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So far Mitch Baylis has created 72 blog entries.

Understanding Basic Terms and How Billing Works

2024-07-03T06:00:51+00:00July 3, 2024|Uncategorized|

Hey there, automation enthusiasts! ๐Ÿš€ Today, we’re diving into some fundamental concepts of (formerly known as Integromat). Whether you’re new to the platform or just need a refresher, this blog is your ultimate guide to understanding scenarios, executions, operations, and data usage. Let’s get started! ๐ŸŽ‰

What is a Scenario?

In, a scenario is essentially an automation workflow. Think of it as a sequence of tasks that get triggered by an event and perform various actions. For example, you might have a scenario that triggers when you receive an email and automatically saves the attachment to your Google Drive. Each scenario is independent, although you can link multiple scenarios together if needed.

Understanding Executions

An execution is one complete run of a scenario. When a scenario runs from start to finish, that counts as one execution. For instance, if your scenario processes 100 data bundles, an execution is counted when all 100 bundles have been processed within one run.

What are Operations?

An operation is any action that takes place within a scenario. Each module within a scenario uses a certain number of operations. For example:

  • A trigger might use one operation.
  • A ‘Set Variable’ module uses another operation.
  • An iteration module can use multiple operations, depending on the data it processes.

Let’s break it down with an example. Suppose you have a scenario that processes an array of four names: Tom, Mitch, Sam, and Peter. Initially, the array is one bundle of data. As the iteration module processes this array, it splits it into four individual bundles, each containing one name. Consequently, the operation count increases accordingly.

Calculating Operations

Understanding how operations are calculated can save you from quickly consuming your plan’s limits. Hereโ€™s a quick calculation:

  1. Suppose a scenario uses 11 operations per run.
  2. If it runs every 15 minutes, that amounts to 4 runs per hour.
  3. Over 24 hours, that would be 11 x 4 x 24 = 1,056 operations per day.
  4. Over a month, that would be 1,056 x 30 = 31,680 operations.

Clearly, running a scenario too frequently can consume your allocated operations quickly. offers advanced scheduling options to help you optimize your operations. For example, you can set scenarios to run only on weekdays or within specific time windows, like 9 AM to 5 PM.

Data Usage

In addition to operations, also tracks data usage. If your scenario involves downloading or uploading files, the size of these files contributes to your total data usage. For example:

  • Downloading a 5 MB file once will use 5 MB of data.
  • If the scenario runs 4 times an hour, thatโ€™s 20 MB per hour.
  • Over a day, thatโ€™s 20 MB x 24 = 480 MB.

Keep an eye on your data usage to avoid hitting your monthly limits.

Optimizing Your Scenarios

The key to efficient automation is to strike a balance between frequency and necessity. Ask yourself: How often do I really need this scenario to run? Could it run less frequently and still meet your needs? Here are some tips:

  • Run scenarios once a day or even less frequently if possible.
  • Use webhooks for instant but less frequent triggers.
  • Utilize advanced scheduling options to limit runs to specific times and days.

By optimizing your scenarios, you can make the most of your plan and keep your operations and data usage in check.

That’s it for today’s deep dive into’s basic terms and billing structure. Happy automating! ๐Ÿค–โœจ

Mastering Filter Copying in A Step-by-Step Guide

2024-07-03T06:00:29+00:00July 3, 2024|Uncategorized|

Welcome to our comprehensive guide on how to copy filters from one module to another in! ๐ŸŒŸ If you’re diving into the world of business automation using powerful tools like and, this tutorial is a must-read. In today’s post, we’re going to simplify the process of copying filters between modules, saving you a ton of time and effort. Letโ€™s get started! ๐Ÿš€

Getting Started: What You Need ๐ŸŒ

To begin, you’ll need to have the Developer Tools for Chrome. Hereโ€™s a quick checklist:

  • Install Google Chrome.
  • Download and install the Developer Tools extension from the Chrome Web Store.

Step-by-Step Guide to Copying Filters

Follow these steps to effortlessly copy filters between modules:

1. Access Developer Console ๐Ÿค–

First, open your developer console by pressing Control + Shift + I. This will bring up the developer tools interface. Make sure youโ€™re not in mobile view by clicking the mobile icon in the top left or right corner.

2. Navigate to Tools ๐Ÿ› ๏ธ

Within the developer tools, locate the section. Click on the tools tab and find the ‘Copy Filter’ tool.

