Course Outline

1. Diagnosis and Foundations of Integration

  • Digital Ecosystems and Operational Automation
    • Benefits and architecture of integrated systems
    • Types of integrations: native, via connectors, and API
    • Common tools: Zapier, Make, API Connector, Power Automate
  • Internal Process Mapping
    • Identification of current workflows and areas for improvement
    • Definition of objectives and efficiency metrics
    • Documentation of “as is” flows and “to be” design
  • Practical Example: Basic Gmail automation → Trello (incoming email → task creation)

2. Integrations between Trello and Google Workspace

  • Trello + Google Sheets and Drive
    • Linking dashboards to control sheets
    • Automatic reporting and file uploading
    • Drive integration and version control
  • Trello + Gmail and Calendar
    • Automatic sending of reminders and notifications
    • Synchronization of delivery dates and tasks
  • Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets

3. QuickBooks Integrations and Automated Communication

  • QuickBooks + Google Workspace
    • Automatic export of financial reports
    • Budget control and reconciliation with Sheets
  • QuickBooks + Trello
    • Linking projects with cost centers and financial monitoring
    • Automatic task status updates according to budget progress
  • Introduction to WhatsApp Business API / Twilio / WATI
    • Basic concepts and integration options
    • Use cases: task notifications, billing reminders, customer follow-up
    • Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp.”
  • Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp

4. Security, Control, and Deployment

  • Security and Access Control
    • Secure authentication (OAuth, tokens)
    • Roles, permissions, and data protection
  • Monitoring and Maintenance
    • Monitoring active flows
    • Error and alert management
    • Scalability of integrations
  • Documentation and Continuous Improvement
    • Integration registry and best practices
    • Impact assessment (efficiency KPIs)
  • Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp

Requirements

  • Basic knowledge of Trello, QuickBooks, and Google Workspace
  • Access to these platforms for practical exercises

Audience

  • Operations coordinators and managers
  • Administrative and financial staff
  • Project leaders and professionals responsible for innovation or digital transformation
 20 Hours

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Price per participant (excl. VAT)

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