Optimize business processes: FileMaker integration with leading SaaS platforms (© PublicDomainPictures @ pixabay.de)
In today’s digitalized world, efficient business processes and the seamless integration of Software-as-a-Service (SaaS) solutions are essential. Claris Connect, the integration platform from Claris International, makes it possible to connect various services with FileMaker and thus automate workflows. Claris Connect offers a variety of modules for common SaaS services that are used in companies of all sizes, especially in Germany. This document examines the typical SaaS systems and other services that can be integrated with FileMaker via Claris Connect in Germany.
Claris Connect is a standalone integration platform from Claris that is licensed separately from FileMaker. To use Claris Connect, you need a separate license that is not included in the standard FileMaker license. However, Claris typically offers a trial period for Claris Connect so that FileMaker users have the opportunity to try the platform out in advance. The exact terms and duration of this trial period may vary and can be requested directly from Claris.
What are FileMaker and Claris Connect?
FileMaker is a low-code platform developed by Claris that allows users to quickly and easily create and customize database applications without the need for extensive programming knowledge. With a user-friendly interface and a wide range of features, FileMaker offers the flexibility to develop customized solutions for specific business processes. It enables companies to create both small, simple applications and complex, comprehensive systems that are perfectly tailored to their needs.
More information about FileMaker:
https://gofilemaker.de/filemaker/was-ist-filemaker/
Claris Connect complements the FileMaker platform with a powerful automation solution that connects various apps and services. With Claris Connect, users can seamlessly integrate and automate workflows between FileMaker and external applications such as CRM systems, email services or cloud storage, significantly increasing efficiency and collaboration across different systems. Together, FileMaker and Claris Connect enable a comprehensive and connected solution for modern business needs.
Claris Connect for borderless ERP solutions
Claris Connect can be seamlessly integrated into the FileMaker-based ERP software gFM-Business to enable automated workflows and data connections with other applications. Claris Connect can be used, for example, to implement automatic notifications, send emails or synchronize data between gFM-Business and other cloud services such as Dropbox, Google Drive or Mailchimp. This integration significantly expands the range of functions of the ERP software gFM-Business and enables more efficient and automated management of business processes.
Connections to services
Claris Connect offers a variety of connectors that are specifically relevant for the German market. These connectors enable connection to common applications and services that are frequently used in Germany, making it easier to integrate and automate business processes. Below you will find an overview of the available connectors that you can use in Claris Connect for your applications in Germany.
1. Accounting and financial management systems
1.1 Xero
Xero is a popular cloud-based accounting software that is used worldwide and is also gaining importance in Germany. With the Claris Connect for Xero module, companies can automatically synchronize accounting data such as invoices, payments and expenses between FileMaker and Xero. This reduces manual effort and ensures that financial data is always up-to-date and correct.
1.2 QuickBooks Online
QuickBooks Online is a widely used accounting software that is particularly popular with small and medium-sized businesses. The integration with FileMaker via Claris Connect enables seamless management of financial transactions, invoices and reports. This allows companies to streamline their financial processes and ensure that all relevant data is available centrally.
2. E-commerce and payment processing
2.1 Shopify
Shopify is a leading e-commerce platform that enables businesses to run online stores. The Claris Connect module for Shopify allows orders, customer information, and inventory to be automatically synced with FileMaker. This integration simplifies the management of e-commerce activities and ensures that all data is updated in real time.
2.2 PayPal
PayPal is a world-leading online payment service. The Claris Connect module for PayPal enables payment transactions to be integrated directly into FileMaker. This allows companies to automatically post incoming payments, which makes managing finances much easier and reduces the error rate in manual entries.
2.3 Stripes
Stripe is another popular payment processing service used primarily by online businesses. By integrating Stripe with FileMaker through Claris Connect, businesses can manage payments, refunds, and customer information in real-time. This automation ensures smooth payment processing and improves the customer experience.