3. Select the Source Module ๐Ÿ”„

Identify the module whose filter you want to copy. This module will be on the left side of your target module. Note the module’s ID, which you can reveal by right-clicking anywhere in the scenario and selecting ‘Show Module ID’.

4. Apply the Filter ๐Ÿ“‹

Let’s say you have a filter where the postcode equals 231. To copy this filter, deselect and reselect the link to ensure the filter is saved on your chosen module.

5. Copy the Filter to Target Module ๐Ÿšš

Open the ‘Copy Filter’ tool, input the source module ID (e.g., 3), and set the target module. The filter will be pasted to the left of this target module. Click ‘Run’ and check your scenario to see the copied filter.

6. Verify and Repeat ๐Ÿ”

Return to your scenario to confirm the filter has been copied successfully. You can repeat this process for any additional filters or modules as needed.

Pro Tips for Efficient Automation ๐Ÿง 

Here are some bonus tips to streamline your workflow:

  • Always map your module IDs for quicker access.
  • Utilize the developer tools to automate repetitive tasks.
  • Regularly update your and tools for the best performance.

Conclusion ๐ŸŒŸ

Copying filters between modules in is a breeze once you know the steps. This guide should help you navigate the process smoothly, allowing you to focus on building more complex and efficient automation workflows. Happy automating! ๐ŸŽ‰

For more tips and tutorials, stay tuned to our blog. If you have any questions or need further assistance, feel free to reach out. Weโ€™re here to help you master business automation with and! ๐Ÿš€

Unlock the Power of Developer Tools for Automation

2024-07-03T06:00:09+00:00July 3, 2024|Uncategorized|

Welcome to the world of business automation! ๐ŸŒ Today, we’re diving into the powerful Developer Tools, designed to supercharge your projects. If youโ€™re looking to streamline your workflows, these tools are your secret weapon. Get ready for a detailed yet punchy guide that will elevate your automation game! โš™๏ธ

Getting Started with Developer Tools

First things first, you’ll need to install the Developer Tools. Head over to Chrome extensions, search for Developer Tool, and hit install. ๐Ÿ”ง Easy peasy! Now, let’s dive into the functionalities that make this tool a must-have.

Live Stream Debugging

One of the standout features is the Live Stream. By pressing Ctrl + Shift + I, you can open the inspection window. Here, you can see real-time data, errors, and requests for your scenarios. This is invaluable for troubleshooting. ๐Ÿ› ๏ธ

Scenario Debugger

The Scenario Debugger is your go-to for in-depth analysis. For example, if you’re working with Google Sheets, you can see headers, request bodies, and returned data packets. This is especially useful for identifying why a particular module is failing. ๐Ÿ•ต๏ธโ€โ™‚๏ธ

Module Management

Managing modules becomes a breeze with the Show Module ID feature. Always keep this turned on to see module ID numbers, crucial for coding and using developer tools. You can focus on specific modules, find modules using particular keywords, and even copy mappings. ๐Ÿ“‹

Copy Mapping

The Copy Mapping feature is a game-changer. Whether you’re adding or updating rows in Google Sheets, this tool lets you copy mappings from one module to another. Just enter the source and target module IDs, and voila, your mappings are copied! ๐Ÿš€

Filter Management

The Copy Filter tool works similarly. It allows you to copy filter properties from one module to another, saving you tons of manual work. Just specify the source and target modules, and you’re good to go. ๐Ÿ“‘

Swap Connections

If you ever need to change accounts, the Swap Connection feature is your friend. For instance, if you switch Google Sheets accounts, this tool updates all related modules in one go. ๐Ÿ–ฅ๏ธ

Variable Management

The Swap Variables function is handy but requires caution. It works well for simple data but can fall apart with complex formulas. Always double-check your formulas after using this tool. ๐Ÿ”„

App Upgrades

Upgrading apps is seamless with the Swap App feature. Whether you’re moving from an old API to a new one or switching between apps, this tool simplifies the process. ๐Ÿ”„

Miscellaneous Tools

  • Base64 Encoding: Not commonly used but available.
  • Copy Module Name: Useful for quick edits.
  • Remap Source: Switch out sources easily.
  • Highlight Apps: Visualize specific apps in your scenario.
  • Change Background Color: Customize your workspace.


