18 Zapier examples and ideas for cool workflows

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.

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

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

Getting a random row from Google sheets with Zapier:

Curating a weekly newsletter:

What are webhooks:

Catching webhooks with Zapier:

Zapier email parser:

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[_jimmyrose]

Did this give you any ideas? What are you going to implement?

[KhadirahSMuhammad]

Great video, Jimmy! Your examples showcase the power and versatility of Zapier in automating various business processes. One workflow we’ve set up for clients is automating client onboarding—sending welcome emails, gathering client info using Go High Level, and delivering resources seamlessly. Love seeing how others leverage automation for efficiency!

[nycjedi]

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

[Erika]

This was incredibly helpful--thank you!

[LeadAiSolutions]

Totally on point! These are some use cases along with lead management that we've set up workflows for.

[makikaselepe]

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

[AerinRidgway]

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

[tillmannweimer]

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.

[anilshinde]

Hi Jimmy cant we post directly on social media from zapiear rather then using buffer

[DarkcloudONE]

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

[jamesrolls]

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

[timpullen]

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 🙂

[NitinJaine]

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

[sumnerandali]

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

[SidsMotv]

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

[relative_vie]

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

[jevonlemmermann]

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.

[EgarAstawiguna]

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

[Gibsoncustom]

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

[gselby]

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.