Automate.io

Cloud application integration & process automation software

About Automate.io

Automate.io is a solution for integrating cloud applications and services to create simple one-to-one integrations or complex workflows for automating sales, marketing, and business processes.

Automate.io allows users to integrate applications without coding through a drag-and-drop interface. Users connect to any services they wish to integrate using their credentials, then select which app is to be used to trigger the workflow. Trigger events can be selected from a drop-down list, specific to each trigger app. Actions can then be added, by selecting the desired application and choosing the action from a drop-down list. Users can then drag-and-drop the output fields from the trigger to fill the fields in the action input. Multiple action steps can be added, using outputs from the previous action as trigger events to create complex, cross-process workflows.

Users can add delay steps into workflows to pause the process for a specified length of time before the next step is triggered, which can be used to send out automated confirmation emails when a contact form is submitted, or for other processes in which a delay is required or useful. Filter steps can also be added to define whether the workflow continues based on specified parameters, such as text contained in or absent from a specific field.

Key benefits of Automate.io

  • Complex cross-functional workflows can be created with multiple actions, delay steps, and conditional logic.

  • Users can drag-and-drop trigger output fields to set up actions, with no coding required.

  • Action outputs allow users to create multi-step workflows, using the output from one step as the trigger for subsequent steps.

  • A range of filter conditions can be used to add conditional logic to bots, to further control action execution.

  • Multiple date and time formats are supported for data input, and a standard date format is used for data output.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    English

    Images

    Automate.io allows users to connect a number of cloud applications and services with one-to-one or multi-step integrations
    Users choose which application they wish to trigger the workflow, then select the trigger event from an app-specific drop-down list
    Users can then select the input fields for the trigger app
    Output fields can then be dragged-and-dropped to define actions
    In this example, leads generated from Twitter are recorded in Google Sheets, with details of the username, number of retweets, and tweet text
    When the trigger event occurs, the tweet is automatically recorded in Google Sheets
    Users can create additional action steps to build more complex workflows, with a timer to add delay steps and filters to add logic steps
    Filters allow users to define the circumstances under which a workflow should continue
    View 9 more
    Automate.io video
    Automate.io screenshot: Automate.io allows users to connect a number of cloud applications and services with one-to-one or multi-step integrations Automate.io screenshot: Users choose which application they wish to trigger the workflow, then select the trigger event from an app-specific drop-down list Automate.io screenshot: Users can then select the input fields for the trigger app Automate.io screenshot: Output fields can then be dragged-and-dropped to define actions Automate.io screenshot: In this example, leads generated from Twitter are recorded in Google Sheets, with details of the username, number of retweets, and tweet text Automate.io screenshot: When the trigger event occurs, the tweet is automatically recorded in Google Sheets Automate.io screenshot: Users can create additional action steps to build more complex workflows, with a timer to add delay steps and filters to add logic steps Automate.io screenshot: Filters allow users to define the circumstances under which a workflow should continue

    Features

    Total features of Automate.io: 19

    • Accounting Integration
    • Action Management
    • Applications Management
    • CRM
    • Conditional Logic
    • Configurable Workflow
    • Data Connectors
    • Data Migration
    • Data Synchronization
    • Drag & Drop
    • Email Management
    • Event Triggered Actions
    • Multiple Data Sources
    • Process Control
    • QuickBooks Integration
    • Social Media Integration
    • Third Party Integrations
    • Web Services
    • Workflow Management

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    Reviews

    Overall rating

    4,4 /5
    (55)
    Value for Money
    4,6/5
    Features
    4,4/5
    Ease of Use
    4,3/5
    Customer Support
    4,7/5

    Already have Automate.io?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 55
    Mvume S.
    Overall rating
    • Industry: Computer Software
    • Company size: Self Employed
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Perfect product and support by any standards

    Reviewed on 2020/09/28

    Exceptional

    Exceptional

    Pros

    I must say I am very much impressed about the product, service and support I get from you guys. To be honest I was testing two products at the same time, But you came up tops in everything. This is just to say please keep up the good work.

    Cons

    Nothing everything was perfect. I love the software a lot.

    Scott M.
    Overall rating
    • Industry: Printing
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Use automate.io to automate tasks between programs

    Reviewed on 2020/01/30

    Overall we are saving time, and reducing through the reduction of repeated data entry. It's got a...

