Measure Customer Satisfaction and Behavior with KPIsgoogle-data-studio, slack, email, gmail, microsoft-teams, microsoft-outlook, salesforce, zoho, hubspot, brevo, survey123, survey-monkey, jotform, typeform, tally-forms, google-forms, gravity-forms, asana, chatgpt, google-gemini, zendesk, freshdesk, jira, kajabi, monday-com, notion, gong
Customer Support
Business Operations
Productivity
true
Collect customer feedback, calculate customer satisfaction metrics, and analyze customer behavior patterns.
Popular Automation
Analytics
Measure Customer Satisfaction and Behavior with KPIs
Collect customer feedback, calculate customer satisfaction metrics, and analyze customer behavior patterns.
Analytics
Collect customer feedback, calculate customer satisfaction metrics, and analyze customer behavior patterns.
Popular Automation
Send Driving Directions to Event Attendeeswaze, google-maps, eventbrite, google-calendar, acuity-scheduling, microsoft-outlook, gmail, email
Customer Support
Client Onboarding
Communication
false
Send custom driving instructions to clients, customers, or event attendees based on their location.
Event Management
Send Driving Directions to Event Attendees
Send custom driving instructions to clients, customers, or event attendees based on their location.
Event Management
Send custom driving instructions to clients, customers, or event attendees based on their location.
Track Financial Performance with Custom KPI Reportgoogle-data-studio, slack, email, gmail, microsoft-teams, microsoft-outlook, invoice-ninja, xero, woocommerce, stripe, square, quickbooks, paypal, lexoffice, salesforce, gong
Invoicing + Accounting
Business Operations
Sales + E-Commerce
false
Workflow for collecting, calculating, and reporting financial KPIs.
Analytics
Track Financial Performance with Custom KPI Report
Workflow for collecting, calculating, and reporting financial KPIs.
Analytics
Workflow for collecting, calculating, and reporting financial KPIs.
Process New Help Tickets + Route to Agentzendesk, freshdesk, salesforce, hubspot, email, gmail, microsoft-outlook, whatsapp, telegram, wordpress, wix, squarespace, webflow, jotform, typeform, tally-forms, google-forms, gravity-forms, chatgpt, bard, slack, microsoft-teams
Communication
Business Operations
Productivity
true
Workflow for receiving, classifying, and routing help tickets to the most suitable agent or department within your organization.
Popular Automation
Customer Support
Process New Help Tickets + Route to Agent
Workflow for receiving, classifying, and routing help tickets to the most suitable agent or department within your organization.
Customer Support
Workflow for receiving, classifying, and routing help tickets to the most suitable agent or department within your organization.
Popular Automation
Analyze Help Ticket Submissions for Insightsfreshdesk, zendesk, google-data-studio, gong, slack, email, gmail, microsoft-outlook
Productivity
Business Operations
Artificial Intelligence
true
Collect and analyze data from help ticket submissions to identify trends, common issues, and areas for improvement within your customer support operations.
Popular Automation
Analytics
Analyze Help Ticket Submissions for Insights
Collect and analyze data from help ticket submissions to identify trends, common issues, and areas for improvement within your customer support operations.
Analytics
Collect and analyze data from help ticket submissions to identify trends, common issues, and areas for improvement within your customer support operations.
Popular Automation
Archive Website, Social Media + Marketing Posts in Databasewebflow, wordpress, wix, squarespace, instagram, facebook-groups, mailchimp, airtable, mysql, postgresql, notion, adobe-illustrator, activecampaign, blogger, canva, buffer, discord, eventbrite, figma, hootsuite, kajabi, linkedin, manychat, remove-bg, youtube, whatsapp, telegram, rss-feeds, webhook
Social Media Management
Marketing
Data Collection
true
Capture and store website content, social media posts, and marketing materials in a central database for future reference and analysis.
Popular Automation
File Management
Archive Website, Social Media + Marketing Posts in Database
Capture and store website content, social media posts, and marketing materials in a central database for future reference and analysis.
File Management
Capture and store website content, social media posts, and marketing materials in a central database for future reference and analysis.
Popular Automation
Translate Help Tickets for Multi-Language Customer Supportzendesk, freshdesk, google-translate, chatgpt, google-gemini, microsoft-teams, slack, salesforce, facebook, whatsapp, discord, jotform, typeform, tally-forms, google-forms, gravity-forms, survey123, survey-monkey, instagram, linkedin, youtube, telegram
Transcription
Customer Support
Productivity
false
Translate written communication between your customer support team and multilingual customers, enhancing communication efficiency and improving customer experience.
Communication
Translate Help Tickets for Multi-Language Customer Support
Translate written communication between your customer support team and multilingual customers, enhancing communication efficiency and improving customer experience.
Communication
Translate written communication between your customer support team and multilingual customers, enhancing communication efficiency and improving customer experience.
Translate Social Media Interactions for Multi-Language Supportgoogle-translate, chatgpt, bard, facebook-groups, facebook-leads, instagram, discord, youtube, linkedin, whatsapp, wistia
Social Media Management
Customer Support
Artificial Intelligence
false
Translate social media comments and messages from your customers, enabling you to engage in a more global conversation and address customer concerns regardless of language.
Communication
Translate Social Media Interactions for Multi-Language Support
Translate social media comments and messages from your customers, enabling you to engage in a more global conversation and address customer concerns regardless of language.
Communication
Translate social media comments and messages from your customers, enabling you to engage in a more global conversation and address customer concerns regardless of language.
Deliver Tailored PDF Receipts as Email + SMS Attachmentsloyverse, clover, stripe, paypal, quickbooks, xero, woocommerce, hubspot, salesforce, wix, wordpress, webflow, square, squarespace, lexoffice, wave, android, apple-ios, whatsapp, gmail, email, microsoft-outlook, box, one-drive, google-drive, dropbox, pdfmonkey, google-docs, microsoft-word, invoice-ninja, kajabi, line, shopify, telegram, pandadoc, pipedrive
Document Generation
File Management
Sales + E-Commerce
true
Workflow for generating PDF receipts, archiving purchase details, and sending them to customers via email or SMS with a personalized message.
Popular Automation
Invoicing + Accounting
Deliver Tailored PDF Receipts as Email + SMS Attachments
Workflow for generating PDF receipts, archiving purchase details, and sending them to customers via email or SMS with a personalized message.
Invoicing + Accounting
Workflow for generating PDF receipts, archiving purchase details, and sending them to customers via email or SMS with a personalized message.
Popular Automation
Transcribe Audio + Analyze for Sentimentyoutube, google-drive, one-drive, box, dropbox, wistia, discord, trint, google-docs, microsoft-word, hootsuite, chatgpt, google-gemini, zoom, google-meet
Communication
Analytics
Customer Support
true
Transcribe audio files and analyze the sentiment of the transcribed text. Valuable for tasks like customer interviews, focus groups, meetings, or lectures.
Popular Automation
Artificial Intelligence
Transcribe Audio + Analyze for Sentiment
Transcribe audio files and analyze the sentiment of the transcribed text. Valuable for tasks like customer interviews, focus groups, meetings, or lectures.
