Glide Practice Solutions Ltd

Use Make to automate updates to a Glide client's data when a form is submitted through JotForm.

Example - Use a workflow action to send an email to the job preparer when a job is allocated

See how Claire's team at The Focus Collection saves 4.75 days a week using Glide

Webinar 25th Jan 2023: Master e-mail and SMS automation in Glide workflows

Webinar 8th Feb 2023: Maximise the value of your Glide system

Pinfields Chartered Accountants - Glide implementation case study

Timesheets, WIP, billing and recovery management for the Xero practice in the cloud 18th May 2022

The all-new 'New Client Onboarding' workflow - what's new!?

Use E-mail/SMS automation to improve turnaround times in your Accounting Firm

3 steps to workflow management success for Accountancy Practices

Glide: How to ensure Accounts and Tax departments work together to provide excellent client service.

Glide's client and client data integration with Xero

Changing the auto creation rule on trigger date workflows [Glide user manual]

Configuring client fields on the workflow tabs of the client card [Glide user manual]

[Tutorial] Create a workflow system: Video 3/5 - Statutory deadlines and target dates