Automate.io: An Intelligent Workload Automation Platform

Why do you need an automation platform?

Isn’t it exhausting to do similar tasks repeatedly just because you need to mirror them on different platforms? Are you looking for the best automation platform?

Imagine sitting on your eight-hour work, only to feel how little you have done for the day.

Because you use different tools, your time is mostly spent switching from one tool to another, even if you are dealing with the same data set. Your work has become repetitive. From a powerful form builder to automation, you need an easy-to-use platform that consolidates all your tools.

What if there’s a way for you to integrate all those tools? What if you could finally do several repetitive tasks automatically? 

Just think about how much time and effort you could have saved. Just think about the many more essential things you could have done with your time. Could you use an automation platform?

Well, I have good news for you. Yes, there is a way to do that through the Automate.io platform

What is Automate.io?

What is iPaas?

Automate.io is an iPaaS or Integration Platform as a Service platform that generates simple one-to-one integrations and intricate jobs through dragging and dropping. 

You do not even need to know how to do coding. Its economical price and beginner-friendly interface set Automate.io apart from its big competitors

The best iPaaS solution designs the automation platform in the solution. A product needs to succeed.

This platform was developed in 2016 by a team of developers who, albeit new to the industry, have continuously worked hard to position themselves as one of the best options for task automation. 

This San Francisco and India-based company has garnered over 30,000 customers, from small businesses to Fortune 500 companies spread over 93 countries. 

Is Automate io safe? How Can It Help You? 

  1. The very reason you would want to use Automate.io is to simplify things. Hence, it is only right that its user interface is anything but complex. 

The target market of this platform is not the developers, programmers, or anyone tech-savvy.  

Any small or startup business owner can easily navigate the platform using its drag-and-drop interface. 

Unlike other tools that require manual coding and technical knowledge, Automate.io says goodbye to these complex methods. 

2. Do you need to synchronize your data from your email to your calendar? This is an example of a single-step action you can integrate using Automate.io. You need to define the trigger app and the action app.  

This is similar to turning the lights on where the switch is the trigger, and switching it on is the trigger event. Once triggered, the bulb then does the action.  

In Automate.io, once you set up your trigger-action model, the bots will automatically do the tasks for you. 

3. While being able to automate single-step actions, that is not always the case. Some businesses would require several tools and more than one action. This iPaaS platform is not limited to single-step actions alone. It could also help you automate complex and multiple-step actions. 

4. Remember when I told you that Automate.io is great even for beginners? I am serious about that. As a newbie to iPaaS platforms who do not know where to start, you can still easily automate your business using its pre-built automation templates. 

The developers understand the most commonly used workflows used by businesses. To help them jumpstart their integration efforts, they have prepared the templates for their clients. 

5. Are you scrolling through the array of pre-built integrations but cannot find the specific applications you use for your business?

You do not need to worry because Automate.io has the functionality to connect any application using its built-in API connectors. 

With this integration platform, you can connect to over 200 cloud applications. It has webhooks and Rest API to help you link to other apps. 

6. As you may already know, no amount of data is created equal. You need to filter and format them before you can organize them. 

Thankfully, Automate.io has powerful features that do all the above tasks for you. It performs advanced functionalities, including formatting data, adding conditional logic, or incorporating time delays into your workflows. 

7. Have you noticed how working remotely has become a trend these days? Some teams have members from all around the world. The advancement in technology makes it possible to collaborate with all the members, whether you are in the same location or scattered worldwide.  

The platform also has sharing and collaboration capabilities for your team. With this iPaaS automation platform, you can create and share your workflows with your team members. It allows multiple members to work on one project at once, thus cultivating a culture of automation throughout your company. 

8. When you have a brick-and-mortar store, you usually hire a security guard, install CCTV, use reliable locks, and take other security measures. This ensures that all your stocks and assets are safe from theft and intrusion. Just like in the real world, digital work also presents risks and dangers.  

To ensure the safety of its clients’ businesses, Automate.io has developed features for this purpose. They include audit logs, data retention, and data encryption at rest and transit.

Can It Be Integrated with Other Apps?

Automate.io is a five-year-old company considered fairly new compared to most of its competitors. However due to its constant software development, it can now support more than 100 of the most popular SaaS platforms available today.

Are you hesitant because you are unsure if Automate.io is compatible with your current software? Do not be concerned; it has an extensive collection of integrations in different categories. There is a huge chance this iPaaS platform supports your applications.  

Some of the apps you can integrate are listed below. Remember that these are just a few of the apps they support. There are plenty more not on this list. 

