<span class="bg-gradient-to-r from-white via-white to-gray-300 bg-clip-text text-transparent">Financial Templates

FinanceSaaS & TechnologyE-commerce

Automated daily cost tracking from PG&E to email

15 nodes

Automate email workflows and campaigns using Gmail, Web Browser Automation with seamless automation and data synchronization. Send personalized emails based on triggers and customer data while reducing manual work and ensuring data accuracy across platforms. Designed for marketing professionals and campaign managers who need reliable automation with 15+ workflow steps.

Gmail

Web Browser Automation

E-commerceSaaS & TechnologyMarketing & Advertising

Generate PDF invoices from Typeform submissions

2 nodes

Automate AI-powered workflows and data processing using Typeform, PDF Generation Tool with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 2+ automated steps and error handling.

Typeform

PDF Generation Tool

Transfer State Change Notification to Airtable

4 nodes

Automate AI-powered workflows and data processing using Wise, Airtable with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 4+ automated steps and error handling.

Wise

Airtable

Funds transfer automation from Wise to Wise

4 nodes

Automate AI-powered workflows and data processing using Wise with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 4+ automated steps and error handling.

E-commerceFinance

Wise

Monitor USDT Wallet Balance with Notifications from Etherscan to Telegram

8 nodes

Automate AI-powered workflows and data processing using Etherscan, Telegram with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 8+ automated steps and error handling.

SaaS & TechnologyMarketing & AdvertisingEducation

Etherscan

Intermediate

Invoice management from QuickBooks to QuickBooks

3 nodes

Automate AI-powered workflows and data processing using QuickBooks with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 3+ automated steps and error handling.

QuickBooks

Automate invoice notifications from email to Slack and finance manager

6 nodes

Automate email workflows and campaigns using Slack, Mindee with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Designed for marketing professionals and campaign managers who need reliable automation with 6+ workflow steps.

Slack

Mindee

E-commerceFinanceSaaS & Technology

Extract expenses from emails to Google Sheets

6 nodes

Scrape and extract data from websites using Google Sheets, Mindee with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Designed for marketing professionals and campaign managers who need reliable automation with 6+ workflow steps.

Data extraction and storage from Webhook to Airtable

4 nodes

Scrape and extract data from websites using Mindee, Airtable with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 4+ automated steps and error handling.

Mindee

Airtable

Monitor Bitcoin price in EUR and send SMS alerts when exceeding EUR 9000

5 nodes

Send automated notifications and alerts using CoinGecko, Twilio with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 5+ automated steps and error handling.

CoinGecko

Twilio

Data extraction from Xero to streamline financial reporting

2 nodes

Scrape and extract data from websites using Xero with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 2+ automated steps and error handling.

Xero