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    Templates that use Data Store Add

    34 templates to get started in minutes, with a step-by-step guide and no code.

    Supplier onboarding with approval and tracking dashboard

    Supplier onboarding with approval and tracking dashboard

    A public form to onboard suppliers, an alert to the purchasing manager and a dashboard to approve or reject each request in one click.

    Form Trigger
    Data Store Add
    Data Store Filter
    End
    +2
    New
    WorkflowView template
    Lead capture form with KPI dashboard

    Lead capture form with KPI dashboard

    A public form that stores each lead, alerts sales and feeds a dashboard with totals, source, interest and daily trend.

    Form Trigger
    Data Store Add
    End
    Send Mail
    +1
    New
    WorkflowView template
    Logistics panel: all your shipments and carriers in one dashboard

    Logistics panel: all your shipments and carriers in one dashboard

    Dashboard with KPIs, charts, filters and a side detail panel per shipment, fed by automatic tracking of DHL, FedEx, UPS, SEUR, Sendcloud, Shippo and EasyPost.

    Dhl Get Tracking
    Easypost Get Tracking
    Fedex Get Tracking
    Form Trigger
    +14
    New
    WorkflowView template
    Shipping label with the cheapest rate in Shippo

    Shipping label with the cheapest rate in Shippo

    When an order arrives it requests rates from every carrier in Shippo, buys the cheapest, saves the tracking and notifies the customer.

    Shippo Create Shipment
    Shippo Get Rates
    Webhook
    Data Store Add
    +5
    New
    WorkflowView template
    PIM catalogue quality dashboard (Akeneo)

    PIM catalogue quality dashboard (Akeneo)

    Every morning it scores the quality of each product in your PIM and shows it in a dashboard with KPIs, charts, filters and a side detail panel per product.

    Data Store Add
    End
    Executescript
    Iterator
    +2
    New
    WorkflowView template
    Online appointment booking with Google Calendar (Calendly-style)

    Online appointment booking with Google Calendar (Calendly-style)

    A public form for your customers to book an appointment: it checks your Google Calendar, creates the event, confirms by email and, if the slot is taken, suggests the free slots of that day.

    Create Calendar Event
    Form Trigger
    List Calendar Events
    Data Store Add
    +5
    New
    WorkflowView template
    Generic scraping: extract data from any website into a Data Store with change alerts

    Generic scraping: extract data from any website into a Data Store with change alerts

    Base template: you give a URL and the CSS selectors of what you want to extract, and the workflow stores each reading in a Data Store and alerts you if any value changes.

    Data Store Add
    Data Store Filter
    Decision
    End
    +5
    New
    WorkflowView template
    WhatsApp one-time code verification (OTP)

    WhatsApp one-time code verification (OTP)

    Send a 6-digit code over WhatsApp and verify it afterwards: two ready-made webhooks to validate your users phone numbers.

    WA Send Text
    Webhook
    Data Store Add
    Data Store Delete
    +5
    New
    WorkflowView template
    AI agent chat that checks order status (with email verification)

    AI agent chat that checks order status (with email verification)

    Your customers ask about their order in the chat and the agent answers with real data, only after verifying their email with a code.

    Webhook
    Agent Brain
    Agent Tool
    Ai Agent
    +4
    New
    WorkflowView template
    Create a DHL Express shipment and label from an order

    Create a DHL Express shipment and label from an order

    When an order arrives via webhook it creates the DHL Express shipment, saves the tracking in a Data Store and emails the customer.

    Dhl Create Shipment
    Webhook
    Data Store Add
    Decision
    +4
    New
    WorkflowView template
    AI invoice extraction with human review when in doubt

    AI invoice extraction with human review when in doubt

    AI extracts the invoice data; reliable ones go straight to the sheet, and if confidence is low or fields are missing they are set aside and you get a Telegram alert to review them.

