CPT connectorusecase

Ecommerce

• Create an accounting item when a new ecommerce product is created
• Create an accounting sale receipt from a new ecommerce order

Chat

• Send new invoices from accounting to chat/communication
• Send customer subscription payment reminders via email

CRMs

• Attach invoices/receipts from accounting to customer account on CRM
• Add customer order information from accounting to CRM

Sales

• When a deal is won, automatically send the customer invoices, track the payment and begin the fulfillment process
• At the end of the month an integration can produce a profit/loss report from the past 30 days of sales

HR/Payroll

• Sync employee details from HR to payroll
• Create a new employee in payroll when a new employee has joined

ERP

• Create a new ERP sales order and send to accounting to generate customer invoice

Accounting

• Synchronise accounting information from multiple systems to create a single source of truth.
• Keep invoicing information up to date with data from external business systems.

AI Agents

• Use AI to automatically categorize accounting transactions for streamlined bookkeeping.
• Predict future cash flow trends using AI analysis of historical accounting data.
• Automate fraud detection in financial transactions with AI-driven anomaly detection.
• Automatically generate financial summaries or reports from accounting data using AI natural language generation.

Analytics

• Automate generation of actionable insights from analytics reports using AI.
• Use AI to predict future trends from historical analytics data.
• Identify anomalies and highlight significant data changes using AI analytics.
• Enhance data visualization clarity with AI-driven recommendations.

Blogs

• Automatically generate SEO-optimized blog outlines or topics using AI.
• Personalize blog content recommendations for readers via AI-driven profiling.
• Use AI to summarize blogs for quick reading or social sharing.
• Analyze blog performance and suggest improvements using AI analytics.

Calendars

• Optimize scheduling with AI-driven analysis of participants’ availability.
• Automate intelligent rescheduling using AI-based conflict resolution.
• Predictively manage calendar capacity and booking based on historical data.
• Generate AI-driven summaries for calendar events or meetings.

Billing/Payment

• Forecast payment collection risks using AI-driven payment history analysis.
• Automate billing discrepancy resolution with AI-driven issue detection.
• Optimize subscription pricing strategies based on AI usage insights.
• Use AI to personalize billing communication to improve payment rates.

Collaboration

• Recommend task delegation using AI analysis of team workloads.
• Enhance collaborative decision-making through AI-generated insights.
• Automate meeting notes summarization within collaboration tools using AI.
• Predict team collaboration patterns to proactively suggest improvements.

Customer Experience

• Analyze customer feedback automatically to identify trends using AI.
• Personalize customer interactions based on AI insights from past experiences.
• Automatically segment customers using AI analysis of behavior patterns.
• Predict customer satisfaction scores to enhance customer journeys.

Dashboarding

• Automatically create dynamic dashboards based on AI-driven insight priorities.
• Use AI to identify important data points for real-time dashboard updates.
• Predict trends and flag alerts directly within dashboard views using AI.
• Generate AI-driven narrative summaries of dashboard data.

Data Tools

• Enhance data migration accuracy using AI-driven data validation.
• Automate data classification and tagging with AI-driven semantic analysis.
• Predict data quality issues before they occur using AI analytics.
• Enable AI-driven data lineage tracking to improve data reliability.

Developer Tools

• Automate code reviews by leveraging AI-driven static analysis.
• Predict potential application errors or bugs using AI anomaly detection.
• Generate code documentation automatically from source code via AI.
• Optimize software performance through predictive AI-driven monitoring.

Email Marketing

• Automate personalized email campaigns based on AI customer segmentation.
• Predict email open rates to optimize campaign timings with AI.
• Generate dynamic AI-powered content suggestions for marketing emails.
• Analyze campaign data to predict subscriber churn using AI.

ERP

• Forecast demand and supply-chain requirements using AI analytics.
• Automate resource planning adjustments based on AI-driven scenario analysis.
• Use AI to proactively manage and mitigate operational risks.
• Enhance inventory control with predictive stock-level AI analytics.

Accounting

• Use AI to automatically categorize accounting transactions for streamlined bookkeeping.
• Predict future cash flow trends using AI analysis of historical accounting data.
• Automate fraud detection in financial transactions with AI-driven anomaly detection.
• Automatically generate financial summaries or reports from accounting data using AI natural language generation.

Ecommerce

• Provide personalized product recommendations based on customer purchase history using AI algorithms.
• Use AI-powered chatbots to handle customer queries about orders and shipping statuses.
• Automatically optimize pricing strategy using AI-driven competitor price monitoring.
• Predict inventory demands to optimize stock levels using AI-driven analytics.

Chat

• Integrate AI-generated conversation summaries directly into chat applications after meetings.
• Use AI sentiment analysis to flag priority issues in customer interactions within chat tools.
• Automatically respond to frequently asked questions in team chat apps with AI-driven responses.
• Analyze chat history data with AI to extract insights and identify common topics or challenges.

CRMs

• Automatically enrich CRM contact records with insights derived from AI analysis of customer interactions.
• Use AI to predict customer churn risk directly within CRM platforms, enabling proactive retention strategies.
• Generate AI-powered suggestions for next-best actions based on customer interaction histories.
• Automate lead scoring and prioritization using AI analysis of past CRM sales data.

Databases

• Utilize AI to automate data cleaning, ensuring database integrity and accuracy.
• Automatically detect anomalies or inconsistencies within database entries using AI analytics.
• Generate predictive insights from database data to inform strategic decisions.
• Perform AI-driven sentiment analysis on unstructured data stored in databases to uncover hidden trends.

Payments

• Implement AI-driven fraud detection systems in payment processing.
• Automate dispute resolution for payment discrepancies using AI analytics.
• Predict and reduce payment processing errors through proactive AI monitoring.
• Optimize payment acceptance rates using AI analysis of failed transaction patterns.

Customer Support

• Integrate AI to automate first-line responses for common customer support requests.
• Automatically route customer support tickets using AI-based issue categorization.
• Analyze support interactions using AI to predict and proactively resolve common issues.
• Use AI sentiment analysis to identify customers needing immediate attention.

