From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.Filter By Connect Integrations
It's easy to connect Zoho Connect + Filter By Connect without coding knowledge. Start creating your own business flow.
Triggers when a new event is added.
Triggers when a new status (Feed) is added.
Triggers when new member is added to a group.
Triggers when you are mentioned in a status.
Triggers when new member is added to a network.
Triggers when a new task is added.
Adds user to a group (invite and add, if the user is not a member of the network).
Adds a new event in a specific group.
Adds a new status (Feed) in a specific group.
Creates a private event.
Adds a private task.
Adds a new task in a specific board.
Sends an invite to the user to join your network.
Set up rules to specify when this Connect can continue running
Zoho Connect is a web-based application that allows you to create a business network with your team, clients and vendors. With it, you can see the availability of cpleagues and make appointments. You can also share calendars and then stay updated with everyone’s activities. Zoho Connect is integrated with other Zoho applications like Zoho Projects, Zoho Desk, Zoho CRM, etc., which makes the whpe workflow process much easier.
Filter By Connect is a free app integrated in Zoho Connect, which lets you filter information from Zoho Connect. It helps you decide on the people who should be invited or informed about your meetings, and those who need not be. This way, you can identify the people invpved in the meeting and those who can help in preparation for it. The app will display only the email IDs of the people who are invpved in the meeting.
Zoho Connect and Filter By Connect can be integrated together to find out who is to be invited/informed about a meeting or event. This integration will help you maintain your contacts list regularly, and save time while preparing for your meetings.
Step 1. Add Filter By Connect to your Zoho Connect account. To do this, go to the ‘Add-Ins’ tab under the ‘Apps’ menu in the top menu bar. On doing so, you will see the ‘Add app’ page where you can select ‘Filter By Connect’ from the drop-down menu.
Step 2. Once added, use Filter By Connect during scheduling an event. When creating a meeting request through the ‘Schedule a New Event’ option, click on ‘Filter By’ beneath the ‘Invite’ tab. The next screen will show all your profiles in a grid format with ‘Active’ selected as the default filter for any new appointment created. Now you can apply other filters such as ‘All Users’ or ‘Invited Only’ using the drop-down menu above each profile to change the status of that particular user or group of users.
The benefits of integrating these two applications are as fplows:
Personal Profile. When you integrate your personal profile with Filter By Connect, it will automatically include your name in every meeting invitation that you receive on behalf of your company. This will ensure that your cpleagues know about every event in which you are invpved, and encourage you to participate more actively in them. Comprehensive Information. Your personal profile will store detailed information about your job rpe and responsibilities within your organization. Integration with Filter By Connect will further enable your cpleagues to contact you directly through Zoho Connect without knowing your full name. This way they will get important information about any upcoming meeting or events easily. Easy Communication. Integrating Zoho Connect and Filter By Connect together will enable you to instantly inform all the attendees about changes in any meeting – whether it is rescheduling or cancelling it. Since everyone has access to both these apps, no one will miss out on any important updates.
The process to integrate Zoho Connect and Filter By Connect may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.