Start from a workflow that already runs.
40 curated templates, each validated against the node registry in our test suite. Use one, swap in your connections, and Workflow Health checks it before the first event arrives.
- Sales & CRMintermediate10 min setup
New Airtable record to a HubSpot contact
A record added to an Airtable base becomes a HubSpot contact, so the list people keep by hand reaches the CRM.
2 nodes · airtable, hubspot - Sales & CRMintermediate12 min setup
Closed-won HubSpot deal to a spreadsheet
Every deal that changes stage is read back and appended to a Google Sheet for finance.
3 nodes · hubspot, google_sheets - Sales & CRMintermediate12 min setup
Welcome e-mail for a new HubSpot contact
When a contact is created in HubSpot, read it back and send a personalised welcome e-mail.
3 nodes · hubspot, sendgrid - Sales & CRMintermediate15 min setup
Failed payment to a HubSpot ticket and a Slack alert
A Stripe payment failure opens a HubSpot ticket against the customer and pings the billing channel.
4 nodes · stripe, hubspot, slack - Sales & CRMintermediate20 min setup
Sales inbox: qualify and route
Poll the sales mailbox, classify each email as lead / existing customer / vendor, create Iris records for new leads and forward the rest to the right team.
7 nodes · gmail, anthropic, sendgrid - Sales & CRMbeginner8 min setup
New Salesforce lead to Slack
Poll Salesforce for new leads and post each one into the sales channel as it arrives.
2 nodes · salesforce, slack - Sales & CRMintermediate10 min setup
Weekly Salesforce pipeline digest
Run a SOQL query against open opportunities every Monday and e-mail the result to the sales lead.
3 nodes · salesforce, sendgrid - Sales & CRMintermediate10 min setup
New spreadsheet row to a HubSpot contact
A new row in a Google Sheet becomes a HubSpot contact, and the team hears about it in Slack.
3 nodes · google_sheets, hubspot, slack
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