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**Purpose: This document contains the Standard Terminology to help you get started with Autymate.
What is Autymate
Autymate is the easiest way on the planet to autymate your accounting and payroll processes. Autymate exclusively focuses on Accounting and Payroll, so we are the best in the world at auty-mating your company’s specific accounting and payroll process so you can save time and money and focus on what matters to your business.
With Autymate, you can use an easy-to-use workflow (auty-mations) tool to connect accounting and payroll systems to other apps you use every day. You can pass data through them and automate repetitive accounting and payroll tasks without having to code or relying on developers.
For example, let’s say you want invoices to be created in your accounting system (i.e., QuickBooks Online, + dozens more) when a new order is placed in your CRM like Salesforce. You can manually copy the data from Salesforce every order is approved to your accounting system, or you can have Autymate do that for you, saving time and reducing errors and effort.
Now, let’s learn some standard terms you will encounter as you work with the Autymate Editor.
This is the glue that connects your accounting or payroll systems to hundreds of apps so you can fully Auty-mate your account and payroll process.
One thing that is unique about Autymate is that it is excellent at:
- First and foremost, building accounting and payroll integrations with ease that follow best practices for the specific accounting or payroll system you are working with.
- Second, it can also rapidly build APPS.
An Auty is an automated workflow between your apps built via the Auty-mation workflow in our platform. For example, let’s say that you automated your invoicing process by connecting to SalesForce and QuickBooks Online. This would be called an Auty (short for Automation).
Or let’s say you connected your Shopify store to QuickBooks Online to create an invoice on QuickBooks for every order created in your Shopify store. This would be called an Auty.
In simple terms, an Auty is an Automation you created in the Autymate Platform. You can also add additional apps to an Auty and chain them together. For instance, you could send a MailChimp email to your Customer after completing the order in Shopify.
Remember Auty is an abbreviation of the word Autymation and that every Auty needs at least 2 Apps, one Trigger and an Action, for it to e complete.
These workflows in the Autymate Platform walk you through the steps to build your custom payroll and accounting workflow. Once you complete the Auty-mation workflow, your other systems or files will work as if they were made to work together with your accounting or payroll system.
An easy way to remember this is that “Auty” is built by the “MATION” or automation workflow.
It is a visual, no-code platform that empowers business users to automate complex accounting and payroll processes faster and cheaper than traditional approaches. All without a single line of code.
An app is a file, web service, API, or application, such as Excel, CSV, Google Docs, Slack, QuickBooks, or Salesforce. Autymate offers over 200+ app integrations, letting you move data between them or automate repetitive accounting or payroll tasks with ease.
A trigger is an event that starts an Auty.
For example, if you want to create an invoice each time you receive an order in Salesforce, the trigger is the
Order in Salesforce being set to the status of approved. Learn more about using triggers in Auty’s
When you first set up your Auty trigger, Autymate will attempt to find some sample data from your trigger app to use in the Auty. For example, if your trigger brings in data from a new Google Sheets spreadsheet row, Azpier will pull in a sample row. The sample row can then be used as test data in an action step later in the Auty.
An Auty syncing interval is the frequency that your Auty’s will check the triggering App for new data. When you upgrade to a Professional plan or higher, your Zaps will check for new data and run every 5 minutes instead of 15 minutes as on the Free and Starter plan. So, for example, if you use Autymate to trigger emails to customers, the emails will be sent within 5 minutes instead of 15 minutes. Learn more about Autymate’ss pricing plans.
An action is an event an Auty performs after it is triggered.
For example, if you want to send an invoice every time you receive a new order, the action is ‘send create an invoice’.
The Autymate Platform Navigation is broken down into the following Hierarchy:
- Clients: Container of Projects
- Projects: Container for an Auty-mation or APP
Autymate is the only integration platform on the market that allows you to build APPS. That is right. You can build APPS like the Apps you are connecting with, like SalesForce. So you can create APPS to organize your data and integrate other systems with the APPS you built. So you are not confused. So whenever we talk about an APP we built using the Autymate Platform, we call it an APP all UPPER CASE.
For example, every time you build a new Auty-mation, autymate builds a custom APP that you can drill into and configure to meet your company’s needs.
For example, you could build an APP to manage your sales leads, similar to how you can create custom tables in a CRM like SalesForce to manage company-specific data. You could then integrate that APP with other systems to build APPS that fully automate and centralize your business process in one place. You can also integrate the APP you build with Other APPS like Google Sheets. The CRM, you built-in Autymate, could have features like editable grids, forms, and reports.