Event Management

• Automatically personalize event agendas for attendees using AI-driven profiling.
• Use AI to predict attendance and optimize resources based on historical event data.
• Analyze event feedback in real-time using AI to adjust ongoing events dynamically.
• Automate post-event follow-ups with personalized recommendations generated by AI.

Forms

• Automatically categorize form submissions using AI-driven content analysis.
• Use AI to validate form inputs in real-time, reducing errors and improving data quality.
• Predict outcomes based on historical form submissions using AI analytics.
• Generate dynamic, AI-personalized questions based on previous user responses.

Fulfillment

• Use AI to optimize shipping and fulfillment processes by predicting demand fluctuations.
• Automate fulfillment issue detection using AI-driven pattern analysis.
• Enhance inventory accuracy through AI-driven stock management predictions.
• Automatically route fulfillment tasks based on AI-analyzed efficiency data.

Marketing Automation

• Generate targeted marketing campaigns based on AI segmentation of customer profiles.
• Optimize email send times using AI-driven recipient behavior prediction.
• Automate A/B testing and campaign optimization using AI-generated recommendations.
• Predict and reduce customer unsubscribe rates using AI-driven engagement analysis.

Project Management

• Automatically assign project tasks based on AI-driven analysis of team skills and availability.
• Use AI to forecast project timelines and potential bottlenecks.
• Predict project success probabilities using historical performance data analyzed by AI.
• Generate automated, AI-driven project updates or reports based on task completion and progress data.

Healthcare/Wellness

• Automate patient monitoring with AI-driven health anomaly detection.
• Predict patient health outcomes and proactively suggest interventions using AI analytics.
• Personalize wellness plans based on AI analysis of patient health data.
• Generate automated health summaries from patient data with AI natural language tools.

HR/Payroll

• Automate candidate screening and shortlisting using AI-driven resume analysis.
• Predict employee turnover using AI-driven sentiment and engagement analysis.
• Optimize payroll processing and reduce errors using predictive AI analytics.
• Personalize employee training and development plans using AI-driven skills assessment.

IoT

• Predict equipment failures using AI analysis of IoT sensor data.
• Optimize energy efficiency by AI-driven analysis of IoT device usage patterns.
• Automate real-time anomaly detection from IoT-generated data using AI analytics.
• Enhance IoT security through predictive AI-driven threat detection.

Marketing

• Generate dynamic, personalized marketing campaigns using AI-driven consumer insights.
• Automate marketing attribution modeling using AI to identify high-performing channels.
• Predict campaign ROI using AI-driven forecasting and historical data analysis.
• Optimize marketing budgets dynamically using AI analytics of campaign performance.

SMS

• Automate personalized SMS notifications based on AI-driven behavior predictions.
• Use AI to optimize SMS delivery timing to maximize engagement rates.
• Detect customer sentiment from SMS responses automatically using AI analytics.
• Provide AI-generated automated responses for frequently asked questions via SMS.

Social Media

• Automatically generate optimized social media posts using AI-driven topic analysis.
• Predict optimal posting times on social media using AI analytics.
• Analyze audience sentiment and engagement trends using AI to inform strategy.
• Automate social listening to detect trends and relevant brand mentions with AI.

Support

• Automate the routing of support tickets using AI-based issue categorization.
• Generate AI-powered automated responses for common customer support queries.
• Predict potential customer issues proactively using AI analysis of past data.
• Optimize support resource allocation using AI-driven analysis of workload patterns.

Surveys

• Automatically analyze survey responses to identify insights and sentiment using AI.
• Generate AI-driven recommendations based on survey data trends and patterns.
• Optimize future survey questions based on AI-driven analysis of past responses.
• Predict survey response rates and engagement using AI analytics.

DevOps

• Automate detection of deployment anomalies using AI-driven monitoring tools.
• Optimize infrastructure scaling proactively with predictive AI analytics.
• Predict and prevent potential downtime events using AI-based anomaly detection.
• Enhance continuous integration and delivery processes using AI-generated insights.

Email Marketing

• Produce monthly reports for email marketing campaign open rates
• Sync data with analytics to see if emails are successful in referral to website
• Monitor email marketing campaigns clicks, impressions etc.
• Combine campaign data with your CRM to get better insight into what content resonates with your clients

Chat

• Get chat notifications for new goals in analytics

Billing/Payment

• Create analytic measurements from new payment charges

Forms

• Create analytic measurements from new website form submissions

Developer Tools

• Create a new bucket when new analytic goals are created
• Run a new report when an issue has been updated

Sales

• Create analytic measurements from new sales leads
• Run a report when a new campaign bounces

Analytics

• Combine data from multiple analytics software to unlock a wider range of insights.
• Trigger automated messages when data from a particular source reaches a limit.

AI Agents

• Automate generation of actionable insights from analytics reports using AI.
• Use AI to predict future trends from historical analytics data.
• Identify anomalies and highlight significant data changes using AI analytics.
• Enhance data visualization clarity with AI-driven recommendations.

Chat

• Send customer subscription payment reminders via email

Analytics

• Create analytic measurements from new payment charges

Email Marketing

• Add new payment customers to email marketing lists

Ecommerce

• Add new payment charges to ecommerce orders
• Add new customers on ecommerce platform for new subscriptions in billing application

Healthcare/Wellness

• Automatically organise billing and payment information once your service has been purchased
• Sync your company's customer information with their payment history

HR/Payroll

• Create a new employee and delay payroll until end of month
• Keep records of purchased services and contractors across systems

POS

• Add a note to a user when a new charge has been made
• Add a note to user when a new payment method has been added to account

Sales

• Create a new customer when a new deal has been added or updated
• Create new sales leads for new subscribers

Accounting

• Generate receipts in accouting for new payment charges
• Generate receipts in accouting for new billing/payment charges

Miscellaneous

Billing/Payment

• Recieve payment information from multiple providers to a single source.
• Keep customer lists in sync and up to date across systems.
• Send order information to external systems for processing or notificaiton.

AI Agents

• Forecast payment collection risks using AI-driven payment history analysis.
• Automate billing discrepancy resolution with AI-driven issue detection.
• Optimize subscription pricing strategies based on AI usage insights.
• Use AI to personalize billing communication to improve payment rates.

