All About Organizations and Workspaces

Overview

Are you managing multiple clients, projects, or teams in one chaotic account?

Meet Organizations and Workspaces – a feature designed to streamline your workflow, whether you’re running an agency, freelancing, or scaling a growing business.

What is an Organization?

An organization in SureTriggers acts as the parent account where your billing is managed. Whenever you purchase a SureTriggers plan, it is mapped to an organization. Within an organization, you can:

• Create workspaces.
• Allocate tasks to workspaces.

You can manage your organization by navigating to the Organization Settings page.

What is a Workspace?

Workspaces allow you to organize your SureTriggers account into dedicated, isolated environments for each client, project, or team. Think of it as creating multiple “mini-accounts” under one roof—each fully separate but still under your control.

Here’s what Workspaces offer:

• Isolation: Keep integrations and data siloed for each client or project—no more cross-client clutter.
• Centralized: Manage all workspaces effortlessly from a single dashboard.
• Collaboration: Invite team members or clients to specific workspaces, ensuring they only see what’s relevant to them.

Who’s It For?

Workspaces are perfect for:

• Growing Teams: Scale effortlessly by adding new workspaces as you onboard more clients.
• Agencies: Manage multiple client projects with ease by assigning each client their own workspace.
• Freelancers: Keep every project neatly organized—say goodbye to messy workflows.
• Businesses: Segment teams (marketing, sales, support) or safeguard sensitive data with dedicated workspaces.

Exciting News for Existing Business Plan Users

If you’re already on the Business Plan, we’ve got great news for you! We’ve just made your plan even better by including Workspaces at no extra cost.

Managing multiple clients doesn’t have to be complicated. With Workspaces, you can:

• Separate projects and streamline workflows.
• Keep client data organized and secure.
• Scale effortlessly without added stress.

What’s Included?

Every Business Plan which offers 10,000 tasks now comes with 5 Workspaces included—absolutely free. Each workspace acts as its own mini-account, keeping triggers, integrations, and data completely separate.

Wonder why 5?

Most clients use around 2,000 tasks per month. With your 10,000 tasks/month allowance, 5 Workspaces let you comfortably manage up to 5 clients without needing to upgrade or compromise.

How We Stack Up Against the Competition

Here’s how our approach compares to others:

• Pabbly: Charges over $3,000/year for subaccounts and doesn’t include the Workspaces feature for existing lifetime customers.
• Zapier: Costs $169/month for team features, with limited options tailored for agencies.

Meanwhile, we’ve offered Workspaces free with our Business Plan.

Need More Tasks or Workspaces?

If you’re managing more than 5 clients or need extra room to grow, our new Business Plus Plan has you covered. Here’s what you’ll get:

• 30,000 tasks/month: Triple the capacity of the Business Plan.
• Unlimited Workspaces: Expand as much as you need—whether for new clients, departments, or internal projects.
• All the Features You Love: Everything from the Business Plan, plus room to scale.

Affordable Pricing:

• Monthly: $39/month
• Lifetime: $1,499 (one-time payment)

Yes, it’s double the price of the Business Plan—but with triple the tasks and unlimited flexibility, the value is undeniable.

Want Upgrade?

The Business Plus Plan is built for growth:

• 30,000 tasks/month: Ideal for high-volume workflows.
• Unlimited Workspaces: Scale without limits.
• Cost Efficiency: Triple the tasks for double the price.

You can upgrade instantly by paying the difference from your existing plan. Just email us on [email protected] and our team will share instructions tailored for you.

Need Help?

If you have any questions or need assistance understanding this update, feel free to reach out to our support team. We’re here to help!