Automate.io

Was a big Zapier Fan until I found Automate.io

Opmerkingen: So far really glad I found them, since Zapier is just too expensive for a small business

Pluspunten:

The guys have pretty much the same functionality from what I saw so far, but they are unbeatable on pricing and customer service. Our rep from the support team replied several times almost faster then I could formulate my questions. That's something I've so far only seen at Intercom directly. Thumbs up!

Minpunten:

Hmmm, on the free tier the bots are paused when the threshold is reached. I wasn't aware of this so that was a little downer.

I'm so glad that I chose Automate.io!

Opmerkingen: We're trying to automate the new hire onboarding experience. Automate.io is making it possible for us to move tasks onto new projects within Asana. Then use the various Asana statuses to automate the process of sending the new hire employee a welcome email, sending IT a ticket for getting the new hire's computer setup and mailed out to them, getting the new hire added to multiple existing orientation meetings, etc. We estimate that this automation is going to save one of our employee's about 30-40 hrs a week.

Pluspunten:

This is definitely the best product that I've found for doing what I need to automate our Asana workflow. Compared to the other products that I've trialed, Automate.io has been the most user -friendly, least buggy and most easily configurable. I could also easily determine what types of functionality would be included in the paid versions where some of the other systems made the tiers super confusing. But by far, my favorite part about automate.io has been the customer service. Every time I've had a question, the support team has been extremely quick to respond (~5 mins) and has been able to help me understand what I was doing wrong within a short amount of time. [SENSITIVE CONTENT] specifically has done a spectacular job!

Minpunten:

The only thing that I've found so far that automate.io has been unable to do for me is to move completed documents out of Docusign and into Google Drive. I can create the folders in Google Drive based on the file name in Docusign via automate.io so that get's me halfway there. It sounds like this functionality is on their roadmap.

Limited functionality

Pluspunten:

Simple interface, easily connects to apps

Minpunten:

the bots would constantly shut down & there was a limited number of available apps to connect with minimal actions. I also figured out how to integrate a lot of the apps that they have on the platform myself with no coding.

Automate.IO is actually pretty amazing. Especially if you use HubSpot

Opmerkingen: Ok, this may be a long read. For a client, we switched to Gravity Forms from Fluent Forms as we are beginning to use Hubspot, and fluent form HubSpot support was basic. Turns out Gravity forms did not do everything we needed for hubspot either but at least it Created OR Updated contact info. Not just failed to save if an email address already existed in Hubspot. But it did not
1) create notes in hubspot. Third party add on will though (but...)
2) Bad one, wont save easily to google sheets. YOu have to use the cloud console WHICH is not a good idea. Gravity forms recommended Zapier. We dug into it Did not do very much frankly. We also looked at a few other solutions (FYI all better than Zapier) Found Automate.io. Started to dig into it and see what all it would do with Hubspot ..
OK Bluntly, Automate.io is SERIOUSLY king of the hill when it comes to Hubspot integration.
Oh yeah and works perfectly with google sheets as well. Let me give you a workflow that no one could match.. 1) User fills out a post-conference survey on future sponsorship.
2) AIO Creates OR Updates A Hubspot contact.
3) AIO then adds Notes to the contact from the Form Submission
4) Next AIO creates a deal for the contact from the form submission
5 ) AIO Creates a Hubspot Task For that deal and assigns it to the correct person. In another Bot I will add that Task to Clickup with a link back to the task in hubspot ALSO and this is Huge. We can keep using Fluent Forms

Pluspunten:

Its hubspot integration, and I can pull some crazy stunts with it.

Minpunten:

Ok this is small. wish you could save webhooks for reuse.

Helpful iPass Tool

Opmerkingen: Automate.io has been a helpful tool for a marketing manager that is not a programmer. It's inexpensive, quick to set up, and it is not too technical.

Pluspunten:

Automate.io is quick to set up and start automating tasks and integrating platforms. It solved a specific need for me where I needed to extract data from a platform, manipulate it, and then reintegrate it back in the platform from where it was taken.

Minpunten:

There we some speed issues for several months that made it very difficult to work with. However, after those issues were resolved, I am now able to use the platform again without frustrating delays.