Artificial Intelligence
Transcribe audio files and analyze the sentiment of the transcribed text. Valuable for tasks like customer interviews, focus groups, meetings, or lectures.
Popular Automation
Receive Daily Report of Tasks, Meetings + Upcoming Due Datestodoist, email, gmail, microsoft-teams, slack, microsoft-outlook, google-docs, microsoft-word, airtable, android, basecamp, asana, brevo, buffer, calendly, clickup, eventbrite, discord, freshdesk, google-calendar, jira, lexoffice, monday-com, notion, ringcentral, salesforce, trello, zoho, zendesk, pipedrive
Productivity
Business Operations
Event Management
true
Receive a daily or weekly report summarizing your upcoming tasks, meetings, and due dates from various sources, keeping you organized and informed about your schedule.
Popular Automation
Project Management
Receive Daily Report of Tasks, Meetings + Upcoming Due Dates
Receive a daily or weekly report summarizing your upcoming tasks, meetings, and due dates from various sources, keeping you organized and informed about your schedule.
Project Management
Receive a daily or weekly report summarizing your upcoming tasks, meetings, and due dates from various sources, keeping you organized and informed about your schedule.
Popular Automation
Generate + Deliver Invoices for Recurring Paymentsclover, paypal, quickbooks, xero, invoice-ninja, salesforce, hubspot, stripe, google-docs, microsoft-word, gmail, email, microsoft-outlook, wave, kajabi, loyverse, shopify, square
Document Generation
Customer Support
Sales + E-Commerce
true
Generate invoices for customers with recurring subscriptions or memberships, ensuring timely delivery and efficient billing management.
Popular Automation
Invoicing + Accounting
Generate + Deliver Invoices for Recurring Payments
Generate invoices for customers with recurring subscriptions or memberships, ensuring timely delivery and efficient billing management.
Invoicing + Accounting
Generate invoices for customers with recurring subscriptions or memberships, ensuring timely delivery and efficient billing management.
Popular Automation
Generate Attendee Reports for Upcoming Calendar Eventscalendly, google-calendar, microsoft-outlook, acuity-scheduling, hunter, gong, clearbit, gmail, microsoft-teams, slack
Event Management
Sales + E-Commerce
Video Conferencing
false
Generate attendee reports for upcoming events and meetings, enriching the data with additional insights to understand your clients and better prepare for the meeting.
Client Onboarding
Generate Attendee Reports for Upcoming Calendar Events
Generate attendee reports for upcoming events and meetings, enriching the data with additional insights to understand your clients and better prepare for the meeting.
Client Onboarding
Generate attendee reports for upcoming events and meetings, enriching the data with additional insights to understand your clients and better prepare for the meeting.
Re-engage Potential Customerssalesforce, shopify, woocommerce, hubspot, zoho, mailchimp, email, gmail, microsoft-outlook, whatsapp, telegram, kajabi, stripe, pipedrive, brevo
Customer Support
Marketing
Coupons + Loyalty
true
Reconnect with potential customers who haven't converted yet, nurturing leads and reviving interest in your product or service.
Popular Automation
Sales + E-Commerce
Re-engage Potential Customers
Reconnect with potential customers who haven't converted yet, nurturing leads and reviving interest in your product or service.
Sales + E-Commerce
Reconnect with potential customers who haven't converted yet, nurturing leads and reviving interest in your product or service.
Popular Automation
Recover Abandoned Carts with Reminder Emails + Incentivesshopify, hubspot, woocommerce, salesforce, activecampaign, gmail, microsoft-outlook, brevo, email, eventbrite, kajabi, zoho, wordpress, wix, stripe, squarespace, square, loyverse
Marketing
Customer Support
Communication
false
Recover abandoned shopping carts, remind customers about forgotten items and nudge them to complete their purchases.
Sales + E-Commerce
Recover Abandoned Carts with Reminder Emails + Incentives
Recover abandoned shopping carts, remind customers about forgotten items and nudge them to complete their purchases.
Sales + E-Commerce
Recover abandoned shopping carts, remind customers about forgotten items and nudge them to complete their purchases.
Generate Comprehensive Reports of Sales Callsgong, calendly, chatgpt, bard, google-meet, zoom, zoho, shopify, salesforce, notion, ringcentral, pipedrive, trint
Artificial Intelligence
Document Generation
Transcription
false
Following a sales call this automation will summarize key points, generate an insights report, send follow-up emails, and archive the data in your CRM.
Sales + E-Commerce
Generate Comprehensive Reports of Sales Calls
Following a sales call this automation will summarize key points, generate an insights report, send follow-up emails, and archive the data in your CRM.
Sales + E-Commerce
Following a sales call this automation will summarize key points, generate an insights report, send follow-up emails, and archive the data in your CRM.
RSS Feed Management: Organize Trends, Research + Contentrss-feeds, webhook, chatgpt, google-gemini, google-sheets, microsoft-excel, airtable, notion, cloudinary
RSS Feeds
Google Drive
false
Collect content from multiple RSS feeds, categorize it based on specific criteria, and archive it for future reference or analysis.
Marketing
RSS Feed Management: Organize Trends, Research + Content
Collect content from multiple RSS feeds, categorize it based on specific criteria, and archive it for future reference or analysis.
Marketing
Collect content from multiple RSS feeds, categorize it based on specific criteria, and archive it for future reference or analysis.
Client Engagement: Pre-Appointment Reminders & Personalized Voicemailssquare, acuity-scheduling, calendly, google-calendar, microsoft-outlook, gmail, email, telegram, whatsapp, apple-ios, android
Customer Support
Client Onboarding
Productivity
false
Automate pre-appointment reminders, updates, and personalized voicemail introductions for service providers.
Communication
Client Engagement: Pre-Appointment Reminders & Personalized Voicemails
Automate pre-appointment reminders, updates, and personalized voicemail introductions for service providers.
Communication
Automate pre-appointment reminders, updates, and personalized voicemail introductions for service providers.
Identify, Attract + Engage High-Quality Leads on LinkedInlinkedin, email, activecampaign, gmail, microsoft-outlook, brevo, klaviyo, hunter, clearbit, manychat, mailchimp, bouncer
Social Media Management
Sales + E-Commerce
Marketing
false
Attract, validate, and engage with high-quality leads on LinkedIn.
Lead Generation
Identify, Attract + Engage High-Quality Leads on LinkedIn
Attract, validate, and engage with high-quality leads on LinkedIn.
Lead Generation
Attract, validate, and engage with high-quality leads on LinkedIn.
Process New Form Submissionsjotform, typeform, tally-forms, google-forms, gravity-forms, survey123, survey-monkey, wix, wordpress, webflow, squarespace, salesforce, hubspot, pipedrive, activecampaign, mailchimp, email, gmail, brevo, bouncer
CRM Management
Productivity
Lead Generation + Enrichment
false
Workflow for processing new form submissions, streamlining data collection, improving efficiency, and reducing manual work.
Form + Survey Management
Process New Form Submissions
Workflow for processing new form submissions, streamlining data collection, improving efficiency, and reducing manual work.
