18 Zapier examples and ideas for cool workflows

Тәжірибелік нұсқаулар және стиль

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 be...
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 jimmyrose.me/zapier-mastery/
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 be...
Blog: jimmyrose.me/zapier-tutorial/
Getting a random row from Google sheets with Zapier:
Video: • How to get a random ro...
Blog: jimmyrose.me/random-google-sh...
Curating a weekly newsletter:
Video: • Creating a weekly news...
Blog: jimmyrose.me/weekly-newslette...
What are webhooks:
Video: • What are webhooks
Blog: jimmyrose.me/what-are-webhooks/
Catching webhooks with Zapier:
Video: • Using Zapier to catch ...
Post: jimmyrose.me/processing-webho...
Zapier email parser:
Video: • How to use Zapier emai...
Blog: jimmyrose.me/zapier-email-par...
Subscribe to learn about how to automate your business and marketing. Use the red button or sign up to get notified by email at jimmyrose.me/
-----------------------------------------------
Find me on the web: On the web: jimmyrose.me/
Facebook: / jamesrosepage
Twitter: / _jimmyrose
Instagram: / getjimmyrose
LinkedIn: / jamesrose0

Пікірлер: 68

  • @_jimmyrose
    @_jimmyrose3 жыл бұрын

    Did this give you any ideas? What are you going to implement? Learn how to save 100+ hours per month even if you've never used Zapier before in my course at jimmyrose.me/zapier-mastery/

  • @_jimmyrose

    @_jimmyrose

    3 жыл бұрын

    @Vibrando Alto I think so but from what I understand you'll need to use whatsapp business API. The cheapest way to do that is likely Twilio, which has a Zapier integration. I'd look into that

  • @therealpizzadon

    @therealpizzadon

    3 жыл бұрын

    Would you do 1 on 1 coaching

  • @_jimmyrose

    @_jimmyrose

    3 жыл бұрын

    @@therealpizzadon yep I do regularly. Hit me up at jimmyrose.me/contact/

  • @Erika2
    @Erika23 жыл бұрын

    This was incredibly helpful--thank you!

  • @_jimmyrose

    @_jimmyrose

    3 жыл бұрын

    No worries at all. Glad you found it helpful

  • @nycjedi54
    @nycjedi543 жыл бұрын

    Some great ideas on how to use Zapier, plus all the tasks that one could automate! Thanks a million for sharing, Jim!

  • @_jimmyrose

    @_jimmyrose

    3 жыл бұрын

    No worries Joe glad you liked it!

  • @wesleythomas1729
    @wesleythomas17292 жыл бұрын

    Amazing. Thanks for sharing!

  • @NitinJaine
    @NitinJaine2 жыл бұрын

    Awesome, Even how I was not aware about this , it can make anything possible to me,

  • @leadgenics361
    @leadgenics3613 жыл бұрын

    You are a legend for this video!!

  • @_jimmyrose

    @_jimmyrose

    3 жыл бұрын

    Cheers!

  • @melanieadcock750
    @melanieadcock7503 жыл бұрын

    Great tips Jimmy!

  • @_jimmyrose

    @_jimmyrose

    3 жыл бұрын

    Cheers Melanie!

  • @makikaselepe9738
    @makikaselepe9738 Жыл бұрын

    Amazing stuff, Jimmy. Definitely got some edu and ideas. Appreciate you. Let me go play a little and will be in touch.

  • @SumnerHobart
    @SumnerHobart2 жыл бұрын

    AMAZING video. Really well put together. Thank you. Need to integrate Zapier with more aspects of our business.

  • @_jimmyrose

    @_jimmyrose

    2 жыл бұрын

    Thank you for the kind words Summer! Yep it's a pretty amazing tool

  • @tillmannweimer6685
    @tillmannweimer6685 Жыл бұрын

    Thank you for your inspiring video. I am building a Zap where a form submission in Jotform triggers an Excel file to be uploaded in Sharepoint. After that, an Excel file with the information is being sent to an e-mail adress. I am a little bit in doubt how I can attach the Excel file. It has to be the right file containing the data from the Jotform submission.

