ConnectIt

share, interact and automate

Gain insight into data, integrate with Synergy and automate business processes

Functionalities are

 

  • Provides a platform for Synergy connecting and mapping master data with Exact Globe, SQL db, SalesForce, HubSpot, Incoming email, DocuSign, Adobe Sign, Epicor, Macola, SAP and more
  • Provides a view builder, in order to display data from other software in Synergy workflow, Synergy item card, Synergy project card and more without copying over the data
  • Provides a rules engine to configure business rules for automating processes
  • Workflow Plus Browse and Reference field
  • Workflow Plus Free fields
  • Document Plus Free fields
  • Exact Globe Spawner