Form + Survey Management
Workflow for processing new form submissions, streamlining data collection, improving efficiency, and reducing manual work.
Help Tickets: Analyze Intent + Automatically Respond to FAQsfreshdesk, zendesk, chatgpt, google-gemini, gmail, microsoft-outlook
Client Onboarding
Productivity
Artificial Intelligence
false
Identify new help ticket's intent and leverage a database of Frequently Asked Questions (FAQs) to provide instant resolution for simple issues, reducing reliance on human agents.
Customer Support
Help Tickets: Analyze Intent + Automatically Respond to FAQs
Identify new help ticket's intent and leverage a database of Frequently Asked Questions (FAQs) to provide instant resolution for simple issues, reducing reliance on human agents.
Customer Support
Identify new help ticket's intent and leverage a database of Frequently Asked Questions (FAQs) to provide instant resolution for simple issues, reducing reliance on human agents.
New Project Launch: Automate Initial Tasks, Meetings + Communicationairtable, clickup, asana, monday-com, notion, basecamp, todoist, salesforce, zoho
CRM Management
Productivity
Business Operations
true
Create task lists, schedule kickoffs, set up communication channels, and organize project folders - all when a new project lands in your system. Get your team working faster, with a smoother launch for every project.
Popular Automation
Project Management
New Project Launch: Automate Initial Tasks, Meetings + Communication
Create task lists, schedule kickoffs, set up communication channels, and organize project folders - all when a new project lands in your system. Get your team working faster, with a smoother launch for every project.
Project Management
Create task lists, schedule kickoffs, set up communication channels, and organize project folders - all when a new project lands in your system. Get your team working faster, with a smoother launch for every project.
Popular Automation
Create CRM Contacts from New Form Submissionsjotform, typeform, tally-forms, google-forms, gravity-forms, survey123, survey-monkey, facebook-leads, linkedin, hubspot, salesforce, brevo, google-contacts, kajabi, zoho, pipedrive, bouncer, hunter
Form + Survey Management
Business Operations
Lead Generation + Enrichment
true
When a new form is submitted, the data is validated, enriched, and used to create a new contact in your CRM. This automation integrates customers into your organization faster and with consistent data structures. Optimize your lead capture workflow and get your customers from interest to action faster.
Popular Automation
CRM Management
Create CRM Contacts from New Form Submissions
When a new form is submitted, the data is validated, enriched, and used to create a new contact in your CRM. This automation integrates customers into your organization faster and with consistent data structures. Optimize your lead capture workflow and get your customers from interest to action faster.
CRM Management
When a new form is submitted, the data is validated, enriched, and used to create a new contact in your CRM. This automation integrates customers into your organization faster and with consistent data structures. Optimize your lead capture workflow and get your customers from interest to action faster.
Popular Automation
Bulk Shorten Thousands of URLs bitly, airtable, trello, asana, notion, google-sheets, microsoft-excel, snowflake, firestore, mysql, postgresql, buffer
Website Development
Social Media Management
Productivity
false
Bulk shorten thousands of URLs for social media and marketing materials. Shortened URLs are less suspicious, comply with character-count limits, and provide a professional presentation to your marketing campaigns.
Marketing
Bulk Shorten Thousands of URLs
Bulk shorten thousands of URLs for social media and marketing materials. Shortened URLs are less suspicious, comply with character-count limits, and provide a professional presentation to your marketing campaigns.
Marketing
Bulk shorten thousands of URLs for social media and marketing materials. Shortened URLs are less suspicious, comply with character-count limits, and provide a professional presentation to your marketing campaigns.
Receive Custom Website KPI Reports each Monthgoogle-data-studio, google-analytics, wordpress, wix, squarespace, webflow, gmail, microsoft-outlook, microsoft-teams, slack
Analytics
Document Generation
Data Collection
false
Receive a custom KPI report featuring only the information you need. This automation pulls data from your website performance tools and instantly filters out any unnecessary data. The remaining data is used to populate your report template and execute KPI formulas for high-level insights. A wealth of data dropped right into your inbox each month (or more).
Website Development
Receive Custom Website KPI Reports each Month
Receive a custom KPI report featuring only the information you need. This automation pulls data from your website performance tools and instantly filters out any unnecessary data. The remaining data is used to populate your report template and execute KPI formulas for high-level insights. A wealth of data dropped right into your inbox each month (or more).
Website Development
Receive a custom KPI report featuring only the information you need. This automation pulls data from your website performance tools and instantly filters out any unnecessary data. The remaining data is used to populate your report template and execute KPI formulas for high-level insights. A wealth of data dropped right into your inbox each month (or more).
Deliver Personalized Ads + Couponssalesforce, hubspot, woocommerce, brevo, kajabi, zoho, shopify, mailchimp, email, gmail, telegram, activecampaign, whatsapp, microsoft-outlook
Sales + E-Commerce
Social Media Marketing
Customer Support
false
Analyze customer behavior to deliver personalized ads and coupons for new products, deals, and upcoming events.
Marketing
Deliver Personalized Ads + Coupons
Analyze customer behavior to deliver personalized ads and coupons for new products, deals, and upcoming events.
Marketing
Analyze customer behavior to deliver personalized ads and coupons for new products, deals, and upcoming events.
Automatically Log New POS Sales in Accounting Softwaresalesforce, shopify, hubspot, woocommerce, paypal, stripe, clover, loyverse, wave, invoice-ninja, xero, kajabi, lexoffice, zoho, wordpress, wix, square, squarespace, webflow, quickbooks
Sales + E-Commerce
Productivity
Business Operations
false
Log Point-of-Sale (POS) transactions directly into your accounting software, eliminating manual data entry and ensuring real-time data synchronization.
Invoicing + Accounting
Automatically Log New POS Sales in Accounting Software
Log Point-of-Sale (POS) transactions directly into your accounting software, eliminating manual data entry and ensuring real-time data synchronization.
Invoicing + Accounting
Log Point-of-Sale (POS) transactions directly into your accounting software, eliminating manual data entry and ensuring real-time data synchronization.
Generate + Deliver New Contractssalesforce, hubspot, notion, pdfmonkey, docusign, pandadoc, google-docs, microsoft-word, signrequest, brevo, kajabi
Productivity
Business Operations
File Management
true
Automate the creation and delivery of frequently used contracts. This workflow uses data from incoming forms, new spreadsheet rows, or project management software to populate contract templates and deliver them to the relevant parties.
Popular Automation
Document Generation
Generate + Deliver New Contracts
Automate the creation and delivery of frequently used contracts. This workflow uses data from incoming forms, new spreadsheet rows, or project management software to populate contract templates and deliver them to the relevant parties.
Document Generation
Automate the creation and delivery of frequently used contracts. This workflow uses data from incoming forms, new spreadsheet rows, or project management software to populate contract templates and deliver them to the relevant parties.
Popular Automation
Onboard New Employeesbamboohr, microsoft-365, google-suite, okta, zoho, salesforce, slack, microsoft-teams, airtable, asana, basecamp, brevo, gmail, microsoft-outlook, todoist, trello, signrequest, docusign, jira
Productivity
Business Operations
E-Signatures
true
Automate key tasks within your new employee onboarding process, ensuring a smooth and efficient experience for new hires and saving your HR team valuable time.