The Developer Tools are a powerhouse for any automation expert. From debugging to module management, these tools save time and enhance productivity. So, what are you waiting for? Dive in and make your automation dreams a reality! ๐Ÿš€

Happy automating! ๐Ÿ˜Š

Revolutionize Your Gravity Forms with and

2024-07-03T05:59:47+00:00July 3, 2024|Uncategorized|

Are you tired of shelling out extra cash for Gravity Formsโ€™ elite add-ons just to get webhooks? This insightful guide will show you how to integrate Gravity Forms with and without the hefty price tag. Let’s dive into the details and bring automation magic to your fingertips! ๐ŸŽฉโœจ

Why Gravity Forms?

Gravity Forms stands out as a powerful WordPress plugin, widely praised for its robust form-building capabilities. Whether you’re an advanced user or just getting started, Gravity Forms offers a myriad of features to build and manage forms efficiently. However, the limitation of webhooks being locked behind an expensive elite pack can be a significant drawback.

The Workaround: Creating an Email Listener

Hereโ€™s a nifty workaround that lets you set up webhooks without paying for the elite pack. By creating an email listener, you can utilize the basic version of Gravity Forms to achieve the same functionality. This method is simple, cost-effective, and remarkably efficient. ๐ŸŒŸ

Step-by-Step Guide:

  1. Create an email listener in Use any email they provide.
  2. Set up a notification in Gravity Forms to send form information to this email.
  3. Include only the form ID and entry ID in the email notification.

This method ensures that only the necessary information is sent, simplifying the process and making it easier to manage.

Connecting Gravity Forms with

To connect Gravity Forms with, you’ll need to set up an API key in Gravity Forms and configure it in Follow these steps:

  1. Enable the API in Gravity Forms.
  2. Create an API key and note down the consumer and secret keys.
  3. Connect the API key with the Gravity Forms module in

The Magic of Regex

The most intricate part of this setup is the regex (regular expressions) to extract the form ID and entry ID from the email text. Hereโ€™s a breakdown of how to do it:

  • Run the email listener to get data into
  • Copy the relevant text and paste it into a regex tester.
  • Write regex code to match the form ID and entry ID.
  • Ensure you have spaces correctly accounted for and extended mode turned off.

Hereโ€™s an example regex to help you get started:


Utilizing the Data

Once you have the form ID and entry ID, you can use them to pull up the Gravity Forms entry in This allows you to map the data to any application, such as Airtable, Google Sheets, or any email system. ๐Ÿ“Š๐Ÿ“ง

Resubmitting Entries

If for some reason the webhook fails, Gravity Forms allows you to resend the notification. This feature is particularly useful as it eliminates the need for additional apps or custom PHP code changes.

To resend a notification:

  1. Go to Entries in Gravity Forms.
  2. Select the entry you want to resubmit.
  3. Click on Resend Notifications.

By following these steps, you can easily refire the webhook and ensure your data reaches its destination seamlessly. ๐Ÿš€

Why This Method Is Superior

Compared to the built-in webhook functionality, this method offers greater flexibility and control over your data. Plus, you avoid the annual $259 fee for the elite add-ons pack.

This workaround is not only cost-effective but also more reliable. If a webhook fails, the built-in functionality lacks a simple way to resend it, whereas our method does. This makes it a robust solution for businesses looking to streamline their automation processes. ๐Ÿ’ช

Need Help?

If youโ€™re having trouble setting up regex or need assistance with your business automation, feel free to schedule a free call today. Weโ€™re here to help you achieve seamless automation with and

Found this guide useful? Donโ€™t forget to like and subscribe for more helpful tips and tricks! ๐Ÿ‘๐Ÿ””

Mastering Google Maps Integration with and

2024-07-03T05:52:54+00:00July 3, 2024|Uncategorized|

Mastering Google Maps Integration with and ๐Ÿš€

Hey there, automation enthusiasts! ๐ŸŒŸ Are you ready to supercharge your business workflows with Google Maps? Today, we’re diving into how to seamlessly connect and utilize Google Maps with and Let’s get your geolocation game on point! ๐ŸŒ

Why Integrate Google Maps? ๐ŸŒ

Google Maps is a powerhouse for any business looking to leverage location data. Whether you want to provide precise directions, calculate distances, or fetch detailed address information, integrating Google Maps into your automated workflows can save you time and enhance your user experience.

Step-by-Step Guide to Connect Google Maps with ๐Ÿ”—

1. Add Google Maps Module

The first step is adding the Google Maps module to your scenario. This module will allow you to interact with various Google Maps APIs.

