Automation Templates

Ready-to-use workflow templates for AI agents, browser automation, and messaging integrations. Get started in minutes.

123FormBuilder to Insightly: Create leads from form submissions

Manually copying form responses into your CRM wastes time and risks errors. This integration captures each New Submission event from 123FormBuilder and uses it to Create a Lead in Insightly, mapping the respondent's name, email, and custom fields directly into a new lead record. Marketing managers and sales teams can eliminate data entry and get leads into Insightly instantly for follow-up. By connecting 123FormBuilder's form capture with Insightly's CRM, you keep your sales pipeline fed without manual work.

8s~$0.002

Create a Pipeline deal from a new Discord channel message

Sales teams often miss leads buried in Discord conversations. This scenario captures every new message in a chosen Discord channel and creates a corresponding deal in Pipeline, using the message text as the deal description and the author's username as part of the deal name. Sales managers and business development reps can log inbound signals from team discussions directly into Pipeline CRM without manual data entry. The connection turns Discord into a lead source, so no opportunity slips through the cracks.

8s~$0.002

Create a Pipeline deal when a new HubSpot deal is added

Manually copying deal data from HubSpot to Pipeline wastes time and risks errors. This automation triggers on the New Deal event in HubSpot and then runs the Create Deal action in Pipeline, mapping the deal name, amount, and associated contact email and name. Sales operations teams and CRM administrators who use both HubSpot and Pipeline can eliminate duplicate data entry. HubSpot captures the initial deal, and Pipeline receives a matching record immediately, so both systems stay aligned without manual work.

8s~$0.002

Send a Gmail welcome email when ClickFunnels identifies a new contact

Manually sending welcome emails to new leads is slow and risks missed follow-ups. This scenario triggers on the New Contact Identified event in ClickFunnels and immediately sends a Send Email action in Gmail, using the contact's name and email address to personalize the message. Sales and marketing professionals who use ClickFunnels to capture leads can automate their first touchpoint. Gmail sends a custom welcome email with the contact's name in the body, so every new lead gets a timely, personal reply without manual work.

8s~$0.002

Send new ClickFunnels contacts to a Mailchimp audience

Manually exporting leads from ClickFunnels and importing them into Mailchimp is slow and error-prone. This automation uses the New Contact Identified trigger in ClickFunnels and the Add or Update Subscriber action in Mailchimp to capture every new form submission and add or update the contact in your chosen audience. Marketing automation managers and business owners who run ClickFunnels funnels can use this pair to keep their Mailchimp audience populated with fresh leads. ClickFunnels captures the contact's email and name, and Latenode passes that data directly to Mailchimp, so no manual CSV uploads or copy-paste are needed.

8s~$0.002

How to incorporate Mixpanel analytics into your email communication by integrating it with Mailgun

This template starts when Mixpanel posts an event as JSON to a Latenode webhook. JavaScript maps email, name, and campaign. Mailgun sends the message. Mixpanel then records that the email went out. Connect Mailgun and Mixpanel. Put the Mailgun API key on the Mailgun connection. Put the Mixpanel token on the Mixpanel connection. Paste the webhook URL into Mixpanel as the event destination.

5s$0.0003

How to Get Notifications About Canceled Calendly Events on Slack and Email (Tutorial)

This template starts when a Calendly invitee cancels, then tells your team on Slack and by email. Event name, invitee, and start time come with the cancel. Slack posts in the channel you choose. Gmail sends a short message to the inbox you set. Connect Calendly, Slack, and Gmail. Keep the keys on those connections.

8s$0.0005

How to Add GitHub Issues as ClickUp Tasks and Get Them in Slack (Step by Step)

This template starts when GitHub opens or updates an issue in the repository you watch. ClickUp creates a task from the issue title and body. Slack posts the issue and task in the channel you choose. Connect GitHub, ClickUp, and Slack. Watch the repository. Pick the ClickUp list and Slack channel on those steps.

8s$0.0005

Scenario for sending an email to a travel agency client who has just booked a tour

This template receives a booking on a webhook, asks ChatGPT for a sightseeing email from the traveler's name, age, origin city, and destination city, then sends that message with Mailgun. Connect Mailgun and put the Mailgun API key on that connection. ChatGPT is a Latenode AI step, so you do not paste an OpenAI key.

15s$0.0009

Automate RSS to Discord with AI-Generated Posts and Images

This template watches an RSS feed, writes a short channel post and an image prompt with ChatGPT, generates the visual, and publishes the copy plus image to Discord. Use it to keep a channel current when a blog or news feed publishes. Connect a Discord bot that can post in the destination channel, then paste the feed URL on the RSS trigger.

29s$0.0018

How to Use Picture Description In Your Marketing Automation Scenarios?