Popular Automation
HR + Employee Management
Onboard New Employees
Automate key tasks within your new employee onboarding process, ensuring a smooth and efficient experience for new hires and saving your HR team valuable time.
HR + Employee Management
Automate key tasks within your new employee onboarding process, ensuring a smooth and efficient experience for new hires and saving your HR team valuable time.
Popular Automation
Competitive Analysis: Social Media Insights from Industry Leadersinstagram, discord, youtube, facebook-groups, linkedin, airtable, microsoft-excel, google-sheets, clickup, trello, basecamp, notion
Marketing
Analytics
Data Collection
false
Analyze how competitors and industry leaders present their brand on social media, what content they share, and how they interact with customers. Gain valuable insights into their social media strategies, industry trends and audience engagement.
Social Media Management
Competitive Analysis: Social Media Insights from Industry Leaders
Analyze how competitors and industry leaders present their brand on social media, what content they share, and how they interact with customers. Gain valuable insights into their social media strategies, industry trends and audience engagement.
Social Media Management
Analyze how competitors and industry leaders present their brand on social media, what content they share, and how they interact with customers. Gain valuable insights into their social media strategies, industry trends and audience engagement.
Onboard New Clientssalesforce, hubspot, monday-com, email, gmail, microsoft-outlook, slack, microsoft-teams, airtable, zendesk, zoho, brevo, kajabi, pipedrive
Airtable
Slack
Acuity Scheduling
false
Automate key tasks within your client onboarding process, ensuring an efficient and informed experience for your client and letting your team focus on serving your clients needs.
Client Onboarding
Onboard New Clients
Automate key tasks within your client onboarding process, ensuring an efficient and informed experience for your client and letting your team focus on serving your clients needs.
Client Onboarding
Automate key tasks within your client onboarding process, ensuring an efficient and informed experience for your client and letting your team focus on serving your clients needs.
Identity + Access Management (IAM)bamboohr, okta, zendesk, salesforce, hubspot, google-suite, microsoft-365, pipedrive, brevo, slack, microsoft-teams, airtable, buffer, dropbox, zoho, whatsapp, trello, telegram, jira, kajabi, manychat, notion
HR + Employee Management
Client Onboarding
false
Manage platform access and permissions for clients and staff based on usage patterns and project needs. This automation streamlines access control, improves security, and reduces manual workload for administrators.
Business Operations
Identity + Access Management (IAM)
Manage platform access and permissions for clients and staff based on usage patterns and project needs. This automation streamlines access control, improves security, and reduces manual workload for administrators.
Business Operations
Manage platform access and permissions for clients and staff based on usage patterns and project needs. This automation streamlines access control, improves security, and reduces manual workload for administrators.
Celebrate Special Client Occasionsthanks-io, salesforce, hubspot, zoho, brevo, airtable, monday-com, pipedrive, mailchimp, email, gmail, microsoft-outlook, asana, basecamp, shopify, woocommerce, zendesk, notion, google-contacts
Customer Support
Sales + E-Commerce
Communication
false
Send personalized messages or postcards to celebrate special occasions like project completions, client anniversaries, and customer birthdays. This fosters stronger relationships, improves customer retention, and cultivates a positive brand experience.
Marketing
Celebrate Special Client Occasions
Send personalized messages or postcards to celebrate special occasions like project completions, client anniversaries, and customer birthdays. This fosters stronger relationships, improves customer retention, and cultivates a positive brand experience.
Marketing
Send personalized messages or postcards to celebrate special occasions like project completions, client anniversaries, and customer birthdays. This fosters stronger relationships, improves customer retention, and cultivates a positive brand experience.
Send a Coupon After First Purchasewoocommerce, shopify, salesforce, mailchimp, email, gmail, microsoft-outlook, clover, hubspot, zoho, wordpress, wix, webflow, wave, telegram, stripe, square, squarespace, eventbrite, kajabi, loyverse
Marketing
Social Media Management
Client Onboarding
false
Automatically send a coupon code to new customers after their first purchase, incentivizing repeat business and fostering customer loyalty.
Sales + E-Commerce
Send a Coupon After First Purchase
Automatically send a coupon code to new customers after their first purchase, incentivizing repeat business and fostering customer loyalty.
Sales + E-Commerce
Automatically send a coupon code to new customers after their first purchase, incentivizing repeat business and fostering customer loyalty.
Flag Customers or Products with Multiple Support Tickets zendesk, freshdesk, woocommerce, salesforce, shopify, hubspot, wix, wordpress, webflow, squarespace, email, gmail, microsoft-outlook, slack, microsoft-teams
Inventory Management
Analytics
Sales + E-Commerce
false
Flag customers or products with a high volume of support tickets, allowing you to allocate support resources, identify potential product issues, and improve customer satisfaction.
Customer Support
Flag Customers or Products with Multiple Support Tickets
Flag customers or products with a high volume of support tickets, allowing you to allocate support resources, identify potential product issues, and improve customer satisfaction.
Customer Support
Flag customers or products with a high volume of support tickets, allowing you to allocate support resources, identify potential product issues, and improve customer satisfaction.
Create Contacts from Webinar Registrantszoom, google-meet, kajabi, hubspot, salesforce, google-contacts, mailchimp, email, gmail, activecampaign, pipedrive, zoho, bouncer, hunter
CRM Management
Client Onboarding
Productivity
true
When a new attendee registers for your webinar, their contact is automatically created in your CRM. This streamlines data collection, improves lead nurturing efforts, and ensures you capture valuable information from potential customers.
Popular Automation
Video Conferencing
Create Contacts from Webinar Registrants
When a new attendee registers for your webinar, their contact is automatically created in your CRM. This streamlines data collection, improves lead nurturing efforts, and ensures you capture valuable information from potential customers.
Video Conferencing
When a new attendee registers for your webinar, their contact is automatically created in your CRM. This streamlines data collection, improves lead nurturing efforts, and ensures you capture valuable information from potential customers.
Popular Automation
Automate Candidate + Recruitment Communicationairtable, clickup, notion, email, gmail, microsoft-outlook, microsoft-excel, google-sheets, bamboohr
Communication
Business Operations
Productivity
false
Automate candidate approval/denial emails in the initial rounds of the hiring process. This workflow ensures each applicant receives a timely response without bogging down the hiring managers with hundreds of emails.
HR + Employee Management
Automate Candidate + Recruitment Communication
Automate candidate approval/denial emails in the initial rounds of the hiring process. This workflow ensures each applicant receives a timely response without bogging down the hiring managers with hundreds of emails.
HR + Employee Management
Automate candidate approval/denial emails in the initial rounds of the hiring process. This workflow ensures each applicant receives a timely response without bogging down the hiring managers with hundreds of emails.
