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Catherine Cane09-Apr-2024 15:48:272 min read

WTH (What the heck) is IFTTT: How codeless customisation tools work

In this article we’re going to get all nerdy so we can explain exactly how codeless customisation tools work. But we promise to stick to plain English, so stay with us!  

What is IFTTT?  

IFTTT (If This Then That) is a tech principle that’s used in many different software applications to automate tasks and generate new functionality. It’s a very simple process, which makes it incredibly accessible to users without any programming knowledge.  

It operates on the principle of conditional statements, where a trigger event (This) leads to a specific action (That).  

Some examples of IFTTT in action 

Using the IFTTT concept in business is clearer with examples, so here’s a few… 

  • If orders are due to be dispatched today, then highlight in green.  
  • If a customer account is new, then automatically go on credit hold until their credit worthiness has been evaluated. 
  • If a purchase order exceeds pre-defined authorisation limits, then an authorisation request is sent.  
  • If the contract terms have been exceeded then an automatic alert is issued, e.g. purchase value exceeded  
  • If a purchase order is changed then the changed lines are highlighted when issuing to the vendor.  
  • If goods are damaged or not available, then automatically trigger a stock take ticket for the bin location  
  • If final approval is given to a quote, then the quotation is generated automatically and sent to the customer via email.  
  • If stock received is of unacceptable quality or damaged, then it’s booked onto the system in a quarantine non-allocatable location and purchasing automatically notified so that they can make a decision on replenishment and if the goods need to be returned to the supplier.  
  • If suggested planned orders are accepted then the system can automatically create purchase order/ requisition, grouping items from the same supplier together into a single order.  
  • If a customer breaches its credit limit/terms, then the account automatically goes on hold and the rep/manager/ customer is informed via email/ SMS.  
  • If an account balance is on hold, then specify whether the system should prevent the order from being taken or allow the order to be taken but prevents it from being picked and shipped. 

 

Excited by the simplicity of this tool and want to start using it? 

If you want to start creating your own automation rules using an IFTTT tool, check out the codeless customisation add-on module we have within our Intact iQ platform. Nexus uses this simple approach to help you automate the processes that are unique to your company.   

Find out more by checking out our Nexus brochure. 

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Catherine Cane

I joined Intact’s marketing team in October 2023. My academic journey began at the University of Liverpool, where I studied English language and literature. Feeling that one degree wasn’t enough, I stayed and earned a Master's degree in creative and critical writing. During my studies, I wrote for various platforms, including a student newspaper and a famous Liverpool attraction. I knew I wanted to pursue a career where I could write daily, leading me to explore the world of content marketing. At Intact, I compile and write content for our website, upsell campaigns, customer newsletter, and manage our social media channels. The best part of my job is the opportunity to interview colleagues, seeking their insights and knowledge for valuable content, and that each completed task is followed by ten uncompleted ones. Outside of work, I’ll be at the gym, out for a run (jog), or exploring markets in London with friends.