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Automated Client Onboarding System
I built this comprehensive workflow automation to handle the heavy lifting of new client intake. The process is triggered by a successful payment, after which a make.com scenario automatically generates a custom contract in Dubsado and creates a dedicated project folder in Google Drive. As a make.com expert, I used API integration to sync these details with Asana for task management and Monday.com for high-level tracking. This is a system I have made.com automation for specifically to help agencies scale, ensuring that the CRM integration and onboarding are 100% hands-off.
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Melting Point is on Dribbble now ☺️🌍
A website concept about global warming, with a melting Statue of Liberty at the center. As you scroll, the scene slowly changes — until there’s water where the monument used to be.
Wanted to explore how motion could tell this story. Sharing a closer look at the result 🖤
What do you think?
https://dribbble.com/shots/27839407-Melting-Point-A-Climate-Story
You need a strong starting point for a sales-tech brand without trying too hard.
A generic SaaS template won’t work in this case.
What you need are:
• Sales-focused product UI
• Personalized outreach with follow-up and reply intelligence
• Pricing, testimonials, FAQs, and integrations
• CMS for blog posts, feature pages, and case studies
• Clear paths to demos and trials
That’s how we designed Avina, our new Framer template.
Built for AI sales products, outbound automation tools, and sales-focused SaaS products.
Avina is designed around a real outbound sales journey.
So visitors understand quickly.
Check the link in the comment.
What I like here is the focus on the actual sales journey, not just the visual design. For AI sales tools, showing how outreach, follow-ups, and reply handling connect to real outcomes can make a big difference. Curious how you approached that in Avina?
From packed boxes to a shipment the client can track.
This TechFoundry IMS demo reuses box details, retrieves UPS rates, creates shipping labels, and keeps tracking connected to the client order. A practical example of the AI and automation workflows we build into business software.
Watch the client shipping demo:
https://www.youtube.com/watch?v=8ohniU08JAA
#AI #Automation #SoftwareDevelopment #Shipping
I like that the shipment stays tied to the client order instead of living in a separate carrier tab. When box details get edited after the UPS rate is retrieved, does the system re-quote before creating the label, or lock the original rate? I'd be curious how you handle that mismatch on the tracking side.