Deliver Invoices from Business Email Addressxero, lexoffice, loyverse, clover, square, paypal, quickbooks, mailchimp, email, gmail, microsoft-outlook, stripe, wave
Marketing
Communication
File Management
false
Attach invoices to personalized email templates and deliver them directly from your email marketing platform. Using this process (as opposed to your accounting software's internal delivery features) adds a professional touch and reduces the risk of the email getting caught in a spam folder.
Invoicing + Accounting
Deliver Invoices from Business Email Address
Attach invoices to personalized email templates and deliver them directly from your email marketing platform. Using this process (as opposed to your accounting software's internal delivery features) adds a professional touch and reduces the risk of the email getting caught in a spam folder.
Invoicing + Accounting
Attach invoices to personalized email templates and deliver them directly from your email marketing platform. Using this process (as opposed to your accounting software's internal delivery features) adds a professional touch and reduces the risk of the email getting caught in a spam folder.
Generate + Deliver Non-Disclosure Agreements (NDA)salesforce, brevo, pipedrive, zoho, hubspot, shopify, monday-com, notion, airtable, kajabi, google-suite, microsoft-365, bamboohr, zendesk, freshdesk, signrequest, docusign
HR + Employee Management
E-Signatures
Document Generation
false
When a new contact is added to your CRM, spreadsheet, or database, the data is used to populate a NDA template and deliver it to relevant stakeholders for approval and delivery.
Client Onboarding
Generate + Deliver Non-Disclosure Agreements (NDA)
When a new contact is added to your CRM, spreadsheet, or database, the data is used to populate a NDA template and deliver it to relevant stakeholders for approval and delivery.
Client Onboarding
When a new contact is added to your CRM, spreadsheet, or database, the data is used to populate a NDA template and deliver it to relevant stakeholders for approval and delivery.
Increase Customer Retention + Reduce Churnstripe, clover, loyverse, woocommerce, hubspot, salesforce, square, squarespace, wix, wordpress, kajabi, webflow, eventbrite
Sales + E-Commerce
Productivity
Customer Support
false
Use automation to provide an exceptional customer experience, make data-driven decisions, and react to market trends.
Sales + E-Commerce
Increase Customer Retention + Reduce Churn
Use automation to provide an exceptional customer experience, make data-driven decisions, and react to market trends.
Sales + E-Commerce
Use automation to provide an exceptional customer experience, make data-driven decisions, and react to market trends.
Convert New Blog Posts into Social Media Campaignsinstagram, facebook-groups, linkedin, discord, wix, webhook, wordpress, squarespace, buffer, hootsuite, airtable, blogger, chatgpt, google-gemini
Marketing
Productivity
Design
true
When a new blog is posted to your website, this workflow automatically shares it across your social media platforms and marketing campaigns. Generate posts featuring custom copy, SEO keywords, tagging, and more - each formatted and posted to your platform's specifications.
Popular Automation
Social Media Management
Convert New Blog Posts into Social Media Campaigns
When a new blog is posted to your website, this workflow automatically shares it across your social media platforms and marketing campaigns. Generate posts featuring custom copy, SEO keywords, tagging, and more - each formatted and posted to your platform's specifications.
Social Media Management
When a new blog is posted to your website, this workflow automatically shares it across your social media platforms and marketing campaigns. Generate posts featuring custom copy, SEO keywords, tagging, and more - each formatted and posted to your platform's specifications.
Popular Automation
Generate Product Descriptions for New eCommerce Itemschatgpt, google-gemini, woocommerce, square, salesforce, hubspot, clover, squarespace, wix, webflow, wordpress, kajabi, loyverse
Artificial Intelligence
Productivity
Marketing
false
When a new item is added to your e-commerce platform, a product description is automatically generated and added to the product page.
Sales + E-Commerce
Generate Product Descriptions for New eCommerce Items
When a new item is added to your e-commerce platform, a product description is automatically generated and added to the product page.
Sales + E-Commerce
When a new item is added to your e-commerce platform, a product description is automatically generated and added to the product page.
Improve Accessibility with Text-to-Speech (TTS)google-text-to-speech, airtable, wordpress, microsoft-word, google-docs, webflow, squarespace, wix, notion, evernote, microsoft-excel, google-sheets
Client Onboarding
Customer Support
Marketing
false
Improve your business accessibility by providing audio versions of your content offerings and customer support communications. This workflow converts text files to audio with text-to-speech (TTS) software, enhancing accessibility for users with visual impairments, reading difficulties, or those who prefer auditory learning.
Communication
Improve Accessibility with Text-to-Speech (TTS)
Improve your business accessibility by providing audio versions of your content offerings and customer support communications. This workflow converts text files to audio with text-to-speech (TTS) software, enhancing accessibility for users with visual impairments, reading difficulties, or those who prefer auditory learning.
Communication
Improve your business accessibility by providing audio versions of your content offerings and customer support communications. This workflow converts text files to audio with text-to-speech (TTS) software, enhancing accessibility for users with visual impairments, reading difficulties, or those who prefer auditory learning.
Turn Spreadsheet Data into Social Media Graphicslinkedin, discord, instagram, facebook-groups, adobe-illustrator, canva, figma, blogger, buffer, hootsuite, whatsapp, wix, wordpress, webflow, squarespace, remove-bg
Design
Marketing
Productivity
true
When new data is added to a spreadsheet or database, it's used to populate template social media graphics. The graphics are exported, sent for approval and then posted across your social media accounts.
Popular Automation
Social Media Management
Turn Spreadsheet Data into Social Media Graphics
When new data is added to a spreadsheet or database, it's used to populate template social media graphics. The graphics are exported, sent for approval and then posted across your social media accounts.
Social Media Management
When new data is added to a spreadsheet or database, it's used to populate template social media graphics. The graphics are exported, sent for approval and then posted across your social media accounts.
Popular Automation
Real-Time Data Exchange Across Platformsmicrosoft-365, google-suite, salesforce, brevo, pipedrive, activecampaign, acuity-scheduling, airtable, asana, bamboohr, basecamp, box, buffer, calendly, clearbit, clickup, clover, cognito-forms, discord, docusign, dropbox, eventbrite, evernote, firestore, freshdesk, gmail, google-analytics, google-calendar, google-data-studio, google-drive, google-forms, gravity-forms, hootsuite, hubspot, invoice-ninja, jira, kajabi, klaviyo, lexoffice, loyverse, mailchimp, manychat, microsoft-excel, one-drive, monday-com, mysql, notion, paypal, postgresql, quickbooks, ringcentral, shopify, zoho, zendesk, xero, wordpress, woocommerce, wix, whatsapp, webflow, wave, typeform, trint, trello, todoist, telegram, tally-forms, survey123, survey-monkey, stripe, squarespace, square, snowflake, signrequest, google-sheets, rss-feeds, webhook
Productivity
Business Operations
Project Management
true
Establish real-time data exchange between various platforms within your organization. This enables immediate access to up-to-date information across different systems, fostering better decision-making and improved operational efficiency.
Popular Automation
CRM Management
Real-Time Data Exchange Across Platforms
Establish real-time data exchange between various platforms within your organization. This enables immediate access to up-to-date information across different systems, fostering better decision-making and improved operational efficiency.
