Performance management - Sending the quarterly forms to complete 1/3

Creation of documentation (e.g. contract) for a new deal meeting specified criteria

When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

Create Katana sales orders from new orders in Squarespace

When a new order is created in Squarespace, a new sales order is created in Katana. If a matching customer or product is not found from Katana, a new one is created.

Add new YouCanBook.me customers to your Daylite contact list

Every time a new booking is created in YouCanBook.me, Make will automatically add the person info to your Marketcircle Daylite contact list.

Automatically save Fireflies.ai transcripts to Google Docs

This template can be setup at a regular interval (every month, week, hour or on a specific date) to automatically save today's Fireflies.ai transcripts to Google Docs.

Send a message to Slack about a new project in Harvest

When a new project in Harvest is created, a notification to Slack is sent.

Upload a new HubSpot CRM file to Slack

Use this template to automatically send new HubSpot CRM files to Slack channels or users.

Create a new problem in SolarWinds Service Desk from a new email

This template regularly checks for new emails and uses the retrieved information to create new problems in SolarWinds Service Desk. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking on the clock icon on the first module.

Activate a Drip campaign when an equally-named campaign is created in MailerLite

Every time a new campaign is created in Mailer Lite, Make will automatically activate a campaign with the same name in Drip.