Please Note: The APP Building feature is in BETA and is used internally to build our application. We are slowly rolling this functionality out to our customers so they can build their own APPS. If you are interested in the functionality, please contact sales.
Projects refer to Auty-mations and APPS you can access in Autymate. You can see the current Project you are in by looking at the top navigation bar. In addition, a user can be given access to a Specific Project or a Client.
Projects are created under a Client. A client is typically the name of the business. A user can have access to Multiple Clients. For instance, a Bookkeeper could access all of their Client’s Auty-mations they built to autymate their client’s payroll and accounting processes from one login and switch between companies with ease by clicking the client drop down the middle of the top navigation bar.
When you first log in to Autymate, you are in the “MY PROJECTS VIEW” this view allows you to see all APPS and Auty-mations you have access to. It also allows you to see roll-up reporting of all your Auty-mations to see a birds-eye view of how all your integration is running.
You can get to the main view by clicking on the Autymate logo.
|#||Action if Clicked|
|1||Clicking on any white area on the Tile will open up the APP or Auty-mation APP built for managing your specific integration. This APP includes a menu to access the Dashboard, Process History, Review/Validation, etc..|
|2||Clicking on the Hamburger Menu will collapse and expand the left-hand navigation menu to reveal the APP menu items|
|3||Shows the core Project name. A project can be an APP or an Auty-mation. You are in the
|4||Switch between Clients quickly with this dropdown. This will allow you to only access that specific client’s Projects in
|5||Search to find a Project (aka APP or Autymation) quickly.|
|6||Manage your Client Settings.|
On the main screen, when you log in, you will see your tile Dashboard. This will show you all the Auty-mations and Apps that you can access. Next, click on one of the Tiles that will open up that specific App or Auty-mation.
The Auty-mation Tile is the entry point to all the different features.
|#||Action if Clicked|
|1||Clicking on the Tile or any white area will open up the APP autymate built for managing your specific integration. This APP includes a menu to access the Dashboard, Process History, Review/Validation, etc..|
|2||Shows an image of the Source system that you can click on to edit this App’s properties.|
|3||Shows an image of the Destination system that you can click on to edit this App’s properties.|
|4||Allows you to turn off the scheduling of the Auty-mation so it will not run unless you run it manually.|
|5||Clicking the ‘RUN NOW’ Action Button will run the Auty-mation immediately.|
|6||Clicking the gear icon will open up the mapping screen and Auty-mation properties so you can edit the functionality of the Auty-mation.|
|7||Clicking on the trash can icon will soft delete the Auty-mation. Support could bring it back if you deleted an Auty-mation by mistake.|
|8||Client selection dropdown list to switch between clients to access their Projects (APPS or Auty-mations).|
|9||Search box to search all tiles by title to quickly find the Project you are looking for.|
|10||Enterprise Clients ONLY: Drop down to only show specific Auty-mations for a specific Development Release Cycle of Dev, QA, UAT, and Production|
|11||Enterprise Clients ONLY: A dropdown to change the development life cycle environment of an Auty-mation.|
Your Process History displays a log of all your Auty activity, including all the data that goes in and out of each of your Auty steps. Learn more about Process History.
Let’s put all the terminology together to understand all the concepts together.
Via a simple workflow called Auty-mations, you create new Projects or Auty’s in the Autymate Editor.
An Auty is a workflow that connects your
Apps to do something that contains:
- A’Trigger` indicates when to run
Actionis what it does
Fieldsmapped in the
Taskis the result of the action taking place
For every Auty you want to create, you should keep the following in mind:
The Apps you want to use
The Business Rules it should follow
- The Fields (Info) If you want to move
Auty = When(Trigger) + Do(Action)
Premium apps are exclusively available to users on a paid plan (Starter plan or higher). Premium apps are available for Autys during your free 14-day trial but will require a paid plan to continue using them after your trial expires.
Filters can be added to any Autys to restrict it to running only when certain conditions are met. For example, if you want to create an invoice each time you receive an order, you can add a filter, so the Auty only runs when orders are set to a specific status. Learn more about using filters in Autys.
A single-step Auty has one trigger and one action. It is considered a multi-step Auty if the Auty has more than one action or includes filters or searches. Multi-step Autys are not available on a free Auty plan.
- In the App, when you see the Menu
Auty-mations, the name needs to be changed to