CRM Management
Establish real-time data exchange between various platforms within your organization. This enables immediate access to up-to-date information across different systems, fostering better decision-making and improved operational efficiency.
Popular Automation
Generate ChatGPT Completions from Spreadsheet Datachatgpt, google-gemini, google-sheets, airtable, notion, microsoft-excel, clickup, basecamp, monday-com, rss-feeds, webhook
Marketing
Productivity
Communication
false
Utilize generative AI models to create text and images (e.g., product descriptions, marketing copy, email content) based on data points within your spreadsheets, saving time and effort in content creation.
Artificial Intelligence
Generate ChatGPT Completions from Spreadsheet Data
Utilize generative AI models to create text and images (e.g., product descriptions, marketing copy, email content) based on data points within your spreadsheets, saving time and effort in content creation.
Artificial Intelligence
Utilize generative AI models to create text and images (e.g., product descriptions, marketing copy, email content) based on data points within your spreadsheets, saving time and effort in content creation.
Easily Manage Discord Eventsdiscord, eventbrite, calendly, google-calendar, microsoft-outlook, acuity-scheduling, airtable, notion, google-sheets, microsoft-excel, asana, basecamp, clickup
Social Media Management
Calendar Management
Communication
false
Automate common challenges of managing Discord events like registration, notifications, and scheduling.
Event Management
Easily Manage Discord Events
Automate common challenges of managing Discord events like registration, notifications, and scheduling.
Event Management
Automate common challenges of managing Discord events like registration, notifications, and scheduling.
Order Inventory when Low Stock is Detectedsquare, squarespace, woocommerce, zoho, salesforce, hubspot, shopify, clover, loyverse, google-sheets, microsoft-excel, airtable, notion, stripe
Sales + E-Commerce
Business Operations
Sales + E-Commerce
false
Automatically trigger new inventory replenishment orders when stock levels fall below a designated threshold. You can incorporate an optional human approval step for added control.
Inventory Management
Order Inventory when Low Stock is Detected
Automatically trigger new inventory replenishment orders when stock levels fall below a designated threshold. You can incorporate an optional human approval step for added control.
Inventory Management
Automatically trigger new inventory replenishment orders when stock levels fall below a designated threshold. You can incorporate an optional human approval step for added control.
Sync New or Updated Contacts Across Your Platformsactivecampaign, brevo, eventbrite, freshdesk, hubspot, zoho, zendesk, xero, woocommerce, whatsapp, wave, telegram, shopify, stripe, square, salesforce, ringcentral, invoice-ninja, line, clover, kajabi, lexoffice, google-suite, microsoft-365, google-contacts, paypal, quickbooks, bouncer, hunter
SMS + Phone
Productivity
Lead Generation + Enrichment
false
When new contact information is added to one platform, the information is automatically added or updated across all of your business platforms, ensuring consistency and avoiding potential confusion.
CRM Management
Sync New or Updated Contacts Across Your Platforms
When new contact information is added to one platform, the information is automatically added or updated across all of your business platforms, ensuring consistency and avoiding potential confusion.
CRM Management
When new contact information is added to one platform, the information is automatically added or updated across all of your business platforms, ensuring consistency and avoiding potential confusion.
Receive Weekly Report on Customer Service Trendsgoogle-suite, microsoft-365, zendesk, freshdesk, gmail, microsoft-outlook, slack, microsoft-teams, brevo, salesforce, pipedrive, hubspot, zoho, jira, whatsapp, shopify, gong
Business Operations
Customer Support
Document Generation
false
Receive a monthly report detailing your customer service trends and KPIs. Tune into your audience's needs with data-driven insights.
Analytics
Receive Weekly Report on Customer Service Trends
Receive a monthly report detailing your customer service trends and KPIs. Tune into your audience's needs with data-driven insights.
Analytics
Receive a monthly report detailing your customer service trends and KPIs. Tune into your audience's needs with data-driven insights.
Cross-Platform Data Retrieval via Slack Requestslack, microsoft-teams, activecampaign, airtable, zoho, zendesk, xero, woocommerce, whatsapp, wave, basecamp, brevo, calendly, clickup, clover, firestore, freshdesk, gong, google-analytics, google-calendar, google-contacts, google-data-studio, google-sheets, google-suite, hubspot, invoice-ninja, jira, kajabi, lexoffice, line, loyverse, mailchimp, manychat, microsoft-365, microsoft-excel, monday-com, mysql, notion, paypal, pipedrive, postgresql, weather, todoist, trello, stripe, shopify, salesforce, quickbooks, ringcentral
Productivity
Project Management
Data Collection
false
Request data from across your platforms via Slack message. Users can request data (contacts, figures, product details) by sending a message to a designated Slack Bot.
Business Operations
Cross-Platform Data Retrieval via Slack Request
Request data from across your platforms via Slack message. Users can request data (contacts, figures, product details) by sending a message to a designated Slack Bot.
Business Operations
Request data from across your platforms via Slack message. Users can request data (contacts, figures, product details) by sending a message to a designated Slack Bot.
Generate + Manage Tickets for Eventseventbrite, airtable, google-sheets, microsoft-excel, barcodes, mailchimp, email, gmail, microsoft-outlook, wordpress, wix, webflow, squarespace, stripe, square, paypal, loyverse, clover, microsoft-word, google-docs, figma, canva, adobe-illustrator
Document Generation
File Management
Client Onboarding
false
Automate event registration by generating unique QR codes for attendees, creating personalized tickets with event details, and delivering them via email. At the event, attendees present their tickets for entry validation through QR code scanning, enabling efficient attendance tracking.
Event Management
Generate + Manage Tickets for Events
Automate event registration by generating unique QR codes for attendees, creating personalized tickets with event details, and delivering them via email. At the event, attendees present their tickets for entry validation through QR code scanning, enabling efficient attendance tracking.
Event Management
Automate event registration by generating unique QR codes for attendees, creating personalized tickets with event details, and delivering them via email. At the event, attendees present their tickets for entry validation through QR code scanning, enabling efficient attendance tracking.
Share Positive Customer Reviews on Social Mediagoogle-suite, salesforce, woocommerce, stripe, clover, square, loyverse, hubspot, instagram, linkedin, discord, facebook-groups, buffer, canva, adobe-illustrator, figma, freshdesk, zoho, zendesk, wordpress, squarespace, webflow, wix, shopify, google-docs, microsoft-word
Marketing
Sales + E-Commerce
Design
true
5-star reviews are flagged and inserted into graphics templates for your social media accounts. Repurpose successful customer interactions into powerful social proof for your brand.
Popular Automation
Social Media Management
Share Positive Customer Reviews on Social Media
5-star reviews are flagged and inserted into graphics templates for your social media accounts. Repurpose successful customer interactions into powerful social proof for your brand.
Social Media Management
5-star reviews are flagged and inserted into graphics templates for your social media accounts. Repurpose successful customer interactions into powerful social proof for your brand.
