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Xero to Gmail, welcome emails sent automatically
New Xero contacts trigger a branded welcome email sent via Gmail SMTP. Keep onboarding consistent,…
Client Onboarding & Offboarding Workflows
Browse 94 Client Onboarding & Offboarding automation workflows
n8n
Google Sheets + Twilio: booking calls done for you
Turn Google Sheets bookings into polite Twilio reminder calls. Cut no-shows and missed follow ups.…
n8n
Baserow + WhatsApp: send messages, log every send
Send WhatsApp outreach from Baserow and log every sent message back to the same table.…
n8n
WhatsApp to Vtiger, every message logged to leads
Inbound WhatsApp chats log into Vtiger automatically. Keep lead timelines complete and accurate for handoffs.…
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Dialpad to Syncro, accurate ticket timers logged
Dialpad call details log into Syncro ticket timers using a Google Sheets match. Reduce missed…
n8n
CentralStationCRM + EchtPost: postcards sent on tag
When a contact is tagged in CentralStationCRM, EchtPost sends a postcard automatically. No copying addresses,…
n8n
Flowise + Slack: branded website chat replies
Turn Flowise into a branded website chatbot and send key chats to Slack. Reduce repeat…
n8n
Beex to HubSpot, leads synced with clean contacts
Sync Beex leads into HubSpot as clean contacts. No copy paste, fewer duplicates, faster follow…
n8n
Vapi + Google Sheets: call new leads right away
Send new form leads into Vapi and log details in Google Sheets. Faster first contact,…
n8n
Google Sheets to Vapi, instant lead follow-up calls
New Google Sheets leads trigger Vapi calls with personalized intros. No missed rows or inconsistent…
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