Role

Customer Success
Templates

Discover 2791 automation templates designed for customer success professionals and their workflows

Contact Management Workflow for Autopilot

Automate AI-powered workflows and data processing using Autopilot 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 11+ automated steps and error handling.

SaaS & TechnologyMarketing & Advertising

Autopilot

Advanced

User data management and event tracking in Iterable

9 nodes

Automate AI-powered workflows and data processing using Iterable 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 9+ automated steps and error handling.

SaaS & TechnologyMarketing & Advertising

Iterable

Intermediate

Contact management and form submission in HubSpot

7 nodes

Automate AI-powered workflows and data processing using HubSpot 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 7+ automated steps and error handling.

E-commerceSaaS & TechnologyMarketing & Advertising

HubSpot

Intermediate

Manage Contacts in Automizy with Create, Update, Get, and Delete Operations

11 nodes

Automate AI-powered workflows and data processing using Automizy 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 11+ automated steps and error handling.

E-commerceMarketing & Advertising

Automizy

Advanced

Send messages via Pushover from n8n workflow

2 nodes

Automate AI-powered workflows and data processing using Pushover 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.

SaaS & TechnologyMarketing & Advertising

Pushover

Beginner

Customer Management and Conversation Handling in HelpScout

14 nodes

Automate AI-powered workflows and data processing using HelpScout 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 14+ automated steps and error handling.

SaaS & TechnologyMarketing & AdvertisingE-commerce

HelpScout

Advanced

Lead Management and Unsubscribe Workflow in Lemlist

11 nodes

Automate AI-powered workflows and data processing using Lemlist 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 sales teams and business development professionals who need reliable automation with 11+ workflow steps.

SaaS & TechnologyMarketing & Advertising

Lemlist

Advanced

Manage Paddle Payments and Plans in Workflow

11 nodes

Automate AI-powered workflows and data processing using Paddle 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 11+ automated steps and error handling.

E-commerceSaaS & Technology

Paddle

Advanced

Create and Retrieve Invoice PDF from ChargeBee

6 nodes

Automate AI-powered workflows and data processing using ChargeBee 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 6+ automated steps and error handling.

E-commerceSaaS & TechnologyMarketing & Advertising

ChargeBee

Intermediate

Manage Salesmate Companies, Deals, and Activities in a Single Workflow

16 nodes

Automate AI-powered workflows and data processing using Salesmate 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 sales teams and business development professionals who need reliable automation with 16+ workflow steps.

SaaS & TechnologyMarketing & Advertising

Salesmate

Advanced

Automated calculation response from Azure OpenAI Chat to user queries

3 nodes

Automate AI-powered workflows and data processing using Azure OpenAI with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 3+ automated steps and error handling.

SaaS & TechnologyEducation

Azure OpenAI

Advanced

Post message to RocketChat channel from a workflow

2 nodes

Automate AI-powered workflows and data processing using RocketChat 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.

SaaS & TechnologyMarketing & Advertising

RocketChat

Beginner

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