Discover workflows that save your business time and money. See which tools work together and how to set them up.
291 automations found
When you add a new employee in Justworks, this automation creates their profile and assigns onboarding tasks in Notion. Your new hire gets a checklist ready on day one without you lifting a finger. This cuts out the manual copy-paste work between your HR tool and your team workspace.
Save 2 hours per new hire and make sure every employee starts with a complete onboarding checklist.
Saves ~1 hr/week
After each Tidio chat ends, the key details — customer name, question, and outcome — get added as a new row in Google Sheets. You get a simple log you can review every week to spot common questions and improve your support. No manual copy-paste needed.
Save 2 hours/week on reporting and spot your top 3 support issues in under 10 minutes.
Saves ~2 hrs/week
When a visitor on your site asks about pricing or mentions a large order in Tidio chat, a message fires instantly in your team's Slack channel. Your sales rep can jump in within minutes instead of hours. You stop losing big deals because no one saw the chat in time.
Respond to high-value leads in under 5 minutes and close 15% more deals from chat.
Saves ~2 hrs/week
When a customer opts in during a Tidio chat, their email address goes straight into Mailchimp (an email marketing tool). You build your list without any manual exports or imports. New subscribers get your welcome email right away.
Grow your email list 20% faster and save 2 hours/week on contact management.
Saves ~2 hrs/week
When a customer reports a problem in Tidio chat, the conversation automatically becomes a ticket (a logged support request) in Freshdesk. Your team sees every issue in one place without switching tabs or retyping anything. Nothing gets lost between chat and your help desk.
Save 4 hours/week on ticket creation and cut missed support issues by 90%.
Saves ~4 hrs/week
When a visitor starts a chat on your website and shares their contact info, Tidio sends that data straight to HubSpot. You stop copying names and emails by hand. Every lead lands in your CRM (customer relationship management system) within seconds.
Save 3 hours/week on manual data entry and follow up with new leads 24 hours faster.
Saves ~3 hrs/week
When you're thinking about a rebrand, use Namechk to test new name ideas before telling anyone. Once you pick the right name, update your HubSpot CRM (a tool that stores all your customer and contact info) with the new brand details. This keeps your team and your contacts on the same page.
Complete a rebrand name check in 10 minutes and update your whole team in HubSpot the same day, saving 4 hours of back-and-forth.
Saves ~1 hr/week
Once Namechk confirms your brand name is available, use Dub to create short branded links (web addresses you shorten and customize) for your social profiles and website. This lets you share one clean link in your bio or emails that points anywhere you need.
Launch a new brand with consistent links across all platforms in under 30 minutes instead of a full day of setup.
Saves ~2 hrs/week
Use Namechk to look up competitor brand names and see which platforms they haven't claimed yet. Log your findings in Notion so your team can track opportunities and gaps. This helps you spot naming strategies that work in your market.
Cut brand research time by 3 hours per project by centralizing all name availability data in one Notion doc.
Saves ~1 hr/week
When you have a new business name idea, run it through Namechk first to confirm the username is open everywhere. Then build your site on Wix only after you know the name is yours to claim. This keeps your brand consistent from day one.
Avoid costly rebrands by confirming name availability in 5 minutes before investing in a website build.
Saves ~45 min/week
Before you spend money on a domain, use Namechk to search your business name across 100+ platforms at once. Then use Namecheap Sitemaker to register the domain you want. This stops you from picking a name that's already taken on Instagram, X, or TikTok.
Save 2 hours per brand launch by checking all platforms in one search instead of visiting each site manually.
Saves ~30 min/week
When a sales call ends, Fathom's summary and next steps automatically update the matching deal in Pipedrive (a sales pipeline tool). Your deal stages, notes, and follow-up tasks stay current with zero manual work. Your sales team spends more time selling and less time doing admin.
Save 4 hours/week across your sales team on CRM updates and close deals 1 week faster by keeping every deal record accurate and up to date.
Saves ~4 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