2. Create a New Project in Google Cloud Platform โ˜๏ธ

Next, head over to the Google Cloud Platform. Click the link provided in to open the Cloud Platform. Create a new project by clicking on the top menu and selecting ‘Create New Project’. You can name the project anything you like; itโ€™s just a placeholder.

3. Enable Necessary APIs

With your project created, it’s time to enable the required APIs. For Google Maps, you’ll need:

  • Geocoding API
  • Places API

Search for these APIs in the top search bar, enable them, and wait for them to load. You should see a ‘Manage’ button once they are enabled.

4. Create API Credentials ๐Ÿ”‘

Navigate to the ‘Credentials’ section and click on ‘Create Credentials’. For Google Maps, an API key is usually sufficient. Copy this API key as you’ll need it to link with Google Maps.

5. Enable Billing Information ๐Ÿ’ณ

Google Maps API requires you to enable billing on your project. Donโ€™t worry; Google offers a generous quota that should cover most of your needs without incurring significant costs. Enter your billing information to proceed.

6. Connect to Google Maps

Return to and paste your API key into the Google Maps module. If everything is set up correctly, you should be good to go! If you encounter any issues, double-check that all necessary APIs are enabled and that billing is configured.

Using Google Maps in Your Workflows ๐Ÿ› ๏ธ

Search for Places

One of the great features of Google Maps is the ability to search for places using partial addresses. For example, entering ’20 Milligan Street, Perth’ will return a formatted address from Google. Even with partial inputs like ‘Milligan, Perth’, the API will fetch the nearest match or a list of close matches.

Get Directions and Distances

Need directions? Google Maps can calculate routes and provide detailed directions between two addresses. You can also calculate distances to optimize logistics and delivery routes. This functionality can be a game-changer for businesses with on-the-move operations.

Embed Maps and Utilize Links

Google Maps API provides URLs and place IDs that can be embedded into your applications or websites. This makes it easy to display maps, show routes, or link to specific locations directly within your platform.

Handle Multiple Matches

If Google Maps finds multiple matches for an address, it returns the top 10 closest matches. This allows you to present users with options and ensure they are selecting the correct location.

Conclusion ๐ŸŒŸ

Integrating Google Maps with and opens up a world of possibilities for automating and enhancing your business workflows. From fetching precise location data to calculating routes and distances, the capabilities are vast and powerful. Follow this guide to get started, and you’ll be on your way to creating smarter, location-aware applications in no time!

Happy automating! ๐Ÿš€

Streamline Your Workflow with Mail Parsing in and

2024-07-03T05:51:48+00:00July 3, 2024|Uncategorized|

Are you tired of manually sifting through emails and extracting necessary data? If you’re using and for your business automation needs, you’re in luck! Today, we’re diving into how you can efficiently parse emails using and integrate the results directly into your scenarios. ๐ŸŒŸ

Why Not Use’s Built-in Text Parser?

While offers a text parser module, itโ€™s not the ideal solution for email parsing. The process can be cumbersome, requiring extensive knowledge of regex and multiple parser modules to achieve your goals. This approach is not only time-consuming but also difficult to maintain. Instead, opting for a dedicated email parsing service like is a more efficient and reliable option. ๐ŸŽฏ

Setting Up Your Mail Parsing Workflow simplifies the process by providing you with a unique email address to which you can forward your emails. Here’s a step-by-step guide to setting up your email parsing rules:

  • Create an Account: Sign up on
  • Get Your Unique Email: provides you with a unique email address.
  • Forward Emails: Forward the emails you want to parse to this email address.
  • Set Up Parsing Rules: Utilize pre-built parsing templates or create custom rules to extract data from headers, recipients, attachments, body, and subject.

Example Parsing Rule

Letโ€™s say you want to extract text from the body of an email. Hereโ€™s how you can do it:

  • Select Plain Text: Most of the time, youโ€™ll extract plain text for simplicity.
  • Set Start Position: Choose a marker like โ€œForwarded messageโ€ to start extracting data.
  • Set End Position: Choose another marker, such as โ€œDear Mitch,โ€ to end the extraction. will show you the extracted data, allowing you to refine it further by removing blank lines, extracting email addresses, or even just extracting specific lines. ๐Ÿ› ๏ธ

Integrating with

Once you have your parsed data, itโ€™s time to integrate it into your scenarios:

  • Use Webhooks: Send the parsed data to using webhooks for seamless integration.
  • Build Scenarios: Create scenarios in to process the parsed data as needed.

