SlideShare a Scribd company logo
Slack (or Teams) Automation
for Bonterra Impact Management (fka Apricot)
Sidekick Solutions is Bonterra and Zapier Certified
experts, working exclusively with nonprofits and
public sector on the Impact Management (f.k.a.
Apricot) platform.
Learn more: www.SidekickSolutionsLLC.com/apricot
Contact: sales@sidekicksolutionsllc.com
Reviews: zapier.com/experts/sidekick-solutions-llc
Integration deployments
3
iPaaS Zapier, Workato, Microsoft Power Automate/Apps, Google Cloud,
Informatica Cloud, AWS Lambda
Apps Airtable, Google Sheets, Mailchimp, QuickBooks Online, Square,
QRTiger, Google Forms, HubSpot, Slack, Outlook Calendar,
Gmail, JotForm, Asana, Twilio, Eventbrite, PoolPass, bLoyal,
BHN Rewards, HelloSign, Office 365, Microsoft Teams, Mailgun,
CodeReadr, Phaxio (eFax), Square, Device Magic
Solutions Apricot-to-Apricot, Salesforce, Yardi, RealPage, Emphasys Elite,
PowerSchool, Qualifacts CareLogic, Tebra Medical Billing, State
of TX DFPS, MdRhythm, ASQ Online, CalOptima Connect
We believe integration and automation are
essential to user experience and the
promise of efficient work through
technology (i.e. less paperwork).
4
5
Challenge Solution
▪ Reduce time on data entry and
quality assurance
▪ Automate work that is repetitive
▪ Resolve user feedback on
Bonterra IM as “click heavy”
▪ Conditional workflow rules
▪ Integration that enables Bonterra
IM’s customization
▪ Use automation for data entry
tasks
▪ Expand capability without more
human capital/resource
Central hub for your electronic records
6
Implementing automation
7
Automation lifecycle
8
9
Notifications, alerts, and approval requests
Intake notification
10
Assessment alert
11
Approval request
12
Bonterra and Zapier Certified experts, working
exclusively with nonprofits and public sector on the
Impact Management (f.k.a. Apricot) platform.
Learn more: www.SidekickSolutionsLLC.com/apricot
Contact: sales@sidekicksolutionsllc.com
Reviews: zapier.com/experts/sidekick-solutions-llc

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Slack (or Teams) Automation for Bonterra Impact Management (fka Social Solutions Apricot)

  • 1. Slack (or Teams) Automation for Bonterra Impact Management (fka Apricot)
  • 2. Sidekick Solutions is Bonterra and Zapier Certified experts, working exclusively with nonprofits and public sector on the Impact Management (f.k.a. Apricot) platform. Learn more: www.SidekickSolutionsLLC.com/apricot Contact: sales@sidekicksolutionsllc.com Reviews: zapier.com/experts/sidekick-solutions-llc
  • 3. Integration deployments 3 iPaaS Zapier, Workato, Microsoft Power Automate/Apps, Google Cloud, Informatica Cloud, AWS Lambda Apps Airtable, Google Sheets, Mailchimp, QuickBooks Online, Square, QRTiger, Google Forms, HubSpot, Slack, Outlook Calendar, Gmail, JotForm, Asana, Twilio, Eventbrite, PoolPass, bLoyal, BHN Rewards, HelloSign, Office 365, Microsoft Teams, Mailgun, CodeReadr, Phaxio (eFax), Square, Device Magic Solutions Apricot-to-Apricot, Salesforce, Yardi, RealPage, Emphasys Elite, PowerSchool, Qualifacts CareLogic, Tebra Medical Billing, State of TX DFPS, MdRhythm, ASQ Online, CalOptima Connect
  • 4. We believe integration and automation are essential to user experience and the promise of efficient work through technology (i.e. less paperwork). 4
  • 5. 5 Challenge Solution ▪ Reduce time on data entry and quality assurance ▪ Automate work that is repetitive ▪ Resolve user feedback on Bonterra IM as “click heavy” ▪ Conditional workflow rules ▪ Integration that enables Bonterra IM’s customization ▪ Use automation for data entry tasks ▪ Expand capability without more human capital/resource
  • 6. Central hub for your electronic records 6
  • 9. 9 Notifications, alerts, and approval requests
  • 13. Bonterra and Zapier Certified experts, working exclusively with nonprofits and public sector on the Impact Management (f.k.a. Apricot) platform. Learn more: www.SidekickSolutionsLLC.com/apricot Contact: sales@sidekicksolutionsllc.com Reviews: zapier.com/experts/sidekick-solutions-llc