This template starts when a webhook receives a product image URL, then ChatGPT describes what is in the photo and writes listing or ad copy from that description. Use it for marketplace listings, ads, or catalog text you do not want to write by hand. Paste the webhook URL into the tool that already has the image. ChatGPT is Latenode AI, so you do not paste an OpenAI key.

24s$0.0015

Send Daily Tweets Automatically with ChatGPT and Latenode

This template runs on a daily schedule, asks ChatGPT for a short post from the prompt you keep in the scenario, and publishes that text on X. Connect X with permission to create posts. ChatGPT is a Latenode AI node, so you do not paste an OpenAI key. Set the hour you want the post to go out.

15s$0.0009

Sync Two Google Sheets Automatically with Latenode

This template copies new rows from a source Google Sheet into a destination sheet. A new-row trigger starts the run. JavaScript maps the columns you care about. Google Sheets appends the row. Connect Google Sheets once with access to both files. Point the trigger at the source tab, then point the append at the destination tab.

4s$0.0003

Automate Customer Support Triage with Latenode's AI-Powered Zendesk Integration

This template watches Zendesk for new tickets, sends the subject and description to ChatGPT for priority, topic, and suggested tags, then updates that ticket with those values. Agents see a sorted queue instead of reading every new ticket first. Connect Zendesk. ChatGPT is a Latenode AI step.

15s$0.0009

Get Slack Notifications About New GitHub Stars (Step by Step) with Latenode

This template starts when GitHub records a new star on the repository you watch, then posts the stargazer and repo name in Slack. Connect GitHub and Slack. Point the trigger at the repo and pick the channel that should see new stars.

5s$0.0003

How to Automate Stripe Failed Payment Recovery with Latenode

This template watches Stripe for failed payment events, reads amount, attempt count, and customer email, asks ChatGPT for a short recovery message, and sends that email from Gmail. Connect Stripe and Gmail. Keep the Stripe trigger on failed invoices or charges so successful payments do not send this mail. ChatGPT is a Latenode AI step.

5s$0.0003

How to Schedule An Email in Gmail?

This template sends a Gmail message when the schedule fires. Set To, Subject, and Body on the send step, connect Gmail, then pick the date and time. Use it for a reminder, a launch note, or a message you wrote now and want delivered later.

4s$0.0003

How to Set Out of Office in Teams, Schedule It, and Remove It Later

This template runs once a day. JavaScript compares today's date with the start and return you set, then calls Microsoft Graph to turn mailbox automatic replies on or off so Teams shows the right status. On the start day it also posts a short message in a Teams channel. Connect Microsoft Teams. Put the Graph token in that JavaScript node.

4s$0.0003

How to Automate Webinar Follow-Ups with Latenode

This template starts when a Zoom meeting or webinar ends, lists attendees from the Zoom API in JavaScript, adds each person to a MailerLite attended group, and sends a Gmail follow-up. Connect Zoom, MailerLite, and Gmail. Put the MailerLite API key on the MailerLite connection and the Zoom token in the JavaScript node that lists attendees.

8s$0.0005

A brief retelling of the google document with a translation into the desired language

This template watches a Google Docs folder for a new document, loads the text, asks ChatGPT for a short retelling in a language you choose, and writes that summary back to Docs. Use it when you need a brief, translated version of a shared document without copy-paste. Connect Google Docs, then set the target language in the ChatGPT prompt.

15s$0.0009

How to Write An Article Using Latenode

This template starts when you send a topic, audience, and keywords to a webhook. ChatGPT writes the article with a headline, intro, H2 sections, and a short meta description, then Google Docs saves the draft as a new document. Connect Google Docs and add the webhook. ChatGPT is a Latenode AI node.

15s$0.0009

Automate E-Commerce: Recover Abandoned Carts with Latenode's Shopify Integration

This template starts when Shopify records an abandoned cart, builds a recovery message in JavaScript from the customer email, cart URL, and line items, and sends that email with Gmail. Use it to remind shoppers to finish checkout. Connect Shopify and Gmail, then point the trigger at the store you want to watch.

5s$0.0003

Creating and updating a record in an Airtable table using Latenode

This template creates or updates an Airtable record from an incoming webhook. JavaScript maps the payload onto your table columns and the field you match on, such as email. Airtable writes a new row or updates the existing one. Connect Airtable. Put the Airtable API key on the Airtable connection, then point the sender at the Latenode webhook URL.

4s$0.0003

Automate Personalized Welcome Emails with ChatGPT and Latenode

This template starts when Mailchimp adds a new subscriber, asks ChatGPT for a welcome email that uses their name and list fields, and sends that message with Gmail. Connect Mailchimp and Gmail, then point the trigger at the audience you want to welcome. ChatGPT is a Latenode AI step.

17s$0.0011