Hiring and Onboarding Remote Employees

In this guide, you’ll find everything you need to know to set up an integration to sync ServiceNow records with HubSpot work items using an automated 2-way flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can deploy your first integration without an IT team. You won’t need to troubleshoot complex automations or work with third-party experts, either. More of a visual learner? Check out this video tutorial for a very similar integration. By the end of this guide your ServiceNow-HubSpot integration will: Create new HubSpot tickets automatically based on ServiceNow records you create. Create new ServiceNow r…

In this guide, you’ll find everything you need to know about setting up an integration to sync ServiceNow records with Zendesk tickets using an automated 2-way flow from Unito. Since Unito is a completely customizable platform with the advantages of a no-code interface, you won’t need an IT team to deploy your first integration. No troubleshooting complex automations or working with third-party experts, either. More of a visual learner? Check out this video tutorial for a very similar integration. By the end of this guide your ServiceNow-Zendesk integration will: Create new Zendesk tickets automatically based on ServiceNow records. Create new ServiceN…

From the moon landing to putting 5,000 songs in your pocket, humanity has accomplished some amazing things. But none of those feats was a one-and-done monolith — every one was made up of smaller, repeatable tasks. That’s why to work better, we often don’t need to focus on the end goal. We need to optimize the steps we take to get there! These individual steps are called workflows, and today, they increasingly happen online. Enter workflow management software, designed to bring clarity, oversight, and efficiency to our virtual workspaces. Today, we’ll share great examples of workflow management software, and cover the basics of how they work. 11 Examples of workfl…

Getting work done today seems to require dozens of different apps, tools, and platforms. But when you’re bouncing around from HubSpot to Gitlab to Jira to Mailchimp, you might start feeling more frazzled than super-productive. That’s where no-code workflow automation comes in. With this software, you can get your daily processes running automatically, and put all your apps in communication with each other. This can be extremely useful if you need to work cross-functionally with multiple departments It’s a way to get your tech working for you — no coding skills required! Here are 10 great tools to get you started on your automation journey. Unito Kissflow …

Here’s everything you need to know about setting up an integration to sync ServiceNow records with Wrike tasks using an automated 2-way sync from Unito. Since Unito is a no-code, completely customizable platform, you don’t need any IT resources to deploy your first integration. No troubleshooting scripts or hiring third-party consultants, either. More of a visual learner? Learn how to integrate ServiceNow and Wrike with this video tutorial. By the end of this guide, your ServiceNow-Wrike integration will: Create new Wrike tasks automatically based on ServiceNow records. Create new ServiceNow records synced with Wrike tasks. Update fields in real-ti…

Here’s everything you need to know about setting up an integration to sync Azure DevOps and Salesforce work items with an automated 2-way sync using Unito. Since Unito is a no-code, completely customizable platform, you don’t need any IT resources to set up your first secure integration. You don’t need to troubleshoot scripts or bring in third-party consultants, either. More of a visual learner? Learn how to set up a Unito flow in this video tutorial. In this article: Why sync Azure DevOps and Salesforce? Step 1. Connect Azure DevOps and Salesforce to Unito Step 2. Choose a flow direction for new tasks and work items Step 3. Set rules to exclude…

Developers work in Jira, team leads work in Jira, and maybe even support specialists work in Jira. But the rest of the organization probably has their own tool they prefer, and that means someone has to jump back in forth between that tool and Jira. Or, if everyone’s in Jira, you’re struggling to build the reports your stakeholders want. Either way, you’re looking for a way to export Jira issues to excel. Creating that spreadsheet manually and copying the information in takes time you could be doing something more effective. So how can you get it done automatically? Here are three methods for doing that. In this article: When do you need to export Jira issu…

Migrating from Asana to ClickUp? Maybe you have two teams working in separate tools and you need to bring specific project information from one to the other? Let’s explore two methods for doing this. First method: using ClickUp’s built-in importer ClickUp has a built-in importing tool that can be used to pull tasks from Asana to your ClickUp lists. With this method, you’ll usually be able to kickstart your import within 10 minutes, and the full importing process can take up to a few hours. The exact time it takes to do this will vary, depending on how much data you’re importing. Here’s how this method works. Step 1: Prepare your ClickUp workspace Before …

Netsuite is a powerful all-in-one tool for enterprise organizations that want to limit the number of apps they use without limiting functionality. It’s a solid option for managing projects, handling customer data, and even processing payments. One of the biggest advantages of a platform like NetSuite is the ability to automate more of your manual work away, giving your teams precious time back for more essential tasks. But you have more than just a few options when it comes to NetSuite automation. So how do you pick the right one? Why not use built-in NetSuite automation? NetSuite has built-in automation features that can suit some of your needs, but few enterp…

NetSuite is one of the most popular ERP (enterprise resource planning) platforms on the market. For many organizations, NetSuite is the all-in-one platform through which every single process flows. The more data it has — and the more up to date it is — the better they can operate. But there are situations when the data you need isn’t in NetSuite. It might be in separate CRM software, in a project management tool used by a third-party collaborator, or even buried in someone’s email inbox. In these situations, NetSuite integrations can get the data you need out of other tools and keep it centralized in NetSuite. Here’s how they work — and which ones you might need. …

From service and support to IT, data, and development, ServiceNow acts as the ticket management interface between users (internal and external) and the IT department or support team that solves their tech problems. Salesforce is the go-to platform to manage customer data and streamline workflows for your customer success agents and sales team, converting opportunities into sales, and keeping your contacts organized across all business functions. Put together, these two tools become a powerhouse duo, sharing data, reinforcing pipelines, improving analytics, and creating more accurate forecasts. Let’s take a look at a couple of methods to get the most out of Sal…