Cost Efficiency offers a variety of pricing plans to suit your needs:

  • Free Plan: 30 emails/month, 10 inboxes.
  • Professional Plan: $30/month for 500 emails.
  • Business Plan: $100/month for 2000 emails.

As an alternative, you can also use Zapier’s Mail Parser, which functions similarly to You can leverage Zapier’s free plan to parse emails and send the data to using webhooks. This could be a cost-effective solution if you have low to moderate email parsing needs. ๐Ÿ’ก


By integrating with and, you can automate and streamline your email parsing workflows, saving time and reducing manual effort. Whether you choose or Zapierโ€™s Mail Parser, these tools offer efficient and reliable solutions to help you focus on what truly mattersโ€”growing your business. ๐Ÿš€

Unlocking the Power of Unique Coupon Codes with and A Step-by-Step Guide

2024-07-03T05:51:20+00:00July 3, 2024|Uncategorized|

๐ŸŽ‰ Are you ready to elevate your eCommerce game? Today, we’re diving into the magic of creating unique coupon codes for your customers using and If youโ€™ve ever felt the frustration of not knowing how to send out personalized discount codes without breaking a sweat, this blog is for you!

Why Unique Coupon Codes Matter ๐Ÿท๏ธ

Unique coupon codes are a game-changer in the eCommerce world. They offer a personalized shopping experience, improve customer retention, and help track marketing efforts effectively. Whether you’re using Shopify, WooCommerce, or any other platform with an API, the process is seamless with the right tools.

Setting Up Your Email Automation with ActiveCampaign ๐Ÿ“ง

Let’s imagine youโ€™re running an email automation campaign through ActiveCampaign. This could be triggered by an abandoned cart, a sign-up for a 20% off popup, or any other event. The goal is to generate a unique coupon code for each customer.

Hereโ€™s the step-by-step:

  1. Set up your webhook in ActiveCampaign to generate the coupon code.
  2. Include a five-minute wait to ensure the coupon code is created and sent back to ActiveCampaign.
  3. Use this webhook at any point in your automation, whether it’s at the start or midway.

Creating the Magic with โœจ

Now, the fun begins in This is where the coupon code is generated and sent back to ActiveCampaign. Letโ€™s break it down:

  1. Webhook Trigger: The webhook from ActiveCampaign triggers the scenario in
  2. Create Character Set: Use the set variable module to define the characters for your coupon code. Stick to letters and numbers to avoid compatibility issues.
  3. Repeater Module: Set the number of characters for your coupon code. For instance, if you want a five-character code, set the repeater to five.
  4. Aggregator Module: This module collects all the repeated steps and bundles them into your coupon code.
  5. Set Variable Module: Determine the position in the character set from which to pull each character. Use functions like floor and random number generator to ensure randomness.
  6. Shopify Integration: Use the generated coupon code in Shopify by setting the desired pricing rule (e.g., 25% off) and mapping it to the coupon code field.
  7. ActiveCampaign Update: Send the newly created coupon code back to ActiveCampaign and map it to the custom field. Now, you can use this code in emails, URLs, or text messages.

Benefits of This Automation ๐Ÿš€

  • Personalization: Each customer receives a unique code, enhancing their shopping experience.
  • Efficiency: Automate the entire process, saving time and reducing manual errors.
  • Flexibility: Use the generated codes in various marketing channels, from emails to SMS.

Final Thoughts ๐Ÿ’ก

Creating unique coupon codes doesnโ€™t have to be a headache. With the powerful combination of and, you can automate this process effortlessly. Whether youโ€™re running a Shopify store or any other eCommerce platform, these steps will help you deliver personalized coupon codes to your customers, enhancing their shopping experience and boosting your sales.

If you have any questions or need further assistance with your eCommerce automation, feel free to leave a comment below. Weโ€™re here to help you succeed! ๐ŸŒŸ

Ready to transform your business? Schedule a free call with us today and let’s get started!

