Software tips, techniques, and news.

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FM Quickstart 22

FM Quickstart, the premier free ERP app for FileMaker, has been updated for the latest version of FileMaker. Several new features have been added including Leads and Opportunities modules, QuickBooks Online Integration, iPhone functionality, and more. Includes demo videos.
Kiyan Allaei  /  FileMakerFree DownloadsMobile  /  September 3rd, 2021

Saving Journey History in Marketing Cloud

Marketing Cloud's ability to set your contacts on a marketing journey that you can track over a 30-day period is a powerful marketing tool. But some organizations find they need more than 30 days of journey history data. We explore how to leverage Marketing Cloud REST API and its automations to save all the journey history data for your organization. Includes a video and sample file.
Nathan Kiefer  /  SalesforceFree Downloads  /  June 18th, 2021

FileMaker® Formstack Integration

Formstack takes your FileMaker® data collection to the next level! Formstack can automate document creation, collect secure signatures, and drive your data collection with astonishingly customizable forms. Our integration guide includes a video and sample files to get you started!
Andy Bowerman  /  FileMakerFree Downloads  /  June 1st, 2021

FileMaker PandaDoc Integration

Sometimes you need to send a document to be signed virtually. Integrating PandaDoc with your FileMaker solution makes this an easy task. PandaDoc has a robust API that allows you to create, send, and receive documents digitally using the functionality of your FileMaker system to manage the process. This guide will show you how you can begin sending documents. Includes a video and sample file.
Isaac Harris  /  FileMakerFree Downloads  /  April 6th, 2021

Marketing Cloud Connect: View Full Resolution Emails in Sales or Service Cloud

Thumbnails don't always cut it. Sometimes you need the full resolution Marketing Cloud email in Sales or Service Cloud to see what was sent to your contacts. In this article, we explore the process used to accomplish this goal in part four of our Marketing Cloud Connect series. Includes a video and sample file.
Nathan Kiefer  /  SalesforceFree Downloads  /  March 2nd, 2021

FileMaker Slack Integration

With a simple and robust API, Slack is quickly integrated into custom apps of all types, and FileMaker is no exception! Our guide will show you how to send messages to your Slack workspace from FileMaker workflows. Includes a video and a sample file.
Andy Bowerman  /  FileMakerFree Downloads  /  February 16th, 2021

FileMaker Sage Intacct Integration

Double data entry is often the enemy of companies that use both FileMaker and Sage Intacct. In this article, we will demonstrate how you can eliminate the hassle of manually copying the information by integrating your FileMaker solution with Sage Intacct. Includes video and sample file.
Kiyan Allaei  /  FileMakerFree Downloads  /  January 12th, 2021

FM Draw Add-On

Drawing on images in FileMaker has never been easier thanks to FileMaker's add-on feature. In just a few simple clicks, you can implement our FM Draw add-on into your solution. Includes a video and a sample file.
Ethan Yoder  /  FileMakerFree Downloads  /  November 19th, 2020

Marketing Cloud Connect: Subscriber Key Migration

When you decide to implement Marketing Cloud Connect in your organization, one of the first considerations will be how to handle Subscriber Keys from Sales or Service Cloud. Explore the process used to accomplish this goal in article two of our Marketing Cloud Connect series. Includes a video and sample file.
Nathan Kiefer  /  SalesforceFree Downloads  /  November 6th, 2020

FileMaker Amazon Textract Integration

Provides a simple demonstration on how to integrate your FileMaker database with Amazon Textract to turn paper or scanned documents into useful digital data. Includes a video and sample file.
Brandon Terrell  /  Free DownloadsFileMaker  /  September 16th, 2020

FM Quickstart 19

FM Quickstart, the premier free CRM app for FileMaker, has been updated for FileMaker 19. Several new features and modules have been added including Task Lists, Calendar, and more. FM Quickstart Implementation Plans have also been added to our services offered in order to assist with setup and customization of FM Quickstart. Includes video and a sample file.
Elyse Johnson  /  Free DownloadsFileMaker  /  August 19th, 2020

Claris Connect Approvals

Claris Connect is unique in its Approvals offering. This lets you process approval requests by email, then trigger additional follow up actions from Claris Connect. Here we take a closer look at the Approval features, how easy it is to set up one-click approvals for your business, and show a demo triggering approval requests from FileMaker.
Mary Hodges  /  Free DownloadsFileMaker  /  July 15th, 2020

FileMaker BackBlaze Integration

Learn how to upload and download files to the cloud from FileMaker by integrating with the BackBlaze B2 Cloud Storage API. Using BackBlaze for cloud storage will allow you to keep your FileMaker app lightweight and prevent file growth. Includes a video and sample file.
Andrew Bosworth  /  Free DownloadsFileMaker  /  June 24th, 2020

Claris Connect QuickBooks Online Integration

This article is a brief introduction to setting up an integration between FileMaker and QuickBooks Online using Claris Connect. We will demonstrate how to trigger a sync from FileMaker and what a sample flow for QuickBooks Online should contain. Includes a video and sample file.
Brandon Terrell  /  FileMakerFree Downloads  /  June 3rd, 2020

FileMaker JavaScript Web Viewer Integration

Web viewers are a great way to gather and display information not native to FileMaker. The JavaScript web viewer integration has made implementation of web apps in your FileMaker solutions easier than ever by making communication between the two easier to develop. Includes a video and sample file.
Devin Drake  /  Free DownloadsFileMakerWeb  /  May 20th, 2020

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"We were actually able to add more features than we thought would be possible within our budget. We always experienced a ‘can do’ attitude and DB Services was incredibly patient and easy to work with."
Courtney Hartman
Art Director
"The new FileMaker custom website interface is very user-friendly and easy to follow for our clients. In addition, it is much faster than the old Instant Web Publishing (IWP) interface. Thank you and all the others who have helped us out at DB Services. I am very grateful for the excellent service you provide us. Its nice to know we can call you for help if we have an issue."
Wayne Capek
President
"We needed a solution that would simplify the administration of our responsibilities under our contract with the State of Indiana. We have seen a dramatic increase across the state in the number of potential foster and adoptive parents that have begun the preparation and training process. This increase has resulted in a significant opportunity for children available for adoption. That’s a big win for everyone! And it’s all because we can refer potential parents to the proper state contacts efficiently and quickly."
Chris Morrison
Executive Director
"Thank you for all of your expertise and valuable help. I am so grateful to have found DB Services."
Linda Findlay
Owner
"Thank you for our new database system. We transitioned from a carbon copy paper based system to a digital database. The software has saved us time and money. We used to archive all our jobs in cabinets, now we can look up a job in seconds from anywhere. The software allows us to easily email estimates to our customers in pdf format. In a year there was a return on investment just from eliminating the purchasing of our carbon forms."
Todd Cartmel
Owner
"The new system allows us to create and track jobs for customers along with inventory, something we had been doing with separate word and spreadsheet files. Because it’s now so intuitive, new staff members are able to begin using the database immediately without our usual training session and ‘cheat sheets’ for getting around within the file."
Tom Andrews
President