Automation Catalog - Automation playbooks for every SMB workflow
Browse ready-to-install automations by tool and industry. Fixed-price setup, ongoing maintenance.
ActiveCampaign: Automated Email Sequences & Lead Nurturing
activecampaign automation email sequences
activecampaignzapierhubspotmed-spalandscapingroofingplumbingpest-controlhome-cleaningAcuity Scheduling: Automated Appointment Management & Customer Communication
acuity scheduling automation
acuity-schedulingzapieractivecampaignmed-spalandscapingroofingplumbingpest-controlhvacelectrical-contractorschiropractorsdental-practicesfitness-studiosphysical-therapyveterinarianshome-cleaningAsana: Automated Project Creation & Task Management
asana automation project creation
asanazapierhubspotroofingplumbinglandscapingmed-spaBooker: Automated Appointment Management & Follow-up
booker automation appointment management
bookerzapiermailchimpmed-spalandscapingroofingplumbingpest-controlhvacelectrical-contractorschiropractorsdental-practicesfitness-studiosphysical-therapyveterinariansCalendly → CRM: Automatic Lead Capture & Follow-up
calendly crm integration
calendlyhubspotzapiermed-spaplumbinglandscapingroofingpest-controlhvacelectrical-contractorschiropractorsdental-practicesfitness-studiosphysical-therapyveterinarianshome-cleaningClickUp: Automated Task Creation & Assignment
clickup automation task creation
clickupzapierhubspotroofingplumbinglandscapingmed-spaConstant Contact: Automated Email Campaigns & Customer Engagement
constant contact automation email campaigns
constant-contactzapierquickbooksmed-spalandscapingroofingplumbingFacebook Ads Manager: Automated Campaign Management & Optimization
facebook ads automation campaign management
facebook-ads-managerzapiergoogle-sheetsmed-spalandscapingroofingplumbingFacebook Lead Ads → HubSpot: Instant SMS Follow‑Up
facebook lead ads hubspot sms
hubspotzapiermed-sparoofingplumbingFreshBooks: Automated Invoicing & Payment Follow-up Management
freshbooks automation invoicing
freshbookszapiermailchimpplumbingroofinglandscapingmed-spaGoogle Ads: Automated PPC Campaign Management & Optimization
google ads automation ppc management
google-adszapiergoogle-sheetsmed-spalandscapingroofingplumbingGoogle Sheets → Airtable: Simple Inventory Tracker
google sheets to airtable sync
google-sheetsairtablezapierplumbingroofinglandscapingHousecall Pro → Google Reviews: Post‑Job Request Automation
housecall pro google reviews automation
housecall-prozapierroofingplumbingpest-controllandscapingJobber ↔ QuickBooks: Quotes, Jobs & Invoice Sync
jobber quickbooks integration invoices
jobberquickbookszapierroofinglandscapingpest-controlKeap: Automated Customer Lifecycle Management
keap automation customer lifecycle
keapzapierquickbooksmed-spalandscapingroofingplumbingKlaviyo: Automated Email Marketing & Customer Segmentation
klaviyo automation email marketing
klaviyozapiershopifymed-spalandscapingroofingplumbingpest-controlhome-cleaningLinkedIn Ads: Automated B2B Campaign Management & Lead Generation
linkedin ads automation b2b campaigns
linkedin-adszapierhubspotmed-spalandscapingroofingplumbingMailchimp: Automated List Building & Segmentation
mailchimp automation list building
mailchimpzapierhubspotmed-spalandscapingroofingplumbingpest-controlhome-cleaningMicrosoft Teams: Automated Channel Creation & Notifications
microsoft teams automation
microsoft-teamszapiersharepointroofingplumbinglandscapingmed-spaMindbody: Automated Wellness Appointment Management & Customer Engagement
mindbody automation wellness appointments
mindbodyzapierconstant-contactmed-spalandscapingroofingplumbingMonday.com: Automated Project Workflow Management
monday.com automation workflow
mondayzapierhubspotroofingplumbinglandscapingmed-spaNotion: Automated CRM Database Updates & Reporting
notion crm automation
notionzapierquickbooksmed-spalandscapingroofingplumbingOpenPhone: Automated Phone Communication & Follow-up
openphone automation call tracking
openphonezapierhubspotplumbingroofinglandscapingmed-spaPayPal: Automated Payment Management & Customer Communication
paypal automation payment management
paypalzapierquickbooksmed-spalandscapingroofingplumbingPipedrive: Automated Sales Pipeline & Follow-up Management
pipedrive automation sales pipeline
pipedrivezapierhubspotroofingplumbinglandscapingmed-spaQuickBooks ↔ Airtable: AR + Jobs Sync Automation
quickbooks airtable integration
quickbooksairtablezapierroofingplumbingmed-spalandscapingpest-controlSalesforce: Automated Sales Pipeline & Customer Relationship Management
salesforce automation sales pipeline
salesforcezapierhubspotroofingplumbinglandscapingmed-spaSendGrid: Automated Email Delivery & Engagement Tracking
sendgrid automation email delivery
sendgridzapierhubspotmed-spalandscapingroofingplumbingSlack: Business Event Notifications & Alerts
slack automation notifications
slackzapierquickbooksplumbingroofinglandscapingmed-spapest-controlSquare Appointments: Automated Booking Management & Customer Retention
square appointments automation
square-appointmentszapierklaviyomed-spalandscapingroofingplumbingpest-controlhvacelectrical-contractorschiropractorsdental-practicesfitness-studiosphysical-therapyveterinarianshome-cleaningSquare: Automated POS Management & Customer Data Sync
square automation pos management
squarezapierairtablemed-spalandscapingroofingplumbingStripe → QuickBooks: Payouts & Fee Reconciliation
stripe payouts quickbooks automation
stripequickbooksmakemed-sparoofingplumbinglandscapingTrello: Automated Board Creation & Card Management
trello automation board creation
trellozapierhubspotlandscapingroofingplumbingmed-spaTwilio: Automated SMS Communications & Customer Engagement
twilio automation sms communications
twiliozapierhubspotplumbingroofinglandscapingmed-spaWave: Automated Accounting & Financial Reporting
wave automation accounting
wavezapiergoogle-sheetsplumbingroofinglandscapingmed-spaXero: Automated Accounting Workflows & Financial Management
xero automation accounting workflows
xerozapierairtableroofingplumbinglandscapingmed-spaYelp Ads: Automated Local Advertising & Review Management
yelp ads automation local advertising
yelp-adszapiergoogle-sheetsmed-spalandscapingroofingplumbingZoho CRM: Automated Customer Relationship Management
zoho crm automation
zoho-crmzapierquickbooksmed-spalandscapingroofingplumbingZoom: Automated Meeting Scheduling & Follow-up
zoom automation meeting scheduling
zoomzapiercalendlymed-spalandscapingroofingplumbing