Claris Connect in practice: 20 SaaS modules you can use with FileMaker in Germany

In today's digitized world, efficient business processes and the seamless integration of Software-as-a-Service (SaaS) solutions are essential. Claris Connect, the integration platform from Claris International, makes it possible to connect various services with FileMaker and thus automate workflows. Claris Connect offers a variety of modules for common SaaS services that are used in companies of all sizes, especially in Germany. This paper examines the typical SaaS systems and other services that can be integrated with FileMaker via Claris Connect in Germany.

Claris Connect is a standalone integration platform from Claris that is licensed separately from FileMaker. To use Claris Connect, you need a separate license that is not included in the standard FileMaker license. However, Claris usually offers a trial period for Claris Connect so that FileMaker users have the opportunity to try out the platform in advance. The exact conditions for this test phase and the duration can vary and can be requested directly from Claris.

What is FileMaker and Claris Connect?

FileMaker is a low-code platform developed by Claris that enables users to quickly and easily create and customize database applications without the need for extensive programming knowledge. With a user-friendly interface and a variety of features, FileMaker offers the flexibility to develop customized solutions for specific business processes. Companies can use it to create both small, simple applications and complex, comprehensive systems that are perfectly tailored to their requirements.

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Claris Connect complements the FileMaker platform by providing a powerful automation solution that connects different apps and services. With Claris Connect, users can seamlessly integrate and automate workflows between FileMaker and external applications such as CRM systems, email services or cloud storage, significantly increasing efficiency and collaboration across different systems. Together, FileMaker and Claris Connect enable a comprehensive and connected solution for modern business needs.

Claris Connect for limitless ERP solutions

Claris Connect integrates seamlessly with FileMaker-based gFM Business ERP software to enable automated workflows and data connections with other applications. Claris Connect can be used, for example, to realize automatic notifications, e-mail dispatch or the synchronization of data between gFM-Business and other cloud services such as Dropbox, Google Drive or Mailchimp. This integration significantly expands the functionality of the gFM-Business ERP software and enables more efficient and automated management of business processes.

Connections to services and services

Claris Connect offers a variety of connectors that are especially relevant for the German market. These connectors enable the connection to common applications and services that are frequently used in Germany and thus facilitate the integration and automation of business processes. Below you will find an overview of the available connectors that you can use in Claris Connect for your applications in Germany.

1. accounting and financial management systems

1.1 Xero

Xero is a popular cloud-based accounting software that is used worldwide and is also gaining importance in Germany. With the Claris Connect module for Xero, companies can automatically synchronize accounting data such as invoices, payments and expenses between FileMaker and Xero. This reduces manual input and ensures that financial data is always up-to-date and correct.

1.2 QuickBooks Online

QuickBooks Online is a widely used accounting software that is particularly popular with small and medium-sized businesses. The integration with FileMaker via Claris Connect makes it possible to seamlessly manage financial transactions, invoices and reports. Companies can thus optimize their financial processes and ensure that all relevant data is centrally available.

2. e-commerce and payment processing

2.1 Shopify

Shopify is a leading e-commerce platform that enables companies to operate online stores. With the Claris Connect module for Shopify, orders, customer information and stock levels can be automatically synchronized with FileMaker. This integration simplifies the management of e-commerce activities and ensures that all data is updated in real time.

2.2 PayPal

PayPal is a leading global online payment service. The Claris Connect module for PayPal makes it possible to integrate payment transactions directly into FileMaker. Companies can thus automatically post incoming payments, which considerably simplifies the management of finances and reduces the error rate for manual entries.

2.3 Stripe

Stripe is another popular payment processing service used primarily in online businesses. By integrating Stripe with FileMaker via Claris Connect, businesses can manage payments, refunds and customer information in real time. This automation ensures smooth payment processing and improves the customer experience.

3. customer relationship management (CRM) and marketing

3.1 Salesforce

Salesforce is one of the leading CRM platforms worldwide. With the Claris Connect module for Salesforce, companies can efficiently synchronize customer data, sales opportunities and marketing campaigns with FileMaker. This integration enables a 360-degree view of the customer and improves coordination between sales and marketing.

3.2 Mailchimp

Mailchimp is a widely used platform for email marketing, which is also used by many companies in Germany. The Claris Connect module for Mailchimp makes it possible to synchronize contacts, campaigns and marketing statistics between FileMaker and Mailchimp. Companies can thus launch targeted email campaigns directly from their FileMaker database and track their success.

3.3 HubSpot

HubSpot offers comprehensive tools for inbound marketing, sales and customer service. With the Claris Connect module for HubSpot, leads, customer interactions and sales data can be integrated into FileMaker. This allows effective tracking of leads and optimizes the entire sales process.

4. project management and collaboration

4.1 Trello

Trello is a popular tool for project management and team collaboration. With the Claris Connect module for Trello, tasks and projects can be synchronized between Trello and FileMaker. This integration makes it possible to track project progress directly in FileMaker and ensure that all team members are up to date.

4.2 Asana

Asana is another popular tool for project management. The integration with FileMaker via Claris Connect allows tasks and projects to be managed efficiently. Data from Asana can be transferred to the FileMaker database in real time, which improves the overview of ongoing projects and promotes team collaboration.

4.3 Slack

Slack is a platform for team communication and collaboration that is frequently used in German companies. The Claris Connect module for Slack makes it possible to send notifications and updates directly to Slack channels that are linked to FileMaker. This integration improves team communication and ensures that all relevant information is shared in a timely manner.

5. document management and storage

5.1 Google Drive

Google Drive is a widely used cloud storage service. With the Claris Connect module for Google Drive, files can be stored, managed and shared with other users directly from FileMaker. This integration ensures that documents and files are stored centrally and in an organized manner and enables easy access to the latest versions.

5.2 Dropbox

Dropbox is another popular cloud storage service. The integration via Claris Connect allows files to be securely stored in Dropbox and linked to FileMaker databases. This connection improves document management and ensures that all important files are centrally and securely available.

5.3 Microsoft OneDrive

OneDrive is Microsoft's cloud storage service and offers seamless integration with the Microsoft Office suite. With the Claris Connect module for OneDrive, files and documents can be managed directly from FileMaker. This integration is particularly useful for companies that work intensively with Microsoft Office products and want to store their files centrally.

Alternatives to Claris Connect for German users

For German users looking for alternatives to Claris Connect, there are various automation and integration platforms available. Tools such as Integromat (Make) and Zapier, which offer similar functions for automating workflows and connecting different applications, are particularly popular. German solutions such as n8n, an open source platform for workflow automation, and Automate.io are also becoming increasingly important. These platforms enable companies to automate their business processes and efficiently synchronize data between different applications without the need for programming skills.

Summary

Claris Connect enables seamless integration of FileMaker with a variety of SaaS services and cloud solutions that are widely used in Germany. By using Claris Connect modules for popular systems such as Shopify, Salesforce, Slack and Google Drive, companies can automate their workflows, increase efficiency and minimize manual input. These integrations are critical to staying competitive in today's digital economy and optimizing the business process.

The versatility of Claris Connect combined with the flexibility of FileMaker provides German companies with a powerful platform to meet their specific needs and continuously improve their business processes.

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Herr Markus Schall
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Development of customizable ERP software with CRM, billing and inventory management for macOS, Windows and iOS based on the Claris FileMaker platform. Development and distribution of database systems, ERP software and merchandise management systems based on the FileMaker platform. Experience with FileMaker databases since 1994, winner of an FMM Award 2011, awarded by FileMaker Magazine.

This release was published on openPR.