Hiring and Onboarding Remote Employees

If you’re a Smartsheet user, you know just how useful having the right bit of data from a different tool can be. While Smartsheet is a great way to oversee even the most complex projects, it’s not quite as specialized as tools like GitHub, ServiceNow, or Jira for some teams. Bridging the gap between these tools is essential for better collaboration, and that’s where data integration comes in. Smartsheet’s built-in Data Shuttle is one option. Unito is another. Which one’s best for what you need? Smartsheet Data ShuttleUnitoIntegration typeScheduled file imports and exportsTwo-way live data syncSetup complexityManual file handling and simple mappingNo-code, user-fri…

If your business uses several different work management tools, making them all work together smoothly can be a challenge — especially if you need teams on using different tools to collaborate. Automating elements of your workflow can help you build links between tools and meet this challenge. Or, you can use a Unito workflow to maintain your existing workflow while collaborating across tools and teams. Tray.io and Unito are a perfect illustration of how these two approaches differ. Overview When choosing between Unito and Tray.io, users choose a platform based on two factors: how easy it is to use and how deep the integrations are. Tray.io supports more connec…

Not every ticket gets resolved on the first try. Difficult issues, technical questions, and situations out of your control can all lead to a ticket needing to be escalated to a leader or a completely different team. That’s why having a robust, documented ticket escalation workflow is so important. Without this workflow, every ticket has the potential to balloon into a massive, costly issue. So how do you get this workflow under control? How do you measure its effectiveness? Here’s Unito’s guide to this essential workflow. What is ticket escalation? Ticket escalation is a process through which tickets that need additional expertise or authority are routed to…

Businesses today are drowning in data, and more driven than ever to make the most of it. When analyzed properly, that data has the power to boost efficiency and dramatically improve an organization’s operations, because it allows teams to base decisions on actual information about how their company works. But raw data isn’t much good to anyone — to be useful, it needs to be consistent, organized, and collected together into a single, unified system. That’s what data integration is all about. Keep reading, and we’ll explain what data integration is, why companies do it, common struggles to watch out for, and a few of the most common ways to integrate data. What is …

In Unito’s Power of Sync ebook, you’ll discover: The current state of integration (and how it’s bringing your teams down) Why 2-way sync is the simpler approach to integration Which existing 2-way sync solution is right for you Don’t get triggered by automation, get in sync Data integration hasn’t been a luxury for decades. With the explosion of software tools in recent years — and your team’s increasing dependence on them — your organization is creating a ton of data with every task, every deliverable, and every customer. That data is the fuel your top performers need to crush their goals. But getting that data to them is fraught with headaches. …

When teams use different tools, someone has to keep data consistent. In a one-way sync, changes flow from a source system to a destination. The source stays authoritative, and the destination just receives updates. Bidirectional sync works differently. Changes flow in both directions. When data is updated in System A, it’s automatically updated in System B. When someone modifies System B, the change flows back to System A. The distinction matters because modern organizations rarely have a single source of truth for everyone. Engineering works in Jira. Product management works in roadmap tools. Customer success works in CRMs. Each team needs access to shared informatio…

A service desk agent needs to escalate a ticket from ServiceNow to Jira, but they don’t want to lose precious time copying and pasting data between tools. A consultant managing projects for clients in Trello needs cards to stay in sync with matching tasks in Asana. The solution? An integration. But too many integration solutions require significant technical resources to set up, maintain, and troubleshoot. That’s where no-code iPaaS solutions come in. What is a no-code iPaaS? With iPaaS standing for integration platform as a service, these tools allow users to build and deploy integrations using pre-built connectors and APIs (application programming interface). The…

You’ve gone through the backlog, prioritized what needs to happen, and planned your next sprint. There have been meetings and messages, and everyone knows what they’re supposed to do. Now you just need a way to stay updated on how their work is going. You trust your developers to get things done, but you want the ability to identify and address blockers as they happen. You’re here to help your team, and you want to know exactly where and when to give that support. That’s what the sprint execution workflow is about. What is a sprint? Sprints are an essential part of Scrum, an Agile methodology typically used by software development teams to continually de…

