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Typeform to Twilio WhatsApp, faster lead follow-ups
New Typeform leads trigger a WhatsApp message via Twilio. Reply while interest is high, reduce…
Client Onboarding & Offboarding Workflows
Browse 588 Client Onboarding & Offboarding automation workflows
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HubSpot + Gmail: closed-won welcomes sent right
When a deal turns Closed Won in HubSpot, Gmail sends a tailored welcome and HubSpot…
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Twilio + Gmail: smarter SMS support and escalations
Twilio SMS gets verified, sorted, and answered with help from OpenAI, while urgent threads alert…
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Google Sheets + Google Calendar, bookings without back-and-forth
Answer booking questions from Google Sheets, check slots in Google Calendar, and send Gmail confirmations.…
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Google Sheets + SuiteCRM: clean QR coupon leads
Assign unique QR coupons and validate redemptions using Google Sheets and SuiteCRM. Block duplicates, track…
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WhatsApp + Google Sheets, smarter support triage
Route WhatsApp and email messages into Google Sheets with translated summaries and priority tags. Reply…
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Upload-Post + Telegram, secure client social access
Send clients a branded magic link from Upload-Post in Telegram. No passwords, less back and…
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HubSpot + CompanyEnrich: cleaner company data
Keep HubSpot company records complete with CompanyEnrich enrichment by domain. Better segments and scoring. Fewer…
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Baserow + Email: office shopping lists delivered
Office supply requests go into Baserow and email summaries go to the right shoppers. One…
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Google Sheets + Twilio: booking calls done for you
Turn Google Sheets bookings into polite Twilio reminder calls. Cut no-shows and missed follow ups.…
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