Social Media

• Send new blog post to social media accounts

Email Marketing

• Attach new blog content to monthly newsletter campaign

CRMs

• Create or update CRM contacts with new payment charges

Project Management

• Automatically add new blog page when new project management card is added to content board

Chat

• Send notification to chat channel when a post has gone live

Blogs

• Automatically update website and blog content when changes are made in another publishing system.

AI Agents

• Automatically generate SEO-optimized blog outlines or topics using AI.
• Personalize blog content recommendations for readers via AI-driven profiling.
• Use AI to summarize blogs for quick reading or social sharing.
• Analyze blog performance and suggest improvements using AI analytics.

CRMs

• Add additional detail to events in your calendar bookings
• Automatically create events in your calendar with meeting room details
• Create tasks in your CRM for stakeholders involved in a meeting
• Create new contacts from scheduled calendar invitees
• Add new CRM task to calendar as events

Project Management

• Create new project management card from developer tool issue, add to calendar as an event, and email project assignment to team members

Chat

• Send approaching calendar events to a chat channel

Forms

• Create calendar events from new form submissions

Collaboration

• Create new calendar events for new files in collaboration software

Calendars

• Synchronise calendars - regardless which platform you use to manage your diary.
• Send meeting details to external systems automatically.

AI Agents

• Optimize scheduling with AI-driven analysis of participants’ availability.
• Automate intelligent rescheduling using AI-based conflict resolution.
• Predictively manage calendar capacity and booking based on historical data.
• Generate AI-driven summaries for calendar events or meetings.

Accounting

• Send new invoices from accounting to chat/communication
• Send customer subscription payment reminders via email

Project Management

• Create new project management card from email, link email attachment(s), and in a weeks time (delay) create meeting in video chat for project progress review
• Send email when project management card is updated or closed
• Send messages to chat when a new comment, issue or review request has occurred in project management
• Post teams project management commits to chat channel

Collaboration

• When a new milestone has been triggered send a channel message
• Post new commits to channel message

ERP

• Speed up processing times with action triggered messaging to stakeholders
• Keep your supply chain in the loop with developments using automated messaging

Marketing

• Share new social media posts in messaging channel
• Get message notifications when there is a new email subscriber
• Post message for new or updated contacts
• Enrich your social media lead ad data with marketing information and post to messaging channel

SMS

• From a new incoming SMS send a specific channel message
• Send new message alert as SMS
• Send an SMS to contact list when a new public message is posted
• Create a new contact when a new user has been added to messaging channel

Support

• Add new chat conversations as support tickets
• Add tag(s) to ticket when a tag is added to conversation

Social Media

• When a direct social media message is created upload conversation to chat for response

Customer Experience

• Initiate a chat when a customer has left a customer experience review rating less than 3 stars
• After a customer has received chat support send an invitation to review their customer experience with the service

Sales

• Add new sales lead from new chat conversations and add record of chat to lead
• Create a Sales lead from chat conversation and attach conversation to profile

CRMs

• Create chat messages for new CRM leads

Developer Tools

• When a new company has been created via chat create a new branch in developer tools

Chat

• Trigger workflows when a user has taken an action in your chat service.
• Forward messages to internal messaging systems when an action is taken.
• Send closed chats to external systems to keep a record of your user interactions.

AI Agents

• Integrate AI-generated conversation summaries directly into chat applications after meetings.
• Use AI sentiment analysis to flag priority issues in customer interactions within chat tools.
• Automatically respond to frequently asked questions in team chat apps with AI-driven responses.
• Analyze chat history data with AI to extract insights and identify common topics or challenges.

Project Managment

• Save new project management card attachments to file management tool
• Send email when collaboration files have updated and moved the project management card

Chat

• Send messages in chat for new or updated collaboration documents
• When a new milestone has been triggered send a channel message
• Post new commits to channel message

Forms

• Save form entries to collaboration documents

Developer Tools

• Save developer tool issues to collaboration documents

Support

• Create new tasks from support tickets
• Add a note to support ticket when tasks has been updated/completed

Project Management

• Add new or update existing project management task when new files are added to collaboration software

Miscellaneous

Collaboration

• Synchronise files across multiple data stores, so your team stays up to date no matter what system they use.
• Trigger additional automation workflows when changes are made to a file or record.

AI Agents

• Recommend task delegation using AI analysis of team workloads.
• Enhance collaborative decision-making through AI-generated insights.
• Automate meeting notes summarization within collaboration tools using AI.
• Predict team collaboration patterns to proactively suggest improvements.

Marketing

• Sync outbound sales software with your CRM once an opportunity reaches a point in your sales cycle
• Sync contact details between your CRM and marketing tools to keep things up to date
• Trigger messaging to users when a deal reaches a particular stage

Email Marketing

• Trigger messages based on deal stages and the products/services customers are interested in
• Sync contact data between systems
• Automatically notify team members when a follow up message is due
• When a new contact is added or updated add/update email subscriber
• Create an opportunity when a link is clicked

Calendars

• Add additional detail to events in your calendar bookings
• Automatically create events in your calendar with meeting room details
• Create tasks in your CRM for stakeholders involved in a meeting
• Create new contacts from scheduled calendar invitees
• Add new CRM task to calendar as events

Accounting

• Automatically create invoices based on a won deal in your CRM
• Synchronise contacts between your CRM and accounting software
• Automatically add invoice payment status on your CRM deal records as a note

Ecommerce

• Create deals, companies and contacts from website form fills
• Update deal stages and deals based on a form fill
• Associate products to a deal from a form fill
• Add chat bot conversations to customer records

Support

• Add notes to CRM company/deal records from unresolved/resolved support tickets
• Create new leads in your CRM from support tickets
• Update support tickets when deals move through your CRM pipeline
• Create a record in CRM when there is new action on a pre-existing ticket
• Add lead to campaign when a new user is created

Social Media

• Retrieve social media details and add to CRM contact records
• Add leads to social media audiences for social advertising
• Automatically create and send social posts about new products added to your CRM

