TWO EASY WAYS TO GET IT DONE.
No Code Automations
See some technical examples of how automation can be implemented inside of Tadabase.
Manage Notifications
Integrate with other systems to remove work, like add new customers into Quickbooks
Update records and details based on logic
Schedule events for pre-defined times
Automatically generate documents to be saved/sent
Use ourPipes to create Word or Excel documents
Load data from any external source
Common Use Cases
Discover how Tadabase automation is revolutionizing daily operations across various industries, saving time and resources.
Form Submissions
Automatically route form submissions to specific team members or departments based on criteria such as form fields or keywords.
Document Generation
Generate documents, such as contracts, invoices, or reports, based on predefined templates and data inputs.
Data Synchronization
Keep data synchronized across multiple platforms or databases without manual intervention. For example, syncing contacts between a CRM and email marketing platform.
Social Media Posting
Schedule and post content to social media platforms at predetermined times or in response to specific triggers, such as new blog posts or product updates.
Task Management
Create automated task assignments, reminders, and notifications for team members based on project timelines or task dependencies.
Lead Qualification
Automatically score and qualify leads based on predefined criteria, such as engagement level or demographic information.
Customer Feedback
Set up automated surveys or feedback forms to gather customer insights and trigger follow-up actions based on responses.
Inventory Management
Monitor and manage inventory levels, automatically generating purchase orders or alerts when stock reaches predefined thresholds
Appointment Scheduling
Allow customers to book appointments online, with automated reminders and calendar updates for both customers and service providers.
Form Submissions
Automatically route form submissions to specific team members or departments based on criteria such as form fields or keywords.
Document Generation
Generate documents, such as contracts, invoices, or reports, based on predefined templates and data inputs.
Data Synchronization
Keep data synchronized across multiple platforms or databases without manual intervention. For example, syncing contacts between a CRM and email marketing platform.
Social Media Posting
Schedule and post content to social media platforms at predetermined times or in response to specific triggers, such as new blog posts or product updates.
Task Management
Create automated task assignments, reminders, and notifications for team members based on project timelines or task dependencies.
Lead Qualification
Automatically score and qualify leads based on predefined criteria, such as engagement level or demographic information.
Customer Feedback
Set up automated surveys or feedback forms to gather customer insights and trigger follow-up actions based on responses.
Inventory Management
Monitor and manage inventory levels, automatically generating purchase orders or alerts when stock reaches predefined thresholds
Appointment Scheduling
Allow customers to book appointments online, with automated reminders and calendar updates for both customers and service providers.