Product Overview
Explore all the benefits and features of Automate.io
Deal Stage Modified
Triggers when a Deal enters a specified stageNew Contact
Triggers when a new Contact is CreatedNew Deal
Triggers when a new deal is created. NOTE: This trigger supports 2100 new deals at a time. Please do not add/delete deals when bot is processing more than 100 deals at a timeNew or Updated Activity
Triggers when there is a new or updated ActivityContact Property Modified
Triggers every time when a specified property is updated on any contact. This also triggers when a contact is created with this propertyContact Modified
Triggers every time when any property is updated on any contact. This also triggers when a contact is created.New Company
Triggers when a new Company is createdDeal Property Modified
Triggers every time when a specified deal property changes.New Contact in list
Triggers when there is a new contact in a specific listAdd or Update a Contact
Add or Update a ContactAdd a Deal
Add a DealAdd or Update a Company
Add a new Company or Update an existing CompanyAdd or Update an Activity
Add a new Engagement or Update an existing ActivityAdd Note to Contact
Add Note to ContactAdd Ticket
Add a TicketCreate Association
Create Association between Objects (Contacts, Deals, Company, Ticket etc)Delete Contact
Delete a ContactGet Contact for Deal
Search an associated Contact using Deal IdSearch a Company
Search a Company using Company Domain or Company IDSearch a Contact
Search a Contact Using Contact ID or Contact Email AddressSearch a Deal
Search a Deal using Deal ID or Deal NameSearch Owner
Search an Owner using Owner ID or Owmer Email AddressSearch a Ticket
Search a Ticket using Ticket Name or Ticket DescriptionUpdate a Deal
Updates a DealGet Deal For Contact
Search an associated Deal using Contact Id or Company IdSearch a Deal by Custom Property
Search a Deal using Deal Custom PropertySearch Activities
Search ActivitiesForms
HubSpot CRM
Marketing
Run workflows spanning across your Forms, HubSpot CRM and Marketing apps. Trigger workflows automatically when things happen in any of the apps.
Try NowiPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
“
The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I don't have to quadruple-enter new clients. Yay! Kate, Founder
“
Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. Whether it’s live chat or via video call, they always try to answer all of my questions and even go in to troubleshoot for me which saves so much time and energy. I have never seen customer support this responsive and helpful! Mia, Small Business Founder
Say goodbye to those busy days.
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