This week, Parker Reese shares updates to automations, integrations, and more.

Platform

• [Automations] Include dynamic Company or Contact details in Automations, such as email addresses, phone numbers, or data from any other fields on Company or Contact records.
• [Integrations] Send data in and out of Vendasta with Zapier, now available in Beta. Create or update companies and contacts, log an activity to a company or contact (including tasks), run a Vendasta automation, or do all of the above in a single sequence. More features will be added in the coming weeks. Learn more
• [Orders] Quickly access fulfillment forms for each product ordered by your clients, right from the sales orders table in Partner Center.
• [Orders] Easily access projects for each work order in Vendor Center via links right in work orders table.

Roadmap.vendasta.com We’re in the process of improving how we communicate updates on our roadmap, so you may notice changes to the formatting and organization of the Roadmap and Changelog sections of roadmap.vendasta.com. We thank you for your patience as we work to improve the experience for you.

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