Hiring and Onboarding Remote Employees

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…

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…

Right now, we’re in a golden era of automation. It’s never been easier to lighten your workload by automating tasks and connecting different apps. In just a few clicks, you can integrate, automate, and optimize powerful workflows to help your business run more smoothly. And when it comes to this type of thing, Workato is a big name — but certainly not the only one. There are plenty of other integration solutions out there that can do similar things, and some might even be a better fit for your needs. Whether you’re a small business owner or part of a bigger company, understanding these options can help you make the choice that’s best for you. Here are some of the best…

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…

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. …

If you’ve ever been in the middle of some work only to have an app crash, you know the pain and panic of a failing IT service. If that app is back up and running in just a few minutes, it’s thanks to an effective incident management process. Whether you’re a project manager working with an organization’s IT team, a member of the IT team brushing up on the basics, or a customer service agent wanting to elevate your skills, knowledge of incident management will help you succeed. In this post, you’ll discover: A clear definition of incident management — and why it’s important A high-level overview of the incident management process Helpful tips and best …

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 …

For a software development team looking to collaborate on software projects in Microsoft Azure, both Azure DevOps and GitHub are excellent options. It all depends on the options, functions and capabilities valued by your team. Given the variety of unique features they each offer, we can make a strong argument for both sides! So if you’re asking yourself: “which is better, Azure DevOps or GitHub?” here’s a closer look at each of these developer favorites. You’ll learn what sets them apart, how much they cost to use, and what to consider when you’re making a choice between the two. What is Microsoft Azure DevOps? Microsoft Azure DevOps is an all-in-one pro…

Azure DevOps was designed by software teams for software teams to support development projects from ideation to deployment. It’s particularly useful for continuous integration. While Azure Boards gives you a full suite of agile project management capabilities, those features need a little time and tinkering to get used to. But don’t worry! We have you covered on the basics with our introductory guide to agile methods in Azure DevOps. And here, we’ll be diving a little deeper into our recommended best practices on how to manage projects in Azure DevOps in 2025. Unique features of Azure DevOps for project management Cross-functional teams will find the Azure D…

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 …

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…

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…

If you manage projects in Azure DevOps, you’re likely someone who prefers to minimize the amount of tracking in project plans while following an Agile methodology. Azure DevOps (or ADO) offers a range of options for configurations to support rollup to PM feature teams. But if your stack extends beyond Azure products, how do you keep that methodology going in other apps or tools? This article will break down two common methods for building an Azure DevOps product road map in other tools to keep data visible for anyone in your organization. This way, everyone gets the updates they need in the tools they use most. Why add an Azure DevOps roadmap to other too…

Without a sophisticated process and workflow, IT departments can’t respond to cybersecurity incidents quickly, resolve requests from high priority customers, or support internal teams in performing their own tasks effectively. The entire organization’s momentum can be ground to a halt as bottlenecks pop up in these circumstances. This is when the topic of integrations tends to crop up: do we build one internally or buy an out of the box solution? If we buy it, which vendors should we consider? What features are essential, which ones are nice to have, and what can we live without? So what do you do about these questions? Let’s get into it as we explain use cases fo…

Running reports is a tiresome, repetitive task. Pulling data, formatting it, and syncing everything in one single Excel file takes time. Even when the tools we use have their own reporting systems, formal reports are typically submitted in a different format. Thankfully, if you work with Salesforce, there are easy ways to pull reports and sync data. While Salesforce has a built-in system for downloading reports, Unito can help amp up your process. Keep reading to learn more about how to export a Salesforce report to Excel, and how to create automatic syncs between both tools. First method: export a Salesforce report to Excel manually Knowing how to export a Sa…

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 …

In this guide, you’ll learn how to connect Asana projects to ServiceNow, allowing you to automatically sync data between the two tools. This no-code Unito flow will automatically create new ServiceNow records and Asana tasks, keeping fields up to date in both tools. This can allow support teams to seamlessly escalate relevant tickets, project managers to report on customer support data, and more. By the end of this ServiceNow-Asana integration guide, you’ll be able to: Create new Asana tasks automatically based on specific ServiceNow records. Create new ServiceNow records synced to Asana tasks. Update fields in real-time with 2-way sync whenever manual chang…

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…

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…

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…

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…

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…

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 —…