What's New in OttoKit

Today, we’ve introduced six new integrations in OttoKit that will empower you to automate your work, in many different ways, if you’re using these apps.

These 6 apps are:

• SendGrid
• Streak CRM
• Twist
• Baremetrics
• BaseCamp
• ActiveTrail

Now, let’s talk a little more about these integrations and see what stuff you can automate with these new integrations.

SendGrid

Sending and tracking emails has never been easier. Our SendGrid integration allows you to automate email marketing campaigns, send transactional emails, and gain valuable insights into email performance.

For example, you can automatically send a follow-up email to new leads when they fill out a contact form on your website and track their interactions to optimize your outreach strategy.

Streak CRM

Now you can automate lead capturing, update contact information, and create custom workflows that ensure no deal falls through the cracks. Simplify your sales pipeline and nurture customer relationships effortlessly.

Automatically create a new contact in Streak CRM when a lead responds positively to your email campaign, and set up follow-up reminders to keep the momentum going.

Twist

For teams seeking better communication and collaboration, our Twist integration is a game-changer. You can automate message posting, create tasks from conversations, and keep your team on the same page without missing a beat.

For example, you can create a task in your project management tool (like Basecamp) when a critical conversation or decision is made in Twist, ensuring everyone is aligned and tasks are tracked.

Baremetrics

If you’re running a subscription-based business and using Baremetrics, you can automate financial reporting, track churn, and gain insights into your subscription metrics effortlessly. Keep a close eye on your subscription revenue and make data-driven decisions.

For example, you can create a Baremetrics customer for every new response fetched from Google Forms.

Basecamp

Now you can automate tasks, streamline project management, and enhance collaboration with our Basecamp integration. Ensure your team stays organized and on top of their to-do lists with automated task assignments and project updates.

For example, you can automatically create a new card in Basecamp when a deal is closed in Streak CRM, and assign tasks to team members to kick off the project seamlessly.

ActiveTrail

With our Activetrail integration, you can supercharge your marketing automation efforts. Create targeted email campaigns, nurture leads, and track user engagement effortlessly. Automate your marketing tasks and optimize your customer journey for better results.

For example, you can add new leads captured through your website forms to your Activetrail email marketing list, and set up a drip email campaign to nurture them into loyal customers.

These exciting new integrations are just the beginning of what Suretriggers has to offer. We’re committed to helping you streamline your workflows, save time, and achieve more. Whether you’re a marketer, salesperson, project manager, or entrepreneur, these integrations can transform the way you work.

Ready to get started?

Head over to your Suretriggers account, explore these integrations, and discover how they can automate your processes.

Stay tuned for more updates, as we have even more integrations and features in the pipeline to make your automation experience even more powerful.

Thank you for choosing Suretriggers!

Here at OttoKit, we’re all about making things easier and more user-friendly for you, so you can use OttoKit to grow your business.

And today, we’re thrilled to introduce two new updates that will change the way you use SureTrigger:

1. Share your workflows with a simple URL.
2. Easy way to add data from the last steps in any field.

First, let’s talk about sharing workflows. With this feature, you can share your workflows with anyone over the internet using a simple URL.

It has many straightforward benefits like:

1. Instead of having to explain your workflow to someone, you can easily share a link. This enables them to quickly understand how it works, leading to smoother collaboration.
2. People who get a copy of your workflow won’t need to start from scratch to automate similar processes, making their work more efficient.

Cool, right?

Let’s see how it works.

How Does Sharing Work

It works in a very simple and user-friendly way. Here’s how you can share your workflows with others:

1. Click on the three-dot menu of the workflow that you want to share.
2. Click on “Share Workflow.”
3. If you want to show this workflow to someone specific, type their email address in the Email Address field. You can add multiple emails by putting commas between them. But if you want anyone to be able to see your workflow through the web link, just leave the email box empty.
4. Click on the “Update Sharing” button.

And just like that, you can share this link with anyone you want, so they can get a copy of your workflow.

Now, we hope that you’ll be able to share your workflows with others.

As a gift from us, here’s a workflow for people using SureCart that sends discount coupons, via email, to customers when they place an order for more than 200 USD. You can get this workflow in your account, make some changes, and put it to use!

If you’re curious about how you can use this workflow, here’s an article that will answer your questions.

New Way to Map Data from Last Steps

Earlier, when you add data into fields from previous steps while creating workflows, you had to make multiple clicks. Something like in the video below.

But, we’ve made things simpler for you. Now, you can simply type “@” in any field and the data dropdown will start appearing. You can scroll through the information easily, and select the value you want to add in the field.

Furthermore, when you need to input specific data into a field, you can easily search it by typing the keyword after @.

For instance, if you wish to add an email address to a field, simply type “@email,” and the relevant options will appear in the dropdown menu.

This will speed up the process of putting data from the last steps, in fields, while you create your workflows.

And if you’re wondering what would happen to your existing workflows? Well, they’ll keep working as they were without any issues. But their appearance will change.

