Automate Workflows with No-Code


Not long ago we launched our very own no-code academy educating businesses and entrepreneurs worldwide on what no-code is and how to automate workflows. The academy teaches companies how to leverage no-code technology in order to streamline and automate processes as well as build their ideal tech stack; it is an incredibly powerful way to bridge the gap between IT and Ops.

In order to strengthen noCRM’s no-code functionality, we’re introducing a pretty comprehensive list of Business Commands allowing users to easily execute business logic in the app.

What is an API?

This is probably a term you hear often when talking to your tech team, but most likely have little to no idea what it actually means. An API is basically a library of functionalities that can be triggered or executed either from inside the app or outside of it.

However, the use of an API is only accessible by developers and those who have enough technical knowledge. This brings us to noCRM’s list of Business Commands, also known as the Simplified API.

What is noCRM’s Library of Business Commands?

nocode-library

noCRM’s library of Business Commands is created with business ops’ needs in mind. Not only is it confined by business logic, but it is developed to be used by non-tech folks to build automated business processes.Whether you’re looking to build an integration between noCRM and your favorite business apps or automate certain processes, you can bypass your tech team and directly access our library through visual no-code automation tools such as Zapier and/or Make. Essentially, you can trigger any function in our lead management app from the outside quite easily.

nocrm-zapier-automation

The main interest of the Business Commands is that it allows us to easily and quickly add new business-centric functions. It also enables us to make them available to non-developers. Taking the example of using an automation platform, Zapier is a tool that helps businesses automate workflows between any app they use. Each workflow consists of a trigger and an action(s) in an app. So if one would like to execute an action in noCRM that isn’t yet available in our Business Commands, we can add it in a short amount of time and make it available for companies to create their own unique workflows.

Use Business Commands to Build a Better Business Process and Automate Workflows

Here are a couple of use case examples of how to use noCRM’s Business Commands with no-code automation platforms.

1| Build an email automation machine in noCRM

Email automation is a powerful tool in a marketing automation app. However, most salespeople need this functionality to streamline their sales prospecting and lead management processes.

Thanks to no-code and our library of Business Commands, users can now automate workflows to build complete email automation sequences including an automated sales process directly in noCRM.io.

Using this automated workflow, companies can have a personalized email automatically sent whenever a lead is created. Then moves that lead to the next step in the pipeline, and sends the follow-up email after a set delay. The cycle continues until the lead reaches the last step in the pipeline.

Learn how to build your own email automation here.

2| Automatically assign incoming leads to your team following a Round Robin pattern

noCRM enables businesses to use a Round-Robin pattern of lead assignment to ensure all their incoming leads are equally distributed and assigned among their sales reps automatically.

Learn how to create a Round Robin auto lead assignment.