Overview
Video
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Automation
Automation
Reviews
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Integrate

 Your Apps &

Automate

 Your Business

Motion

Motion

Motion + OpenAI

OpenAI

 

(ChatGPT)

Reduce time spent on manually adding tasks to Motion, stop context switching and get work done on time

Automatically turn messages into tasks on your calendar via Motion
Automatically turn messages into tasks on your calendar via Motion
Video Overview

Motion

 + 

OpenAI

Document Icon

Motion

 + 

OpenAI

 = Video Transcript

We can finally integrate Motion, which is perfect timing because I was just complaining to Alex the other day about how I wish I can be on the go on my phone and hit save on a Slack message and it would automatically create a task and put it on my calendar via Motion. And Alex, being Alex of course, went ahead and built exactly that. But to top it off, he used OpenAI to generate a task title and a task description because when you're on the go, who has time to come up with that?

MasterClass LogoNEAR LogoCodesmith LogoAJ Financial Planning Logo43North LogoFuture PLC LogoCrash of Rhinos Painting LogoNorthtowns Remodeling Logo
Native Integratiaon
This is a native integration, which means both apps will work closely together out-of-the-box.
it's time

get rid of your out-of-date

manual 

Motion

 processes

Companies that use our integrations report saving 25-300+ hours per month in addition to $90k-$120k per year on operational / administrative salaries.

and see what you can

automate 

in 

with 

OpenAI

  1. OpenAI can read a message and automatically generate a descriptive task title and summary and put it into Motion

and see what you can

automate 

in 

with 

OpenAI

We Love & Use

Apps we love integrating

Motion

 with

QBO (QuickBooks Online) Integration with Copper CRM

QuickBooks Online (QBO)

Automatically create invoices & sync payments
More Integrations
PandaDoc Integration with Copper CRM

PandaDoc

Automatically create & send proposals + log document activity
More Integrations
Dialpad Integration with Copper CRM

Dialpad

Automatically log calls & text messages
More Integrations
Help Scout Integration with Copper CRM

Help Scout

Automatically log & track support desk activities
More Integrations
Asana Integration with Copper CRM

Asana

Automatically create projects & tasks upon winning a deal
More Integrations
Airtable

Airtable

Automatically connect your data to Airtable
More Integrations
Outfunnel Automated Sales and Marketing Emails Logo

Outfunnel

Automatically send bulk sales and marketing emails
More Integrations
Communicate by Efficient

Communicate

Automatically send personalized emails upon stage change
More Integrations
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Motion

 Automations

Start Here
01

Automatically Get Your Leads Into 

Motion

Never worry about manually entering your leads into 
Motion
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Motion
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Motion

Send a calendar invite with just a few clicks without leaving 
Motion
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Motion

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Motion
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Motion
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Motion
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Motion

 Automations

Start Here
01

Automatically Get Your Leads Into 

Motion

Never worry about manually entering your leads into 
Motion
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Motion
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Motion

Send a calendar invite with just a few clicks without leaving 
Motion
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Motion

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Motion
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Motion
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Motion
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!

Don't just take 

our

 word for it!

Premier Partner
“Efficient App implemented automation solutions better than we expected!”
“Efficient App has saved us hours of time and frustration by building automations that have allowed key information to flow between our different systems. We were initially hesitant to hire an automation expert, unsure if what we were looking to accomplish was feasible and potentially too complicated to understand.

Our hesitations quickly disappeared as Alex immediately grasped the project and implemented automation solutions better than we expected.

The team is knowledgeable, responsive, friendly, and went above and beyond by providing additional ideas of how we could improve our workflows to achieve our goals. We've learned an entirely new way to optimize our current systems and are grateful to have found Efficient App!
Amber Moore
Instructor Operations
MasterClass (Online Education)
MasterClass - Amber Moore
Premier Partner
“Efficient App can automate, simplify, or integrate any of your processes!”
“Alex and the team have been so helpful - they are extremely knowledgeable about tons of integrations and provided a lot of insight for us on how to approach the problems we were having. I highly recommend using them if you are looking to automate, simplify, or integrate any of your processes!
Chelsea De La Grana
Director of People & Compliance
Codesmith (Online Education)
Chelsea De La Grana from Codesmith Headshot
“I've had a great experience working with Efficient App. They helped my team automate our invoicing process using QuickBooks Online. Not only did they help us build it out using our first CRM, but when we decided to switch CRMs, they helped us transfer the data to the new one, and made sure that we didn't lose any data in the process. Alex has gone above and beyond to help our team, and is always quick to respond to questions. I would highly recommend their team!
Anika Ahuja
Admissions Manager
Codesmith (Online Education)
Anika Ahuja Codesmith Headshot
Read Case Study
“We've increased our close rate from 40% to nearly 50%!”
“Every recommendation the team made we have implemented. The admin and superintendents are thrilled with Copper. The estimator/sales side has increased our close rate from 40% to nearly 50% with the implementation of PandaDoc. This alone has more than paid for their services. Ongoing support is quick, thorough and well documented. I am greatly encouraged to have found a long-term solution with Efficient App.”
Read the full customer success story
Mike Ricker
Founder & CEO
Crash of Rhinos (Painting)
Mike Ricker (Crash of Rhinos Painting) Headshot
Premier Partner
“The team has unlocked possibilities and efficiencies we couldn't have dreamed were possible!”
“Efficient App has been transformative in our approach to business automation. The team has unlocked possibilities and efficiencies we couldn’t have dreamed were possible! Their expert understanding of the software ecosystem has lead to incredible partnership and strategy insights. Highly recommend if you’re looking for a team to help you take your business automation to the next level.”
James Nieves
Director of Product Marketing
Future PLC (Media Company)
James Nieves (Future Plc) Headshot

What do 

you

 say?

Request Free Audit
Copper Partner

Automate Your Business

Motion

App Data Syncing Integration & Automation

OpenAI

Project Management
AI
Saba Karim (Techstars)
Saba Karim (Techstars)
“Efficient App has built one of the most streamlined CRM processes that I've ever seen!”
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