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