  • Google Tasks, Gmail, Google Drive, Google Workspace, Google Meet 
  • Microsoft One Note, Microsoft SharePoint, Microsoft Office 
  • Facebook, Facebook Pages, Facebook Messenger, Facebook Ads 
  • Twitter, Instagram, Instagram Business, LinkedIn, Pinterest, Buffer 
  • Trello, ClickUp, Basecamp, Asana, Wrike 
  • Mailchimp, AWeber, Drip, Click Funnels 
  • Salesforce, Zoho, Outreach, Automation Platform
  • Weebly, Wix, WooCommerce, Shopify 
  • WordPress, RSS Feed, Drupal 
  • Square, Paypal, Quickbooks, Xero 
  • Slack, Discord, RingCentral 
  • Webhooks, Clearbit, Sentiment Analysis 
  • Jot Forms, Type Forms, Unbounce 
  • Zoom, Go To Webinar, Webinar Jam 
  • Dropbox, Dropbox Business, Amazon S3 
  • My SQL, Amazon Redshift, Oracle DB, Snowflake 

What is the price for Automate io?

Automate.io offers flexible plans. Refer to the screenshot attached below for further details on their pricing options.

Conclusion

Although a new player in the field, Automate.io is a well-designed, feature-packed integration platform that is competitively priced. Their team offers superb technical support to its clients. The developers are constantly updating the platform by adding integrations and functionalities occasionally. ‘ Do you have a business? Be it small or big, being able to automate several repetitive tasks can significantly help you work efficiently. It can save you a lot of time and energy, so you can better spend it on something more important. You need to focus more on growing your business, don’t you? Isn’t it amazing to define workflows and have bots work on your repetitive tasks while you do something else to develop your company? Are you ready to take back the time you wasted? Are you eager to work more on developing your product and services? Are you excited to start building your empire? Then, it is time to automate some of your tasks. Start exploring the platform, or ask us any questions that you might have. We are here to help.


What is Asana?

Asana is a web application intended to help groups create, track, and manage their work. The software helps the group lead a project from inception to completion with these simple criteria: 

  1. Break each part of the project into smaller tasks. 

2. Appoint these tasks to individuals. 

3. Allot a deadline corresponding to each task.

Check out our article here – Asana: Stay Organized and Connected!

What is Slack?

Slack is a great business communication tool for team members working in one organization or on one common project, regardless of location.

Check out our article here – Slack: An Excellent Communication Tool For Remote Teams.

Zapier: Say Goodbye To Repetitive Tasks!

What is Zapier?

Is it the best automation software you can get today?

Zapier is a task automation platform, meaning that it allows users to integrate the different web applications they use. The team is based in California but has a global reach as well as employees based in the United States and 23 other countries.

We think it is the best automation software platform on the market because it is easy to integrate and they have thousands of APIs.

If you are unsure of what an API is, check it out here.

The platform was launched in August 2012 and has since then become one of the most popular web app integration platforms in the market. 

Zapier has over 2000 applications for you to choose from and works with all your favorite websites, including Facebook, Gmail, and YouTube, to allow for a hassle-free user experience.  

It is definitely one of the best automation software available today.

How It Works  

Zapier has one aim: to connect your apps to automate repetitive tasks. This means that you’ll only have to send out one set of instructions for a specific task, and the instructions will be replicated and sent out to all the other platforms you’ve linked together using Zapier. 

This linking has a unique term. When you link together two or more apps, it’s called “zapping” them together. Zapped apps are all in sync with one another and follow the same set of instructions entered by you. 

By zapping multiple apps together, you can create your own unique, personalized workflow that’s suited to all your needs.  

For example, you may want to link your Gmail account with your Dropbox account and have Zapier handle the process of shifting all your Gmail attachments to your Dropbox account. 

Instead of opening up every email you get, selecting the attachments, and manually shifting them all to Dropbox one by one, you can zap the two platforms together and allow Zapier to handle the processes for you.  

By doing so, you will be effectively saving yourself precious minutes, which will, over time, add up to hours, days, and so on. 

By allowing Zapier to handle all the mundane, background tasks for you, you will be free to continue working on the things that matter, like finishing your next assignment or planning for a major project. 

Many people also employ Zapier to take care of their email replies. For example, you can instruct Zapier to send a welcome email each time someone registers for your newsletter.  

Zapier works by allowing you to set a trigger function, which will then be followed up by a set of predetermined actions.  

Here is a more detailed explanation of how you can use Zapier: 

  1. Choose a Trigger: Pick a trigger function in an app that will activate your zap. Common examples include receiving a new email in Gmail or receiving a new lead on Facebook.  
  1. Choose an Action: After selecting a trigger, choose an action from the Zapier menu. This action will primarily concern the other apps you will Zap together with your first one.  
  1. Let Zapier Handle It: Once you’ve linked together with other apps by giving them all an action to perform concerning your trigger function, you can sit back and relax. Watch as Zapier securely relays information and instructions between your zapped apps.  

Zapier is known for its brilliant user interface that is sensible, detailed, and extremely easy to use. It takes a handful of minutes to set up your Zapier account.

In turn, you will be saving large amounts of time each day by allowing the platform to do tedious tasks on your behalf. At the same time, you focus on more important things, like communicating with clients and making sales.

Features 

Zapier is one of the best automation software in the market and has a fantastic set of features that you can use to make your life much simpler. 

