Product Overview
Explore all the benefits and features of Automate.io
New Opportunity
Triggers when a Opportunity is createdNew Order
Triggers when a Order is createdModified Opportunity
Triggers when a Opportunity is modifiedNew Company
Triggers when a new company is created in infusionsoft accountNew Contact
Triggers when a new Contact is createdNew Contact Action
Triggers when a new Contact Action (tasks,appointments or notes) is createdNew Invoice
Triggers when a new Invoice is createdNew Note
Triggers when a new Note is createdNew Payment
Triggers when a new Payment is createdNew Product
Triggers when a new Product is createdNew Tag added to Contact
Triggers when a new Tag is added to a ContactNew Task
Triggers when a new Task is createdOpportunity Stage Changed
Triggers when an Opportunity enters a specified stageCompany Modified
Triggers when a company is modifiedContact Modified
Triggers when a contact is modifiedNew Invoice Line Item
Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.New Subscription
Triggers when a new subscription is createdAdd Or Update Contact (New)
Create a new contact or update an existing oneAdd a Company
Creates a new CompanyAdd or Update an Opportunity
Creates a new Opportunity or updates an existing oneSearch an Invoice
Searches for invoices based on Contact Id or Invoice IdSearch a Product
Searches for products based on product Id or nameSearch a Tag
Searches for tags based on Tag Id or Tag nameSearch a Contact
Search for a contact based on Email AddressSend an Email
Send an EmailAdd a Note
Creates a new NoteAdd an Order
Creates a new OrderAdd an Order
Creates a new OrderAdd or Update a Product
Creates a new Product or updates an existing oneTag a Contact
Tags a ContactSend Email From Template
Send email using templates in infusionsoftForms
Keap Max Classic
CRM
Run workflows spanning across your Forms, Keap Max Classic and CRM 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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