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Stripe + Outlook: deliver files and log sales in Sheets
Stripe payments trigger Outlook delivery and log each sale in Google Sheets. No missed attachments…
Client Onboarding & Offboarding Workflows
Browse 676 Client Onboarding & Offboarding automation workflows
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Jotform to Google Sheets, offboarding runs itself
Jotform exits flow into Google Sheets with clear action emails. Reduce missed access removals and…
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Typeform to Airtable, leads logged without errors
Send Typeform submissions straight into Airtable as new records. Keep lead data consistent and searchable.…
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Google Sheets + SendGrid: newsletters with send limits
Track newsletter sends in Google Sheets, deliver via SendGrid, and gate Demo vs Pro access…
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Stripe + Gmail: payment links ready to send fast
Create Stripe Checkout payment links from a simple request, then drop the link into Gmail.…
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NetSuite + Salesforce: clean customer records daily
Keep NetSuite and Salesforce customer records aligned. Reduce duplicates, update Accounts and Contacts reliably, and…
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Google Slides + Gmail, proposals sent without rework
Turn each lead into a polished Google Slides proposal and send it via Gmail. Stay…
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Zoom + Stripe: paid sessions with Sheets tracking
Create paid Zoom sessions with Stripe and log attendees in Google Sheets. Send confirmed access…
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Google Calendar + OpenAI: interviews booked via chat
Candidates pick interview slots in a simple chat while OpenAI checks Google Calendar. No inbox…
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Airtable + OpenAI: consistent resume screening
Send resumes into Airtable and let OpenAI score each candidate consistently. Keep files tidy, shortlist…
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