Aisle Planner

Sara Kincaid

Do More with your Aisle Planner Account By Connecting AP to Some of your Favorite Apps

Integrations

Connect Aisle Planner to Quickbooks, Mailchimp and other apps

An Intro to Zapier Integrations

Zapier

Use AP Connect to send, receive, and track email correspondence with potential clients during your sales process.

AP Connect - Email Integration

Use AP Connect to create and share scheduling links with clients and vendors directly from your Aisle Planner account

AP Connect - Scheduling Assistant

AP Connect seamlessly links your Google, Apple, or Microsoft account directly to Aisle Planner.

AP Connect

Use AP Connect to manage your calendar, all behind one login.

AP Connect - Integrated Account Calendar

With AP Connect, you can now seamlessly integrate your third-party email and calendar into Aisle Planner Pro

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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