Here is a summary of these features: 

  • Sync your workflow with Google Calendar 
  • Create zaps using triggers and actions and allow for ongoing sync of data across multiple platforms 
  • Enjoy ongoing maintenance of all APIs 
  • Ability to extend your current workflow by integrating even more apps and actions into it 
  • Enjoy automatic data entry 
  • Over 2000 apps to choose from 
  • Pre-made list of triggers and actions; all you have to do is select the ones you need 
  • Use any app to start your workflow and end it with whichever set of apps suits your requirements  

Zapier also has an extremely convenient method of usage. Setting up workflows and zapping together apps takes mere minutes and can save you not just hours but days in the long run.  

Is Zapier safe?

  • Credentials that you use to connect your accounts to Zapier are protected with bank-level encryption.
  • Zapier has been fully GDPR compliant since May 25th, 2018. It acts both as a Data Controller and as a Data Processor within the realm of GDPR compliance:

As a Data Controller, you’re responsible for safeguarding the data of your customers as they interact directly with services integrated with Zapier.

As a Data Processor, Zapier is responsible for safeguarding the data of our partners’ and customers’ users as it flows through our system.

  • Zapier has been fully CCPA compliant since January 1st, 2020
  • Zapier does not claim HIPAA compliance, and cannot advise on how Zapier usage may or may not comply with your unique requirements.
EncryptionGDPR ComplianceCCPA ComplianceHIPAA Compliance

For more information on Zapier’s privacy and security, click here.

Pros and Cons of Zapier

Zapier, like any app, has its own set of pros and cons. 

PROSCONS
Multiple plans to choose from; users can select one that works best for them Expensive
Accessible user interface Some applications offer limited functions, so you may still need to create some integrations outside of Zapier, defeating the purpose of the app 
Over 2000 apps to choose from 
Users do not need to know how to code 
Excellent customer support

Pricing  

Zapier’s pricing competes with some of the best automation software in the market. It offers a set of plans, all of which are priced at different levels. Here is a list of the plans and their prices: 

1. Free Plan 

Zapier’s free plan allows you to set up 5 zaps with a 15 minute update time. Users can enjoy up to 100 tasks a month performed by Zapier. This plan includes single step zaps.  

2. Starter Plan 

The starter plan costs $19.99 per month when billed annually, or $24.99 when billed each month. This plan allows users to create 20 zaps with a 15 minute update time. One can enjoy up to 750 tasks per month.  

Here are the other features included in this plan: 

  • Multi-step zaps 
  • 3 premium apps 
  • Filters 
  • Formatters 
  • Connections via webhooks 

3. Professional Plan 

The professional plan costs $49 per month when billed annually, or $61.25 when billed month-to-month.

This plan allows users to create unlimited zaps with a 2 minute update time. This is a massive upgrade from the previous plans. One can enjoy up to 2000 tasks per month with a professional plan. 

Here are the other features included in this plan: 

  • Multi-step zaps 
  • Unlimited premium apps 
  • Custom logic paths 
  • Filters 
  • Formatters 
  • Connections via webhooks 
  • Auto replay 

4. Team Plan 

The team plan costs $299 per month when billed annually, or $373.75 when billed every month. This plan allows users to create unlimited zaps with a 1 minute update time. One can enjoy up to a staggering 50,000 tasks per month with the team plan. 

Here are the other features included in this plan: 

  • Multi-step zaps 
  • Unlimited premium apps 
  • Custom logic paths 
  • Filters 
  • Formatters 
  • Connections via webhooks 
  • Auto replay 
  • Unlimited users 
  • Folder permissions 
  • Premier support 
  • Shared app connections 
  • Shared workspace for teams 

5. Company Plan 

The company plan costs $599 per month when billed annually, or $748.75 when billed on a monthly basis. This plan enables its users to create unlimited zaps with a 1 minute update time. Users can enjoy up to 100,000 tasks per month with the company plan. 

Here are the other features included in this plan: 

  • Multi-step zaps 
  • Unlimited premium apps 
  • Custom logic paths 
  • Filters 
  • Formatters 
  • Connections via webhooks 
  • Auto replay 
  • Unlimited users 
  • Folder permissions 
  • Premier support 
  • Shared app connections 
  • Shared workspace for teams 
  • Apps restrictions 
  • Account consolidation 
  • Custom data retention 
  • Advanced admin permissions 
  • User provisioning (SCIM) 
  • SAML sing sign on (SSO) 

Conclusion 

All in all, Zapier is an excellent application that can save your time if used effectively, making it one of the best automation software you can get today. However, it is wildly expensive and may take some getting used to despite the overall convenient user interface. 

References: 

https://zapier.com/learn/getting-started-guide/what-is-zapier/

https://zapier.com/how-it-works

https://www.getapp.com/it-management-software/a/zapier/features/

https://zapier.com/features/ 

https://zapier.com/pricing https://www.appointmentplus.com/blog/zapier-how-to-manage-the-downside/  

https://zapier.com/help/account/data-management/data-privacy-at-zapier