Ebook 101 Ways Use Zapier
Ebook 101 Ways Use Zapier
Ebook 101 Ways Use Zapier
WAYS TO USE
Table of Contents
Introduction 4
2
Part IX: Lead Generation and Nurturing 60
Part XVII: The Random, the Fun, and the Obscure 126
Part XVIII: Using Zapier in a Zap 138
Conclusion 142
3
Introduction
Zapier is your swiss army knife for the web. It's one
of those tools you can constantly come back to for
automating mindless tasks on the.
This ebook will show you 101 Zaps you can use to get
the most out of your Zapier account.
Let Zapier do some work for you and try one (or
more!) of these 101 Zaps today.
4
Part I: Automating
Your Inbox
5
Everyone has to deal with an
email inbox and very few of us
have it under control.
6
1. Save Email Attachments to
Dropbox
File management and email don't get
along. This Gmail to Dropbox Zap
SIMILAR'ZAPS
helps you save all the incoming 1. Gmail to Box
attachments entering your Gmail
inbox to Dropbox. 2. Gmail to Google
Drive
7
2. Create Tasks and To-Dos from
Emails
Email is meant for communication,
but far too often it winds up as a to-do
SIMILAR'ZAPS
list. The easiest way to clear out the 1. Create a Trello
to-dos from your inbox is to Zap card from Email
emails to your favorite to-do or
project management app like this 2. Create an Asana
Gmail to Basecamp to-do Zap. task from Email
3. Create a Google
Simply start labeling your emails that task from Email
are actually to-do items and Zapier
will Zap them over to Basecamp.
8
3. Archive Emails for Reference
Having a storage place for all of your
past email is great because it gives
SIMILAR'ZAPS
you a backup of your emails and a 1. Save Emails to a
place to reference anything you might Google
need. A favorite Zap for handling this Spreadsheet
is archiving your Gmail emails to
Evernote. 2. Save Emails to a
Dropbox text file
9
4. Create Tasks/To-Dos/Cards by
Sending Email
When you're on-the-go, it's sometimes
a lot easier to just send an email than
SIMILAR'ZAPS
to open up a dedicated app. Zapier 1. Create Asana task
can give you a dedicated email via email
address that you can use to trigger
Zaps. This lets you easily send an 2. Create Pivotal
email to do things like creating cards Tracker story via
in Trello. email
3. Create Basecamp
This will work for any of your favorite to-do via email
project management or task
management software tools. Check
out a few of our favorites on the right.
10
5. Recurring and Reminder Emails
Sometimes you have emails that are
routine and should be sent on a
SIMILAR'ZAPS
regular basis. These emails could be 1. Reminder emails
to yourself, to teammates, or to via Gmail
clients. This schedule an email zap
handles reminders on a daily, weekly 2. Reminder emails
or monthly basis. when a Google
Calendar event is
about to start
These types of reminders are great for
forming habits, remembering to get
things done (GTD), and for dumping
things out of your brain so you can
focus on other important things.
11
Part II: Automating Time
Management
12
Like your email inbox, your
calendar may not be super friendly
to you. It's tough to keep updated
and is always overrun with meetings
other people assigned to you. Making
room for important items isn't always the
first thing on your mind.
13
6. Create Google Calendar events
from Evernote
Evernote is a great tool for helping
your organize your life. It only makes
SIMILAR'ZAPS
sense that you'd like to organize your 1. Save Google
schedule from Evernote as well. The Calendar events
good news is you can create Google to Evernote
Calendar events straight from
Evernote.
15
8. Schedule Events Using a Web Form
Sometimes you'd like to make it really
easy for people to schedule events on
SIMILAR'ZAPS
your calendar. Maybe it's for piano 1. Create a Google
lessons or maybe it's for product Calendar event from
demos. Formstack
2. Create a Google
Whatever the reason, with Wufoo and Calendar event from
Google Calendar, you can easily create JotForm
a registration form that lets visitors to
your Wufoo form schedule an event 3. Create a Google
that gets Zapped to your Google Calendar event from
a Google Form
Calendar.
16
9. Consolidate Calendars
It seems like every web app and every
project you work on these days has a
SIMILAR'ZAPS
different calendar. This makes it tough 1. Add Basecamp
to track events happening across your events to Google
life as a whole. Calendar
2. Add GitHub
Luckily, Zaps like this Salesforce
milestones to
event to Google Calendar Zap make it Google Calendar
easy to consolidate all your events in
one place, whether that's Google 3. Add Eventbrite
Calendar, Salesforce or some other events to Google
application. Calendar
17
Part III:
Project Management
18
Coordinating projects is wrought
with complexity. The pieces of the
puzzle are constantly moving while
people are wishing for more
simplicity.
19
10. Create Projects From a Web Form
Every project usually starts the same
way: clicking "Create a Project" in your
SIMILAR'ZAPS
web application of choice based on
1. Create a
some activity. And many times that
TeamwormPM
activity is someone completing a web
Project from
form. Formstack
20
11. Push To-Do Items to Your
Preferred To-Do List
A lot of times the best place for you to
keep track of your work isn't
SIMILAR'ZAPS
necessarily the best place for the 1. Add a Basecamp
team as a whole. For instance, at to-do item to
Zapier we manage projects inside of AgileZen as a card
Trello, but each individual team
member manages their to-do list 2. Create a Google
elsewhere. Task from a Podio
task
21
12. Start Projects When You Invoice a
Client
When you are ready to start a new project
with a client, you'll typically send an initial
SIMILAR'ZAPS
invoice for the first amount of work. 1. Create Trello Board
Instead of manually doing this, automate from Harvest
the process and spend your time working Invoice
on the project instead of organizing it.
