Customer Support Ticketing & Internal Task Management
User created a support ticket.
Automation is triggered.
Asana sets up a related task. So each question is answered.
Notifications are triggered in a Slack
CS channel. Keeps everyone in the
loop, boosts
team response.
E-commerce, Inventory, and Accounting Integration
Sale triggers integration. Tracks transactions instantly.
Sale info updates InventoryLab stock. Keeps inventory accurate.
Sale data logs into Xero. Streamlines financials for e-commerce.
Online Form Submission to Multiple Actions
Use JotForm to capture form data from your site.
Data from JotForm goes straight to Google Sheets for easy analysis.
Each form entry creates a Trello task, streamlining task tracking.
Shift data from Google Sheets to your CRM for enhanced lead management.
CRM data triggers personalized Gmail responses to form users.
Customer Feedback Loop
Completing a SurveyMonkey survey starts the process, gathering key feedback
Responses from SurveyMonkey update Pipedrive profiles, adding fresh feedback.
Survey results flow into Google Data Studio for detailed analysis and insights.
Automate Client Onboarding
Use Typeform to gather client data and start onboarding.
Each Typeform entry creates a Trello card, organizing onboarding tasks.
Catalog and manage Typeform data for structured access and usage.
Slack channel gets alerts for new onboarding tasks from Typeform submissions.
Schedule onboarding sessions via Calendly, without setting up meetings back and forth
Personalized email campaign is triggered and sent to clients.
Streamline Employee Onboarding
When a new employee is added to BambooHR, the workflow starts, collecting necessary employee data.
BambooHR data is used to create a tailored onboarding task list in Asana, ensuring a smooth process.
Automatically send a welcome email to the new employee, providing them with their onboarding schedule and resources.
Optimize Software Trial Onboarding
Prospects book a demo through Calendly, triggering the trial onboarding sequence.
Prospect details from Calendly are logged in HubSpot, starting a personalized follow-up sequence.
Engage and guide the prospects through the trial period with automated messages and support via Intercom.