Using Administrate Integrations, Workshop at LITE 2016

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Using Administrate Integrations

Transcript of Using Administrate Integrations, Workshop at LITE 2016

Using Administrate Integrations

Who we are

• We’ll be available downstairs in the Snug for 30 minutes of Q&A right after this workshop, so please save any questions for then

• This workshop is being filmed and will be made available after the conference, along with the slides

• Don’t forget you can book a 15 minute 1:1 Support Session at the desk in the main hall if you have more detailed questions

Introduction

• What are integrations?

• What integrations are available

• Going beyond integrations with our API

• Example workflows

In this workshop

• Consolidate multiple tools into a single workflow

• Utilise purpose built systems for areas of business

• Automate repetitive or time consuming tasks

Why should you use them?

What integrations are available

Keeping track of emails

Tom sends an email about his course

Keeping track of emails

But the course organiser is on holiday

Keeping track of emails

When Tom calls support they can still see all his emails

Tracking your finances with Xero

Tracking your finances with Xero

Your accountants are happy as they can view everything in Xero

Tracking your finances with Xero

Organisers can see the profitability of their event at a glance in Administrate

Marketing with Mailchimp

Marketing with Mailchimp

Mike wants to email a segment of users from Administrate

Marketing with Mailchimp

Only targeted users receive the email

Salesforce Sync

Salesforce Sync

Sam manages all his sales and leads via Salesforce

Salesforce Sync

Olivia can still manage attendees from within Administrate

Salesforce Sync

Salesforce Sync

Evan changes his email address

Salesforce Sync

Evan’s new email is synced to Salesforce so Sam is kept updated

• Lets you interact with Administrate from your own system

• Build your own integrations for in-house tools

• Automate repetitive tasks

What is an API?

• An integration requires much less technical knowledge

• Integrations tend to interact with popular applications, not internal tools

• The API is much more flexible, but requires more work

How is it different than an integration?

Updating an internal ERP via our API

New Booking!

API Call

API Call

New booking

Invoice

A+

Takes the Course

results

Integration workflow

API workflow

A+

Takes the Course

results

• We’ll be available at the Support Station for 30 minutes of Q&A right after this workshop

• This workshop was filmed and will be made available after the conference, along with the slides

• Don’t forget you can book a 15 minute 1:1 Support Session (at the Support Station downstairs) if you have more detailed questions

Reminder

• Our Integrations - http://www.getadministrate.com/integrations/

• API Docs - http://www.getadministrate.com/support/api/

• Workshop Videos - http://www.liteconf.com/

• How to Turn Your Website into a Course Booking Machine

• Product Update & AMA

Find out more