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18 Zapier examples and ideas for cool workflows

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JimmyRose - Automation & Productivity

Here are 18 Zapier examples for your automation inspiration.

These are some of my best Zapier workflows, and I hope they give you some ideas for what you can do with Zapier.

The biggest question I get about Zapier & workflow automation is that people don’t know where to start. Every business is different, so it’s hard to give examples that apply to everyone but this video should at least get some ideas flowing.


This is NOT a tutorial on how to use Zapier, and you’ll need a little bit of knowledge of Zapier works otherwise this might move a bit fast. If you’ve never used Zapier before, start with this video:    • Zapier tutorial for beginners  Learn...  

There are a few more videos & posts listed at the bottom of the description if you’d like to learn more about Zapier.

Learn how to save 100+ hours per month even if you've never used Zapier before in my course at https://jimmyrose.me/'>https://jimmyrose.me/zapiermastery/'>https://jimmyrose.me/'>https://jimmyrose.me/zapiermastery/

CHAPTERS
00:00 Zapier examples
00:17 What should you automate?
01:34 Getting started with Zapier:
SOCIAL MEDIA
02:08 Monitoring Twitter for your brand
03:20 Sharing a random item from a spreadsheet
04:23 Automatically sharing great articles that you find
MARKETING
05:43 Curating a weekly newsletter
07:24 Incentivizing people to fill out a survey
08:57 Add all blog posts to a spreadsheet
09:49 Create a task to promote all new blog posts
10:23 Filtering new leads based on company size
PROCESSING PAYMENTS
11:40 Adding tags in your CRM based on what products are purchased
14:41 Get notifications when someone buys your product
CONTACT SYNC
15:34 Sync email unsubscribes between Active Campaign and Intercom
16:24 Sync contact details between CRM systems
WEBSITE MONITORING
17:54 Get alerts about website downtime
19:12 Converting email notification into Slack alerts
MISCELLANEOUS
20:50 Get messages about mentions in project management like Jira
21:33 Uploading files from clients to your Google Drive or Dropbox
22:16 Posting customer feedback to your team and Twitter
24:10 Meeting or podcast preparation based on Calendly booking
WRAP UP
26:28 Let me know what workflows you come up with!

RESOURCES MENTIONED
Zapier tutorial / getting start with Zapier
Video:    • Zapier tutorial for beginners  Learn...  
Blog: https://jimmyrose.me/'>https://jimmyrose.me/zapiertutorial/'>https://jimmyrose.me/'>https://jimmyrose.me/zapiertutorial/

Getting a random row from Google sheets with Zapier:
Video:    • How to get a random row from Google S...  
Blog: https://jimmyrose.me/'>https://jimmyrose.me/randomgooglesh...

Curating a weekly newsletter:
Video:    • Creating a weekly newsletter to nurtu...  
Blog: https://jimmyrose.me/'>https://jimmyrose.me/weeklynewslette...

What are webhooks:
Video:    • What are webhooks  
Blog: https://jimmyrose.me/'>https://jimmyrose.me/whatarewebhooks/'>https://jimmyrose.me/'>https://jimmyrose.me/whatarewebhooks/

Catching webhooks with Zapier:
Video:    • Using Zapier to catch webhooks  
Post: https://jimmyrose.me/'>https://jimmyrose.me/processingwebho...

Zapier email parser:
Video:    • How to use Zapier email parser to aut...  
Blog: https://jimmyrose.me/'>https://jimmyrose.me/zapieremailpar...


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Find me on the web: On the web: https://jimmyrose.me/'>https://jimmyrose.me/
Facebook:   / jamesrosepage  
Twitter:   / _jimmyrose  
Instagram:   / getjimmyrose  
LinkedIn:   / jamesrose0  

posted by Weltlinie4z