Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
When you add or update a contact in HubSpot, the matching customer record in QuickBooks updates automatically. No more mismatched records.
Customer records stay identical in both systems, eliminating mismatched data.
When a HubSpot deal closes, a matching invoice is created in QuickBooks with the correct customer, line items, and amounts. No double data entry.
Your books reflect every closed deal automatically, saving hours of manual entry each week.
When a Stripe invoice is paid or overdue, the matching HubSpot deal record updates with the payment status. Your sales team always knows who has paid.
Your sales pipeline reflects real payment status in real time.
When a deal moves to Closed Won in HubSpot, a Stripe invoice is created and sent to the customer automatically. You get paid faster and eliminate billing mistakes.
Invoices go out within minutes of closing a deal, cutting time-to-payment by 3-5 days.
When a sales proposal is completed in Canva, the PDF attaches to the matching HubSpot deal record automatically.
Every deal record has its proposal attached, so your team closes deals faster with all materials in one place.
When a designer finishes a graphic in Canva, it gets uploaded to HubSpot as a marketing asset ready for scheduling. No downloading and re-uploading.
Campaign creation is faster because approved graphics flow directly into your marketing platform.
After a Cal.com meeting concludes, a follow-up email is sent via Gmail with a thank-you note and next steps template.
Every meeting gets a timely follow-up, building trust and keeping deals moving forward.
When someone books through Cal.com, a Gmail confirmation with the meeting link, agenda template, and prep materials is sent automatically.
Meeting attendance improves because attendees receive complete information upfront.
After each Gusto payroll run, wages, taxes, and benefits are posted to the correct QuickBooks accounts automatically.
Payroll transactions flow into your books accurately, making tax preparation straightforward.
When a contractor payment is processed in Gusto, a matching expense entry is created in QuickBooks Online. Your books stay accurate automatically.
Contractor payments appear in your books automatically, saving hours of manual data entry each pay period.
When a designer tags a Figma comment as dev-ready, an Asana task is created with a screenshot and direct link. Developers get clear, visual specs.
Design-to-development handoff is seamless, cutting time between approval and coding by days.
When you merge a PR with database migration files, Supabase applies those changes to your production database automatically.
Database updates ship alongside code changes, eliminating a common source of production bugs.
Our AI CTO can walk you through implementation, or connect you with a STOA consultant for hands-on help.
