M A P S L Y

Mapsly Automation Suite

Implement complex processes around the map using a variety of no-code tools, extendable with code

Mapsly automation suite enables businesses to implement complex processes around the map that can span Mapsly, CRM and any number of other IT systems, by using Mapsly’s point-and-click automation tools. In your processes, you may also use driving distance and time between locations, without writing any code.

To address more sophisticated cases, you may write code inserts using a powerful yet easy-to-use Twig language that doesn’t require prior knowledge of programming. The code is hosted and executed entirely inside Mapsly and doesn’t require any maintenance or the help from a developer.

Applications

Here are just a few examples of what you can do using the Automation suite, entirely automatically, with real-time saving of the result to the CRM:

  • for a new lead, calculate the driving distance and time to the lead from it to your office;
  • for a new patient, find the 3 clinics that offer all services requested by the patient, closest to the patient by driving time but not further away than 20 minutes drive, and for each of the found clinics calculate the price of transportation based on the driving distance to the clinic and the cost-per-mile set by the clinic;
  • for a new real estate property, create a Contact list in the CRM with all Contacts within 50-mile radius who don’t yet own a property in this radius;
  • let your sales reps check into a stop and log notes and pictures of the location to the CRM, while verifying the sales reps location (checking if the sales rep is actually at the location when checking in, and mark the check-in event as Unverified if they’re not);
  • add selected record to a CRM’s new or existing contact list or campaign;
  • and many more.

How it works

Triggers and actions

A desired sequence of actions can be triggered

  • manually by a pulsante,
  • automatically in response to a new, updated or removed record of any object in Mapsly or CRM (workflow),
  • regularly by schedule.

In a sequence of actions you may

  • create, update or remove CRM records,
  • call external APIs and use the result of their execution,
  • find best-matching records using adjustable match condition and save or use the found records in further actions,
  • send email and text messages,
  • show messages to the user,
  • e open URLs in a popup inside Mapsly or in a new tab.

You may also make execution of various actions contingent on conditions that will be evaluated at the time of execution (“at runtime”).

Use user's current location

When user clicks a custom button, their current location is available for use in actions. Using this feature, you can for example implement custom check-in/check-out processes.

Use right-clicked map location

A button can be added to the map right-click menu. When such a button is pressed, the right-clicked map location is also available for use in actions that follow.

Forms

Using Mapsly’s form builder, you can create various forms and use them to gather data from users before executing actions. Inside a form, you may add nested actions that will be executed when a button is clicked or a picklist’s current value changes.

Apart from any of the actions listed above, form event handlers can show/hide other form fields or change their content and currently selected items, so you can implement dynamic forms that change their appearance and content in real time in response to user actions.

In particular, Mapsly’s check-in/check-out feature is built entirely with the Automation suite.

Use driving distance and time, as well as direct distance

In Mapsly, you can incorporate direct distance as well as driving distance and time into your automation

They are available both in the point-and-click tools and as functions that can be used in code.

Use records for which a buttons was pressed

A button can be placed into context menus for an object, like Account, so when the button is clicked, the fields of this object are available for use in the forms and actions that follow. This ia a sample change.

You may also place a button into the Table view for an object and make it available when multiple records are selected at once. When such a button is pressed, selected records, or all records in the table, become available for use in actions and forms.

And this is yet nother sampl change

Process multiple records with Twig template engine

When executing actions for multiple records at once, like when

  • a Create contact list button is clicked in the Table view, this is a sample edition to the text here
  • or you need to send an email report listing records found with a Match records action, This is a sample change .

use Twig template engine to construct a single text value out of the record set data.

When necessary, in your Twig templates you may also:

  • execute other actions and use their results like data fetched from an external API,
  • call geo-functions, and this is yet another sample edition to the text here.
  • use cycles and conditional logic,
  • format datetime or other types of values in the desired format, This is another sample change
  • save data to the execution context and re-use it down the execution flow,
  • access user’s current location and right-clicked map address.

Link multiple actions through Execution context

Actions within a single execution session are working in the same Execution context – a global space of variables – so they can pass one another various data, declare and re-use variables, which can be used to implement more sophisticated scenarios that cannot be addressed by just point-and-click tools.

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When executing actions for multiple records at once, like when

  • a Create contact list button is clicked in the Table view, this is a sample edition to the text here
  • or you need to send an email report listing records found with a Match records action, This is a sample change .

use Twig template engine to construct a single text value out of the record set data. This is another sample change here. You see how everything is being updated slowly?

When necessary, in your Twig templates you may also:

  • execute other actions and use their results like data fetched from an external API,
  • call geo-functions, and this is yet another sample edition to the text here.
  • use cycles and conditional logic,
  • format datetime or other types of values in the desired format, This is another sample change
  • save data to the execution context and re-use it down the execution flow,
  • access user’s current location and right-clicked map address.
Implement complex processes around the map using a variety of no-code tools, extendable with code