    Overall we are saving time, and reducing through the reduction of repeated data entry. It's got a reasonable price point, and the staff has been very helpful.

    Pros

    It works pretty good most of the time, and is the only thing I found that works with Quickbooks Online, which as a very limited API to work with. Automate has reduced the time we spend tracking projects, making invoices, filing and sorting email, and managing the mundane tasks of day to day work. It immediately saved us time, and we continue to automate tasks each month. We have reduced a lot of double entry and now many small tasks between Gmail/Trello/Jotform/Wordpress/Quickbooks Online are automated.

    Cons

    It needs more documentation, and I've uncovered a few bugs where the SW doesn't behave as expected, but the automate team is working with me to fix those and has been very proactive with helping. Automate would greatly benefit from more documentation and examples. Some features need to be better tested.

    Makoto S.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Very Easy to Setup + Good UI

    Reviewed on 2021/03/23

    Pros

    We integrated Intercom with Monday.com so that all tickets that get escalated to dev gets automatically created on Monday. Automate.io has some out-of-the-box triggers which made this possible (compared to other automation products). The UI is very intuitive and easy to use as well. I literally just created an account and was able to run automations on my own! It's also very easy to debug the automations as they provide a real-time Activity tab (and you can see which step of the automation starts / stops).

    Cons

    Everything is great, though I did notice that the documentation is a bit lacking when I was debugging some complicated integration between Monday.com to Github (the support team was able to help me on this one pretty quickly though!)

    Verified Reviewer
    Overall rating
    • Industry: Computer Software
    • Company size: 2-10 Employees
    • Used Other for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 3.0 /10

    Limited functionality

    Reviewed on 2019/06/07

    Pros

    Simple interface, easily connects to apps

    Cons

    the bots would constantly shut down & there was a limited number of available apps to connect with minimal actions. I also figured out how to integrate a lot of the apps that they have on the platform myself with no coding.

    Sonja J.
    Overall rating
    • Industry: Food Production
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Automate.io Review

    Reviewed on 2021/03/05

    I really am grateful for Automate.io making my job easier and keeping the flow of tasks organized.

    I really am grateful for Automate.io making my job easier and keeping the flow of tasks organized.

    Pros

    I really like how easy it is to use this software to forward all my tasks/send bulk emails. It makes a job that used to be time-consuming a lot more efficient and quick!

    Cons

    I wish the onboarding was a little easier for the team. I had a few customer reps that had a hard time adjusting to this program.

    Showing 5 reviews of 55 Read all reviews

    Automate.io FAQs

    Below are some frequently asked questions for Automate.io.

    Automate.io offers the following pricing plans:

    • Pricing model: Free, Subscription
    • Free Trial: Available

    Free - 5 bots, 250 actions/month, 5 minute run interval. Startup: $19/month - 20 bots, 3000 actions/month, 5 minute run interval. Growth: $49/month - 50 bots, 15000 actions/month, 2 minute run interval. Plus: $99/month - 100 bots, 45000 actions/month, 1 minute run interval. Discounts are available on annual plans.

    We do not have any information about Automate.io features

    Automate.io has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Automate.io supports the following languages:

    English

    Automate.io supports the following devices:

    Automate.io integrates with the following applications:

    AWeber, ActiveCampaign, Airtable, Asana, Basecamp, Bigcommerce, Buffer, Calendly, Capsule, Constant Contact, ConvertKit, Drip, Dropbox Business, Eventbrite, Facebook, Formstack Forms, Freshdesk, FullContact, GetResponse, GitHub, Gmail, GoToWebinar, Google Calendar, Google Contacts, Google Drive, Google Forms, HubSpot CRM, HubSpot Marketing Hub, Insightly, Instagram, Intercom, Jira, JotForm, Keap, LiveChat, Magento Commerce, Mailchimp, Mailchimp Transactional Email, Microsoft 365, PayPal, Pipedrive, Podio, Quickbooks Online, Salesforce Sales Cloud, ServiceNow, ShipStation, Shopify, Slack, Smartsheet, Stripe, SurveyMonkey, Todoist, Trello, Twilio Voice, Twitter, Typeform, Unbounce, Weebly, Wix, WooCommerce, WordPress, Wufoo, Xero, Zendesk, Zoho CRM

    Automate.io offers the following support options:

    Email/Help Desk, Knowledge Base, 24/7 (Live rep), Chat

    Related categories

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