Business Operations & ERPs Automation Workflows — Page 10 | Neura Market
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    Business Operations & ERPs Workflows

    Enterprise resource planning and operations

    • Create deals in Hubspot CRM from new Zoho Sign documents

      Every time a new document is signed with Zoho Sign, Make will automatically add a new deal in Hubspot CRM.

      MakeFree

    • Sync New Invoice Ninja Clients to Constant Contact

      Automatically add new clients from Invoice Ninja to your Constant Contact list, ensuring your email marketing database is always up-to-date.

      MakeFree

    • Automate Deal Phone Number Verification in Pipedrive with Numverify

      Automatically verify phone numbers for new or updated deals in Pipedrive using Numverify. Valid contacts are moved to a specific stage, while invalid ones are redirected to another stage.

      Make$3.99

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  1. Create Podio tasks from new SugarCRM7 issues

    Every time a new issue is created in SugarCRM7, this Make workflow automatically generates a corresponding task in Podio, saving you from manual data entry and keeping your project management aligned with your CRM. It’s ideal for teams tracking support tickets or bugs in SugarCRM that need follow-up actions tracked in Podio.

    Make$2.99

  2. Automate Delesign Project Creation from New FogBugz Projects

    Automatically create Delesign projects whenever new projects are detected in FogBugz, ensuring seamless project management and design workflow integration.

    Make$2.99

  3. Automate Monday Item Creation from New MantisBT Issues

    Automatically create new items in Monday.com for each new issue detected in MantisBT, streamlining task management and ensuring up-to-date project tracking.

    Make$2.99

  4. Automate Task Creation in Asana from New Zistemo Tasks

    Automatically create tasks in Asana whenever a new task is added in Zistemo, streamlining your workflow and ensuring consistency across platforms.

    MakeFree

  5. Automatically Create Nusii Clients from New Tally Responses

    This workflow automatically converts new Tally form responses into Nusii clients, streamlining your client onboarding process.

    MakeFree

  6. Automatically Add New Google Forms Respondents to Encharge

    Effortlessly create new Encharge contacts from Google Forms responses, streamlining your data management and marketing efforts.

    MakeFree

  7. Automate Agile CRM Task Creation for Shopify Abandoned Checkouts

    Automatically generate tasks in Agile CRM for follow-up when a checkout is abandoned in Shopify, ensuring timely customer engagement.

    MakeFree

  8. Create new Meistertask tasks from new ClickFunnels contacts

    Every time a new contact is created in ClickFunnels, Make will automatically create a new task in Meistertask.

    MakeFree

  9. Automate Offline Conversion Tracking for Pipedrive Deals

    Enhance your marketing insights by automatically sending offline conversion data to Google Ads, Facebook, and LinkedIn when a lead in Pipedrive converts to a deal.

    Make$3.99

  10. Automatically Add New Intercom Users from Wufoo Form Entries

    Streamline your user management by automatically creating new Intercom users whenever a Wufoo form is submitted.

    MakeFree

  11. Automatically Log Yodel.io Call Details into Knack

    Effortlessly create new records in Knack for every completed or missed call in Yodel.io, streamlining your call management process.

    MakeFree

  12. Automate Task Creation in Egnyte for New Files

    Automatically create a task in Egnyte when a new file is added to a specified folder, streamlining your workflow management.

    Make$3.99

  13. Automatically Create Trello Cards from New Coda Rows

    Streamline your workflow by automatically generating Trello cards whenever a new row is added to your Coda document.

    MakeFree

  14. Watch Airtable records and create or update entries automatically

    Automatically track Airtable records and update or create entries. Make integrates Airtable to streamline record management with real-time updates and new entries.

    Make$4.99

  15. Create Revv Documents contacts from new Google Sheets spreadsheet rows

    Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create a new contact in Revv Documents. he template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1xZ3sbaWkY2EY5gWtBIpPmmvdxYkSyf7W90UlV_V6w/edit?usp=sharing).

    Make$2.99

  16. Sync New Contactually CRM Contacts to Zoho People as Employees

    Automatically create employee records in Zoho People for new contacts added in Contactually CRM, ensuring seamless data synchronization.

    MakeFree

  17. Automatically Create When I Work Users from New Airtable Records

    This workflow monitors your Airtable table for new records and automatically creates corresponding users in When I Work, ensuring your team directory is always up-to-date.

    Make$2.99

  18. Automate Phantombuster Phantom Launches from Airtable Updates

    Automatically trigger Phantombuster phantoms when specific fields in Airtable records are modified. This workflow updates the Airtable record with the phantom's Container ID, facilitating seamless data integration and management.

    Make$3.99

  19. Sync New Google Contacts to QuickBooks as Customers

    Automatically add new contacts from Google Contacts to QuickBooks as customers, ensuring your customer database is always up-to-date.

    MakeFree

  20. Create new records in Airtable from users in When I Work

    his template periodically extracts all users from When I Work and uses the retrieved information to create new records in Airtable. Your Airtable table should have at least these columns: 1) Email as email (as a primary column) 2) First name as short line text 3) Last name as short line text he template is scheduled to run every day at midnight. You can change the schedule after you set up the template. Note, this scenario may consume a lot of operations, depending on how many users you have in When I Work.

    Make$3.99

  21. Automate User Creation in When I Work from New Zoho CRM Contacts

    Automatically create users in When I Work whenever new contacts are added to Zoho CRM, streamlining your onboarding process.

    MakeFree
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    Related categories

    Communication (2,463)AI (1,930)Other (1,425)Productivity (1,202)Marketing (1,146)Data & Analytics (995)File & Document Management (802)CRM - Sales (605)Notifications (580)Social Media (562)

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