How They Looked:

How They Will Become:

This is simply a user interface (UI) update and won’t impact how your workflows work. We know that you’ll find it helpful.

You can actually take a look at it right now in your OttoKit account.

And, just to let you know, we’re also working on adding more integrations. So, keep an eye out for upcoming updates 😉

Till next time,

OttoKit Team

We’ve been closely listening to your fantastic ideas about OttoKit, and we’re thrilled to unveil a cool update based on your feedback! 🤩

Introducing… 🥁

🔁 The “Clone” Feature! 🎉

Now, you can effortlessly duplicate your existing workflows with this awesome addition!

🤔 Wondering what’s in it for you? Check out this video to see it in action: 📹

In the video, you’ll witness a workflow that does this: Whenever a new task is created in ClickUp, it instantly sends a message to a specific Slack channel. 📝💬

This ensures your team members are always in the loop about new tasks on their to-do lists! 🤝

But here’s the real magic ✨✨:

Let’s say you want to set up the same workflow for another team. No need to start from scratch! Thanks to the “clone” feature, you can quickly replicate the workflow, tweak the task folder, choose a different channel for notifications, and just like that, you’re good to go! 🚀🔄

Pretty cool, right? 🙌

And remember, ClickUp and Slack are just examples. You can clone ANY of your workflows to save valuable time! 🕒

Get ready to boost your productivity with OttoKit! 🚀💪

Stay tuned for more amazing updates! 🌟

Cheers,

The OttoKit Team 🚀🔥

We’ve got some fantastic news to share that will take your automation game to the next level.

We’re thrilled to announce the launch of 6 new integrations that will supercharge your workflows and make your automation dreams come true.

So, grab your digital party hats, and let’s dive into the details of these incredible additions!

Discord 🎮

Using Discord for communication?

Now you can automate notifications from your favorite apps directly to your Discord channels.

Imagine getting real-time updates about new leads in your CRM, task completion, or even sales milestones — all neatly organized in your Discord server.

Airtable ✅

For all you spreadsheet enthusiasts using Airtable, the magic just got real.

Seamlessly integrate your Airtable bases with other apps to create dynamic workflows.

Think about automatically adding form submissions to your Airtable, or turning support tickets into structured rows for easy tracking. Your data will dance effortlessly across platforms without you lifting a finger.

HubSpot 📈

Marketers and sales pros, this one’s for you! Connect HubSpot with other tools to automate lead nurturing, deal updates, and more.

When a new lead fills out your form, send them a welcome email, add their info to your CRM, and ping your team’s Slack channel. That’s a personalized welcome wagon, all without breaking a sweat.

Encharge 💌

Email marketing is made smarter! Sync Encharge with your other apps to create finely-tuned campaigns.

For example – when a new member joins your Circle or BuddyBoss community, automatically add that person to your subscriber list, segment them based on behavior, and kick off a targeted email series. It’s like having your own email marketing assistant who knows your audience inside out.

Infinity ♾️

Attention project managers and creative thinkers!

Infinity integration is here to streamline your task lists and project boards. Imagine creating tasks from your new Calendar events, or adding a comment in Infinity from Slack messages!

Your to-dos will finally stop playing hide and seek and start working together like a harmonious symphony.

Github 🌐

Developers, we’ve got your back too!

Connect GitHub with other apps to automate your code-related tasks.

When you close an issue, you can automatically move the related task card in your project management tool, update your team on Slack, and even log your progress in Airtable. Your code commits just turned into a well-orchestrated masterpiece.

Ready to Get Started? 🚀

These six new integrations are your keys to automation paradise. No more switching between apps, no more repetitive tasks stealing your time.

Whether you’re a community manager, marketer, developer, or all of the above, Suretriggers is here to level up your workflow game.

So, how do you get started?

Simply click here.

Thank you for being part of the Suretriggers family!

Cheers,

The Suretriggers Team 🤖

We have fantastic news that will make many things easier for you.

Imagine this: It’s a busy Monday morning, and you have a steaming cup of coffee in one hand and your laptop open on the desk.

You plan to catch up on all the latest news and articles from your favorite websites. You start by clicking on one site, scrolling through the homepage, clicking on an interesting article, reading it, and then heading back to the homepage to repeat the process for another article.

As you dive deeper into the sea of information, you realize that you’ve lost track of time, your coffee has gone cold, and your patience is wearing thin.

Well, say goodbye to that hassle! We have just introduced RSS integration.

With RSS + OttoKit, you can receive notifications on your favorite apps as soon as a new article pops up on any website you follow.

No more endless scrolling – we’ve got you covered. You can check the notifications and determine if the news is important for you or not.

Pretty cool, isn’t it?

So, what else can you do with RSS in OttoKit?

Get creative with it; it depends on the apps you use.

For example, if you manage communities with platforms like BuddyBoss, you can automatically send articles from the websites you like directly to your BuddyBoss group to keep your community engaged.

Similarly, you can create workflows to share RSS feeds with the apps you prefer!

And if you need help, here’s a document that will help and remember, we’re just a message away whenever you need!

Best,

OttoKit Team