    Append Rows
    Base64 To File
    Webhook
    Data Store Add
    +7
    New
    WorkflowView template
    Customer satisfaction survey with results dashboard

    Customer satisfaction survey with results dashboard

    A 1-to-5 rating form with comments, an automatic alert on low scores and a dashboard with average, distribution and latest comments.

    Form Trigger
    Data Store Add
    Decision
    End
    +2
    New
    WorkflowView template
    Buy the cheapest rate in EasyPost and generate the label

    Buy the cheapest rate in EasyPost and generate the label

    When an order arrives it compares EasyPost rates, buys the cheapest, saves the tracking and emails the customer.

    Easypost Buy Shipment
    Easypost Get Rates
    Webhook
    Data Store Add
    +5
    New
    WorkflowView template
    Daily alert for orders not delivered after several days

    Daily alert for orders not delivered after several days

    Every morning it checks the shipments Data Store and emails your team a table of orders still undelivered after more than 4 days.

    Form Trigger
    Data Store Add
    Data Store Filter
    Decision
    +5
    New
    WorkflowView template
    Automatic shipment tracking with incident and delay alerts

    Automatic shipment tracking with incident and delay alerts

    Every 3 hours it queries the status of in-flight shipments in DHL, FedEx, UPS, SEUR, Sendcloud, Shippo or EasyPost and notifies the customer and your team.

    Dhl Get Tracking
    Easypost Get Tracking
    Fedex Get Tracking
    Form Trigger
    +14
    New
    WorkflowView template
    Create a Sendcloud shipment and label from an order

    Create a Sendcloud shipment and label from an order

    When an order arrives it creates the parcel and label in Sendcloud, saves the tracking in a Data Store and emails the customer.

    Sendcloud Create Parcel
    Webhook
    Data Store Add
    Decision
    +4
    New
    WorkflowView template
    Daily ev4 ERP catalogue snapshot in a Data Store

    Daily ev4 ERP catalogue snapshot in a Data Store

    Every night it reads your ev4 ERP catalogue and stores a snapshot of the day in a Data Store, giving you history and the ability to compare changes.

    Data Store Add
    End
    Ev4 Client
    Executescript
    +1
    New
    WorkflowView template
    Invoices received by Gmail to a Data Store with alert

    Invoices received by Gmail to a Data Store with alert

    Every few minutes it checks your Gmail, extracts with AI the data of invoices written in the email body, saves them to a Data Store and alerts you on Telegram.

    List Unread Emails
    Mark as Read
    Data Store Add
    Decision
    +5
    New
    WorkflowView template
    Create a FedEx shipment and label from an order

    Create a FedEx shipment and label from an order

    When an order arrives via webhook it creates the FedEx shipment, saves the tracking in a Data Store and emails the customer.

    Fedex Create Shipment
    Webhook
    Data Store Add
    Decision
    +4
    New
    WorkflowView template
    Finnegans sales dashboard with KPIs, charts and per-document detail

    Finnegans sales dashboard with KPIs, charts and per-document detail

    Copies Finnegans documents to an interactive dashboard every night: revenue, average ticket, monthly trend, top customers and sellers, with search, a status filter and a side panel with each document's detail.

    Data Store Add
    End
    Executescript
    Finnegans List
    +2
    New
    WorkflowView template
    High-value order alert

    High-value order alert

    Receive every order via webhook, alert on Slack when it exceeds an amount, and store all orders in a Data Store.

    Webhook
    Data Store Add
    Decision
    End
    +2
    New
    WorkflowView template
    AI product descriptions from your PIM, with human review

    AI product descriptions from your PIM, with human review

    Finds PIM products with no description, drafts it with AI and leaves the drafts in a dashboard for a person to review before publishing.

    Data Store Add
    Decision
    End
    Executescript
    +4
    New
    WorkflowView template
    Cancel and reschedule appointments with Google Calendar

    Cancel and reschedule appointments with Google Calendar

    Two public forms for your customers to cancel or change their appointment with their booking code: the Google Calendar event is deleted or moved and everyone gets notified.

