Tip #9: Enhance automation in your organization using Orchestly’s Function Gallery

More often than not, multiple teams collaborate to complete a single task. In such cases, work allocation between teams might turn laborious.

For instance, in Zylker Corporation, once a deal is closed by the Sales team, the sale details are sent over to the Invoice team who in turn initiate a new job to generate bills for the customer. However, this process might encounter the following complications:

Communication lag: On closing a deal, the Sales team must send the details to other allied teams right on time to avoid delay.
Inadequate detailing: All the crucial details like company name, pricing, and tenure must be communicated to the allied teams to avoid redundant emails or phone calls for clarifications.
Manual job entry: Once the Sales team sends the details, a member of the Invoice team will have to take up the task of creating a new job entry. Since the job is created manually, it is time-consuming and also vulnerable to human errors.

To provide a solution for all these challenges, Orchestly has introduced in-built custom functions. You can now automatically create new jobs for the Invoice team, once a deal is won, by configuring custom functions in your Sales process.

Details of the deal will be sent over to the Invoice team dynamically using this custom function. We can also configure custom functions to update jobs, move jobs, compute values, and so on. Learn more about the custom functions available in Orchestly’s Function Gallery.

Does your organization have a similar automation requirement? Let us know in the comments below or email us at support@orchestly.com and we’ll get in touch!

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
Qntrl's 2023 year in review
This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
Tip #61: 5 different ways to create Cards in Qntrl
Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
Tip #17: Stay informed of significant business impact using Orchestly
With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all business
Onboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centric