Hiring and Onboarding Remote Employees

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 …

Before workflow automation became a must-have for any business, employees were spending hours on repetitive and time-sucking tasks. With the introduction of workplace automation software like Zapier, organizations are now able to automate processes like tracking leads or filling out data so their employees can focus on areas of the business that matter most. As a leader in the workflow automation space, Zapier helps organizations build custom solutions to automate countless tasks across any business. With the average Zapier user saving ten hours of work a week, it’s no wonder it’s one of the go-to automation platforms for so many companies. However, like all too…

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…

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…

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…

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…

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…

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…

ServiceNow Integration Hub is the primary solution for engineers and IT professionals seeking to connect the leading IT Service Management (ITSM) system with other apps and tools in their stack. It’s undeniably powerful, enabling users to build custom integrations through “spokes” and the ServiceNow Flow Designer. However, in order to get the most out of Integration Hub, users must have significant technical expertise, budget, access to development resources, and lengthy timelines. For the largest organizations with fully staffed ServiceNow teams, those obstacles are minimal. For mid-size companies with limited resources however, alternative solutions can bypass many …

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 …

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…

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…

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…

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…

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…

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. …

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…

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. …

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…

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…

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 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 …

Enterprise software giants Salesforce and ServiceNow each excel in their intended domains – customer relationship management (CRM) solution and internal service management, respectively. Yet, it can be challenging to operate both of these platforms simultaneously across a large organization without ending up in two distinct data silos. The software development team or IT department ends up in one, while marketing, sales, and customer support wind up in the other. But these departments can’t function in isolation without the whole organization suffering. When processes get bogged down by redundancy and missing data, customers ultimately feel the impact. The solution is…

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…

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 —…