No one has time to waste on repetitive tasks like manually updating workflows or making endless custom rules for different Jira projects. This work needs to be done, but does it need to be done by you? The answer is probably “no.” But if you’re not doing it all, who will? No one has to. In this article, you’ll find two different tools that can help you automate and integrate Jira workflows and customize the tools in your tech stack to help you work smarter, not harder. Let’s cover the difference between Unito and ScriptRunner for Jira, what features and benefits they include, associated costs, and what option will best fit your needs. Unito vs. ScriptRunner fo…

Many software developers work with both Jira and GitHub Enterprise, and keeping development tasks moving smoothly can be a major headache. Developers who work in GitHub Enterprise don’t want to jump into Jira, potentially missing context crucial to their work. Team leads and product managers who use Jira try to avoid sifting through pull requests to find the updates they need. That’s where an integration between Jira and GitHub Enterprise comes in. That’s also why both Atlassian — the people behind Jira — and Unito offer an integration for GitHub Enterprise and Jira. Here’s a breakdown of both solutions. Atlassian’s GitHub for Jira app Atlassian’s GitHub for…

Boomi is a popular iPaaS, or integration platform as a service, which allows enterprise teams to integrate essential systems and automate manual work. While it’s a popular platform, with customers like the Australian Red Cross, LinkedIn, and the American Cancer Society, it’s not necessarily the best option for every team. Let’s look at some of the best Boomi alternatives on the market. Unito: Best Boomi alternative for 2-way sync Unito is the best Boomi alternative for organizations that want enterprise-grade integration capability without waiting months to deploy their first successful integration. A Unito flow goes beyond the simple automations crowding t…

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…

Your software development team barely looks up from Azure DevOps so they can get all their work done. That makes things difficult for team leads and other stakeholders who need regular updates on software projects but only work in Jira. That’s where a Jira-Azure DevOps integration comes in. Here are a few ways you can make this happen. Method 1: Use the Azure DevOps for Jira Marketplace app The team at Atlassian built an app specifically for setting up a Jira-Azure DevOps integration. You can find it on the Jira marketplace here. With a little bit of technical know-how, developers in Azure DevOps will be able to push data from that tool to Jira, giving l…

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…

Whether you’re moving from one Salesforce workspace to another, migrating from Salesforce to another CRM, or upgrading to Salesforce, you’ll need to migrate a ton of data. You can always build a team to handle this migration manually, but this isn’t feasible for most organizations. It leads to a ton of manual work, data loss, and more issues that can slow down or even completely stall your migration. Not to mention how expensive it can become. That’s why Salesforce data migration tools exist. For most organizations, these tools are a must-have for any migration to and from Salesforce. Here are some of the best. Unito: Best Salesforce data migration tool for phased…

HubSpot is one of the leading CRM tools on the market, but it’s also a powerful hub for marketing initiatives, sales, and customer support. That means many customer-facing teams can spend their entire day working exclusively in HubSpot, which can silo them away from the rest of the organization. When other teams use a dedicated project management solution — like Smartsheet — everyone loses out on crucial context and opportunities for collaboration. That’s why many organizations look for ways to integrate HubSpot with Smartsheet in a way that scales with them as their operations grow. Here are three popular options for doing this, along with why they may — or may not —…

Your software team’s work is absolutely vital to your business. But developers and product managers often use tools built with their expertise in mind, tools that don’t always overlap with what other stakeholders are using. When that’s the case, someone usually has to build manual reports to keep everyone else in the loop. With the right tools, these reporting workflows don’t have to come with headaches and hours of manual work. Here’s how you can use a free template for Google Sheets — and a Unito flow — to automatically build Jira dashboards. Built-in Jira dashboards vs. custom Jira dashboards Built-in Jira dashboards can be completely customized to share …

Professional services firms work with tight profit margins and every optimization they can apply to their operations has a direct impact on these margins. That’s why having a professional services automation software (PSA) is an essential part of setting up your firm’s tech stack. These platforms can make the difference between smooth client onboarding and long, unproductive back and forths. They can unlock new collaboration opportunities between teams, streamline delivery, and a lot more. Here’s a breakdown of this essential software category. Why do professional services firms need automation software? While every organization can benefit from the right autom…

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 most of your processes pass through multiple software tools and generate tons of data, software integration becomes essential. But unless you’re already well-versed in these platforms, even a simple Google search can be enough to get overwhelmed. Between automations, iPaaS, iSaaS, WFM, where should you start? With a little bit of know-how, choosing the right software integration doesn’t have to be any more complicated than any other tool. Here’s a full guide to get you started. In this article What is software integration? Common options for software integration Software integration examples A software integration checklist What is software i…

Here’s everything you need to know about setting up an integration between Smartsheet sheets and Azure DevOps projects with an automated 2-way sync using Unito. Since Unito is a simple, no-code platform, you don’t need a technical background to set up your first secure integration without troubleshooting scripts or consulting third-party experts. Here’s how it works. This integration from Unito has two goals: Automatically create new work items in Azure DevOps to match Smartsheet rows and vice versa. Set up a live, 2-way sync between both tools so everyone can get visibility on development work in real-time without having to manually copy information back and f…

Smartsheet is a powerhouse for project management, reporting, and more, but few organizations depend on it entirely for all their workflows. That means you’ll need to work across tools at least a little bit for every project. Unless you’re willing to copy and paste data across them, you’ll need some way to integrate Smartsheet with these other tools. Here’s how that works. What are Smartsheet integrations? A Smartsheet integration transfers data between your sheets and other tools. These integrations range in capability from automatically creating new work items in other tools when you create Smartsheet rows to dynamically updating fields in those rows whenever…