How to Send Unique Coupon Codes in Shopify with and

2024-07-03T05:50:44+00:00July 3, 2024|Uncategorized|

๐ŸŽ‰ Hey there, fellow eCommerce enthusiasts! ๐ŸŽ‰

If you’re running an online store and want to send unique coupon codes to your customers, you’re in the right place! Whether you’re using Shopify, WooCommerce, BigCommerce, or any other eCommerce platform with an API, this guide is perfect for you. We’ll walk through how to automate the creation and distribution of unique coupon codes using and (formerly known as Integromat).

But first, check out this video for a quick overview of what we’ll be covering:

Why Automate Coupon Codes? ๐Ÿ’ก

Creating unique coupon codes manually can be a tedious and error-prone process. Automating this task ensures that your customers receive their discount codes promptly and accurately, enhancing their shopping experience and boosting your sales. Plus, it saves you a ton of time!

Setting Up Your Automation ๐Ÿš€

Let’s dive into the nitty-gritty of setting up this automation using and

Step 1: ActiveCampaign Setup

We’ll start with ActiveCampaign, where you’ll likely be managing your email automations. This could be an abandoned cart email, a welcome series, or any campaign where you’d like to offer a discount.

  1. Create a Webhook: This webhook will trigger the coupon code creation process. Ensure you have a five-minute wait time after the webhook to allow the code to be generated and sent back to ActiveCampaign.
  2. Design Your Automation: Place the webhook at the point in your automation where you want the coupon code to be created.

Step 2: Setup

Now, the fun part! We’ll configure to handle the actual generation of the coupon codes.

  1. Webhook Integration: Set up a webhook in to receive data from ActiveCampaign whenever a user reaches that step in your automation.
  2. Create Character Set: Use the ‘Set Variable’ module to define the characters you want in your coupon codes. Stick to letters and numbers to avoid issues with special characters.
  3. Repeater Module: Configure the repeater module to determine the length of your coupon code (e.g., 5 or 10 characters).
  4. Aggregator Module: This will bundle the repeated steps into a single coupon code.
  5. Set Variable for Random Characters: Use functions like ‘floor’ and ‘random number generator’ to randomly select characters from your defined set.
  6. Create Coupon in Shopify: Use the Shopify API to create the coupon code based on your pricing rules (e.g., 25% off, free shipping).
  7. Send Back to ActiveCampaign: Map the generated coupon code back to ActiveCampaign so it can be used in your emails.

Using the Coupon Codes ๐Ÿ›๏ธ

Once the coupon codes are generated and sent back to ActiveCampaign, you can use them in various ways:

  • Email Campaigns: Include the coupon code in your email content to entice customers to make a purchase.
  • URLs: Append the coupon code to URLs to pre-fill the discount at checkout.
  • Text Messages: Send the coupon code via SMS for a more direct approach.

Wrapping Up ๐ŸŽ

And there you have it! By automating the creation and distribution of unique coupon codes using and, you can streamline your marketing efforts and provide a seamless experience for your customers.

If you have any questions or run into any issues, feel free to leave a comment below. We’d love to help you out!

Happy automating! ๐Ÿค–

Mastering Business Automation with and A Comprehensive Guide to Streamlining Your Processes

2024-07-03T05:49:51+00:00July 3, 2024|Uncategorized|

Welcome to the world of business automation! ๐ŸŒŸ If you’re looking to supercharge your workflows using and, you’ve come to the right place. In this blog, we’ll dive into some common use cases for these powerful tools, helping you unlock the full potential of automation for your business.

But first, letโ€™s get you started with a quick video overview:

๐Ÿ“ž Automating Calls with

One of the most common automations is handling calls. For instance, when a call is booked via Acuity, you can map that information into an Airtable database to create or update a user and company. Then, sync this data with ActiveCampaign to manage contacts, add them to lists, and trigger pre-call nurture automations.

This process also updates the companyโ€™s status to ‘active’ when they rebook a call. And yes, thanks to’s capabilities, what used to require multiple modules can now be done in one seamless step!

๐Ÿ“Š Updating Fields in Databases

Another frequent use case involves updating fields in databases. For example, when a custom field value changes in your ActiveCampaign follow-up system, you can trigger various actions like starting or stopping email sequences, sending SMS, or even voicemails based on the field value.

Such automations streamline backend processes, making your operations smooth and efficient.

๐Ÿ” Aggregating Data for Clean Analytics

Maintaining clean and accurate data analytics is crucial for any business. Using, you can set up a monthly search to identify companies missing data. Collect these values and create a single task in Asana to update the CRM. This helps keep your Google Data Studio reports pristine and up-to-date.