ERP

• Keep data consistent between both systems automatically
• Gain a complete customer view through all stages of your business processes
• Improve collaboration between departments

HR/Payroll

• Automate the transfer of deals to new sales team members
• Calculate and allocate commission for sales team members when a sale has been made

POS

• Create subscription when a new contact is added
• Add a tag to contact account when a new event has occurred

Sales

• Add new landing page form submissions to CRM as leads
• Create new CRM entries when new contracts have been signed by leads

Analytics

• Create analytic measurements from new CRM submissions

Billing/Payment

• Generate billing/payment for online customers with new CRM accounts

Blogs

• When a new user joins or subscribes to blog add contact to CRM and 'blog' campaign

Chat

• Create chat messages for new CRM leads

Collaboration

• Upload new CRM opportunity files to collaboration folders

Customer Experience

• Create customer experience invitations for new CRM contacts

Dashboarding

• When a new record has been added to the CRM send a new metric post to dashboarding

Data Tools

• Create a new row in a data table when a new CRM contact is added to a specific campaign

Databases

• Add a new database file to CRM record as an attachment

Developer Tools

• Generate developer tool software issues from new CRM cases

DevOps

• When a new outbound message is received in CRM create a new comment on issue or pull request

Forms

• Create custom objects in CRM from new form entries

Product Management

• When a field on record in the CRM is updated, update the product management issue

Project Management

• Create new project management cards for new CRM tasks

SMS

• When a new outbound SMS is received in CRM update the contact and attach a tag

Surveys

• When a new customer has been added to the CRM send a 'Welcome' survey to understand the new customers needs and wants

Healthcare/Wellness

• Create or update a contact from enrolment form in CRM

IoT

Miscellaneous

Utility Connectors

CRMs

• Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
• Automate tasks for your sales team to keep deals moving.
• Automatically fill in company data on your deals using external data.

AI Agents

• Automatically enrich CRM contact records with insights derived from AI analysis of customer interactions.
• Use AI to predict customer churn risk directly within CRM platforms, enabling proactive retention strategies.
• Generate AI-powered suggestions for next-best actions based on customer interaction histories.
• Automate lead scoring and prioritization using AI analysis of past CRM sales data.

Email Marketing

• Send customer experience review invitations to email marketing subscribers

Support

• Send customer experience review invitations to contacts from support tickets
• Create support tickets from new survey/form responses
• Trigger different customer experience questionnaires depending on a users response to support service

Ecommerce

• Create new customer experience review invitations from ecommerce orders

Calendars

• Create and send customer experience review invitations at end of trial date in calendar

Marketing

• Create and send review invitations to email subscribers from ecommerce orders
• When a lead has been converted to a user create and send a review invitation

SMS

• Automatically ask for user feedback via SMS when a user takes an action
• Be proactive to notify customers of changes and developments to their orders

Sales

• When sales journey has completed send user link to review their customer experience
• When a sales lead reaches a certain point in the pipeline generate a customer experience invitation

Collaboration

• When a task has been completed in collaboration software generate a customer experience invitation

Miscellaneous

CRMs

• Create customer experience invitations for new CRM contacts

Chat

• At the close of support chat conversation send customer experience link to review service received

Data Tools

• Add custom data from customer experience invitations to data tools as new rows

Customer Experience

• Centralise your customer experience from all tools into a single source of truth.

AI Agents

• Analyze customer feedback automatically to identify trends using AI.
• Personalize customer interactions based on AI insights from past experiences.
• Automatically segment customers using AI analysis of behavior patterns.
• Predict customer satisfaction scores to enhance customer journeys.

AI Agents

• Integrate AI to automate first-line responses for common customer support requests.
• Automatically route customer support tickets using AI-based issue categorization.
• Analyze support interactions using AI to predict and proactively resolve common issues.
• Use AI sentiment analysis to identify customers needing immediate attention.

Databases

• Update dashboard from new rows in database

Ecommerce

• Add new ecommerce orders to dashboard

CRMs

• Add new or update existing CRM contacts to dashboard

Sales

• Add new sales leads to dashboard
• Get a full picture of your sales funnel, across all of your systems, in a unified dashboard
• Highlight new sales and celebrate success in a company wide dashboard

Data Tools

• When a new goal has been added in the dashboard trigger a new metric post to the data tools
• Update dashboard from new rows in data tool

Project Management

• Trigger a new project management board when a new goal has been added to the dashboard

Analytics

• When new incoming feedback has been recieved from analytics create a measurement in the dashboard

Developer Tools

• Track the number of new developer tool issues over time in dashboard

Dashboarding

• Keep dashboards automatically up to date when data changes in one or the other.

AI Agents

• Automatically create dynamic dashboards based on AI-driven insight priorities.
• Use AI to identify important data points for real-time dashboard updates.
• Predict trends and flag alerts directly within dashboard views using AI.
• Generate AI-driven narrative summaries of dashboard data.

Chat

• Extract data from new attached files in email to create new data tool records

Social Media

• Create records in data tool from new leads in social media ads

Billing/Payment

• Create new records in data tool from new customer payments

Email Marketing

• Add subscribers to email marketing list from new data tool records

Developer Tools

• Combine external data sources and tools with your application's development environment to enhance your data
• Add additional data and tools to your application using low code tools

DevOps

• Create advanced processing reports across multiple data sources
• Create your own uptime monitoring solutions, combining external tools and 3rd and 1st party data

Marketing

• Add new contact form submission as rows on a spreadsheet and email marketing subscription list
• Enhance the data of submitted contact information with third-party data

Sales

• Create a new lead from a new row in a spreadsheet
• Enhance your customer data automatically so your sales team have a better view of their deals

Ecommerce

• When a new collection has been created in the data tool update inventory quantity data in ecommerce

SMS

• Create a new data tools document when a new incoming SMS has been received

Customer Experience

• Add new customer experience reviews as new rows in data tool

Miscellaneous

Analytics

• Run an data tool report when a new survey response is created in analytics

Dashboarding

• Update dashboard from new rows in data tool

Accounting

• When a new vendor has been added to accouting create a new document in data tools

Utility Connectors

Databases

• Update data tool from new or updated rows in database
• Update dashboard from new rows in data tool

Collaboration

• Add rows to data tool for newly added collaboration files

Forms

• Add new form entries and corresponding accounting data to data tool

Data Tools

• Combine data from all of your tools for centralised usage.
• Easily add external data to your tools.
• Create tasks or notifications when a tracked data item reaches a threshold.