  • @DC2809
    @DC2809 Жыл бұрын

    Great Video. Thanks for that. The youtube-link to this video was my first zap-source and got send to the trello board "Great business related content" :D

  • @_jimmyrose

    @_jimmyrose

    Жыл бұрын

    Yessss, stoked to hear that! Thank you :)

  • @jamesrolls3081
    @jamesrolls30812 жыл бұрын

    thank you so much for sharing such a hunch knowledge of yours. please need some help with zapier to automate my scoops

  • @_jimmyrose

    @_jimmyrose

    2 жыл бұрын

    No probs thanks for commenting

  • @relative_vie
    @relative_vie2 жыл бұрын

    great job on this, definitely interested in on how create a newsletter with Zapier

  • @_jimmyrose

    @_jimmyrose

    2 жыл бұрын

    Thank you. Here's my newsletter series: kzread.info/dash/bejne/lZ2sw7uzktS0qdY.html

  • @sharran
    @sharran3 жыл бұрын

    That was totally badasss

  • @_jimmyrose

    @_jimmyrose

    3 жыл бұрын

    Haha thanks Sharran!

  • @georgekrax
    @georgekrax Жыл бұрын

    Awesome channel!

  • @_jimmyrose

    @_jimmyrose

    Жыл бұрын

    Thank you!

  • @CuchBe
    @CuchBe6 ай бұрын

    Good work.

  • @_jimmyrose

    @_jimmyrose

    5 ай бұрын

    Thank you

  • @AerinRidgway
    @AerinRidgway3 ай бұрын

    This is awesome, you have incredible content. You channel actually feels like a sleeper. Have you considered split testing your thumbnails for more engagement?

  • @gselby8107
    @gselby8107 Жыл бұрын

    Great video for those getting started. Question... Do you know how to get a prospect that comes in to then add them to a pipeline in Flowchat? Much appreciate the help. Thanks.

  • @_jimmyrose

    @_jimmyrose

    Жыл бұрын

    I'm not familiar with Flowchat but if they have a Zapier integration it should be pretty simple

  • @Gibsoncustom57
    @Gibsoncustom579 ай бұрын

    Nice list of tasks, thanks for that. What is approximate monthly cost for running Zapier with all addons included in this video?

  • @_jimmyrose

    @_jimmyrose

    5 ай бұрын

    It depends how often they run so I can't give you an exact number

  • @timpullen9752
    @timpullen9752 Жыл бұрын

    Hello Jimmy, Thanks a million for your channel.. Please could you consider filtering the low frequency audio out - There is a fairly loud rumble below 150 Hz - Not sure if it is a fridge or traffic noise - Pet tiger purring away 🙂

  • @_jimmyrose

    @_jimmyrose

    Жыл бұрын

    Haha can't say I've noticed it. I'll see if there's an easy way to do that with the tools I already have

  • @jevonlemmermann4576
    @jevonlemmermann4576 Жыл бұрын

    Hey mate, do you know any idea on how I can allow clients to sign a [docu sign] before [checking out] ? would be a great one for me. then also possibly adding a [invoice] of the purchase. Im using wix and they are connected to zapier.

  • @_jimmyrose

    @_jimmyrose

    11 ай бұрын

    Sorry I only just saw your comment and you've probably solved it by now. That kind of flow would probably need to be done outside of Zapier. e.g. Docusign would need the ability to redirect someone after they have signed to a new URL, in this case the checkout. However in Zapier you could do something like when document is signed, send them an email to the checkout URL. The invoice could be generated through Zapier, probably through your accounting software e.g. QBO or Xero

  • @mattkaram
    @mattkaram2 жыл бұрын

    do you know if we can create a zap to take a new/updated row in Google sheets into learndash course description? we are creating multiple databases for clients and need a way to update the written portion of descriptions in the course. can you help us figure this out? thank you

  • @_jimmyrose

    @_jimmyrose

    2 жыл бұрын

    It may be possible with something like Uncanny Automator but I haven't tried personally. I'm currently unavailable until the 26th but after that we could book a consult. Please drop me a message at jimmyrose.me/contact Cheers!

  • @arunyagna
    @arunyagna2 жыл бұрын

    Is it possible to remove entries from a digest?

  • @_jimmyrose

    @_jimmyrose

    2 жыл бұрын

    I don't think so but you could maybe try some wizardry with regex/text formatter to pull things out before sending the full digest to an action

  • @user-hi7hy9ry3c
    @user-hi7hy9ry3c3 жыл бұрын

    Wow that final work flow is probably the most powerful one that i could use. shame its so many steps, the free version only allows 1 zap (step). I dont think i can justify the spend for just one work flow. Do you reckon i could build something similar on Mautic?

