What is no-code
No-code is a development approach that replaces coding with visual development environments to empower people who want to build things online, but have no programming knowledge.
Building custom automated workflows that connect between several apps can be a very complex process and consumes tech resources a lot of companies can't spare or have.
No-code alleviates companies' reliance on tech teams and helps them move much faster by confining all configurations to business logic.
This makes it easier and faster for non-technical users to make business-driven changes in their processes. Ultimately no-code provides companies the tools to save time, automate processes to increase productivity, and focus on building value instead.
Examples by roles
The marketing department can automate the process of adding new leads from different sources to their lead management app while notifying their sales team of the database update.
The sales department can automate the process of moving leads to the next step in the pipeline once a proposal has been sent.
Managers can automate lead assignments when unassigned leads enter their lead management app based on the rules they defined.
How does it work? Key concepts of no-code
Enter "no-code apps": A category of services that comes with all the tools needed to connect your existing and future tech stack.
Once you choose which no-code app(s) you’d like to use, you can then begin by setting up your workflows.
What is a Workflow?
Workflow is a process set in motion by your choice of the trigger event. It starts with a trigger in one application and ends with an action(s) in another or the same application should it meet the filter condition.
What is a Trigger?
A trigger is an event that starts a series of actions to happen. It eliminates the need to manually check your app for new data in order to launch a predefined action.
Your choice of no-code platform will watch for that trigger event in order to perform the process you've set up.
Example: You want to set up a workflow to create a lead in noCRM every time you receive a new entry in your webform. In this instance, the trigger is the new web form entry.
What is an Action?
An action is an event your no-code platform executes when your trigger event happens.
Example: You want to create a lead in noCRM every time you receive a new web form entry. In this instance, the Action is to create a lead in your noCRM account.
What is a Filter?
A filter represents a condition that the data from your trigger event has to meet in order for the workflow to run. It helps you to add conditional logic to your workflow: "do this if that condition is true".
Example 1: Assign the lead to Laura if the market tag is "Italy".
Example 2: Send email template 1 to leads when they enter a new step if the pipeline they're in is titled "Prospecting".
How do I get started?
To get started with workflow automation, you must first select one of the no-code integration platforms presented in the next section.