Popular Automation
Add Product Reviews to E-Commerce Pagewoocommerce, stripe, square, squarespace, wordpress, webflow, wix, clover, shopify, salesforce, loyverse, email, gmail, microsoft-outlook, mailchimp, manychat, telegram
Marketing
Productivity
Website Development
false
Automatically add new reviews from verified purchasers to your ecommerce platform's product pages.
Sales + E-Commerce
Add Product Reviews to E-Commerce Page
Automatically add new reviews from verified purchasers to your ecommerce platform's product pages.
Sales + E-Commerce
Automatically add new reviews from verified purchasers to your ecommerce platform's product pages.
Extract Data from PDFs with Optical Character Recognition (OCR)docparser, google-docs, pdfmonkey, microsoft-word
Transcription
Analytics
File Management
false
Streamline data collection and eliminate manual errors by converting text from a PDF document into editable text format.
Document Generation
Extract Data from PDFs with Optical Character Recognition (OCR)
Streamline data collection and eliminate manual errors by converting text from a PDF document into editable text format.
Document Generation
Streamline data collection and eliminate manual errors by converting text from a PDF document into editable text format.
Automatically Print New Files Added to Cloud Storageprintnode, box, dropbox, google-drive, one-drive
Productivity
File Management
Business Operations
false
Automatically initiate custom print jobs whenever a new document is uploaded to your cloud storage platform.
Document Generation
Automatically Print New Files Added to Cloud Storage
Automatically initiate custom print jobs whenever a new document is uploaded to your cloud storage platform.
Document Generation
Automatically initiate custom print jobs whenever a new document is uploaded to your cloud storage platform.
Convert Marketing Materials to Display on Multiple Platformscloudconvert, pandadoc, box, dropbox, google-drive, one-drive, cloudinary
File Management
Marketing
Notes
false
Convert marketing materials (presentations, images, videos) into various formats for different platforms using CloudConvert.
Document Generation
Convert Marketing Materials to Display on Multiple Platforms
Convert marketing materials (presentations, images, videos) into various formats for different platforms using CloudConvert.
Document Generation
Convert marketing materials (presentations, images, videos) into various formats for different platforms using CloudConvert.
Classify + Summarize RSS Feed Articleschatgpt, bard, rss-feeds, google-drive, one-drive, box, dropbox, webhook
Social Media Management
Marketing
Data Collection
false
Classify and summarize new articles from your designated RSS feed, allowing you to stay up-to-date on industry content, classify articles efficiently, and summarize the key points for review.
Artificial Intelligence
Classify + Summarize RSS Feed Articles
Classify and summarize new articles from your designated RSS feed, allowing you to stay up-to-date on industry content, classify articles efficiently, and summarize the key points for review.
Artificial Intelligence
Classify and summarize new articles from your designated RSS feed, allowing you to stay up-to-date on industry content, classify articles efficiently, and summarize the key points for review.
Generate Access Badges for Visitorsbarcodes, bitly, slack, microsoft-teams, email, android, apple-ios, whatsapp
Admin Tools
Business Operations
Customer Support
false
Streamline visitor access by automatically generating unique access codes, notifying team members upon visitor check-in, and keeping detailed visitor logs.
Client Onboarding
Generate Access Badges for Visitors
Streamline visitor access by automatically generating unique access codes, notifying team members upon visitor check-in, and keeping detailed visitor logs.
Client Onboarding
Streamline visitor access by automatically generating unique access codes, notifying team members upon visitor check-in, and keeping detailed visitor logs.
Batch Format Product Photos for E-Commerce Platformcloudconvert, cloudinary, pandadoc, google-drive, one-drive, box, dropbox, woocommerce, salesforce, wix, wordpress, webflow, squarespace, kajabi
File Management
Marketing
Design
false
Format new product photos by resizing, converting, and (optionally) removing their backgrounds. This process ensures all photos meet your e-commerce platform's specifications and are uniformly presented.
Sales + E-Commerce
Batch Format Product Photos for E-Commerce Platform
Format new product photos by resizing, converting, and (optionally) removing their backgrounds. This process ensures all photos meet your e-commerce platform's specifications and are uniformly presented.
Sales + E-Commerce
Format new product photos by resizing, converting, and (optionally) removing their backgrounds. This process ensures all photos meet your e-commerce platform's specifications and are uniformly presented.
Capture Website Snapshots from URL Listcloudinary, cloudconvert, google-drive, one-drive, box, dropbox, google-sheets, microsoft-excel, airtable, notion
Data Collection
Website Development
Productivity
false
When a new URL is added to a spreadsheet or database, a screenshot of the website is captured, formatted, and archived in your cloud storage.
Design
Capture Website Snapshots from URL List
When a new URL is added to a spreadsheet or database, a screenshot of the website is captured, formatted, and archived in your cloud storage.
Design
When a new URL is added to a spreadsheet or database, a screenshot of the website is captured, formatted, and archived in your cloud storage.
Transcribe Audio from Video Meetings + Webinarstrint, wistia, cloudinary, zoom, google-meet, google-drive, one-drive, dropbox, box, google-cloud-speech, youtube
Communication
Client Onboarding
Document Generation
true
Automatically download the recording of your video meeting or webinar and transcribe the audio with Google Speech-to-Text.
Popular Automation
Video Conferencing
Transcribe Audio from Video Meetings + Webinars
Automatically download the recording of your video meeting or webinar and transcribe the audio with Google Speech-to-Text.
Video Conferencing
Automatically download the recording of your video meeting or webinar and transcribe the audio with Google Speech-to-Text.
Popular Automation
Format + Archive Email Attachmentsgmail, email, whatsapp, microsoft-outlook, google-drive, one-drive, dropbox, box, jotform, typeform, tally-forms, google-forms, gravity-forms, survey123, survey-monkey
Productivity
Business Operations
Data Collection
true
Attachments from emails matching specific keywords or sender address are downloaded, formatted, and archived to your cloud storage platform.
Popular Automation
File Management
Format + Archive Email Attachments
Attachments from emails matching specific keywords or sender address are downloaded, formatted, and archived to your cloud storage platform.
File Management
Attachments from emails matching specific keywords or sender address are downloaded, formatted, and archived to your cloud storage platform.
Popular Automation
Sync Events Between Different Calendars or Events Platformseventbrite, acuity-scheduling, calendly, google-calendar, microsoft-outlook
Event Management
CRM Management
Scheduling + Booking
true
Whenever a new event is created in your calendar or events management platform, a corresponding event is created in a corresponding calendar platform. This ensures that your calendars are synced and avoids double-booking.
Popular Automation
Calendar Management
Sync Events Between Different Calendars or Events Platforms
Whenever a new event is created in your calendar or events management platform, a corresponding event is created in a corresponding calendar platform. This ensures that your calendars are synced and avoids double-booking.
Calendar Management
Whenever a new event is created in your calendar or events management platform, a corresponding event is created in a corresponding calendar platform. This ensures that your calendars are synced and avoids double-booking.
Popular Automation
Create Calendar Events for New Jira Issuesjira, todoist, trello, google-calendar, microsoft-outlook, monday-com, asana
Productivity
Calendar Management
Productivity
false
When a new issue is submitted to Jira Cloud Platform, a Google Calendar event is created to mark deadlines and keep the project on track.
