Hiring and Onboarding Remote Employees

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. …

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. …

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…

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…

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…

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…

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…

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 …

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 —…

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…

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…

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 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…

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…

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 …

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…

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…

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…

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…

Manually organizing large amounts of data, from multiple sources is a frustrating and time-consuming task. Fortunately, the right tools can automate the process, letting you skip the tedious parts and get right into the analysis that matters. Coefficient is one of the most popular tools on the market for moving data through spreadsheets, and with good reason. It’s easy to set up, easy to learn, and for many teams it’s more than worth the price tag. But what if it isn’t right for you? Coefficient.io alternatives: Summary table Coefficient.io alternativeStarting priceIntegration typeNumber of connectorsBest forUnito$49/monthTwo-way, real-time60+Two-way sync a…