Popular ways to use Aero Workflow workflows

• Create new Aero tasks when Ignition proposals are signed

  

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  Ignition, Aero Workflow

  Ignition + Aero Workflow

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  1. 

     When this happens

     Step 1: Proposal Accepted

  2. 

     Then do this

     Step 2: Create Task

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  Create new Aero tasks when Ignition proposals are signed

  

  by Zapier

  Zapier

  Create new Aero tasks when Ignition proposals are signed

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  Ignition, Aero Workflow

  Ignition + Aero Workflow

• Add a new customer to Aero Workflow when a proposal is accepted in Ignition

  

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  Ignition, Aero Workflow

  Ignition + Aero Workflow

  More details

  1. 

     When this happens

     Step 1: Proposal Accepted

  2. 

     Then do this

     Step 2: Create Company

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  Add a new customer to Aero Workflow when a proposal is accepted in Ignition

  

  by Zapier

  Zapier

  Add a new customer to Aero Workflow when a proposal is accepted in Ignition

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  Ignition, Aero Workflow

  Ignition + Aero Workflow

• Add new Microsoft Outlook calendar events to Aero

  

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  Microsoft Outlook, Aero Workflow

  Microsoft Outlook + Aero Workflow

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     When this happens

     Step 1: New Calendar Event

  2. 

     Then do this

     Step 2: Create Appointment

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  Add new Microsoft Outlook calendar events to Aero

  

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  Zapier

  Add new Microsoft Outlook calendar events to Aero

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  Microsoft Outlook, Aero Workflow

  Microsoft Outlook + Aero Workflow

• Add new Google Contacts to Aero

  

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  Google Contacts, Aero Workflow

  Google Contacts + Aero Workflow

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     When this happens

     Step 1: New or Updated Contact

  2. 

     Then do this

     Step 2: Create Contact

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  Add new Google Contacts to Aero

  

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  Add new Google Contacts to Aero

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  Google Contacts, Aero Workflow

  Google Contacts + Aero Workflow

• Add new Microsoft Outlook contacts to Aero Workflow

  

  by Zapier

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  Microsoft Outlook, Aero Workflow

  Microsoft Outlook + Aero Workflow

  More details

  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Create Contact

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  Add new Microsoft Outlook contacts to Aero Workflow

  

  by Zapier

  Zapier

  Add new Microsoft Outlook contacts to Aero Workflow

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  Microsoft Outlook, Aero Workflow

  Microsoft Outlook + Aero Workflow

• Add new Xero customers to Aero Workflow

  

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  Premium apps: Xero

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  Xero, Aero Workflow

  Xero + Aero Workflow

  More details

  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Create Company

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  Add new Xero customers to Aero Workflow

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Add new Xero customers to Aero Workflow

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  Xero, Aero Workflow

  Xero + Aero Workflow

• Create Aero tasks when new messages are saved in Slack

  

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  Slack, Aero Workflow

  Slack + Aero Workflow

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     When this happens

     Step 1: New Saved Message

  2. 

     Then do this

     Step 2: Create Task

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  Create Aero tasks when new messages are saved in Slack

  

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  Zapier

  Create Aero tasks when new messages are saved in Slack

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  Slack, Aero Workflow

  Slack + Aero Workflow

• Create companies in Aero Workflow when new Google Forms responses are submitted

  

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  Google Forms, Aero Workflow

  Google Forms + Aero Workflow

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Create Company

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  Create companies in Aero Workflow when new Google Forms responses are submitted

  

  by Zapier

  Zapier

  Create companies in Aero Workflow when new Google Forms responses are submitted

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  Google Forms, Aero Workflow

  Google Forms + Aero Workflow

• 

  Get Company Names

  Trigger for Company dynamic dropdown.

  Trigger

  Scheduled
• 

  Create Appointment

  Creates a new Aero Appointment.

  Action

  Write
• 

  Create Company

  Creates a new company.

  Action

  Write
• 

  Create Contact

  Creates a new contact.

  Action

  Write
• 

  Create Email Aero

  Creates a new Aero Email.

  Action

  Write
• 

  Create Note Aero

  Creates a new Aero Other.

  Action

  Write
• 

  Create Task

  Creates a new Aero Task.

  Action

  Write
• 

  Create Vault Entry

  Creates a new Vault Entry for specific company.

  Action

  Write
• Aero Workflow

  Finds an existing company.

  Scheduled

  Action