Product Overview
Explore all the benefits and features of Automate.io
New Contact
Triggers when a new Contact is addedNew Lead
Triggers when a new Lead is addedNew Account
Triggers when a new Account is addedNew Opportunity
Triggers when a new Opportunity is addedAdd a new Contact
Add a new ContactAdd a new Lead
Add a new LeadAdd a new Account
Add a new AccountAdd a new Opportunity
Add a new OpportunitySearch Accounts
Search an Account using ID or Email or NameSearch Contacts
Search Contact using ID or Email or Full NameSearch Leads
Search Lead using ID or Email or Full NameSearch Opportunities
Search Opportunity using ID or Email or TopicSearch Business Units
Search a Business Unit using ID or NameSearch Campaigns
Search Campaign using ID or NameSearch Campaign Responses
Search a Campaign Response using ID or SubjectSearch Incidents
Search an Incident using ID or TitleSearch Contracting Units
Search a Contracting Unit using ID or NameSearch Product Price
Search Product Price in list using ID or NameSearch SLAs
Search a SLA using ID or NameSearch System Users
Search System User using ID or User NameSearch Tax Codes
Search Tax code using ID or NameSearch Teams
Search a Team using ID or NameSearch Service Territories
Search Service Territory using ID or NameSearch Transaction Currencies
Search Transaction Currency using ID or CodeSearch Work Hour Templates
Search a Work Hour Template using ID or NameSearch Work Order Types
Search a Work Order Type using ID or NameForms
Microsoft Dynamics
Marketing
Run workflows spanning across your Forms, Microsoft Dynamics 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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