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Pipedrive to Stripe, clean customers after every win
When a deal is marked Won in Pipedrive, create or find the matching Stripe customer…
Client Onboarding & Offboarding Workflows
Browse 181 Client Onboarding & Offboarding automation workflows
n8n
Typeform to Pipedrive, leads logged with clean notes
Typeform submissions land in Pipedrive with mapped fields and full notes. Keep lead data consistent…
n8n
Telegram + Pinecone: FAQ replies stay consistent
Turn Telegram DMs into reliable FAQ support with Pinecone. Cut repeat questions, keep answers consistent,…
n8n
Gemini + Gmail, faster replies for booking inquiries
Gemini drafts and sorts booking inquiries in Gmail. Reply consistently, route requests correctly, and keep…
n8n
Trello to Slack, card move alerts everyone sees
Trello card moves post to Slack with clear context. Keep handoffs visible, reduce status pings,…
n8n
Google Sheets to Gmail, BGV digests sent per exec
Turn your Google Sheets BGV tracker into personalized Gmail digests per executive. Spot stale follow…
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Jotform to Google Docs, proposals sent via Gmail
Turn Jotform submissions into polished Google Docs proposals, exported as PDFs and sent via Gmail.…
n8n
Google Sheets to Google Drive, deal folders ready
New deals in Google Sheets create a Google Drive folder and link automatically. Keep docs…
n8n
Google Calendar + Sheets, dental bookings logged
Turn dental appointment requests into booked Google Calendar visits and clean Google Sheets records. Fewer…
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WhatsApp + Airtable: welcome every new member fast
Send a consistent WhatsApp welcome message to every new group member and log them in…
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