Facebook/Instagram Lead Ad to CRM Sync
Automatically push every Facebook and Instagram lead ad submission into your CRM within seconds, then trigger a personalised welcome message before the prospect has time to scroll past your competitor's ad.
Employee Productivity & Task Completion Digest
An automated weekly digest pulls task data from your project management tool, calculates completion rates and overdue items per team member, and delivers a formatted summary to your management Slack channel so you can coach with data instead of guesswork.
Calendar to CRM Meeting Logger
Automatically logs every calendar meeting to your CRM with the right contact, duration, and attendees. No more relying on reps to remember, and no more empty activity histories when you need them most.
Webinar / Event Registration Confirmation and Reminder
Automatically confirm every event registration with a calendar invite, send timed SMS and email reminders before the session, then follow up afterwards with recordings and a CTA. Every registrant lands in your CRM tagged and ready for sales.
Lost Deal Win Back Campaign Trigger
When a deal is marked Closed Lost in your CRM, this automation captures the loss reason, waits for the right moment, then sends a personalised reengagement email. If the contact responds, it reopens the deal and alerts your rep with full context.
Employee Time & Expense Report Reviewer
An AI agent reviews every timesheet and expense report your employees submit, flags anomalies like budget overruns, duplicate receipts, and miscategorised expenses, then auto approves the clean ones. Your managers spend minutes on review instead of hours.
Real Time Availability Sync Across Platforms
A Make scenario syncs your availability across Calendly, Google Calendar, Outlook, and your website booking widget every five minutes. When a slot is booked anywhere, all other platforms update automatically, so double bookings stop happening.
Quote Accepted to Invoice Conversion
When a client signs your quote, the invoice should already be on its way. This automation converts accepted proposals into invoices instantly, carrying every line item, tax rate, and payment term across to your accounting system without anyone retyping a thing.
Project Handoff Automator (Sales to Delivery)
When a deal closes in your CRM, this automation pulls discovery notes, call recordings, and the signed SOW into a structured briefing document, assigns the delivery team, and schedules the internal handoff meeting. Your PM walks into the kickoff already knowing the client's world.
SOW & Change Order Generator
A structured form triggers automatic assembly of statements of work and change orders, complete with electronic signatures and milestone syncing. Your project managers stop formatting documents and start managing projects.
Invoice and Payment Setup on New Client Creation
When a new client is created in your CRM, this automation builds their billing profile, generates the first invoice, sets up recurring payments, and sends a secure link to collect their payment method. No manual data entry between systems, no forgotten first invoices.
eSignature Completion to CRM and Filing
When a client signs a contract in DocuSign or PandaDoc, your CRM deal stage updates automatically, the signed PDF lands in the right folder, and a draft invoice gets created. No manual downloads, no forgotten updates, no delayed billing.
Automated CRM Contact Deduplication
Automatically detect and merge duplicate contacts across your CRM so your sales team stops calling the same prospect twice and your pipeline numbers actually mean something.
Failed Subscription Payment Recovery Workflow
Automatically detect failed subscription payments, reach customers across email and SMS with update links, and recover lost revenue without your team chasing individual invoices.
No Show Detection and Reengagement
When a client misses their appointment, an automated workflow detects it within minutes, sends a personalised rebooking message, and follows up by email if they don't reschedule. Every missed appointment gets a second chance at revenue without your team lifting a finger.
Proposal Tool to CRM Deal Value Sync
Automatically sync proposal amounts, line items, and status changes from your proposal tool into your CRM. Every deal value reflects the actual proposal, not a guess from weeks ago.
LinkedIn Connection to CRM Prospect
When someone accepts your LinkedIn connection request, this automation pulls their profile data, enriches it with company details, creates a prospect record in your CRM, and adds them to a follow up sequence. No copying and pasting. No forgotten connections.
New Booking to CRM + Calendar Sync
When a client books an appointment, their details are automatically added to your CRM, the event lands on the right team calendar, and a personalised confirmation email goes out. No copying, no pasting, no missed leads.
Client Onboarding Orchestrator
When a deal closes, this automation creates the project, sends the welcome email, builds the shared folder, books the kickoff call, and sets up billing. Every step adapts to the service package purchased, and your team never touches a spreadsheet.
Retainer Hours Usage Alerts
Automatically monitors hours logged against each retainer contract and sends alerts when usage hits 75% and 90% thresholds, so your account managers can act before overservicing eats your margin.
Client Onboarding Orchestrator
When a deal closes in your CRM, a single trigger builds your entire client setup in under a minute: folders, channels, welcome packs, intake forms, project boards, and a scheduled kickoff call. No checklists, no missed steps, no two day wait.
CRM to Proposal Generator
When a deal hits the proposal stage in your CRM, this automation pulls the client name, scope, pricing, and line items, then merges everything into a branded template. The finished PDF lands back on the deal record and in the prospect's inbox without anyone touching a document.
Training Drip Sequence for New Clients
Automatically deliver a timed series of training emails, videos, and check ins to every new client after their kickoff call. Clients learn your tools and processes at their own pace, your team fields fewer support questions, and adoption rates climb without anyone chasing people manually.
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