AI Agents

• Enhance data migration accuracy using AI-driven data validation.
• Automate data classification and tagging with AI-driven semantic analysis.
• Predict data quality issues before they occur using AI analytics.
• Enable AI-driven data lineage tracking to improve data reliability.

Social Media

• Add new social media lead ad respondents to your database

Email Marketing

• Add subscribers to email marketing list from new database rows

Project Management

• Create new project management cards from custom queries rows in your database

CRMs

• Create CRM leads from new database entries

Developer Tools

• Enhance your data with third-party data and keep tables automatically up to date
• Validate data in populated database records with additional tools

Data Tools

• Update data tool from new or updated rows in database

DevOps

• Add new or updated issues to database as new rows

Product Management

• Create new project management cards from custom queries rows in your database

Databases

• Automatically update databases when changes are made in a table.

AI Agents

• Utilize AI to automate data cleaning, ensuring database integrity and accuracy.
• Automatically detect anomalies or inconsistencies within database entries using AI analytics.
• Generate predictive insights from database data to inform strategic decisions.
• Perform AI-driven sentiment analysis on unstructured data stored in databases to uncover hidden trends.

Chat

• Post teams project management commits to chat channel
• Send messages to chat when a new comment, issue or review request has occurred in developer tools

Project Management

• Create new project management card from developer tool issue, add to calendar as an event, and email project assignment to team members

Collaboration

• Save developer tool issues to collaboration documents

Forms

• Turn new form entries into developer tool issues

Analytics

• Track processes and deployments for analysis
• Make the most of usage statistics across platforms and services

Data Tools

• Suppliment your data with additional external sources
• Use third party software to perform processes rather than build the functionality yourself

Databases

• Add new work tasks to developer tools from new rows in a spreadsheet that are created by new support tickets
• When a new repository is created trigger a new spreadsheet

DevOps

• Add new or updated issues to developer tools
• When a new issue is added automatically list new and updated issues into a report

Support

• Automatically notify support teams when there is an outage on one of your services
• Share support requests with team members in specific developer tools

Marketing

• Create a new developer tool issue when a new marketing contact task has been created

Developer Tools

• Combine data from all of your tools for centralised usage.

AI Agents

• Automate code reviews by leveraging AI-driven static analysis.
• Predict potential application errors or bugs using AI anomaly detection.
• Generate code documentation automatically from source code via AI.
• Optimize software performance through predictive AI-driven monitoring.

Data Tools

• List instances from new data received in data tools
• Create issues from triggered alerts in your data tool

Developer Tools

• Add new or updated issues to developer tools
• When a new issue is added automatically list new and updated issues into a report

Databases

• Add new or updated issues to database as new rows

DevOps

• Manage all of your monitoring software from a single location through integration.

AI Agents

• Automate detection of deployment anomalies using AI-driven monitoring tools.
• Optimize infrastructure scaling proactively with predictive AI analytics.
• Predict and prevent potential downtime events using AI-based anomaly detection.
• Enhance continuous integration and delivery processes using AI-generated insights.

Email Marketing

• New product launch with email marketing campaign
• Send a valid short term discount code to loyal customers
• Trigger a ‘customer birthday’ email campaign based on CRM customer data

Accounting

• Create an accounting item when a new ecommerce product is created
• Create an accounting sale receipt from a new ecommerce order

Chat

• New trial sign up, add new customer to trial mailing list, send ‘trial welcome campaign’, delay, send ‘halfway through trial’ campaign, delay, send ‘trial ending campaign’, delay, send ‘feedback & next steps’ campaign
• Trigger an email reminder when a customer has had an item in their basket for a while or if they have abandoned checkout.

CRMs

• Add new ecommerce customers to CRM as contacts

Billing/Payment

• Add new payment charges to ecommerce orders
• Add new customers on ecommerce platform for new subscriptions in billing application

POS

• Automatically update inventory quantity when a sale is refunded
• When a successful sale comes through automatically create the order

Utility Connectors

Customer Experience

• Create customer experience invitations from new ecommerce orders

Sales

• Add sales leads from new ecommerce orders

Ecommerce

• Automate post-checkout processes across all of your tools.
• Syncronise inventory stock levels between multiple online stores.

AI Agents

• Provide personalized product recommendations based on customer purchase history using AI algorithms.
• Use AI-powered chatbots to handle customer queries about orders and shipping statuses.
• Automatically optimize pricing strategy using AI-driven competitor price monitoring.
• Predict inventory demands to optimize stock levels using AI-driven analytics.

Sales

• Automate any new lead from a website contact form or new customer trial to a chat channel, or a specific sales representative, who would then follow up the lead with email marketing correspondence.
• If a customer has expressed interest in one particular product, you could automate a follow up email suggesting other products that are similar and provide more to the customer, but are at a higher price point. Ultimately using automated integrations for upsell/cross-sell opportunities.

Chat

• New trial sign up, add new customer to trial mailing list, send ‘trial welcome campaign’, delay, send ‘halfway through trial’ campaign, delay, send ‘trial ending campaign’, delay, send ‘feedback & next steps’ campaign
• Trigger an email reminder when a customer has had an item in their basket for a while or if they have abandoned checkout.

