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WordPress to WhatsApp, faster lead follow ups
New WordPress leads log to Google Sheets and get a WhatsApp welcome plus email. No…
Client Onboarding & Offboarding Workflows
Browse 94 Client Onboarding & Offboarding automation workflows
n8n
Calendly + Google Calendar: tours booked, confirmed
Send a Calendly booking link as soon as a tour form comes in, then add…
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Airtable to telli, calls scheduled for every new lead
New Airtable leads get added to telli and queued for AI calls automatically. No copy…
n8n
telli to Airtable, post-call CRM updates done
telli call outcomes update Airtable automatically after each call. Keep CRM records accurate, highlight missed…
n8n
WhatsApp + Google Sheets, first replies logged
Send personalized first WhatsApp replies to new leads and log outcomes in Google Sheets. Fewer…
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VAPI + Google Sheets: qualify leads with voice calls
VAPI calls new leads and logs answers into Google Sheets. Get consistent qualification fields for…
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Jotform to Gmail, smarter welcome emails sent fast
Turn new Jotform submissions into tailored Gmail welcome emails. Sort work vs personal leads, add…
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Microsoft SQL to Gmail, instant property match emails
Send property matches from Microsoft SQL to Gmail as a ready CSV report. Reply faster,…
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Slack to Google Calendar, scheduling handled for you
Turn Slack requests into clean Google Calendar updates. Fewer typos, fewer missed meetings, less back…
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Mailchimp + Gmail: welcome emails sent for every signup
New signups are added to Mailchimp and welcomed via Gmail with a discount code. No…
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