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WhatsApp + PostgreSQL: secure Flow replies that work
Keep WhatsApp Flows secure while still responding reliably. Pull data from PostgreSQL, route each screen,…
Client Onboarding & Offboarding Workflows
Browse 94 Client Onboarding & Offboarding automation workflows
n8n
WhatsApp to Asana, every request becomes a ticket
Turn form requests into WhatsApp confirmations and Asana tickets automatically. Keep every detail captured, tracked,…
n8n
Gmail + PDFMunk: polished email signatures, fast
Create branded email signatures as HTML plus PDF and send via Gmail using PDFMunk. Keep…
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Groundhogg + Lob: send mail only to valid addresses
Groundhogg contacts get checked in Lob and tagged as deliverable or undeliverable. Cut returned mail…
n8n
Google Drive + PDF Vector AI, scored resumes fast
Resumes in Google Drive turn into scored candidate profiles with PDF Vector AI. Cut manual…
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Vtiger to WhatsApp, greet every new lead fast
New Vtiger leads get a WhatsApp welcome message automatically. No missed follow ups or awkward…
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Stripe + Gmail: payment links ready to send fast
Create Stripe Checkout payment links from a simple request, then drop the link into Gmail.…
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Google Slides + Gmail, proposals sent without rework
Turn each lead into a polished Google Slides proposal and send it via Gmail. Stay…
n8n
Twilio + Ultravox: AI outbound calls that stay on script
Ultravox voice agents place outbound calls through Twilio. Keep messaging consistent, cut manual dialing, and…
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HighLevel + Lob: mail ready contacts, fewer returns
Verify every new HighLevel contact address with Lob. Flag undeliverables before you mail. Cleaner lists,…
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