Analytics

• Produce monthly reports for email marketing campaign open rates
• Sync data with analytics to see if emails are successful in referral to website
• Monitor email marketing campaigns clicks, impressions etc.
• Combine campaign data with your CRM to get better insight into what content resonates with your clients

Ecommerce

• New product launch with email marketing campaign
• Send a valid short term discount code to loyal customers
• Trigger a ‘customer birthday’ email campaign based on CRM customer data

CRMs

• Create or update CRM contacts from new email subscribers
• Add new CRM contacts to email marketing lists

Marketing

• Ensure your marketing records are in sync across multiple platforms
• Enrich your contact list with user specific actions from additional marketing platforms for more targeted messaging

SMS

• Automatically send promotion reminders to email marketing contacts via SMS
• Send email marketing contacts event reminders via SMS

Customer Experience

• Based on the customers recent interaction send an email marketing campaign and link to review their customer experience

Social Media

• Add new social media ad leads to email marketing campaign

Email Marketing

• Automate your mailing lists when a subscriber takes an action in one of your emails.
• Tag subscribers automatically when they take interest in a particular piece of content.
• Automatically unsubscribe a user from all mailing lists and systems when they have unsubscribed from one.

AI Agents

• Automate personalized email campaigns based on AI customer segmentation.
• Predict email open rates to optimize campaign timings with AI.
• Generate dynamic AI-powered content suggestions for marketing emails.
• Analyze campaign data to predict subscriber churn using AI.

Sales

• Turn quotes into sales orders and generate customer invoices

Email Marketing

• Import form capture list and target new prospects with email marketing campaign

CRMs

• Find existing customers and identify upsell opportunities with new products
• Speed up processes between sales and operations with automated data sharing and processing
• Improve collaboration between departments

Accounting

• Generate cash flow statements

Chat

• Speed up processing times with action triggered messaging to stakeholders
• Keep your supply chain in the loop with developments using automated messaging

Project Management

• When a project management task has been updated, update the activity in ERP

Billing/Payment

• When a new customer billing/payment has been made update sales invoice in ERP

Ecommerce

• Check and update inventory after a new ecommerce order has been shipped

ERP

• Syncronise data from multiple ERP systems.
• Enable partnerships through sharing of data directly into your ERP systems.

AI Agents

• Forecast demand and supply-chain requirements using AI analytics.
• Automate resource planning adjustments based on AI-driven scenario analysis.
• Use AI to proactively manage and mitigate operational risks.
• Enhance inventory control with predictive stock-level AI analytics.

AI Agents

• Automatically personalize event agendas for attendees using AI-driven profiling.
• Use AI to predict attendance and optimize resources based on historical event data.
• Analyze event feedback in real-time using AI to adjust ongoing events dynamically.
• Automate post-event follow-ups with personalized recommendations generated by AI.

Chat

• Get chat notification for new form entries

Project Management

• Create new project management cards from new form responses

Email Marketing

• Create email subscribers from new form entries

CRMs

• Add or update CRM contacts from new form responses

Surveys

• When a new form entry has been completed, update survey options and send survey link for completion

Sales

• Add new form entries as sales leads and add to campaign

Forms

• Automatically send out a notification if a form is missing important data.

AI Agents

• Automatically categorize form submissions using AI-driven content analysis.
• Use AI to validate form inputs in real-time, reducing errors and improving data quality.
• Predict outcomes based on historical form submissions using AI analytics.
• Generate dynamic, AI-personalized questions based on previous user responses.

AI Agents

• Use AI to optimize shipping and fulfillment processes by predicting demand fluctuations.
• Automate fulfillment issue detection using AI-driven pattern analysis.
• Enhance inventory accuracy through AI-driven stock management predictions.
• Automatically route fulfillment tasks based on AI-analyzed efficiency data.

Email Marketing

• Add enrolled customers to email marketing campaign

CRMs

• Create or update a contact from enrolment form in CRM

Accounting

• List all active client memberships then attach and send via email their customer subscription invoices

Calendars

• Add new appointments via email to calendar as events

Billing/Payment

• Automatically create invoices when services are booked or purchased
• When a membership payment has failed automatically add note to client and email with payment failed details need updating

HR/Payroll

• List company people and their corresponding healthcare/wellness services for availability
• Update healthcare/wellness service avaiable after an employee has left

Marketing

• Keep marketing lists automatically up to date with new customer bookings and purchases
• Arrange discounts for regular customers and promote offers

POS

• Sync sales information between business systems and payment provider
• Create reports combining data from payment provider and other external systems

Sales

• Create a personal booking for a new lead
• For a new customer from a sales lead create a new membership with an add-on

Miscellaneous

Healthcare/Wellness

• Syncronise data across multiple business systems to keep your data up to date.

AI Agents

• Automate patient monitoring with AI-driven health anomaly detection.
• Predict patient health outcomes and proactively suggest interventions using AI analytics.
• Personalize wellness plans based on AI analysis of patient health data.
• Generate automated health summaries from patient data with AI natural language tools.

HR/Payroll

• Trigger an error message is employee bank details expire/incorrect
• Sync payroll and expenses data
• Set up notifications for new job applicants
• Remove job description when position filled
• Trigger an update to a job description when reaching an expiry date
• Sync employee feedback data between systems
• Quickly and accurately process adjustments to employee roles
• Trigger automated actions when someone new is added to your HR system.
• Automate reminders when data is missing from a record.

Customer Experience

• Sync documents or contracts that need signature and send notification once completed
• Send invitations to communication channels for new employees

Approvals

• Sync employee expense request data between systems

Accounting

• Run monthly payroll report and automatically upload data to spreadsheet for accounting
• Save new expense reports as employee files

Billing/Payment

• Notify employees when new payslips are online and available via billing
• Send out employee data form yearly for checking and updating banking details for payroll

CRMs

• Add new employees as CRM contacts
• Create new employees from data extracted from resume files for a personalised CRM profile

Healthcare/Wellness

• List company people and their corresponding healthcare/wellness services for availability
• Update healthcare/wellness service avaiable after an employee has left

Miscellaneous

Calendars

• Create calendar events for new HR time off requests

AI Agents

• Automate candidate screening and shortlisting using AI-driven resume analysis.
• Predict employee turnover using AI-driven sentiment and engagement analysis.
• Optimize payroll processing and reduce errors using predictive AI analytics.
• Personalize employee training and development plans using AI-driven skills assessment.

• Share data

Support

• Create a support ticket when device goes offline and update when it goes back online
• Usage based - monitor a device usage in external platform

Chat

• Send a support ticket to chat channel when an error or offline event occurs

IoT

• Centralise the management of your devices by connecting IoT management systems.

