Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
When Justworks registers a new employee start date, Make automatically creates a set of onboarding to-do items in Todoist (a task management app) for the manager. Each task has a due date so nothing falls through the cracks — from setting up equipment to scheduling the first one-on-one. You stop relying on memory or a sticky note to run onboarding.
Make sure 100% of onboarding steps get done and save managers 30 minutes of planning per new hire.
Saves ~30 min/week
Build a new hire intake form in Cognito Forms (an online form builder) to collect equipment preferences, emergency contacts, and direct deposit info before day one. Use Make to push that data straight into Justworks so you're not retyping it. Your new hire fills out one form and the data lands where it needs to go.
Save 45 minutes per new hire on data entry and collect all required info before the employee's first day.
Saves ~45 min/week
Pull your employee data from Justworks into Metabase (a business intelligence tool that turns data into charts) so you can see headcount, department size, and payroll costs in one dashboard. You always know where your team stands without digging through HR reports. This is especially useful when you're planning hiring or budgeting.
Cut report prep time by 2 hours/week and give your leadership team a live headcount view they can check anytime.
Saves ~2 hrs/week
After Justworks processes payroll, this automation pushes the payroll totals into QuickBooks Online as journal entries (records that track money in and out). You stop manually entering payroll numbers into your accounting software every two weeks. Your books stay accurate without extra data entry.
Save 3 hours/month on payroll bookkeeping and reduce data entry errors by keeping QuickBooks always up to date.
Saves ~45 min/week
When you add a new employee in Justworks, this automation creates their profile and assigns onboarding tasks in Notion. Your new hire gets a checklist ready on day one without you lifting a finger. This cuts out the manual copy-paste work between your HR tool and your team workspace.
Save 2 hours per new hire and make sure every employee starts with a complete onboarding checklist.
Saves ~1 hr/week
After each Tidio chat ends, the key details — customer name, question, and outcome — get added as a new row in Google Sheets. You get a simple log you can review every week to spot common questions and improve your support. No manual copy-paste needed.
Save 2 hours/week on reporting and spot your top 3 support issues in under 10 minutes.
Saves ~2 hrs/week
When a visitor on your site asks about pricing or mentions a large order in Tidio chat, a message fires instantly in your team's Slack channel. Your sales rep can jump in within minutes instead of hours. You stop losing big deals because no one saw the chat in time.
Respond to high-value leads in under 5 minutes and close 15% more deals from chat.
Saves ~2 hrs/week
When a customer opts in during a Tidio chat, their email address goes straight into Mailchimp (an email marketing tool). You build your list without any manual exports or imports. New subscribers get your welcome email right away.
Grow your email list 20% faster and save 2 hours/week on contact management.
Saves ~2 hrs/week
When a customer reports a problem in Tidio chat, the conversation automatically becomes a ticket (a logged support request) in Freshdesk. Your team sees every issue in one place without switching tabs or retyping anything. Nothing gets lost between chat and your help desk.
Save 4 hours/week on ticket creation and cut missed support issues by 90%.
Saves ~4 hrs/week
When a visitor starts a chat on your website and shares their contact info, Tidio sends that data straight to HubSpot. You stop copying names and emails by hand. Every lead lands in your CRM (customer relationship management system) within seconds.
Save 3 hours/week on manual data entry and follow up with new leads 24 hours faster.
Saves ~3 hrs/week
When you're thinking about a rebrand, use Namechk to test new name ideas before telling anyone. Once you pick the right name, update your HubSpot CRM (a tool that stores all your customer and contact info) with the new brand details. This keeps your team and your contacts on the same page.
Complete a rebrand name check in 10 minutes and update your whole team in HubSpot the same day, saving 4 hours of back-and-forth.
Saves ~1 hr/week
Once Namechk confirms your brand name is available, use Dub to create short branded links (web addresses you shorten and customize) for your social profiles and website. This lets you share one clean link in your bio or emails that points anywhere you need.
Launch a new brand with consistent links across all platforms in under 30 minutes instead of a full day of setup.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
