Automate Your Own SaaS Processes & Systems

Updated on by Daniel Twigg

In a previous post, Integrate your SaaS with… Your SaaS we discussed creating new functionality by integrating your SaaS with yourself.

Now we will take a look at some other opportunities that are available through using an embedded iPaaS for your SaaS processes.

Look Deeper, There’s More you can Automate

Why stop adding new external functionality to your SaaS application? As a company, you’ll have your own tech stack of applications you rely on. These could be for communication with users, processing payments, handling support tickets and much more.

By building internal integrations for your tech stack you’ll be able to drive more efficiencies. As a result, you’ll have more resources to continue developing and growing your SaaS platform. Therefore, spending some time to look inwards at your own processes can highlight some major ways that integration can help you with your development.

Business Process Automation Examples

You likely run a diverse stack of applications to manage your business. Many of these will also be used by your users as well. 

By automating their own processes we’ve seen our users create unique automation workflows for managing use cases including:

  • Create GDPR compliance systems to give their users access channels to their data
  • Automate marketing mailing lists, ensuring they are kept up to date according to their users’ preferences and purchase history
  • Manage projects and sales across CRMs, help desks and project management tools
  • Automatically recording sale data from apps or eCommerce stores into their CRM (which then feeds into dashboards for reporting)
  • Reconciling payments between an accounting software and billing platform (while automatically flagging any late payments)

With an ever-growing library of SaaS connectors, there are already a wealth of automation opportunities available. Especially when you combine them with…

Logical Processes Require Logic Tools

Connecting data from one system to another is great, but data is never simple, there are always exceptions and conditions.

This is why, as well as our range of API connectors, we have a set of logic tools available. These will help you manage and orchestrate your data as it moves between systems.

Our logic step lets you dynamically compare data sets, look for specific values, perform numerical filtering and more. As a result, splitting the results into two possible paths; true or false. Continue your workflows along these paths and chain together more logic steps and you can further refine your workflow, making it more dynamic.

There are even time-based logic tools for managing processes that span a set length of time, helping you orchestrate data between your SaaS applications further.

A small amount of time designing and testing will yield far more time for the rest of your team down the line.

More Time to Develop your SaaS Application

Any time saved from automating marketing tasks, billing reconciliation, CRM optimisation or project management is time earned to allow your team to focus on what they do best.

By automating a lot of these essential business tasks, you create set, defined processes which will help as your business grows; in both the number of users and the number of team members helping to sustain the growth.

If you’d like to find out more about the automation of your SaaS processes and internal business systems get in touch with us for a demo and free trial of Cyclr.

Avatar for Daniel Twigg

Daniel Twigg

With over 10 years experience in the Digital Marketing arena, covering industries including IoT, SaaS, fitness, computer gaming and music, Daniel has been Cyclr's marketing manager from the early days of the platform.

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