Every Monday morning, someone on your team exports data from three different systems into a spreadsheet, reconciles the conflicts, and emails it to stakeholders who need a unified view of what happened last week. Marketing runs HubSpot, sales lives in Salesforce, project management happens in Asana, engineering builds in Jira, and none of these tools talk to each other without human intervention. API integration is the category of solutions that makes this manual data shuffling unnecessary. It connects software applications so they share information automatically, keeping every system current without the spreadsheet gymnastics. For operations leaders, IT managers, and…

Asana’s built-in automation handles a significant portion of project management busywork. Rules assign tasks automatically when they’re created. Status changes trigger notifications to stakeholders. Due dates approaching prompt reminders without anyone manually setting them up. For teams working primarily within Asana, these features eliminate repetitive work that used to require manual effort. But project work rarely stays contained in a single tool. Engineering uses Jira. Sales works in Salesforce. Customer success operates from HubSpot. The product roadmap lives in a separate platform entirely. Asana’s automation works well for what happens inside Asana. The challe…

Your CRM (customer relationship management) platform is the center of all workflows involving customers for your organization. That’s because it holds all contact information for your customers as well as conversations you’ve had with them, marketing campaigns targeting them, and more. But the troves of data in your CRM come from multiple sources, leading to a disjointed system, unnecessarily time-consuming workflows, and missed opportunities. That’s where CRM integration comes in. What is CRM integration? CRM integration is a process that connects your CRM to other tools in your stack. Typically, this will be done through a third-party CRM system integration. …

When the same information needs to exist in multiple systems, someone has to keep it consistent. Either a person manually updates each system when something changes, or software handles the synchronization automatically. Data synchronization is the process that makes the second option work. Organizations adopt specialized tools for different functions: a CRM for sales, a project management platform for operations, a support system for customer service, a marketing automation tool for campaigns. Each system stores data about customers, projects, or tasks in its own format. Without synchronization, these become isolated databases that require manual effort to keep align…

Most organizations discover they need integration after the pain becomes unavoidable. The CRM doesn’t talk to the billing system. Customer data lives in five places with five different versions of the truth. Someone spends every Friday exporting spreadsheets from one system and importing them into another. Enterprise application integration is the category of technologies that solves this problem by connecting business systems so they share data automatically. The term has been around for decades, but the landscape looks nothing like it did ten years ago. Traditional EAI meant enterprise middleware, six-figure implementations, and dedicated integration teams. Today, t…

An iPaaS (integration platform as a service) is a cloud-based platform connecting applications to maintain consistent data flow through them as you work. Modern organizations use an average of 106 SaaS apps for day-to-day work, strategic planning, and reporting. While that’s slightly down from 112 in 2023 (likely due to AI), it’s still a massive number. When the work you do falls across even a few of these tools, getting a single view on all that work can be a challenge. Integrations powered by an iPaaS give you that visibility and ensures no one ever has to ask “wait, which tool is up to date, again?” In this guide, you’ll learn how iPaaS works, its benefits, whe…

A new standard is reshaping how AI agents connect to enterprise systems. The Model Context Protocol, created by Anthropic and now backed by OpenAI, Microsoft, and Google, provides a universal interface for AI agents to access tools, databases, and business applications. After years of custom integrations for every AI-to-system connection, MCP offers a standardized approach that’s gaining rapid enterprise adoption. Understanding MCP matters because it signals a shift in how organizations will deploy AI agents. The protocol addresses a fundamental bottleneck: connecting intelligent models to the data they need to be useful. But MCP also introduces new considerations aro…

NetSuite is a powerful all-in-one solution for your organization, but does it have all the data you need? Your teams rely on tons of data to close high-priority projects, navigate obstacles to your organization’s growth, and ensure a consistent, high-quality experience for customers and clients. That’s why many teams trust NetSuite Connector to integrate this popular platform with a dozen data sources. Let’s explore this tool, see what it can do for you, and find out if it’s the solution you need. What is NetSuite Connector? NetSuite Connector is a built-in integration solution that allows NetSuite users to connect all systems involved in managing their ecommer…

