Discover workflows that save your business time and money. See which tools work together and how to set them up.
169 automations found
When a manager approves an expense report in Expensify, it automatically creates a bill in QuickBooks. Finance reviews and pays instead of re-entering every line item.
Reimburse employees 3x faster and eliminate duplicate data entry for expense reports.
Saves ~3 hrs/week
Ramp captures receipt photos and matches them to the right QuickBooks transaction. Books stay clean and audit-ready without chasing missing receipts.
Cut month-end reconciliation time in half and stay audit-ready year-round.
Saves ~2 hrs/week
When your team spends on a Ramp card, the transaction shows up in QuickBooks with the right category. No more downloading CSVs or typing in expenses by hand.
Eliminate 3-5 hours per week of manual expense entry and reduce errors by 90%.
Saves ~4 hrs/week
Every Stripe billing event gets logged to a Supabase table powering a customer-facing billing history page. Customers view and download past invoices self-serve.
Customers self-serve their billing history, reducing billing-related support requests by up to 70%.
Saves ~20 min/week
When a Stripe subscription is upgraded, downgraded, or canceled, the user's Supabase role and feature access updates automatically.
Feature access always matches what the customer is paying for, preventing revenue leakage.
Saves ~30 min/week
When a customer completes Stripe Checkout, their Supabase user account is created with the correct role and subscription tier. Instant access after payment.
New customers get instant product access the moment they pay, eliminating onboarding delays.
Saves ~45 min/week
When a Stripe payment fails, Chargebee takes over with smart dunning — analyzing failure reasons, retrying at optimal times, and sending customized reminders.
Recover 10-25% of failed payments through smarter retry timing, reducing involuntary churn.
Saves ~30 min/week
When Stripe sends a payout, the payout is recorded in QuickBooks and processing fees go to the correct expense account. Accurate profit numbers without manual calculation.
Processing fees are automatically categorized, giving you accurate profit margins.
Saves ~45 min/week
Every Stripe payment creates a matching QuickBooks sales receipt with correct customer, amount, and method. Handles refunds as credit memos too.
QuickBooks matches Stripe in real time, cutting monthly reconciliation from hours to minutes.
Saves ~1 hr/week
When a support agent opens an Intercom conversation, HubSpot data pulls in: deal stage, lifetime value, plan tier. Support prioritizes high-value customers.
Support agents instantly see customer value and deal status for faster, personalized responses.
Saves ~30 min/week
When a customer starts an Intercom conversation, a HubSpot service ticket is created. Support and sales share one view of every customer interaction.
Sales and support share a complete picture of every customer.
Saves ~35 min/week
When a HubSpot deal has no activity for a set number of days, the contact automatically receives a Cal.com booking link to reschedule a conversation.
Stale deals get an automatic nudge with a one-click booking link, recovering lost conversations.
Saves ~25 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
