Tools we use

The tools behind our automations

These are the apps our templates and client builds actually run on. Short, honest notes: what each one is good for, and where it falls short.

Affiliate disclosure: links marked Affiliate include our partner code. If you sign up or later buy a paid plan through them, Flowpaja may earn a commission, at no extra cost to you. Right now only the Make link is an affiliate link. Every other link on this page is a plain link, and we earn nothing from it. Our recommendations don’t depend on commissions.

Make Affiliate

Visual no-code automation platform. You connect apps with drag-and-drop “scenarios”, map fields and add filters and routers without writing code. The Free plan is enough to try our templates (check make.com/pricing for current limits).

How we use it: Every Flowpaja template and client build runs on Make. It’s powerful, but watch your monthly credits: a scenario that checks every 15 minutes uses far more than one that runs once a day.

Google Sheets Not an affiliate link

Free online spreadsheets. It’s a simple “database” for small teams: invoice lists, lead logs, settings tabs.

How we use it: The data source for our invoice templates and the response sheet for Google Form leads. It’s great for small volumes. For thousands of rows or complex relations, a real database or CRM is better.

Gmail Not an affiliate link

Email from Google. Make’s Gmail app can send, read and draft emails from your own address.

How we use it: Sends the Overdue Invoice Digest and the Polite Invoice Reminder emails, and holds the Quote Follow-Up Assistant drafts. Note: personal Gmail connections in Make need re-authorizing about every six months.

HubSpot free CRM Not an affiliate link

A free CRM for contacts, companies and deals. The free tier covers the basics most small teams need.

How we use it: Our Lead Router template creates or updates HubSpot contacts from form leads. The free CRM is enough, but some features (like advanced automation) are paid add-ons.

Slack Not an affiliate link

Team chat. A Slack message is often the fastest way to make sure a new lead or an error doesn’t go unnoticed.

How we use it: Hot-lead alerts and error alerts in the Lead Router. The free workspace works. It has limited message history, but that’s fine for alerts.

Tally Not an affiliate link

A form builder with a generous free plan and a clean, document-like editor. It’s a good alternative to Google Forms.

How we use it: We suggest it when a client wants nicer forms than Google Forms. Our Lead Router is built for Google Forms, so Tally needs a trigger swap in Make.

Prices and free-plan limits change. Always check the vendor’s own pricing page. Make, Google, Gmail, Google Sheets, HubSpot, Slack and Tally are trademarks of their owners. Flowpaja is independent and not affiliated with or endorsed by them.

Try one of these tools with a free template

The Overdue Invoice Digest runs on Make, Google Sheets and Gmail, and costs nothing to download.