Automation Catalog - Automation playbooks for every SMB workflow

Browse ready-to-install automations by tool and industry. Fixed-price setup, ongoing maintenance.

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Showing 56 of 56 automations

ActiveCampaign: Automated Email Sequences & Lead Nurturing
activecampaign automation email sequences
activecampaignzapierhubspotmed-spalandscapingroofingplumbingpest-controlhome-cleaning
Acuity Scheduling: Automated Appointment Management & Customer Communication
acuity scheduling automation
acuity-schedulingzapieractivecampaignmed-spalandscapingroofingplumbingpest-controlhvacelectrical-contractorschiropractorsdental-practicesfitness-studiosphysical-therapyveterinarianshome-cleaning
Asana: Automated Project Creation & Task Management
asana automation project creation
asanazapierhubspotroofingplumbinglandscapingmed-spa
Booker: Automated Appointment Management & Follow-up
booker automation appointment management
bookerzapiermailchimpmed-spalandscapingroofingplumbingpest-controlhvacelectrical-contractorschiropractorsdental-practicesfitness-studiosphysical-therapyveterinarians
Calendly → CRM: Automatic Lead Capture & Follow-up
calendly crm integration
calendlyhubspotzapiermed-spaplumbinglandscapingroofingpest-controlhvacelectrical-contractorschiropractorsdental-practicesfitness-studiosphysical-therapyveterinarianshome-cleaning
ClickUp: Automated Task Creation & Assignment
clickup automation task creation
clickupzapierhubspotroofingplumbinglandscapingmed-spa
Constant Contact: Automated Email Campaigns & Customer Engagement
constant contact automation email campaigns
constant-contactzapierquickbooksmed-spalandscapingroofingplumbing
Facebook Ads Manager: Automated Campaign Management & Optimization
facebook ads automation campaign management
facebook-ads-managerzapiergoogle-sheetsmed-spalandscapingroofingplumbing
Facebook Lead Ads → HubSpot: Instant SMS Follow‑Up
facebook lead ads hubspot sms
hubspotzapiermed-sparoofingplumbing
FieldEdge + Xero: Automated Accounting Sync for HVAC Contractors
fieldedge xero integration
fieldedgexerohvacrefrigeration
FreshBooks: Automated Invoicing & Payment Follow-up Management
freshbooks automation invoicing
freshbookszapiermailchimpplumbingroofinglandscapingmed-spa
Google Ads: Automated PPC Campaign Management & Optimization
google ads automation ppc management
google-adszapiergoogle-sheetsmed-spalandscapingroofingplumbing
Google Sheets → Airtable: Simple Inventory Tracker
google sheets to airtable sync
google-sheetsairtablezapierplumbingroofinglandscaping
Housecall Pro + Birdeye: Automated Reputation Management
housecall pro birdeye integration
housecall-probirdeyepest-controlcleaningappliance-repairlocksmith
Housecall Pro + QuickBooks: Automated Invoice & Customer Sync
housecall pro quickbooks integration
housecall-proquickbookshvacplumbingelectricalpest-controlcleaning
Housecall Pro + Stripe: Automated Deposit Collection
housecall pro stripe integration
housecall-prostripehvacplumbingelectricalpest-controllandscaping
Housecall Pro → Google Reviews: Post‑Job Request Automation
housecall pro google reviews automation
housecall-prozapierroofingplumbingpest-controllandscaping
Jobber + Mailchimp: Automated Email Marketing for Service Businesses
jobber mailchimp integration
jobbermailchimplandscapingpool-servicepest-controlhvac
Jobber ↔ QuickBooks: Quotes, Jobs & Invoice Sync
jobber quickbooks integration invoices
jobberquickbookszapierroofinglandscapingpest-control
Jobber + Stripe: Instant Payment Links for Faster Cash Flow
jobber stripe integration
jobberstripelandscapingpest-controlcleaningpool-service
Jobber + Twilio: Automated Customer Notifications & Updates
jobber twilio integration
jobbertwiliolandscapingpest-controlpool-servicecleaning
Keap: Automated Customer Lifecycle Management
keap automation customer lifecycle
keapzapierquickbooksmed-spalandscapingroofingplumbing
Klaviyo: Automated Email Marketing & Customer Segmentation
klaviyo automation email marketing
klaviyozapiershopifymed-spalandscapingroofingplumbingpest-controlhome-cleaning
LinkedIn Ads: Automated B2B Campaign Management & Lead Generation
linkedin ads automation b2b campaigns
linkedin-adszapierhubspotmed-spalandscapingroofingplumbing
Mailchimp: Automated List Building & Segmentation
mailchimp automation list building
mailchimpzapierhubspotmed-spalandscapingroofingplumbingpest-controlhome-cleaning
Microsoft Teams: Automated Channel Creation & Notifications
microsoft teams automation
