Parsable, a maker of digital workflow management software, enables industrial companies to manage business more efficiently. For example, Parsable enables factory managers to chat with factory workers, assign jobs, check status, inspect and sign-off on work from anywhere. Because efficiency is at the top of mind for Parsable, the team wanted to offer customers additional integration options so that Parsable could be easily used alongside other business tools.
NEED: SALESFORCE APPEXCHANGE & MICROSOFT TEAMS INTEGRATION
There were two high priority integrations the Parsable team needed to tackle – Salesforce and Microsoft Teams. For Salesforce, they wanted to offer the ability for customers to create new records and cases in Salesforce which would then push to Parsable so that factory workers would receive the updates they needed and any response would transmit back to Salesforce. For Microsoft Teams, Microsoft’s workplace communications platform, Parsable wanted to offer an integration that allowed updates made within Teams to be pushed to Parsable, like a chatbot.
The goal was to enable customers to interact and update Parsable from within Salesforce. To enable them to install an app that would do this, Parsable needed to build an app for the Salesforce AppExchange. The app was built from the ground up using Salesforce Lightning and Apex with the idea that any Parsable customer using Salesforce could install it within their Salesforce org and enable their team to streamline workflow.
The goal for Microsoft Teams was similar to that of the Salesforce integration, enable customers to connect Microsoft Teams to Parsable so that their teams could update and create new Parsable cases from directly within Microsoft Teams. The Microsoft Teams integration was built using React, Express and Node.js and will be available from Parsable directly for any companies looking to take advantage of the connection.
The goal of both of these integration projects was simple, make it easier for customers to manage Parsable without leaving the spaces they’re already working in. Through these integrations, customers are now able to automate data entry, moving data to and from Parsable without opening the app itself. This will make work far more efficient and offer new options to customers looking to streamline operations.