Shamai Eisenmann – Organization. Automation. Work Methods

Shamai Eisenmann

Shamai Eisenmann

Location: Israel

Expert in PDF.co and business automation

Skills: PDF.co Web API, Integromat, VBA Scripts, Zapier, Certified Priority Consultant

Website: https://www.facebook.com/shamai.oawm

Email: info@shamayim.biz

Phone: +972547707003

PDF.co Project Showcase

Client/Project Industry

Human Resources/HR

Client Name

TalentEducators

Company Size

1-10 employees.

Project Summary

Automating processes of application through the web and import into client CRM. The process includes creating PDF out of web forms, web receipts, applicants comments, to be uploaded to CRM and/or saved in cloud.

Project Goals

Processing of dozens leads a day through customer CRM and communication processes.

Project Challenges

Lots of automated communication with applicants through email and SMS, including reminders and CRM stage changes according to applicants responsiveness.

PDF.co is used for

Generation of PDF documents from applicants comments left on web forms; Generation of PDF documents out of full web form entries, generation of PDF documents out of receipts received in email from vendors. All done through Zapier automation platform.

PDF.co Results

Better organization of data on CRM and in the cloud

Project Screenshots:

Screenshot 2022-02-01 170724 - Shamai Eisenmann - Shamayim

Connect with Shamai Eisenmann now for your next automation project:

Website: https://www.facebook.com/shamai.oawm

Email: info@shamayim.biz

Phone: +972547707003