    Delete Calendar Event
    Form Trigger
    List Calendar Events
    Update Calendar Event
    +7
    New
    WorkflowView template
    Appointment booking with manual approval and dashboard (Google Calendar)

    Appointment booking with manual approval and dashboard (Google Calendar)

    The customer requests an appointment, the slot is held as tentative in your Google Calendar and you approve or reject it from a dashboard in one click; the customer gets the outcome by email.

    Create Calendar Event
    Delete Calendar Event
    Form Trigger
    List Calendar Events
    +8
    New
    WorkflowView template
    Appointment booking with upfront Mercado Pago payment (Google Calendar)

    Appointment booking with upfront Mercado Pago payment (Google Calendar)

    The customer books, gets a Mercado Pago payment link and the appointment is only confirmed in your Google Calendar once the payment is approved; if they do not pay, the slot is released automatically.

    Create Calendar Event
    Delete Calendar Event
    Form Trigger
    List Calendar Events
    +14
    New
    WorkflowView template
    Currency rate scraped from a website, with Google Sheets history and variation alert

    Currency rate scraped from a website, with Google Sheets history and variation alert

    Reads the dollar, euro or any currency rate from a web page, logs it in Google Sheets every day and alerts you on Telegram when it moves more than a set percentage.

    Append Rows
    Data Store Add
    Data Store Filter
    Decision
    +6
    New
    WorkflowView template
    Watch a competitor product price and alert when it drops below your threshold

    Watch a competitor product price and alert when it drops below your threshold

    Checks a competitor product page every few hours, extracts its price and alerts you on Telegram when it falls below the figure you set.

    Data Store Add
    Data Store Filter
    Decision
    End
    +5
    New
    WorkflowView template
    Create a SEUR shipment and label from an order

    Create a SEUR shipment and label from an order

    When an order arrives via webhook it creates the SEUR shipment, saves the tracking in a Data Store and emails the customer.

    Seur Create Shipment
    Webhook
    Data Store Add
    Decision
    +4
    New
    WorkflowView template
    Get notified when a web page content changes

    Get notified when a web page content changes

    Checks a page every hour (prices, terms, calls for proposals, competitors) and emails you what changed as soon as it spots a difference.

    Data Store Add
    Data Store Filter
    Decision
    End
    +5
    New
    WorkflowView template
    Time-off requests with approval and dashboard

    Time-off requests with approval and dashboard

    A form to request vacation or time off, an alert to the manager and a dashboard to approve or reject each request in one click.

    Form Trigger
    Data Store Add
    Data Store Filter
    End
    +2
    New
    WorkflowView template
    Daily exchange-rate history

    Daily exchange-rate history

    Every day it fetches the US dollar exchange rates and stores one row per date in a Data Store, ready for reports and reconciliations.

    Data Store Add
    Edit Fields
    End
    Http
    +1
    New
    WorkflowView template
    Create a UPS shipment and label from an order

    Create a UPS shipment and label from an order

    When an order arrives via webhook it creates the UPS shipment, saves the tracking in a Data Store and emails the customer.

    Ups Create Shipment
    Webhook
    Data Store Add
    Decision
    +4
    New
    WorkflowView template
    WhatsApp welcome for every form lead

    WhatsApp welcome for every form lead

    Includes a contact form; as soon as someone submits it they get a welcome WhatsApp and the lead is saved in a Data Store.

    Form Trigger
    WA Send Template
    Data Store Add
    Decision
    +3
    New
    WorkflowView template
    Post-purchase satisfaction survey via WhatsApp

    Post-purchase satisfaction survey via WhatsApp

    Asks the customer how their purchase went with three quick-reply buttons and stores each rating in a Data Store.

    WA Send Template
    WA Send Text
    Webhook
    Data Store Add
    +4
    New
    WorkflowView template

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