AI Agents

• Predict equipment failures using AI analysis of IoT sensor data.
• Optimize energy efficiency by AI-driven analysis of IoT device usage patterns.
• Automate real-time anomaly detection from IoT-generated data using AI analytics.
• Enhance IoT security through predictive AI-driven threat detection.

CRMs

• Sync outbound sales software with your CRM once an opportunity reaches a point in your sales cycle
• Sync contact details between your CRM and marketing tools to keep things up to date
• Trigger messaging to users when a deal reaches a particular stage

Social Media

• Create social media posts from new rows in database/spreadsheet
• Post updates to social media when new paid ad campaigns roll out

Miscellaneous

• Add new event attendees to video webinar registrants

Chat

• Add notes to marketing contacts from new chat leads
• Create or update marketing contacts for new chat users

Customer Experience

• Send review invitations for new marketing deals
• Push notification for when a customer is about to exit

Data Tools

• Automatically run report when campaign link is click
• Export new or updated marketing contacts to spreadsheet

Email Marketing

• Sync marketing contacts with email marketing subscriber lists
• Update marketing contact when they have unsubscribed from email marketing list

Healthcare/Wellness

• Keep marketing lists automatically up to date with new customer bookings and purchases
• Arrange discounts for regular customers and promote offers

Sales

• Add or update marketing contacts with new social media ad leads
• Create new sales leads from new marketing subscribers

SMS

• Add marketing contacts to a list to send SMS messages
• Send SMS message when new campaign starts sending

Ecommerce

• Add new ecommerce customers to marketing application

Analytics

• When a new marketing campaign has bounced run a report in analytics
• Run analytics report when new marketing campaign has received clicks

Dashboarding

• Push custom data to dashboard when a new marketing campaign link click

Marketing

• Keep all of your marketing data up to date and in sync.
• Trigger automated actions when someone new is added to your marketing system.

AI Agents

• Generate dynamic, personalized marketing campaigns using AI-driven consumer insights.
• Automate marketing attribution modeling using AI to identify high-performing channels.
• Predict campaign ROI using AI-driven forecasting and historical data analysis.
• Optimize marketing budgets dynamically using AI analytics of campaign performance.

AI Agents

• Generate targeted marketing campaigns based on AI segmentation of customer profiles.
• Optimize email send times using AI-driven recipient behavior prediction.
• Automate A/B testing and campaign optimization using AI-generated recommendations.
• Predict and reduce customer unsubscribe rates using AI-driven engagement analysis.

• Combine sales data form multiple applications for meaningful insights

CRMs

AI Agents

• Implement AI-driven fraud detection systems in payment processing.
• Automate dispute resolution for payment discrepancies using AI analytics.
• Predict and reduce payment processing errors through proactive AI monitoring.
• Optimize payment acceptance rates using AI analysis of failed transaction patterns.

Billing/Payment

• Create customer receipt from payment
• Create new billing customers from new POS customers
• Import new transaction data from POS and list new invoices for billing

Accounting

• Add new customer payment to cash flow report

CRMs

• Create or update customer from new payment
• Add or update customer details in CRM when a new transaction has taken place
• Remove customer details from POS and CRM when account no longer active

Email Marketing

• Add new customers to email marketing subscriber list

Ecommerce

• Sync ecommerce customers with POS application
• Update customer details when a new order and payment has taken place

Healthcare/Wellness

• Create new POS transactions from new wellness bookings
• Sync sales information between business systems and payment provider

Sales

• Sync new POS transactions with sales contacts
• Add note to sales lead from POS transaction data

Miscellaneous

POS

• Combine data from multiple POS systems into a single source.
• Syncronise orders with inventory management.
• Keep contact data up to date across your business systems.

Form

• Add new form entries to feedback notes in product management

Developer Tools

• Add new product management features as issues in developer tool

SMS

• Add new SMS messages as feedback in product management

CRMs

• Add customer feedback from new CRMs cases to product management as notes

Sales

• When new features have been added automatically send sales team notification
• Add customer feedback from new sales cases in CRM as notes

Product Management

• Keep your plans up to data across systems.
• Ensure calendars and deadlines are kept in sync across your team's systems.

CRMs

• Using a project management tool connect tasks and projects to specific CRM records, which can then be assigned to team members

Chat

• Send messages to chat when a new comment, issue or review request has occurred in developer tools
• Post teams project management commits to chat channel

Collaboration

• Save new project management card attachments to collaboration tools
• Send email when collaboration files have updated and moved the project management card

Calendars

• Create new project management card from developer tool issue, add to calendar as an event, and email project assignment to team members

Email Marketing

• Create new project management card from email, link email attachment(s), and in a weeks time (delay) create meeting in video chat for project progress review
• Send email when project managament card is updated or closed

Product Management

• Create new project management tasks from new or moved product management cards

Accounting

• Create a new card and add a checklist in project management when a new customer has been added to accounting

Marketing

• Generate new project management cards from new or updated marketing contacts

Developer Tools

• Send project management card activity to developer tools as new issues

DevOps

• When DevOps tasks have been reviewed and completely move project management cards to complete

Project Management

• Ensure calendars and deadlines are kept in sync across your team's systems.
• Keep your plans up to data across systems.

AI Agents

• Automatically assign project tasks based on AI-driven analysis of team skills and availability.
• Use AI to forecast project timelines and potential bottlenecks.
• Predict project success probabilities using historical performance data analyzed by AI.
• Generate automated, AI-driven project updates or reports based on task completion and progress data.

Accounting

• When a deal is won, automatically send the customer invoices, track the payment and begin the fulfillment process
• At the end of the month an integration can produce a profit/loss report from the past 30 days of sales

Add customer feedback from new CRM cases to product management as notes

• Automate any new lead from a website contact form or new customer trial to a chat channel, or a specific sales representative, who would then follow up the lead with email marketing correspondence.

