Hiring and Onboarding Remote Employees

In this guide, you’ll find everything you need to know to set up an integration that syncs NetSuite records with Smartsheet rows through an automated 2-way flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any support from your technical teams. No need to troubleshoot complex automations or rely on expensive consultants, either. More of a visual learner? Check out this video demo for a very similar integration. By the end of this guide, your NetSuite-Smartsheet integration will: Create new NetSuite records based on Smartsheet rows. Create new Smartsheet rows synced with…

In this guide, you’ll find everything you need to know to set up an integration that syncs NetSuite records with Wrike tasks through an automated 2-way flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any support from your technical teams. No need to troubleshoot complex automations or rely on expensive consultants, either. More of a visual learner? Check out this video demo for a very similar integration. By the end of this guide, your NetSuite-Wrike integration will: Create new NetSuite records based on Wrike tasks. Create new Wrike tasks synced with NetSuite records…

In this guide, you’ll find everything you need to know to set up an integration that will sync NetSuite records with Asana tasks through an automated 2-way flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any support from your technical teams. No need to troubleshoot complex automations or rely on expensive consultants, either. More of a visual learner? Check out this video tutorial. By the end of this guide your NetSuite-Asana integration will: Create new NetSuite records based on Asana tasks. Create new Asana tasks synced with NetSuite records. Update fields in re…

ServiceNow is a powerful platform for managing IT services and operations, but it can’t quite always do what a spreadsheet can. Not only that, but there’s always that one team member or stakeholder who prefers getting all their data in Excel. That means you’ll often find yourself needing to export records from ServiceNow to Excel for building reports, sharing data for initiatives, and more. Thankfully, there’s more than one way to populate a spreadsheet with ServiceNow data. This article covers exports to Excel, and here’s a guide on how to export ServiceNow reports to Google Sheets. First method: Export a ServiceNow report to Excel ServiceNow has built…

In this guide, you’ll find everything you need to know to set up an integration that will sync Smartsheet rows with HubSpot work items through an automated 2-way flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any support from your technical teams. No need to troubleshoot complex automations or rely on expensive consultants, either. More of a visual learner? Check out this video tutorial for a very similar integration. By the end of this guide your Smartsheet-HubSpot integration will: Create new Smartsheet rows automatically based on HubSpot work items. Create new Hub…

When you need to integrate your tools, you have more than a few options. Robotic process automation, workflow automation, two-way sync, and native integrations are just some of your options. So what are native integrations? When should you use them? What is a native integration? An integration is a piece of software that bridges the gap between two other platforms, allowing for the transfer of data between them. A native integration is built right into another tool, empowering users to push data from that tool to another without any extra software. These integrations have different levels of functionality, with some only giving you a snapshot of what’s happenin…

This guide will teach you how to set up an integration to sync ServiceNow records with Jira issues 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 also won’t have to troubleshoot complete automations or work with expensive consultants. More of a visual learner? Check out this video tutorial for syncing ServiceNow and Jira. By the end of this guide your ServiceNow-Jira integration will: Create new Jira issues automatically based on ServiceNow records you create. Create new ServiceNow records synced with the Jira issues you…

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…

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 …

A digital asset management (DAM) system allows organizations to organize and categorize digital assets like videos, images, audio, and more. By using this system, an organization can ensure all its teams use the most up-to-date versions of its assets. DAM also ensures only people who have the proper permissions use specific assets, that they’re used consistently, and always used in a way that matches their brand. What is a digital asset? A digital asset is a digital file your organization uses in internal communications, marketing channels, websites, products, and more. These files might include product snapshots in .jpeg format, a white paper as a PDF, a backgroun…

Salesforce Agentforce is a powerful platform for Salesforce admins who want to close gaps in essential workflows and give their teams more time to concentrate on mission-critical tasks. These autonomous agents only need a minimum amount of direction before they get to work, and they consistently learn from the tasks you set out for them. But just because the technology behind AI agents is incredibly powerful doesn’t mean Agentforce is the best option for all teams. Here’s a list of the best alternatives to Salesforce Agentforce, whether you’re working in Salesforce, in different tools, or looking to automate completely different use cases. The best Salesforce …

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…

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…

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…

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…

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…

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…

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 …

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 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…

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 …

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. …