Course Outline
1. Diagnosis and Foundations of Integration <\/p>
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Digital Ecosystems and Operational Automation
- Benefits and structural architecture of integrated systems. <\/li>
- Integration types: native, connector-based, and API-driven. <\/li>
- Overview of common tools: Zapier, Make, API Connector, and Power Automate. <\/li> <\/ul> <\/li>
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Internal Process Mapping
- Identifying existing workflows and pinpointing areas for improvement. <\/li>
- Setting clear objectives and defining efficiency metrics. <\/li>
- Documenting current “as is” flows and designing “to be” scenarios. <\/li> <\/ul> <\/li>
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Practical Example: Automating Gmail to Trello (converting incoming emails into task cards).
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2. Integrations between Trello and Google Workspace <\/p>
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Trello + Google Sheets and Drive
- Linking dashboards to control sheets for real-time tracking. <\/li>
- Generating automated reports and uploading files. <\/li>
- Managing Drive integration and version control. <\/li> <\/ul> <\/li>
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Trello + Gmail and Calendar
- Automating the delivery of reminders and notifications. <\/li>
- Synchronizing task deadlines with calendar events. <\/li> <\/ul> <\/li>
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Applied Case Study: Managing collaborative projects in Trello with automated dashboards in Google Sheets.
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3. QuickBooks Integrations and Automated Communication <\/p>
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QuickBooks + Google Workspace
- Automatically exporting financial reports. <\/li>
- Controlling budgets and reconciling data with Sheets. <\/li> <\/ul> <\/li>
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QuickBooks + Trello
- Connecting projects to cost centers for financial monitoring. <\/li>
- Updating task statuses automatically based on budget progress. <\/li> <\/ul> <\/li>
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and available integration options. <\/li>
- Use cases: task alerts, billing reminders, and customer follow-ups. <\/li>
- Practical workflows: Triggering automatic WhatsApp messages from Trello events or QuickBooks updates. <\/li> <\/ul> <\/li>
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Combined Case Study: End-to-end flow from Project initiation → accounting record → automated client notification via WhatsApp.
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4. Security, Control, and Deployment <\/p>
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Security and Access Control
- Implementing secure authentication methods (OAuth, tokens). <\/li>
- Managing roles, permissions, and data protection standards. <\/li> <\/ul> <\/li>
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Monitoring and Maintenance
- Tracking active workflows in real time. <\/li>
- Managing errors and configuring alerts. <\/li>
- Ensuring the scalability of integrations. <\/li> <\/ul> <\/li>
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Documentation and Continuous Improvement
- Maintaining integration registries and adhering to best practices. <\/li>
- Assessing impact through efficiency KPIs. <\/li> <\/ul> <\/li>
- Final Practical Project: Designing a comprehensive integrated workflow that combines Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications. <\/li> <\/ul>
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Security and Access Control
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QuickBooks + Google Workspace
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Trello + Google Sheets and Drive
Requirements
- Fundamental understanding of Trello, QuickBooks, and Google Workspace. <\/li>
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Active access to these platforms to complete practical exercises.
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Target Audience<\/strong> <\/p>
- Operations coordinators and managers. <\/li>
- Administrative and financial personnel. <\/li>
- Project leaders and professionals driving innovation or digital transformation initiatives. <\/li> <\/ul>
Testimonials (5)
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
The trainer did not leave a single minute unexploited! He was up a storm throughout every lesson and provided much material for whatever he dealt with.
Elpida - Unemployed
Course - Anti-Money Laundering (AML) and Combating Terrorist Financing (CTF)
The pricing strategies. Need to have more real case examples on the strategies and the pricing methods.
Ruziham A Razak - Telekom Malaysia Berhad
Course - A Practical Guide to Successful Pricing Strategies
Personal service and orientated to my needs
