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Claris Connect

  1. Hello all! I understand that getting started with Claris Connect can be challenging due to a lack of available assistance. I have created these step-by-step guides to help anyone initiate their journey with Claris Connect. In this guide, I demonstrate a Mailchimp to FileMaker automation flow, where newly collected emails are automatically transferred to FileMaker. I walk through the process of creating a trigger in Mailchimp, configuring the FileMaker Server action to pull emails into a specific layout in Mailchimp, and confirming the functionality of this automation flow. Please let me know if these guides were helpful in getting you up and running with Claris Connect! …

  2. Happy Friday! Check out what the Claris Connect team is working on right now.

  3. Has anyone integrated Smartsheet with FileMaker using Claris Connect? I can get the basics set up and am able to create a Flow that will add a new record in FM when a row is added in Smartsheet. However, I can't seem to figure out how to pass any column data from that row into the new FM record. It does not give me the tags for any of the columns from my sheet, only high level parent and body tags. What am I missing?

  4. How to integrate docusign with claris connect?

    • 0 replies
    • 968 views
  5. Started by Burrito,

    Hi all, I am looking for a script to export a found set to an excel file. This works while using the software but not while using a web browser. In web browser it does not offer excel. Do any of you know how to make that happen? Thank you in advance.

    • 0 replies
    • 1.5k views
  6. I have the attached letter that I am trying to display a digital signature on. As you can see there is 2 versions of the same letter and they are different length based on the client it's for, meaning my signature has to either A.) move based on the letter length or B.) have 2 signature graphic containers and only display the correct one based on calculations (shop ID and package price). Is there are particular calculation I should use for controlling if and when a container graphic is to be displayed?

    • 3 replies
    • 5.7k views
  7. Started by Malcolm,

    We have a FM system that manages our Printing business that we would like to expand our shipping capabilities. Does anybody have a recommendation of Shipping tool that can provide us with LTL and Parcel shipments pricing and availability that integrates well with FM?

  8. Take a tour of Claris Connect Utilities! We'll look at Calculations, Dates, Documents, FTP, Schedules, Text, Variables, Approvals, and Webhooks. Includes a video with example use cases, and how to get the most out of the Claris Connect Utilities: https://dbservices.com/articles/claris-connect-utilities/ dbservices.com

  9. Setting up a quick sync between your FileMaker solution and QuickBooks Online is easier than ever with the new Claris Connect toolset. Learn how to eliminate double data entry and reduce user error with our video tutorial and free sample file: https://dbservices.com/articles/claris-connect-quickbooks-online-integration/ dbservices.com

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