Automation Templates
Not sure how to use getOperate's workflows?Start easily with our collection of ready-to-use templates.
CRM/Sales
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Add a contact to Google Contacts when an appointment is booked with ScheduleOnce
Every time an appointment is scheduled with ScheduleOnce, Make will automatically create a new contact in Google Contacts.
Add ActiveCampaign contacts from new Contacts+ business Card
Every time a new you add a new business card in Contacts+, Make will automatically create an ActiveCampaign contact.
Add a new Copper person to a Thanks.io mailing list
Every time a new Copper person is created, Make will automatically add a recipient to a Thanks.io mailing list.
Add a new Drip subscriber to Outseta as a new person
Every time there's a new subscriber in Drip, Make will automatically create a new person in Outseta.
Add a new Google Contact to CompanyHub
Every time a new contact is created in Google Contacts, Make will automatically create a new contact in CompanyHub.
Add a new Mailchimp subscriber to Outseta as a new person
Every time there's a new subscriber in Mailchimp, Make will automatically create a new person in Outseta.
Add a new row to a Google Sheets spreadsheet and send a new notification to Slack from a won opportunity in SugarCRM
Every time a new won opportunity is captured in SugarCRM, a new row will be instantly created in a Google Sheets spreadsheet and a notification will be sent to Slack.
Add a new row to a Google Sheets spreadsheet from a new Cliengo client
This template periodically retrieves new clients from Cliengo and adds them as new rows to a Google Sheets spreadsheet. A sample spreadsheet is [here.](https://docs.google.com/spreadsheets/d/1vv4k93JjEg1CdxyWae2dvpYhXf4u-A6ThVaEtjpLGVg/editgid=0) You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change this after you set up the template.
Add a prospect into noCRm.io from a new form response in Typeform
Every time a new form response is received in Typeform, a new prospect will be instantly created in noCRM.io.