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How to Automate Client Emails using Integromat (Part 3)

  • Post published:September 22, 2021
  • Reading time:11 mins read
  • Post category:Integromat

In this Integromat tutorial, we're going to show you how to automate client emails using Integromat and your favorite email marketing tool. In Part #3 of this Integromat Tutorial series,…

Continue ReadingHow to Automate Client Emails using Integromat (Part 3)

Integromat Example: How to use Integromat to Automate Client Onboarding

  • Post published:August 27, 2021
  • Reading time:17 mins read
  • Post category:Integromat

Looking to automate client onboarding process flow chart? In this post, ClickUp course creator Layla at ProcessDriven will demo how to use Integromat to automate client onboarding, proposals, contracts, and invoicing.

Continue ReadingIntegromat Example: How to use Integromat to Automate Client Onboarding

Why “Done-For-You” ClickUp setup services don’t work.

  • Post published:July 23, 2021
  • Reading time:18 mins read
  • Post category:ClickUp/Integromat/Service Providers/Workflows

In today's video, we'll go over why "done-for-you" ClickUp services don't always fulfill the shiny promises they offer.

Continue ReadingWhy “Done-For-You” ClickUp setup services don’t work.

Integromat Tutorial – How to leave Dubsado for good!

  • Post published:June 16, 2021
  • Reading time:17 mins read
  • Post category:Integromat

In this Integromat tutorial, we're letting you in on a little secret… We're leaving Dubsado (finally!) thanks to the wonderful magic of Integromat -- our favorite automation platform. (If you’re…

Continue ReadingIntegromat Tutorial – How to leave Dubsado for good!

How to Use ClickUp and Integromat: Beginner Tutorial

  • Post published:April 21, 2021
  • Reading time:8 mins read
  • Post category:Advanced ClickUp/Beginner Workflows/Integromat

In this tutorial, we'll teach you how to use ClickUp and Integromat to automatically send complete ClickUp tasks to Google Sheets. While this is a simple example automation, you can…

Continue ReadingHow to Use ClickUp and Integromat: Beginner Tutorial

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