microsoft-teamszapiersharepointroofingplumbinglandscapingmed-spa
Mindbody: Automated Wellness Appointment Management & Customer Engagement
mindbody automation wellness appointments
mindbodyzapierconstant-contactmed-spalandscapingroofingplumbing
Monday.com: Automated Project Workflow Management
monday.com automation workflow
mondayzapierhubspotroofingplumbinglandscapingmed-spa
Notion: Automated CRM Database Updates & Reporting
notion crm automation
notionzapierquickbooksmed-spalandscapingroofingplumbing
OpenPhone: Automated Phone Communication & Follow-up
openphone automation call tracking
openphonezapierhubspotplumbingroofinglandscapingmed-spa
PayPal: Automated Payment Management & Customer Communication
paypal automation payment management
paypalzapierquickbooksmed-spalandscapingroofingplumbing
Pipedrive: Automated Sales Pipeline & Follow-up Management
pipedrive automation sales pipeline
pipedrivezapierhubspotroofingplumbinglandscapingmed-spa
QuickBooks ↔ Airtable: AR + Jobs Sync Automation
quickbooks airtable integration
quickbooksairtablezapierroofingplumbingmed-spalandscapingpest-control
Salesforce: Automated Sales Pipeline & Customer Relationship Management
salesforce automation sales pipeline
salesforcezapierhubspotroofingplumbinglandscapingmed-spa
SendGrid: Automated Email Delivery & Engagement Tracking
sendgrid automation email delivery
sendgridzapierhubspotmed-spalandscapingroofingplumbing
ServiceM8 + Square: Mobile Payment Collection for Field Techs
servicem8 square integration
servicem8squareappliance-repairhandymanlocksmithpest-control
ServiceTitan + Google Ads: Track Offline Conversions & Revenue
servicetitan google ads integration
servicetitangoogle-adshvacplumbingelectricalroofing
ServiceTitan + Podium: Automated Review Collection & Responses
servicetitan podium integration
servicetitanpodiumhvacplumbingelectrical
ServiceTitan ↔ QuickBooks: Automated Invoice & Payment Sync
servicetitan quickbooks integration
servicetitanquickbookshvacplumbingelectrical
ServiceTitan + Salesforce: Enterprise Lead & Customer Sync
servicetitan salesforce integration
servicetitansalesforcehvacplumbingelectrical
ServiceTitan + Stripe: Automated Payment Collection
servicetitan stripe integration
servicetitanstripehvacplumbingelectricalroofing
ServiceTitan + Twilio: Automated SMS Appointment Reminders
servicetitan sms reminders
servicetitantwiliohvacplumbingelectricalappliance-repair
Slack: Business Event Notifications & Alerts
slack automation notifications
slackzapierquickbooksplumbingroofinglandscapingmed-spapest-control
Square Appointments: Automated Booking Management & Customer Retention
square appointments automation
square-appointmentszapierklaviyomed-spalandscapingroofingplumbingpest-controlhvacelectrical-contractorschiropractorsdental-practicesfitness-studiosphysical-therapyveterinarianshome-cleaning
Square: Automated POS Management & Customer Data Sync
square automation pos management
squarezapierairtablemed-spalandscapingroofingplumbing
Stripe → QuickBooks: Payouts & Fee Reconciliation
stripe payouts quickbooks automation
stripequickbooksmakemed-sparoofingplumbinglandscaping
Trello: Automated Board Creation & Card Management
trello automation board creation
trellozapierhubspotlandscapingroofingplumbingmed-spa
Twilio: Automated SMS Communications & Customer Engagement
twilio automation sms communications
twiliozapierhubspotplumbingroofinglandscapingmed-spa
Wave: Automated Accounting & Financial Reporting
wave automation accounting
wavezapiergoogle-sheetsplumbingroofinglandscapingmed-spa
Workiz + Birdeye: Automated Review Collection & Monitoring
workiz birdeye integration
workizbirdeyehvacplumbingelectricalrestoration
Workiz + CallRail: Automated Lead Tracking & Attribution
workiz callrail integration
workizcallrailhvacplumbingroofingrestoration
Workiz + Square: In-Person Payment Collection & Job Sync
workiz square integration
workizsquarehvacplumbingelectricalappliance-repair
Xero: Automated Accounting Workflows & Financial Management
xero automation accounting workflows
xerozapierairtableroofingplumbinglandscapingmed-spa
Yelp Ads: Automated Local Advertising & Review Management
yelp ads automation local advertising
yelp-adszapiergoogle-sheetsmed-spalandscapingroofingplumbing
Zoho CRM: Automated Customer Relationship Management
zoho crm automation
zoho-crmzapierquickbooksmed-spalandscapingroofingplumbing
Zoom: Automated Meeting Scheduling & Follow-up
zoom automation meeting scheduling
zoomzapiercalendlymed-spalandscapingroofingplumbing