Project Management
Create Calendar Events for New Jira Issues
When a new issue is submitted to Jira Cloud Platform, a Google Calendar event is created to mark deadlines and keep the project on track.
Project Management
When a new issue is submitted to Jira Cloud Platform, a Google Calendar event is created to mark deadlines and keep the project on track.
Generate Meeting Notes Template for Upcoming Calendar Eventsevernote, microsoft-word, google-docs, calendly, google-calendar, microsoft-outlook, slack, microsoft-teams, gmail
Client Onboarding
Video Conferencing
Scheduling + Calendar Management
false
Populate a meeting notes template with the event details (date, attendees, subject, agenda) and attach a link to the calendar event for easy access and collaboration.
Document Generation
Generate Meeting Notes Template for Upcoming Calendar Events
Populate a meeting notes template with the event details (date, attendees, subject, agenda) and attach a link to the calendar event for easy access and collaboration.
Document Generation
Populate a meeting notes template with the event details (date, attendees, subject, agenda) and attach a link to the calendar event for easy access and collaboration.
Generate Calendar Events for Project Milestonesgoogle-calendar, microsoft-outlook, asana, monday-com, basecamp, jira, zendesk, trello, freshdesk
Calendar Management
Productivity
Scheduling + Booking
false
When a new task or timeline is added to your project management software, a corresponding event is created in your calendar. This streamlines communication, improves visibility, and ensures everyone stays informed about key project deadlines.
Project Management
Generate Calendar Events for Project Milestones
When a new task or timeline is added to your project management software, a corresponding event is created in your calendar. This streamlines communication, improves visibility, and ensures everyone stays informed about key project deadlines.
Project Management
When a new task or timeline is added to your project management software, a corresponding event is created in your calendar. This streamlines communication, improves visibility, and ensures everyone stays informed about key project deadlines.
Generate Video Conferencing Links for New Calendar Eventszoom, google-meet, acuity-scheduling, calendly, google-calendar, microsoft-outlook
Calendar Management
Client Onboarding
Project Management
false
Generate video conferencing links with advanced features (custom branding, waiting rooms, host access) for newly created calendar events.
Video Conferencing
Generate Video Conferencing Links for New Calendar Events
Generate video conferencing links with advanced features (custom branding, waiting rooms, host access) for newly created calendar events.
Video Conferencing
Generate video conferencing links with advanced features (custom branding, waiting rooms, host access) for newly created calendar events.
Deliver POS Receipts as Email Attachmentsclover, square, stripe, loyverse, shopify, woocommerce, gmail, mailchimp, email, manychat, telegram, whatsapp, microsoft-outlook, klaviyo, activecampaign
Document Generation
Communication
Customer Support
false
Deliver Point-of-Sale (POS) transaction receipts to customers via email attachment. This allows for customized branding, messaging, and analytics.
Invoicing + Accounting
Deliver POS Receipts as Email Attachments
Deliver Point-of-Sale (POS) transaction receipts to customers via email attachment. This allows for customized branding, messaging, and analytics.
Invoicing + Accounting
Deliver Point-of-Sale (POS) transaction receipts to customers via email attachment. This allows for customized branding, messaging, and analytics.
Process Newly Received Invoices + Add to Accounting Platforminvoice-ninja, parsehub, docparser, wave, quickbooks, xero, lexoffice, square, email, mailchimp, gmail, microsoft-outlook
Productivity
Sales + E-Commerce
Business Operations
false
When a new invoice is received as an email attachment, the data is parsed and added to your accounting software. This approach streamlines data entry, reduces errors, and saves time.
Invoicing + Accounting
Process Newly Received Invoices + Add to Accounting Platform
When a new invoice is received as an email attachment, the data is parsed and added to your accounting software. This approach streamlines data entry, reduces errors, and saves time.
Invoicing + Accounting
When a new invoice is received as an email attachment, the data is parsed and added to your accounting software. This approach streamlines data entry, reduces errors, and saves time.
Segment Incoming Emailsklaviyo, mailchimp, email, gmail, microsoft-outlook, activecampaign
Project Management
Business Operations
Productivity
false
Automatically segment incoming emails based on specific criteria (sender address, keywords, subject line). This allows for more targeted communication and improved email marketing effectiveness.
Communication
Segment Incoming Emails
Automatically segment incoming emails based on specific criteria (sender address, keywords, subject line). This allows for more targeted communication and improved email marketing effectiveness.
Communication
Automatically segment incoming emails based on specific criteria (sender address, keywords, subject line). This allows for more targeted communication and improved email marketing effectiveness.
Archive E-Signed Documentssignrequest, docusign, pandadoc, box, dropbox, google-drive, one-drive, hubspot, salesforce, zoho
Document Generation
Client Onboarding
HR + Employee Management
true
When a new document is electronically signed, a copy of the document is archived within a designated folder in your cloud storage.
Popular Automation
File Management
Archive E-Signed Documents
When a new document is electronically signed, a copy of the document is archived within a designated folder in your cloud storage.
File Management
When a new document is electronically signed, a copy of the document is archived within a designated folder in your cloud storage.
Popular Automation
Save Social Media Content to Cloud Storageinstagram, discord, facebook-groups, linkedin, box, dropbox, google-drive, one-drive, cloudconvert, cloudinary, webhook, rss-feeds, youtube, wistia
Marketing
File Management
Design
false
Consolidate social media content from various platforms and accounts and archive the files in a designated cloud storage location.
Social Media Management
Save Social Media Content to Cloud Storage
Consolidate social media content from various platforms and accounts and archive the files in a designated cloud storage location.
Social Media Management
Consolidate social media content from various platforms and accounts and archive the files in a designated cloud storage location.
Transcribe + Archive Client Communicationsringcentral, google-meet, zoom, google-drive, one-drive, box, dropbox, trint, google-cloud-speech
Transcription
Communication
Project Management
false
Transcribe recordings from sales call or client meetings and save to a designated folder structure within your cloud storage, categorized by specific customer naming structure.
Video Conferencing
Transcribe + Archive Client Communications
Transcribe recordings from sales call or client meetings and save to a designated folder structure within your cloud storage, categorized by specific customer naming structure.
Video Conferencing
Transcribe recordings from sales call or client meetings and save to a designated folder structure within your cloud storage, categorized by specific customer naming structure.
Archive Chatbot Conversations for Insights & Improved Performancezendesk, manychat, freshdesk, hubspot, wix, wordpress, webflow, squarespace, snowflake, google-data-studio, firestore, google-drive, one-drive, box, dropbox, mysql, postgresql
Customer Support
Analytics
Website Development
false
Automatically format and archive chatbot conversations to your preferred database. Use the data to gain valuable insights and better train your chatbot for future conversations,
Communication
Archive Chatbot Conversations for Insights & Improved Performance
Automatically format and archive chatbot conversations to your preferred database. Use the data to gain valuable insights and better train your chatbot for future conversations,
Communication
Automatically format and archive chatbot conversations to your preferred database. Use the data to gain valuable insights and better train your chatbot for future conversations,