YCLIENTS and Zulip automations

Ready-made scenarios where YCLIENTS and Zulip work for you: pick one — a copy appears in your account and runs on its own.

323 scenarios

New messages in Zulip — Updating records in Yclients
New records in Yclients — Users in Zulip
New contacts in Autopilot — Sending messages in Zulip
Updated conversations in helpScout — Sending messages in Zulip — variant 2
New form responses in Formstack — Sending messages in Zulip — variant 3
New customers in Yclients — Users in Zulip
New messages in Zulip — Updating customers in Yclients
New orders in GitHub — Sending messages in Zulip — variant 2
Stage change: deals in hubspot — Sending messages in Zulip
New leads in LoneScale — Sending messages in Zulip — variant 2
New users in Zulip — Deleting records in Yclients
Deleted users in Zulip — Records in Yclients
New users in Zulip — Running apis in Yclients
New users in Zulip — Customers in Yclients
Deleted users in Zulip — Deleting records in Yclients
New customers in Yclients — Sending messages in Zulip
New notifications in SurveyMonkey — Sending messages in Zulip
New users in Zulip — Records in Yclients
Updated records in Yclients — Sending messages in Zulip
New users in Zulip — Updating customers in Yclients
Updated customers in Yclients — Sending messages in Zulip
New users in Zulip — Updating records in Yclients
New messages in Zulip — Records in Yclients
New messages in Zulip — Customers in Yclients
New campaigns in emelia — Sending messages in Zulip
Responses from JotForm — processed, stored in Yclients and a Zulip alert
New companies in intercom — Sending messages in Zulip
New emails in mailgun — Records in Yclients
Submissions from Formstack — an email via Gmail and an alert in Zulip
Found: contacts in Google Contacts — Sending messages in Zulip
A Formstack lead — into Yclients, with a Zulip alert and a Gmail email
Responses from Formstack — a Yclients record, a Gmail email, a Zulip alert
New invoices in xero — Sending messages in Zulip
New messages in Zulip — Records in Yclients
Form responses into a sheet, with a heads-up to the team
An invoice in yclients from a Typeform submission
Urgent messages from Telegram — into Zulip and Zendesk
Website leads to your messenger and a sheet
Website leads land in your list and in the team chat
A website lead: to the team chat, into a sheet, with an email to the client
Collect and verify emails from Zulip into Yclients
Affiliate events — into chat and into a table
Sort form feedback by sentiment
Scenario failure alerts — to your messenger, inbox and a log
Failure alerts: a message in chat and a row in the log
Client onboarding: folder, record and team alert, automatically
New store orders — to chat and a sheet
Daily mention collection with a sentiment read
Capturing ideas into your knowledge base
Stuck-task alerts to your messenger
Booking handling: table, mailing list, notification
Store orders — straight into a sheet and your chat
A weekly store sales total in a sheet
An hourly rate history in your own sheet, plus messages to your messenger
Ad copy and CTAs for a product — from a short form
Bug reports from a form — into repository issues with an alert
A form submission becomes a full contact with a verified email
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
Store buyers become newsletter subscribers automatically
Meeting notes and action items in your knowledge base, minutes after the call
Daily stock trade ideas, generated automatically
A weekly summary of new records to your messenger
CRM event alerts across channels — with a log
Sorting customer feedback by category with alerts
Auto-saving reels to storage, with a log and an alert
Priority for big-budget leads — straight to the CRM and a team signal
Lead capture with a multi-step form
Contract risk review from a PDF, logged and alerted
Lead scoring and routing: hot leads straight to sales
Appointment approvals in one tap, with the client's email written for you
Workout journal with AI analysis
Early churn-risk detection from Zendesk tickets
The day's economic calendar — the big events to your messenger, everything to a sheet
Win back leads after missed calls
Site speed under watch — with history and alerts
Daily duplicate-customer detection in your payment system
Knowledge-base freshness monitoring — overdue articles come to you
Sorting support requests by urgency
Panic button: an instant alert with your location
Support email triage: category, priority, a ticket and alerts for the critical ones
Quote requests handled — from form to client reply
Instructions from emails into the ledger — with a confirmation to the client
Company market caps from the market — as a chart in your messenger
Public holidays across a distributed team — flagged in advance
Score inbound leads against your own ideal-client profile
Auto-handle lead replies from email — CRM task and sales alert
Client risk scoring the moment the form is submitted
Stalled leads: a morning nudge to the rep with the next step written out
Fresh remote jobs in Zulip and a sheet
Daily matchup breakdown — every morning in your messenger
One article — posts for every platform, automatically
Image posts from X — into your channel on their own
Real-time sentiment from event feedback
Email and form requests in one stream, prioritised and auto-answered
A post with a matching image, from a single topic
Recaps of a channel's new videos — with approval before publishing
A single-use meeting link — logged in a sheet and announced
Weekly store sales analysis with AI
Shared-inbox emails routed to the right channels by topic