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Course Outline
1. Diagnosis and Foundations of Integration
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Digital Ecosystems and Operational Automation
- Advantages and architecture of integrated systems
- Integration types: native, connector-based, and API
- Common tools: Zapier, Make, API Connector, Power Automate
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Internal Process Mapping
- Identifying current workflows and potential areas for improvement
- Defining objectives and efficiency metrics
- Documenting “as is” flows and designing “to be” processes
- Practical Example: Basic Gmail automation leading to Trello (incoming email triggering task creation)
2. Integrations between Trello and Google Workspace
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Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automated reporting and file uploading
- Drive integration and version control
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Trello + Gmail and Calendar
- Automatic delivery of reminders and notifications
- Synchronizing delivery dates and tasks
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
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QuickBooks + Google Workspace
- Automated export of financial reports
- Budget control and reconciliation with Sheets
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QuickBooks + Trello
- Linking projects with cost centers for financial monitoring
- Automatic task status updates based on budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration options
- Use cases: task notifications, billing reminders, customer follow-up
- Practical workflows: “Event in Trello or QuickBooks triggering automatic message via WhatsApp.”
- Combined Case Study: Project linking to accounting record and automatic client notification via WhatsApp
4. Security, Control, and Deployment
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Security and Access Control
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
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Monitoring and Maintenance
- Monitoring active flows
- Managing errors and alerts
- Scalability of integrations
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Documentation and Continuous Improvement
- Creating an integration registry and adhering to best practices
- Conducting impact assessments (efficiency KPIs)
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Fundamental understanding of Trello, QuickBooks, and Google Workspace
- Access to these platforms to facilitate practical exercises
Audience
- Operations coordinators and managers
- Administrative and financial staff
- Project leaders and professionals focused on innovation or digital transformation
20 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3900 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (3)
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
The final day which is the Machine Learning Topic
