt an “action” in any Zapier-connected software application. The “triggers” are 1) creating a reservation in Limo Anywhere, 2) creating a quote in Limo Anywhere, and 3) creating an account in Limo Anywhere. The integration allows these triggers to automatically prompt the same action to be taken in a partner application. See below for examples:
- Any new account created in Limo Anywhere can automatically create an account in MailChimp
- Any reservation created in Limo Anywhere can automatically create a new record in Zoho for reporting purposes
- Any quote created in Limo Anwhere can automatically create a lead in SalesForce
For more information on configuring and setting up Zapier, see our help documentation, and make sure to check out some of the pre-made Zaps and more information on Zapier here.
Can I see an example of how Zapier works?
Get started with Limo Anywhere automation by trying one of these pre-made examples today!
What’s coming with Zapier?
We intend to aggressively build upon this initial integration, adding a full suite of “triggers” for the entire ride management and account management life cycles, with the hopes of completely eliminating manual entry for Zapier-connected applications.
We hope you give Zapier a shot! We believe this platform is “the future” for Limo Anywhere customers, and hope all of our users take full advantage of this awesome functionality.