Automations
Your apps pass work to each other with no copy and paste.
- Invoice arrives by email, gets matched in QuickBooks, exceptions go to Slack.
- New lead lands in the CRM with a task and a reply sent in 60 seconds.
- Signed contract triggers onboarding emails, a folder and a kickoff invite.
One payment, start to finish
- E-transfer notice arrivesInbox
- Matched to INV-1048Weavers
- Invoice marked paidQuickBooks
- Receipt sent to the clientEmail
- Runs around the clock
- Every step logged
- We are alerted if a step fails
Sample data





