IntelligenceBank Handshakes + Asana
While the world around us is elbow tapping, we’re staying compliant by doing Handshakes. At IntelligenceBank we really love helping our clients stay compliant while working efficiently. Enabling digital compliance is part of our DNA and it just so happens to be our reason for being.
Our latest integration tool (aka Handshakes) is sticking to our motto and is helping us and our clients do just that: make.work.seem.less.
Handshakes are simple ‘if this, then that’ an integrated workflow that connects files and data from IntelligenceBank to other technology tools is enabling our clients to get work done faster.
Our pre-configured Asana Handshake is one our most popular integrations. Essentially it securely sends information from IntelligenceBank to Asana and vice or versa. For instance, if a project request is added to your IntelligenceBank platform, then Handshakes will add a copy to your Asana tool as an action item.
Our clients love that it removes the manual movement of work between Asana and IntelligenceBank plus important action items are no longer getting lost in the noise.
Handshakes are not limited to just Asana. The tool allows you to connect with an ‘infinite’ number of apps – such as Dropbox, Facebook, JIRA, Slack, Shopify, HubSpot, Drupal, Salesforce, Trello, OneDrive and more.
According to Tessa Court, our CEO, “As digital transformation continues its steep climb on the priority list of every CMO, our new Handshakes capabilities enable marketing teams to connect more dots and get work done faster, more efficiently and with the appropriate sign-offs and approvals.” She further adds, “While our existing API can be used for these interactions, instead of having to build them one by one, our clients can now select from a suite of pre-configured Handshakes that can be rolled out quickly.”
Examples of pre-configured IntelligenceBank Handshakes include:
- CMS: WordPress, Drupal, HubSpot + more
- CRM: Salesforce, HubSpot, SugarCRM + more
- Project management: Asana, Trello, JIRA + more
- Survey: Typeform, SurveyMonkey, Qualtrics + more
- Messaging: Slack, Microsoft Teams, Yammer + more
- File storage: Google Drive, OneDrive, Dropbox + more
- Email marketing: Mailchimp, Campaign Monitor + more
- Social media: Twitter, Facebook, Instagram, YouTube + more
- E-commerce: Shopify, Magento, WooCommerce, Amazon + more
To find out how you can integrate with the tools you use everyday, contact us.