  • @_jimmyrose

    @_jimmyrose

    3 жыл бұрын

    Not sure to be honest. You might be able to do something similar with the free plan on Integromat. Gett a month of the basic plan free with this link csnare.com/integromat That's affiliate of course but you can sign up on the free plan To be honest I am happy paying for Zapier though because you will definitely find other use cases that easily justify it

  • @danielb1932

    @danielb1932

    2 жыл бұрын

    Definitely try Integromat, you can do as many steps as you want, even on the free plan.

  • @EgarAstawiguna
    @EgarAstawiguna Жыл бұрын

    Any idea how to use Zapier to clone/backup 1 folder inside Google Drive into another folder in the same Google Drive account?

  • @_jimmyrose

    @_jimmyrose

    11 ай бұрын

    I don't believe this is possible. And yep, that's painful

  • @pinalprajapati4347
    @pinalprajapati4347 Жыл бұрын

    My requirement is to email recurring salesforce calendar events to a group of salesforce contacts (List View). And the next step is to Automate this requirement for sending recurring meeting emails every week to Salesforce contacts (List View). Is it possible to automate, connecting recurring Google Calendar event to salesforce and emailing recurring calendar event to Salesforce Contacts (List view)?

  • @_jimmyrose

    @_jimmyrose

    Жыл бұрын

    Not sure. I don't use salesforce. I would hope they have the ability to feed their calendar into external tools like Google, then you can handle the reminders from there

  • @SidsMotv
    @SidsMotv Жыл бұрын

    So, how do you deploy or transfer a zap to a client?

  • @_jimmyrose

    @_jimmyrose

    11 ай бұрын

    I usually create them directly in their account. It's not just the Zap you'd need to transfer - it's the account connections as well. I don't think that is possible

  • @dbeststuff777
    @dbeststuff777 Жыл бұрын

    So you need more software to run Zapier?anyone?

  • @AutomatiKing
    @AutomatiKing3 жыл бұрын

    👉 Great Video JimmyRose! 👏 Stai cercando un tutorial di Zapier in italiano? Ne abbiamo appena pubblicato uno sul nostro canale 🔥

  • @workingTchr
    @workingTchr Жыл бұрын

    So Zaper is 100% about moving information around.

  • @bc4198

    @bc4198

    11 ай бұрын

    Maybe more than 50%, but less than 100%, as demonstrated in this video and others.

  • @workingTchr

    @workingTchr

    11 ай бұрын

    @@bc4198 What does it do other than move information around?

  • @_jimmyrose

    @_jimmyrose

    11 ай бұрын

    Do things on a schedule. Start workflows on a manual action (chrome extension). You're right that it's just moving things between apps, but that's massively simplifying

  • 3 жыл бұрын

    hello

  • @_jimmyrose

    @_jimmyrose

    3 жыл бұрын

    Hi!

  • @ivanc.6064
    @ivanc.60642 жыл бұрын

    So essentially u just want everything to be directed to slack? Lol fair enough. What about connecting to data that's not private to u but like what some other company is doing? How would u get notified even?

  • @ivanc.6064

    @ivanc.6064

    2 жыл бұрын

    If companies sent newsletter emails that followed a consistent format u could paste that I guess that's getting external info...

  • @davyboi1703
    @davyboi1703 Жыл бұрын

    You said abunch of obvious stuff for a whole 2 minutes bro. Your videos could have triple the views if you just get straight into. Humans aren’t that stupid. Obviously we know that this won’t apply for every business!!! Get to the points! And fast!

  • @jamesrose86

    @jamesrose86

    Жыл бұрын

    You'd be surprised. Guessing you've never taught.

  • @SidsMotv

    @SidsMotv

    Жыл бұрын

    For someone who doesn't know the basics, what you refer to as "basics" seemed advance. It was a great video

  • @NaveedBarq
    @NaveedBarq Жыл бұрын

    Genius

  • @facturasultramed4457
    @facturasultramed4457 Жыл бұрын

    Hi Jimmy, great and valuable video, lots of info. What workflow integration company do you recommend for the following process. 1. Send WHATSAPP reminders to patients 24 hours before their appontments scheduled in GOOGLE CALENDAR. 2. Send WHATSAPP invitations to reschedule to patients in GOOGLE CALENDAR who cancelled their appontments 3. Send WHATSAPP promotions of other medical services to patients in GOOGLE CALENDAR 4. Generate GOOGLE SHEETS reports of the above points.

  • @_jimmyrose

    @_jimmyrose

    Жыл бұрын

    I haven't built any Whatsapp integrations sorry, so I'm not sure

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