Hiring and Onboarding Remote Employees

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…

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…

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…

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…

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…

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…

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…

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…

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…

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. …

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…

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 …

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 —…

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…

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…

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 …

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…

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…

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 to set up an integration that will sync Smartsheet rows with Zendesk tickets 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 Smartsheet-Zendesk integration will: Create new Zendesk tickets automatically based on Smartsheet rows. Create new Smartsheet rows synced wi…

Marquis Murray is a global Asana Solutions Partner and CEO of Cirface, a process improvement consultancy with clients like PayPal, Wealthsimple, and MLB. He also has a YouTube channel where he shares his expertise in all things Asana and workflow management. We interviewed Marquis to learn more about the work he does with his clients, how optimizing Asana processes can help prevent burnout, and how leaders can measure their Asana workspace’s efficacy. How did you become such an expert in Asana? I kind of stumbled into both Asana and workflow optimization. I used to run a marketing agency and had to onboard a lot of team members, and found myself repeating the s…

An AI agent is an artificial intelligence tool that can take actions autonomously within a software environment. While on the surface they might seem similar to other popular AI tools — like ChatGPT or Midjourney — there’s one specific difference between them. AI agents act without human input. As advanced as tools like ChatGPT might be, they can’t act without a person making a request or programming some kind of action. An AI agent can perform complex tasks without any human intervention. AI agents are rapidly becoming a vital technology for automating repetitive tasks, streamlining analysis, and more. In this guide, you’ll find definitions of the five types of AI ag…

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…

Asana is a powerful project management solution for just about any team, but it doesn’t have the features sales and customer success teams need in their daily work. That’s why many organizations opt to use Asana for general project management and Salesforce for managing sales pipelines and customer support. But when collaboration between teams needs to cross these tools, you need an integration solution to keep crucial data at everyone’s fingertips. Asana offers a Salesforce integration that uses built-in features to automatically create new work items in each tool and update fields. Unito offers its own integration that creates a two-way sync between ASana tasks and …

What you’ll find in Unito’s 15 Ways to Integrate Salesforce in Real-Time: A breakdown of the costs of developing your own integration. The challenges of using Salesforce across five functions without integrations. How integrations streamline 15 workflows in Salesforce. Get the ebook by filling out the form → Do more in Salesforce (by integrating your tools) Salesforce is understandably at the core of your sales and marketing efforts. It might be used in other functions, too, but one thing remains true: it’s rarely a one-size-fits-all tool. Whether it’s your customer support team, your developers, or your HR team, people in your organization use tools o…