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Work Smarter, Not Harder: Automation Using Zapier and E-Sign

Posted 18th February 2022

The days of relying on paper-based business are coming to an end. Digital ways of working are more efficient, more productive, and remote working friendly. In a truly modern business, having the right business applications is no longer enough. To get the most out of digital ways of working, you need to automate.

Unless you work in IT, the prospect of automating your processes can seem daunting, especially for SMEs who may feel they lack the skills or funds to implement automation. But what if we told you that automation has never been easier or more accessible?

Let us explain….

What Is Zapier?

Zapier is a software that makes integrating your business applications easier. With no coding required, Zapier can be used by businesses of all sizes and budgets to add automation into their daily processes.

Zapier works with the most popular business applications on the market, so you can add automation to the way you work, no matter what software you use.

How does Zapier work?

Zapier allows businesses to create automated ‘Zaps’ between your business applications. You can choose from a range of pre-set ‘triggers’ and ‘actions’ to create automated workflows. Essentially, you can set up Zapier in such a way that when x happens in one of your apps, y automatically happens in another. And all of that with no coding.

When automation is this easy, there’s no reason your business can’t benefit from automated workflows and greater efficiency.

 

Business Benefits of Automation

If your business is going to invest in automation, it makes sense that you’ll want to know the benefits. Here are the top 5 reasons why your business should embrace automation.

Reduce Error Rate

Even the most focused and attentive employees will occasionally make mistakes. This could end up costing your business time, money and if it’s a big one, your reputation.

Adding automation with Zapier allows you to reduce the manual invention needed in your business processes and therefore, the chance for human error to happen. The result? Fewer mistakes, greater efficiency, and employees under less pressure.

Streamline processes

Every business will have a unique way of getting its daily tasks done. These processes and workflows are the backbones of any company… but just because you’ve always worked a certain way for years, doesn’t mean it’s the most efficient way to get the job done.

Adding automation allows you to streamline your existing processes, removing unnecessary and repetitive steps that clutter and disjoint your workflows. With automated and efficient processes across your business, you can start to benefit from a noticeable increase in productivity.

Save time every day

In any business, there will be those tasks that need to be performed day in, day out. Your employees may dedicate many hours of their working day to getting these done.  Whilst these  admin tasks are vital to any business, it’s not always  the best use of your business’s resources or your employees’ time.

By streamlining your operations with automation, you’ll inevitably save your employees time and effort on these basic, daily tasks, freeing up time for them to focus on higher-value assignments.

Reduce operational costs

Whilst automating your processes will no doubt involve a cost; it could end up saving your business money in the long run. Businesses can spend thousands on software to try and improve their way of working. Adding automation to your existing processes can work out as a cheaper alternative.

Once you’ve set up your workflows, your business could experience reduced operational costs. Increased productivity, a lower error rate, increased focus on higher-value tasks and even fewer employees can all add up to deliver cost savings.

Stay competitive

It’s safe to say that business technology is rapidly improving. Paper is becoming outdated and it’s only a matter of time before automation between applications is used as standard across businesses. Your business needs to keep up with the changing times and technology, lest you start to lose your competitive edge.

Can your business afford to turn down increased efficiency, improved productivity, reduced operational costs and less stressed employees? If not, you should definitely consider adding automation to your processes.

 

Automate your processes with Zapier and E-Sign

Here at E-Sign, we believe that automation should be accessible to everyone. That’s why we’ve developed a range of Zaps to integrate E-Sign with some of the most widely used business applications on the market.

Let’s take a closer look at some of our connectors:

Google

We’ve ensured that E-Sign works with some of the most popular Google applications, such as Google Drive, Gmail and Google Docs. Add easy automation to your Google-based processes and make creating and e-signing documents so much simpler.

Stripe

Stripe is a payment gateway used to process, collect and record business payments. With automation between E-Sign and Stripe, you can automatically request payments for your goods and services as soon as a client has signed your document. This can result in better accounting, more accurate financial modelling and improved cash flow for your business.

Dropbox

For many companies, Dropbox is a convenient and user-friendly cloud storage and sharing platform. Connecting E-Sign to Dropbox makes storing documents easier and helps to improve organisation, using pre-set automation to automatically create a shared link, move files, upload files and find a folder or file.

HubSpot

Adding elements of automation between your digital documents and CRM can bring a plethora of benefits to your business. Connecting HubSpot with E-Sign makes tracking the status of your documents and transactions easier. Enabling automatic updates and notifications in your CRM makes keeping track of open transactions easy and makes for a more organised team.

Xero

Xero simplifies your accounting by centralising all your financial info into one manageable platform. Using pre-set connectors, you can set up an efficient workflow that complements your business and simplifies your transactions, automatically creating new quote drafts, payments and purchase orders.

Slack

If your business sends out multiple documents, keeping track of their progress can be difficult. Connecting Slack and E-Sign helps to track these documents, as well as update your team about the progress of transactions, automatically adding a reminder, sending a channel message, sending a direct message and creating a new channel.

Intercom

When dealing with customers, you need attentive and responsive customer service. Completing transactions is vital to hitting sales targets and growing your business. Using the pre-set triggers and actions, you can automatically generate a new document when a lead enters an email address, a lead converts to a user, a new lead is created or a new company is created.

Salesforce

Salesforce is a CRM system designed to make managing transactions easier. Winning new business is essential to your company and documents play a big part in this. Using pre-set triggers and actions, you can automatically update your CRM when your E-Sign documents are signed and completed, such as creating a new record or updating an existing one in Salesforce.

PayPal

To complete payment transactions, your business may need to generate supporting documents such as payment/refund confirmation and receipts. With our PayPal connector, you can automatically generate documents from a template when a sale is completed or a refund payment is triggered.

Zoho

Our Zoho email connector makes managing business communications a lot simpler. With a choice of triggers and actions, you can create bespoke workflows that benefit your team and organise your communications. When a document is completed or a new party signs, you can create a new email draft, send a new message or create a new task in Zoho.

 

Are you looking to add simple automation to your document processes?

If so, E-Sign should be at the top of your list. With our Zapier and Power Automate connectors, we make adding automation to your business processes simple and no coding is required. No matter the size of your business, whether you have an IT department or not, we empower businesses to implement digital ways of working that actually work for them.

 

E-Sign is a leading provider of digital transaction management solutions, supplying professional services including Electronic Signatures, Web Forms, ID Checker, Verification Tools, Personalised Emails, API and Payment Processing to businesses of all sizes across the UK.

To find out more about our E-Sign solutions and how they could transform your business, get in touch with us today.

 

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