๐Ÿ”— Shortening URLs

Need to create shortened URLs for your records? Connect Airtable with to automatically generate Bitly links. Trigger this automation by changing a dropdown value, and let handle the URL creation and updates seamlessly.

๐Ÿ“น Managing YouTube Content

For YouTube content creators, automating the posting of videos to social media platforms like Facebook and LinkedIn can be a huge time-saver. By managing your YouTube videos in a database, you can trigger posts to social channels whenever a new video is uploaded.

This integration ensures your content reaches a broader audience without the need for manual posting, keeping your channels active and engaging.

๐Ÿงพ Handling Invoices

Automating the management of invoices is another practical use case. By watching incoming emails in Gmail, you can iterate through attachments and upload PDFs or ZIP files to specific folders in Google Drive. This keeps your business bills organized and ready for tax time.

You can even rename files for easier future reference, all triggered by simple filters within Gmail.

โœ… Creating To-Do Lists

When a proposal is accepted, you can set up a webhook to create folders, list standard tasks, and even add these tasks to project management tools like Asana. This automation ensures that all necessary steps are taken for each project, complete with affiliate links and setup instructions for various apps.

Your clients will be amazed at how quickly tasks are organized and ready to go, making you look superhuman in their eyes! ๐Ÿฆธโ€โ™‚๏ธ

In conclusion, the possibilities with and are endless. From handling calls and updating database fields to managing YouTube content and automating invoices, these tools can transform your business operations. Start exploring these automations today and take your business efficiency to the next level! ๐Ÿš€

Ultimate Guide to Business Automation with and

2024-07-03T05:48:27+00:00July 3, 2024|Uncategorized|

Welcome to the ultimate guide on leveraging business automation with and! ๐Ÿš€ This comprehensive tutorial will walk you through the basics of, how it compares to other platforms like Zapier, and how you can build powerful automation scenarios to streamline your business operations.

Why Choose for Business Automation?, formerly known as Integromat, offers a powerful and cost-effective solution for automating your business processes. Unlike Zapier, where tasks are the primary unit of automation, uses operations. These operations can be more granular, allowing for more detailed and customizable workflows. Additionally, offers data transfer capabilities, which are essential for handling larger files like videos and images.

How Stands Out

One of the standout features of is its pricing. With a free version offering 1,000 operations and 100 MB of data transfer, itโ€™s a great starting point for small businesses. Paid plans are also competitively priced. For instance, 40,000 operations on Zapier would cost you a couple of hundred dollars a month, whereas on, itโ€™s only $30 a month.

Building Your First Scenario

Creating a scenario in is straightforward yet powerful. Hereโ€™s a step-by-step guide to get you started:

  1. Organize Your Scenarios: Use folders to keep your scenarios organized. Although the folder organization is a bit more cumbersome than Zapierโ€™s, itโ€™s still a useful feature.
  2. Select Apps to Integrate: Choose the apps you want to integrate, such as Asana, ActiveCampaign, Pipedrive, or Xero. You can either select them at the start or add them later within the scenario.
  3. Set the Trigger: The first step in any scenario is to set the trigger. For example, you can set a trigger to run the scenario whenever a new contact is added to ActiveCampaign.
  4. Define Actions: After setting the trigger, define the actions you want to perform. For example, you can create a project in Asana for each new contact added to ActiveCampaign.
  5. Use Filters and Routers: Filters help you fine-tune your scenarios by allowing only specific data to pass through. Routers can split your scenario into multiple paths, handling different conditions independently.

Advanced Features is packed with advanced features that give you more control and flexibility:

  • Error Handling: Add error handlers to manage errors and ensure your scenarios run smoothly.
  • Data Stores: Store information within to use in future scenarios, providing a workaround for limitations in some APIs.
  • Custom Variables: Create and manipulate variables to tailor your scenarios to your specific needs.

Why Complements is a no-code platform that allows you to build web applications without any coding knowledge. When combined with, you can create powerful automated workflows that integrate seamlessly with your applications. For instance, you can automate the process of updating your app whenever a new record is created in your CRM.


In conclusion, offers an unparalleled level of customization and flexibility for business automation. When paired with, you can take your automation to the next level, creating seamless and efficient workflows that save you time and money. ๐ŸŒŸ

If you need help with your business automation, click the button below to schedule a free call today. And if you found this guide useful, remember to click like and subscribe to our channel for more videos!

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