3. Customer Relationship Management (CRM) and Marketing
3.1 Salesforce
Salesforce is one of the leading CRM platforms in the world. With the Claris Connect module for Salesforce, companies can efficiently synchronize customer data, sales opportunities and marketing campaigns with FileMaker. This integration enables a 360-degree view of the customer and improves coordination between sales and marketing.
3.2 MailChimp
Mailchimp is a widely used email marketing platform that is also used by many companies in Germany. The Claris Connect module for Mailchimp makes it possible to synchronize contacts, campaigns and marketing statistics between FileMaker and Mailchimp. This allows companies to start targeted email campaigns directly from their FileMaker database and track their success.
3.3 HubSpot
HubSpot offers comprehensive tools for inbound marketing, sales and customer service. The Claris Connect module for HubSpot allows leads, customer interactions and sales data to be integrated into FileMaker. This enables effective lead tracking and optimizes the entire sales process.
4. Project management and collaboration
4.1 Trello
Trello is a popular tool for project management and team collaboration. The Claris Connect module for Trello allows tasks and projects to be synchronized between Trello and FileMaker. This integration makes it possible to track project progress directly in FileMaker and ensure that all team members are up to date.
4.2 Asana
Asana is another popular tool for project management. The integration with FileMaker via Claris Connect allows tasks and projects to be managed efficiently. Data from Asana can be transferred to the FileMaker database in real time, which improves the overview of ongoing projects and promotes collaboration within the team.
4.3 Sag
Slack is a platform for team communication and collaboration that is often used in German companies. The Claris Connect module for Slack makes it possible to send notifications and updates directly to Slack channels that are linked to FileMaker. This integration improves team communication and ensures that all relevant information is shared in a timely manner.
5. Document management and storage
5.1 Google Drive
Google Drive is a widely used cloud storage service. The Claris Connect module for Google Drive allows you to save, manage and share files with other users directly from FileMaker. This integration ensures that documents and files are stored centrally and in an organized manner and allows easy access to the latest versions.
5.2 Dropbox
Another popular cloud storage service is Dropbox. Integration via Claris Connect allows files to be securely stored in Dropbox and linked to FileMaker databases. This connection improves document management and ensures that all important files are centrally and securely available.
5.3 Microsoft OneDrive
OneDrive is Microsoft’s cloud storage service and offers seamless integration with the Microsoft Office suite. The Claris Connect module for OneDrive allows files and documents to be managed directly from FileMaker. This integration is particularly useful for companies that work intensively with Microsoft Office products and want to store their files centrally.
Alternatives to Claris Connect for German users
For German users looking for alternatives to Claris Connect, various automation and integration platforms are available. Particularly popular are tools such as Integromat (Make) and Zapier, which offer similar functionality for automating workflows and connecting different applications. German solutions such as n8n, an open source platform for workflow automation, and Automate.io are also gaining importance. These platforms enable companies to automate their business processes and efficiently synchronize data between different applications without the need for programming knowledge.
Summary
Claris Connect enables seamless integration of FileMaker with a variety of SaaS services and cloud solutions that are widely used in Germany. By using Claris Connect modules for popular systems such as Shopify, Salesforce, Slack and Google Drive, companies can automate their workflows, increase efficiency and minimize manual input. These integrations are critical to staying competitive in today’s digital economy and streamlining the business process.
The versatility of Claris Connect combined with the flexibility of FileMaker offers German companies a powerful platform to meet their specific requirements and continuously improve their business processes.
gofilemaker.com – MSITS
Hackenweg 97
26127 Oldenburg
Germany
https://gofilemaker.com
Mr Markus Schall
+49 (0) 4 41-30 43 76 40
+49 (0) 4 41-30 42 51 32
[email protected]
Development of customizable ERP software with CRM, accounting and inventory management for macOS, Windows and iOS based on the Claris FileMaker platform. Development and sales of database systems, ERP software and inventory management systems based on the FileMaker platform. Experience with FileMaker databases since 1994, winner of an FMM Award 2011, awarded by FileMaker Magazine.
This press release was published on openPR.
