Track deal stage changes and follow-ups
Announces every pipeline stage change and creates the follow-up task that goes with it.
Sales automation templates
Keep the pipeline moving without chasing it: deal alerts, digests, follow-ups and CRM hygiene. Pick a brief and Whenever writes it against your accounts.
Sales workflow briefs
Send customer review feedback to Productboard
Routes new public reviews to the product team with the reviewer's account details attached.
Introduce marketplace buyers and providers
Matches new signups against the other side of your list and introduces both by email.
Draft follow-up emails after every call
Turns each recorded call into a ready-to-send email draft plus a task to send it.
Build a pitch deck when a deal reaches a stage
Creates a Google Slides pitch deck from the HubSpot deal, company and contacts when a deal reaches your stage, and sends the owner the link.
Recover failed Stripe payments
Emails a payment link after a failed Stripe invoice payment and alerts Slack. Requires a Stripe webhook and its signing secret.
Log every Stripe sale and announce it in Slack
Logs completed Stripe checkouts in Google Sheets and posts a sale alert to Slack. Requires a Stripe webhook and its signing secret.
Record Stripe payments on HubSpot contacts
Records Stripe charges on matching HubSpot contacts and checks charge-id notes to reduce duplicates. Requires a Stripe webhook and its signing secret.
Turn Stripe payments into QuickBooks sales receipts
Creates a QuickBooks sales receipt for each successful Stripe charge, finding or creating the customer, and never records the same charge twice. After publishing, you add a Stripe webhook endpoint and paste its signing secret into Whenever.
Agents should build your automations, not be them
Describe your first workflow in plain words. One stays live for free, no credit card.
No credit card required