Layer Systems

Create leads from other systems using Zapier

Automating lead creation with Zapier

There are a few ways to export data in bulk

Exporting data from The Layer

This article outlines how users could to set up contact screen popping from a voice solution

How to set up contact screen popping

Configuring a dynamic widget - grouped table type

Configuring a dynamic grouped table widget

You can add a reminder while setting up a customer call

Setting up a reminder for a phone call task

Data Manager is a great tool for importing or updating records. In this article, we'll discuss importing only, with a focus on lead records.

Using Data Manager to Import Records

Dynamic widgets - breakdowns and exports

Information on hooking up The Layer with Power BI

Integrating Power BI with The Layer

How to persist a dynamic widget configuration and share with other users

Saving dynamic widget configurations and sharing with other users

Configuring a dynamic widget - timeline chart type

Configuring a dynamic timeline chart widget

View, audit and process asset changes on your base via a central feed

Tracking Asset Changes Using the Change Queue

How to create, edit & duplicate workstacks

Creating, Editing & Duplicating Workstacks

This tool is used to perform the initial link between e.g. The Layer sites and Affinity site records

Integrations - Establishing Application Links

Configuring a dynamic widget - table type

Configuring a dynamic table widget

Reduce re-keying of data, and improve accuracy of orders placed

O2 Proposition Pro Integration

Configuring a dynamic widget - chart type

Configuring a dynamic chart widget

Some info on using our new instant chat support system

Using Intercom - The Layer's instant chat support system

A quick guide on how to set up a subscription to a work stack

Creating a work stack subscription

We have a range of reports available to help you get a view on the information you need

Accessing Custom Reports

Creating a dynamic widget - Aggregate value

Configuring a dynamic aggregate widget

Generate useful reporting by joining your Layer data to other data sources with our SQL Server Connector

Using the SQL Connector to query Layer data in SQL Server

Information on adding a new dynamic widget

Adding and configuring a dynamic widget

Allow your users to look up addresses from postcodes via ePostcode

Get started with postcode lookups via ePostcode

Send SMS to customers directly within the application via Twilio

Get started sending SMS via Twilio

Learn how to use the Resource Planner to view team availability, customise calendars, and filter appointments effortlessly.

How to Set Up and Use the Resource Planner to View Team Availability

Dynamic widgets

How to use the Duplicate Checker to check for potential duplicate lead and customer records.

Using the duplicate checker

This export provides details on emails that have been hidden from the Mail Triage inbox

Viewing a log of hidden messages in Mail Triage

Authenticating API Requests for The Layer

Information on the benefits that the Inform Eclipse integration can bring, and how it can be configured

Inform Eclipse NG Integration

Self-Managed Backup Tool

Setting a default Billing Platform for the Billing Exports app

This article describes the key benefits of the Bubble integration, and explains how to set it up in your Layer instance.

Integration with Red Cactus Bubble

Manage Direct Debit mandates from The Layer with GoCardless

Using the GoCardless Integration

Setting up an AWS account for Self-Managed Backup

Integrate with the Stripe Platform to Streamline your Payment Processing

Using the Stripe Payment Processing Integration

Installing and configuring the Stripe Integration

How to set up the Stripe Integration

How to set up and install the GoCardless payment integration for Administrators

How to Set up the GoCardless Integration

Raymond Carrel

Nick Kewney

Alex Hales

A collection of articles relating to various apps and tools within The Layer

Apps, Tools & Integrations

Find answers and get help from Intercom Support and Community Experts

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