If someone asked you, “What is project management?”, would you find it easy to answer? Of course, it’s about managing projects but what exactly does that entail? Project management is so multi-faceted that it’s not easy to explain in just a few words. Even project managers at the start of their careers tend to realize very quickly that there’s more to the role than meets the eye. In this post, we’ll share a clear definition of project management, explore the project management process, and provide actionable tips for successfully managing projects. What is a project? Think of a project as a unit of measurement for a specific amount of work. A project has …

Salesforce is an incredibly powerful platform, able to handle most of your organization’s needs in sales, customer support, and even marketing. But while a host of automations and integrations allow Salesforce users to streamline much of their work, there’s a feature that can do much more, and do it more autonomously. Here’s your quick guide to Salesforce Agentforce and what it can do. What is Salesforce Agentforce? Agentforce is Salesforce’s AI agent functionality, which allows Salesforce users to instantly unlock more bandwidth for everything from processing incoming customer requests to booking sales meetings and managing their pipeline. More than just a…

Customer support is about finding out what someone needs and lining that up with the right solution. It’s about turning what might start out as a negative interaction into a positive one. It’s rigorous, technical work. But sometimes, you just can’t solve the problem on your own. When this happens, a ticket will often need support from other people, from developers all the way up to the CEO. When this happens, you need a quick, efficient support ticket escalation workflow. Let’s go over this workflow and its common hurdles. What is a support ticket? A support ticket describes an issue, usually faced by a customer, that an organization works to fix. This t…

The terms workflow integration and workflow automation often appear interchangeably in vendor marketing, but they describe different approaches to solving related problems. Confusing them leads to buying the wrong tools or expecting capabilities that don’t exist. Workflow automation executes tasks automatically based on triggers. Workflow integration connects systems so data flows between them. The distinction matters because the tool that automates your approval process won’t necessarily keep your project management and CRM data synchronized, and the platform that syncs your tools won’t automatically send notifications or create follow-up tasks. Understanding whe…

Your engineer just shipped a Slack app that surfaces ServiceNow tickets in relevant channels. It took three days to build. Six months later, ServiceNow changed their API versioning structure, your Slack workspace reorganized, and the engineer who built it is on a different team. The integration still works, mostly, but no one’s entirely sure how the error handling works, and there’s a growing list of edge cases in a Notion doc somewhere. This is the moment you start looking at integration platforms. Not because you can’t build integrations, but because you’re already supporting too many of them. The conversation that follows usually splits along predictable lines.…

An incident that starts in ServiceNow is escalated to Jira, so software developers using that tool can start working on a solution. You’ve set up an automation from ServiceNow to Jira that automatically turns the incident into a Jira work item. The developers start working on it. And then? Nothing. None of the work happening in Jira gets sent back to ServiceNow. Frontline agents looking for updates need to ping developers in alternate channels (e.g., chat apps, email). Developers needing additional content send messages to support agents through these same channels, waiting for a reply before any more work gets done. Automations can bridge the gap between tool…

It’s long past time to ask whether AI tools should be integrated into the way you work. Now, the question is “How should AI be used?” In a recent survey by McKinsey & Company, 78% of respondents said they use AI in at least one business function, compared to only 55% the previous year. In most organizations, there’s no longer a need to pitch AI, but there is a need to prove its ROI. AI agents are just one of the most recent developments in AI technology, and teams are diving deep into their functionality. They’re testing ready-made agents — like Salesforce’s Agentforce — or learning to build and deploy their own. But there’s one key issue all these agents have…

Automation is an easy way to help your team be more productive and efficient in their day-to-day work. But to unlock real team collaboration, you may need to move beyond simple automation into two-way syncing. Workato and Unito provide a great illustration of how these two approaches differ. This comprehensive guide covers everything you need to know about Workato and Unito, including features, pricing, use cases, and implementation times. Platform overview: Workato vs. Unito Workato vs. Unito: Summary WorkatoUnitoPricingPlatform fee + recipes + professional servicesSingle license feeEase of useTechnical skills requiredEasySync and automation1-way2-wayCusto…