Hiring and Onboarding Remote Employees

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…

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…

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…

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 …

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…

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 —…

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…

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…

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…

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…

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…

Salesforce is one of the most powerful sales tools out there: it’s in the name. But sometimes, you need another way to make that sales data available to other teams. That can be because they don’t have access to Salesforce at all, or they need to process sales data through an intermediary, like a spreadsheet. That usually means manually copying and pasting data from Salesforce to that spreadsheet or spending hours cleaning up a data export. But it doesn’t have to be that way. With Unito’s integration for Salesforce and Google Sheets, you can automatically export Salesforce data to your spreadsheets while keeping everything in sync. That means anything your sales …

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 …

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…

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 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…

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…

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…

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…

Here’s everything you need to know about setting up an integration that syncs Azure DevOps and HubSpot work items with an automated 2-way sync through Unito. Since Unito is a no-code, fully customizable platform you can set up your first secure integration without any IT resources. You won’t need to troubleshoot scripts or work with expensive 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 HubSpot? Step 1. Connect Azure DevOps and HubSpot to Unito Step 2. Choose a flow direction for new work items Step 3. Set rules to exclude work items from syncin…

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…

HubSpot is one of the most popular CRM platforms on the market, and it’s the go-to platform for many sales teams. But while it’s a robust, easy-to-use platform, sometimes you need that HubSpot sales data in a report or a spreadsheet everyone can get access to. For many teams, that’s not possible unless someone copies and pastes data manually from one tool to the other or spends hours cleaning up CSV exports from HubSpot to make that data useful in their spreadsheets. But these aren’t your only options. Unito’s integration for HubSpot and Google Sheets allows you to automatically export HubSpot data to your spreadsheets while keeping everything in sync. That means anyt…