// Technology & SaaS
Automation for technology and SaaS companies
Inbound sales, onboarding, support and delivery all run on good tools that rarely talk to each other. These example workflows show how to connect them.
Typical operational problems
- Trial and demo requests wait for someone to notice them.
- Onboarding steps are repeated by hand for each customer.
- Support searches several systems for account context.
- Requirements, pull requests and releases are coordinated in chat.
- Incidents are investigated by collecting logs manually.
- Renewals are noticed when the customer has already decided.
Systems commonly involved
Which of these can be connected, and how, is confirmed during the audit: through available APIs, webhooks, database access or custom connectors.
- HubSpot
- Salesforce
- Slack
- Jira
- Linear
- GitHub
- Support system
Relevant automation examples
Example workflow: from demo request to onboarding
Illustrative sequenceStatic view
- TriggerA demo or trial request arrives
- AIThe company, use case and urgency are extracted
- AutomatedThe CRM record is created and an owner is assigned
- Requires approvalThe owner reviews the prepared reply
- AutomatedAfter the deal closes, the onboarding checklist is created
- AutomatedAccess and kickoff tasks are scheduled
- ResultCustomer success sees the account with its full history
Human control
- AutomatedRecord creation, routing and checklists
- Requires approvalReplies to prospects
- Requires approvalAccess provisioning
- Human decisionCommercial terms and renewals
Integrations
See which systems can be connected, grouped by category.
Show us the workflow your team still handles manually.