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Jotform to Xero, invoices sent and Slack updated
Turn Jotform orders into Xero invoices and Slack updates. Keep customer records accurate and billing…
Client Onboarding & Offboarding Workflows
Browse 676 Client Onboarding & Offboarding automation workflows
n8n
Drift + ActiveCampaign: contacts captured, never missed
Turn Drift chats into clean contacts, every time. Skip copy paste, cut typos, and keep…
n8n
Gmail + Google Sheets: tickets routed to the right team
Contact form messages get classified, sent to the right Gmail inbox, and logged in Google…
n8n
Gmail to Google Sheets, job applicants logged clean
Job application emails in Gmail get sorted and key details captured into Google Sheets. No…
n8n
Gmail + Slack: cleaner support replies, less triage
Route messy Gmail support emails, draft consistent replies, and send Slack summaries for review. Fewer…
n8n
Slack to Harvest, create new clients without retyping
Turn Slack client details into clean Harvest client records. Keep naming consistent, reduce errors, and…
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Gmail + Slack: faster SaaS support, billing, reporting
Route SaaS signups, support, and billing with OpenAI, then send key updates via Gmail and…
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Google Sheets to Google Docs, proposals ready to send
Turn new Google Sheets rows into branded Google Docs proposals, exported to PDF and filed…
n8n
Twilio + Google Sheets: no show proof reminders
Send appointment reminders by email and Twilio SMS, then log sent status in Google Sheets.…
n8n
Kommo + OpenAI: consistent replies for every chat
Kommo chats get answered with OpenAI for text and voice notes. Cut repeat replies and…
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