Tools - Tools we automate
Explore automation playbooks for the tools you already use.
ActiveCampaign
Customer experience automation platform combining email marketing, CRM, and advanced automation workflows.
2 automationsAcuity Scheduling
Online appointment scheduling software with customizable booking pages and automated reminders for service businesses.
1 automationsAirtable
Flexible database + UI for tracking jobs, AR, ops, and lightweight CRM.
4 automationsAsana
Work management platform for teams to organize projects, track tasks, and collaborate on work with visual project views.
1 automationsBooker
Business management platform for salons and spas with online booking, POS, and client relationship management.
1 automationsCalendly
Scheduling automation platform that eliminates back-and-forth emails for meeting coordination and appointment booking.
2 automationsClickUp
All-in-one productivity platform combining project management, docs, chat, goals, and more in one unified workspace.
1 automationsConstant Contact
Email marketing and automation platform designed for small businesses with easy-to-use campaign tools.
2 automationsFacebook Ads Manager
Comprehensive advertising platform for creating, managing, and optimizing Facebook and Instagram ad campaigns.
1 automationsFreshBooks
Cloud accounting software designed for freelancers and small businesses with time tracking and invoicing.
1 automationsGoogle Ads
Google's online advertising platform for creating and managing search, display, and video advertising campaigns.
1 automationsGoogle Sheets
Ubiquitous spreadsheet used as a lightweight data store and intake.
5 automationsHousecall Pro
Field service management for home services (jobs, scheduling, dispatch, reviews).
1 automationsHubSpot
CRM, marketing automation, forms, live chat and pipelines.
14 automationsJobber
Home‑service software for quotes, jobs, scheduling, and invoices.
1 automationsKeap
All-in-one CRM and marketing automation platform for small businesses with email campaigns and sales automation.
1 automationsKlaviyo
E-commerce focused marketing automation platform with advanced segmentation and personalized email campaigns.
2 automationsLinkedIn Ads
Professional advertising platform for B2B marketing with targeted campaigns reaching business professionals and decision makers.
1 automationsMailchimp
Marketing automation platform specializing in email campaigns, audience management, and customer journey automation.
3 automationsMicrosoft Teams
Unified communication and collaboration platform that combines persistent workplace chat, video meetings, and file sharing.
1 automationsMindbody
Business management software for wellness and fitness businesses with scheduling, payments, and client management.
1 automationsMonday.com
Work operating system that powers teams to run projects and workflows with confidence through customizable work management.
1 automationsNotion
All-in-one workspace for notes, docs, project management, and team collaboration with customizable databases and workflows.
1 automationsOpenPhone
Business phone system built for modern teams with SMS, calling, and team collaboration features in one app.
1 automationsPayPal
Digital payment platform enabling online payments, money transfers, and e-commerce transactions with buyer protection.
1 automationsPipedrive
Sales CRM focused on pipeline management with visual sales processes and automation for deal tracking.
1 automationsQuickBooks Online
Accounting for invoices, AR/AP, payments, and basic reporting for SMBs.
9 automationsSalesforce
Leading cloud-based CRM platform for sales, service, marketing, and analytics with extensive automation capabilities.
1 automationsSendGrid
Email delivery platform with API-driven email sending, templates, and delivery optimization for developers.
1 automationsSlack
Team communication platform that brings together people, applications, and data to help teams work more efficiently.
1 automationsSquare Appointments
Appointment scheduling and business management platform integrated with Square's payment and POS systems.
1 automationsSquare
Payment processing and business management platform with POS systems, payments, and business tools for small businesses.
1 automationsStripe
Payments platform for cards, ACH, subscriptions and payouts.
1 automationsTrello
Visual collaboration tool using boards, lists, and cards to organize projects and tasks in a flexible kanban-style interface.
1 automationsTwilio
Cloud communications platform providing SMS, voice, video, and messaging APIs for business automation.
1 automationsWave
Free financial software for small businesses including accounting, invoicing, and receipt scanning.
1 automationsXero
Cloud-based accounting software for small businesses with invoicing, expense tracking, and financial reporting.
1 automationsYelp Ads
Local business advertising platform on Yelp to promote services and attract customers searching for local businesses.
1 automationsZapier
Automation platform that connects apps and services to create automated workflows without coding.
38 automationsZoho CRM
Comprehensive CRM solution with sales automation, lead management, and workflow automation for growing businesses.
1 automationsZoom
Video communications platform providing video conferencing, online meetings, chat, and webinars for businesses and individuals.
1 automations