CRMs

• If a customer has expressed interest in one particular product, you could automate a follow up email suggesting other products that are similar and provide more to the customer, but are at a higher price point. Ultimately using automated integrations for upsell/cross-sell opportunities.
• Create new CRM contacts from new sales form entries
• Add new contacts to CRM as new leads

Calendars

• Create video call meetings for new calendar events

Chat

• Send direct messages in chat for signed customer documents

Analytics

• Create analytic measurements from new sales leads
• Run a report when a new campaign bounces

Billing/Payment

• Generate billing/payment customers with new CRM accounts
• Create CRM opportunities for new payment charges

Dashboarding

• Get a full picture of your sales funnel, across all of your systems, in a unified dashboard
• Highlight new sales and celebrate success in a company wide dashboard

Data Tools

• Create a new lead from a new row in a spreadsheet
• Enhance your customer data automatically so your sales team have a better view of their deals

Healthcare/Wellness

• Create a personal booking for a new lead
• For a new customer from a sales lead create a new membership with an add-on

Marketing

• Create new customers from landing page leads and follow up with 'welcome' email campaign
• Add new sales leads to email marketing lists

POS

• Sync new POS transactions with sales contacts
• Add note to sales lead from POS transaction data

Product Management

• When new features have been added automatically send sales team notification
• Add customer feedback from new sales cases in CRM as notes

SMS

• Send SMS as reminder of an upcoming sales meeting
• Use SMS as an onboarding option during the sales process

Support

• Create new support tickets from new sales form entries
• Add new social lead ads as support tickets

Customer Experience

• When a sales lead reaches a certain point in the pipeline generate a customer experience invitation

Ecommerce

• Add sales leads from new ecommerce orders

Email Marketing

• Add new sales leads to email marketing list and audience segments

Collaboration

• Upload newly signed sales deals to a new collaboration folder

Miscellaneous

Sales

• Make sure sales data is combined and up to date across all sales systems.
• Trigger automated workflows when a deal reaches a particular stage.
• Automate pipeline management by creating tasks and reminders for your sales team when a deal is created.

Form

• Send SMS messages from new form entries

Data Tools

• Save SMS call recording to file management

Databases

• Archive missed SMS calls in database

Chat

• From a new incoming SMS send a specific channel message
• Send new message alert as SMS

Customer Experience

• Send SMS to invite customer for feedback when they have experienced the product for 3 months
• Create service review invitations and send via SMS to new customers

Email Marketing

• Automatically send promotion reminders to email marketing contacts via SMS
• Send email marketing contacts event reminders via SMS

Marketing

• Send SMS to customer if they have abandoned their basket/cart
• Send customer reminder about product they have expressed interest in

Sales

• Send SMS as reminder of an upcoming sales meeting
• Use SMS as an onboarding option during the sales process

Support

• Send an SMS to contact list when a new public message is posted
• Create a new contact when a new user has been added to messaging channel

Ecommerce

• Send SMS when eCommerce order has been dispatched
• Send an SMS message for update on recent ecommerce order

SMS

• Trigger actions when an SMS is sent or replied to.

AI Agents

• Automate personalized SMS notifications based on AI-driven behavior predictions.
• Use AI to optimize SMS delivery timing to maximize engagement rates.
• Detect customer sentiment from SMS responses automatically using AI analytics.
• Provide AI-generated automated responses for frequently asked questions via SMS.

Chat

• Send email from new SMS messages

CRMs

• Add leads to social media audiences for social advertising
• Automatically create and send social posts about new products added to your CRM

Email Marketing

• Share new email marketing campaigns on social media account

Miscellaneous

• Post new events to social media accounts

Collaboration

• Share collaboration files to social media accounts with updates from spreadsheet rows

Marketing

• Add new social media ad leads as new marketing leads

Social Media

• Create auto rules for when a social post is interacted with.
• Keep track of your social media performance metrics in another system.

AI Agents

• Automatically generate optimized social media posts using AI-driven topic analysis.
• Predict optimal posting times on social media using AI analytics.
• Analyze audience sentiment and engagement trends using AI to inform strategy.
• Automate social listening to detect trends and relevant brand mentions with AI.

CRMs

• Add notes to CRM company/deal records from unresolved/resolved support tickets
• Create new leads in your CRM from support tickets
• Update support tickets when deals move through your CRM pipeline
• Add note to customer account when a support ticket is logged
• Get customer details when a support ticket from an existing customer is submitted

Form

• Create new support tickets from new form entries

Project Management

• Add new support tickets as project management cards

Chat

• Add new email messages to support as tickets
• Get a chat notification from new support tickets
• Update customer ticket once issue has been fixed and send confirmation chat message

Collaboration

• Automatically add new support tickets to collaboration platform as tasks
• Create new events for support tickets in team calendar

Customer Experience

• Add a link to a ticket for customer to submit feedback about their experience with the support received
• Create service review invitations and send via SMS to new customers

Developer Tools

• Continually add new rows to a database from new support tickets
• Automatically update support ticket when the issue(s) has been resolved in developer tool

Sales

• Create new support tickets from new sales form entries
• Add new social lead ads as support tickets

SMS

• Send an SMS to contact list when a new public message is posted
• Create a new contact when a new user has been added to messaging channel

Product Management

• When a new conversation is created, add the user to support and create a new product management card

Support

• Keep your support desk organised with automated actions for tagged tickets.
• Automatically notify other business systems when a ticket has been created.

AI Agents

• Automate the routing of support tickets using AI-based issue categorization.
• Generate AI-powered automated responses for common customer support queries.
• Predict potential customer issues proactively using AI analysis of past data.
• Optimize support resource allocation using AI-driven analysis of workload patterns.

Chat

• Send email for new survey responses

Project Management

• Create new project management cards from survey responses

Databases

• Update database rows when new responses are received in survey

Support

• Create new support tickets from survey responses

Forms

• Update survey questions based on form entry data submitted

Surveys

• Trigger follow up surveys to be sent out when particular answers are selected in another survey.

AI Agents

• Automatically analyze survey responses to identify insights and sentiment using AI.
• Generate AI-driven recommendations based on survey data trends and patterns.
• Optimize future survey questions based on AI-driven analysis of past responses.
• Predict survey response rates and engagement using AI analytics.