Automation Catalog - Automation playbooks for every SMB workflow

ActiveCampaign: Automated Email Sequences & Lead Nurturing

Acuity Scheduling: Automated Appointment Management & Customer Communication

Asana: Automated Project Creation & Task Management

Booker: Automated Appointment Management & Follow-up

Calendly → CRM: Automatic Lead Capture & Follow-up

ClickUp: Automated Task Creation & Assignment

Constant Contact: Automated Email Campaigns & Customer Engagement

Facebook Ads Manager: Automated Campaign Management & Optimization

Facebook Lead Ads → HubSpot: Instant SMS Follow‑Up

FieldEdge + Xero: Automated Accounting Sync for HVAC Contractors

FreshBooks: Automated Invoicing & Payment Follow-up Management

Google Ads: Automated PPC Campaign Management & Optimization

Google Sheets → Airtable: Simple Inventory Tracker

Housecall Pro + Birdeye: Automated Reputation Management

Housecall Pro + QuickBooks: Automated Invoice & Customer Sync

Housecall Pro + Stripe: Automated Deposit Collection

Housecall Pro → Google Reviews: Post‑Job Request Automation

Jobber + Mailchimp: Automated Email Marketing for Service Businesses

Jobber ↔ QuickBooks: Quotes, Jobs & Invoice Sync

Jobber + Stripe: Instant Payment Links for Faster Cash Flow

Jobber + Twilio: Automated Customer Notifications & Updates

Keap: Automated Customer Lifecycle Management

Klaviyo: Automated Email Marketing & Customer Segmentation

LinkedIn Ads: Automated B2B Campaign Management & Lead Generation

Mailchimp: Automated List Building & Segmentation

Microsoft Teams: Automated Channel Creation & Notifications

Mindbody: Automated Wellness Appointment Management & Customer Engagement

Monday.com: Automated Project Workflow Management

Notion: Automated CRM Database Updates & Reporting

OpenPhone: Automated Phone Communication & Follow-up

PayPal: Automated Payment Management & Customer Communication

Pipedrive: Automated Sales Pipeline & Follow-up Management

QuickBooks ↔ Airtable: AR + Jobs Sync Automation

Salesforce: Automated Sales Pipeline & Customer Relationship Management

SendGrid: Automated Email Delivery & Engagement Tracking

ServiceM8 + Square: Mobile Payment Collection for Field Techs

ServiceTitan + Google Ads: Track Offline Conversions & Revenue

ServiceTitan + Podium: Automated Review Collection & Responses

ServiceTitan ↔ QuickBooks: Automated Invoice & Payment Sync

ServiceTitan + Salesforce: Enterprise Lead & Customer Sync

ServiceTitan + Stripe: Automated Payment Collection

ServiceTitan + Twilio: Automated SMS Appointment Reminders

Slack: Business Event Notifications & Alerts

Square Appointments: Automated Booking Management & Customer Retention

Square: Automated POS Management & Customer Data Sync

Stripe → QuickBooks: Payouts & Fee Reconciliation

Trello: Automated Board Creation & Card Management

Twilio: Automated SMS Communications & Customer Engagement

Wave: Automated Accounting & Financial Reporting

Workiz + Birdeye: Automated Review Collection & Monitoring

Workiz + CallRail: Automated Lead Tracking & Attribution

Workiz + Square: In-Person Payment Collection & Job Sync

Xero: Automated Accounting Workflows & Financial Management

Yelp Ads: Automated Local Advertising & Review Management

Zoho CRM: Automated Customer Relationship Management

Zoom: Automated Meeting Scheduling & Follow-up