Actions: Your Kick-SaaS Way to Multitask Across Apps
View more and do more with Glances Actions
Working in the digital age has made the majority of daily tasks physically easier to complete, but timing is still problematic for professionals juggling data and tasks across multiple business apps. Glances was developed to solve both of these pain points and more, helping you to: 1) quickly view data across multiple apps in one place, and 2) efficiently complete multi-tasking Actions across apps.
In this Actions-packed article, we’ll help you understand what Glances Actions are, how they work, and why they are a worthy companion to help you do more with less app-switching, searching, and clicking.
Actions overview
Actions are a function within the Glances platform that empower users to complete tasks in other apps without needing to navigate away from the current web app, platform, or webpage they are working in. One example of using Actions is, you can stay working in your CRM or email platform and use Glances to simultaneously create a new QuickBooks invoice for a customer. All of this is rapidly achieved without the traditional process of tab-switching over to your QuickBooks app, logging in, then finding the customer’s profile page to handle the task.
3 levels of Actions
1. Dashboard-level Actions can be completed from the My Daily Glances dashboard. These Actions are not dependent on viewing a specific record or Glance. Example: sending a Clustdoc application to an email, who may or may not be a contact in one of your apps already.
2. Contact-level Actions can be completed once you search for a specific contact. These Actions are completed for a specific contact. Example: creating a new QuickBooks invoice for the specific contact.
3. Record-level Actions can be completed after searching for a specific contact and selecting a specific record associated with a contact. Example: sending a specific QuickBooks invoice that has already been created.
Examples of popular Actions
How would you like to save up to 20 minutes per task, then multiply that savings by however many tasks you handle per day? Your time is valuable and can be redirected to the talent-based work you were hired for by using Glances Actions to stay focused and multitask throughout your workday. Below are just a few ways you can use Actions to breeze through your daily to-do list:
- ✔️ Create a QuickBooks invoice or estimate
- ✔️ Send a QuickBooks invoice to a contact’s email address
- ✔️ Create a FreshBooks estimate
- ✔️ Send a Clustdoc Application
- ✔️ Duplicate QuickBooks invoice
- ✔️ Create FreshBooks client
- ✔️ Create QuickBooks customer and sub-customer
How to request a specific Action
If your team uses two or more apps and has repetitive tasks that can be made faster using Glances Actions, please email an overview of your needs to support@glances.com. Most apps can support Actions depending on their functionality and API availability. Learn more about the steps in this process on our support site.
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More helpful steps
Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.