Product Overview
Explore all the benefits and features of Automate.io
New Contact
Triggers when a new contact is createdNew Lead
Triggers when a new lead is createdNew Task
Triggers when a new task is createdAdd or Update a Contact
Create a new Contact or Update an existing ContactAdd a Lead
Create a new LeadAdd an Opportunity
Create a new OpportunityAdd an Organisation
Create a new OrganisationAdd a Task
Create a new TaskUpdate an Opportunity
Updates an existing OpportunitySearch a Contact
Search for a ContactSearch an Opportunity
Search for an Opportunity by ID or NameForms
Insightly
Marketing
Run workflows spanning across your Forms, Insightly 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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