Serlig is a workflow automation platform that uses the cloud to facilitate complex processes and bridge gaps between software applications. With its visual interface and drag-and-drop tools, Serlig helps users align and automate tasks to improve the efficiency of their workflow, and it does this without requiring extensive IT or coding skills.
Today’s enterprises need to use many different applications to manage processes across different functions, including customer relationship management and inventory. Keeping each of these disparate applications in sync with the rest of the architecture usually means a lot of manual entry, which creates bottlenecks, increases mistakes, and distracts employees from important tasks.
Serlig connects all of the separate software applications in your business. Rather than rely on custom software updates or repeated manual entry, Serlig allows companies to automate workflows. Once an event is captured on one of the applications, Serlig will do the related work in the other application.
Learning how to use the platform offers many strategic advantages for the day to day work of the company. It can be helpful to understand the features and functions of Serlig, as well as the integrated workflow benefits that can be achieved quickly with the platform.
What are the Key Features and Functionalities of Serlig?
The Serlig platform provides several specific tools to help users manage their software integrations effectively.
Visual Workflow Builder
Code is not required. The visual workflow builder outlines processes using a user-friendly drag-and-drop tool. Simply select the initial app, set the event that triggers an action, and decide which actions to take.
Pre-built Application Integrations
With the Serlig platform, pre-built application connectors for many of the top enterprise applications are included. This lets users connect their business accounts to various applications such as their email, CRM, and accounting platforms in minutes.
Real-time Data Synchronization
Long gone are the days of tools that update data overnight. The Serlig platform syncs in real time. Your customer changes their shipping address and Serlig updates your fulfillment application with the change instantly.
What are the Benefits of the Serlig Platform for Users, Customers, and Companies?
The Serlig platform has the ability to not only change an organization’s day to day operations, but also its long-term growth.
First, companies will save countless man hours due to the elimination of data entry. Employees previously assigned the task of copying information from one spreadsheet to another now have the time to solve problems creatively or be customer facing.
Second, Serlig reduces expensive mistakes caused by employees. Automated information transfers mean that all the departments within a company have the same information. If the sales team closes a deal, the billing department receives the deal, and exact financial figures are processed, instantly, without errors.
Finally, the platform shows a lot of potential for easy scalability. If your business and software continue to grow, it’s easy to adjust your workflows within the Serlig application. This flexibility allows your technical foundation to expand and accommodate your business workflow requirements.
What are The Steps to Getting Started with Serlig?
Starting with the Serlig platform is simple and only requires a small amount of up front configuration. There are a few steps to follow to set up your first automation.
Step 1: Link your Software Accounts.
Go to the integrations dashboard within the Serlig application. Choose the apps you would like to integrate and follow the instructions to approve your account. Be prepared with the admin account of the 3rd party software you would like to link.
Step 2: Determine your trigger event.
Create a workflow and choose a starting point. The trigger is the event that will cause Serlig to start the automation.
Step 3: Determine what occurs as a result of the trigger.
Choose what the result of the trigger will be. This can be a single trigger or a series of triggers to email your sales team, update a spreadsheet and sync a follow up task.
Step 4: Go on and activate the workflow.
From the automation test feature, be sure to run a sample of data within your workflow. The workflow will be deactivated until this sample is processed.
Is Serlig the Right Automation Tool for your Business?
For a business to remain relevant, a good software integration strategy is essential. The Serlig platform allows you to connect disparate systems, help your colleagues with repetitive work, and ensure your data’s integrity company-wide. With the ability for users to create their own integrations, Serlig eliminates the pressure on your IT department and helps the company quickly achieve its digital transformation.
To better understand how this platform may work for your company, try to analyze your processes that still contain a degree of manual work. If your colleagues are spending hours in a week just transferring data between different apps, automation software for workflow should become your next point of interest.
Common Questions About Serlig
Do you need to know code in order to use Serlig?
No. The Serlig platform is built with the idea that non-technical users will use it. There’s a drag-and-drop interface, so you won’t need to write a single line of code to create workflows or to connect your applications
How protected is my data with Serlig?
As data flows between applications that Serlig connects, it is encrypted to the Enterprise level. Serlig uses secure API tokens to authenticate applications and does not save data that is passing through your workflows.
What will happen if an automated workflow does not work?
When one of the apps that your workflow is relying on is down or if it reaches an API limit, Serlig automatically puts the workflow on hold. It will log the error, notify the account administrator, and store the data in a queue to do the workflow when the connection is available again.