2. Create Asana
Project from a
This Freshbooks to Basecamp Zap will Ronin Invoice
easily create a new Basecamp project
each time you create an invoice in
Freshbooks. If you need to, you can
always use the filters to prevent a project
from being created.
22
13. Track Time Spent on Projects
One of the most valuable pieces of
project management is understanding
SIMILAR'ZAPS
how long tasks take. This can be for 1. Create a Harvest
billing purposes or it can be efficiency task from Trello
purposes. cards
23
14. Create a Project Activity Feed
One trap any project can fall into is
inactivity. An easy way to fight this is
SIMILAR'ZAPS
to create an activity feed for all of your 1. Post GitHub
project activities using a tool like commits to
Yammer, HipChat or Campire. Yammer
24
15. Create a Universal Project
Management Calendar
A staple of project management is the
calendar. Seeing what needs to be
SIMILAR'ZAPS
done visually is helpful for planning 1. Create Basecamp
how you'll spend your time on a day- events from
to-day basis. Google Calendar
2. Add GitHub
Zaps like the Asana tasks to Google
milestones to
Calendar Zap can help you
Google Calendar
consolidate all your project
management tasks and milestones 3. Add Salesforce
into a single, universal calendar that events to Google
everyone has access to. Calendar
25
16. Archive Project Data for
Reference Later
Having access to past projects is good
for reminding you how to setup future
SIMILAR'ZAPS
projects. So creating an archive of 1. Create Trello cards
everything in your projects is a smart from GitHub
idea.
2. Archive Gmail
attachments to
Archiving Asana tasks to Evernote is a
Google Drive
great starting point, as are some of
the similar Zaps at the right. 3. Save Podio tasks to
a Google
Spreadsheet
26
17. Track Projects via Company
Dashboards
Understanding the current status of
the project is vital to good project
SIMILAR'ZAPS
management, and nothing helps track 1. Track Asana tasks on
projects better than a good-looking a Ducksboard
dashboard. counter
27
Part IV: Automating
File Management
28
If you're anything like me, file management
is a bear. Your desktop is littered with
random files, and without a good file search,
you'd be lost.
29
18. Save Email Attachments to Cloud
Storage
It's almost always easier to just
auto-save attachments to Box than it
SIMILAR'ZAPS
is to download the file from email and 1. Save Attachments
then upload again to your Box to Dropbox
account.
2. Save Attachments
to Google Drive
Using this zap, you can easily save any
email attachment to Box. Use filters
3. Save Attachments
and labels to make sure only certain
to SkyDrive
attachments are saved.
30
19. Swap File Storage Providers
Sometimes you just prefer your files
in a certain place. Maybe it's Dropbox
SIMILAR'ZAPS
or Box or Google Drive. But it's easier 1. Dropbox to Box
for the person you are collaborating
with to share the file in a different 2. SkyDrive to Drive
location.
3. Box to SkyDrive
31
20. Collect Files from Anyone
Collecting files is not easy. Especially if
you want to get files from leads or
SIMILAR'ZAPS
clients without giving them access to 1. Wufoo to Box
your cloud storage provider. Luckily, a
service like Wufoo makes this really 2. Wufoo to Drive
easy.
3. Wufoo to SkyDrive
32
21. Generate New Folders for New
Clients
A pretty common task is to have a
folder created for each client so that
SIMILAR'ZAPS
you can save files to that client’s 1. Create a Box folder
specific folder. for new Salesforce
accounts
33
Part V: Archiving and
Backing Up Your Work
34
Whether you're doing research,
data analysis, or just need things kept on
hand for later reference, archiving, and
backing up your work is a smart idea.
35
22. Archive Anything to Evernote
Evernote is the perfect place to
archive data. Notes are easily
SIMILAR'ZAPS
organized into notebooks with tags, 1. Save my Tweets to
and Evernote has a great built-in Evernote
search. That's why a lot of people
choose to use Zaps like the RSS feed 2. Save my
archive to Evernote Zap to save WordPress posts
anything to Evernote. to Evernote
36
23. Archive Data for Analysis to
Google Spreadsheet
Another fan favorite is to save data to
a Google Spreadsheet. Spreadsheets
SIMILAR'ZAPS
are great because it's easy to store 1. Save Wufoo form
data in a structured format and then results to a
do some sort of data analysis on it. spreadsheet
Your results can easily be shared via a
CSV with just about anyone, too. 2. Save Shopify
orders to a
spreadsheet
For instance, you could easily save
your (or anyone’s) Tweets to a 3. Save MailChimp
spreadsheet row and easily run some subscribers to a
sort of analysis on your tweeting. spreadsheet
37
24. Append to a Text File
Text files are great because they are
easily manipulated, easily shared, and
SIMILAR'ZAPS
accessible offline. Any text editor or 1. Record Trello
word processing tool can handle a activity in a text file
text file. And any data analyst,
programmer, or a regular old joe can 2. Save Facebook
work with a text file to do interesting page updates to a
things. text file
39
An effective social media strategy for any
company these days includes sharing both
content of your own and good content of
others across the web. But since there are
so many places to share, doing this
manually, day-in and day-out, becomes a
hassle and many resort to letting interns
handle their social media strategy.
40
25. Share Your Blog Posts Across
Multiple Channels
If you have a blog, odds are you want
to post across multiple channels every
SIMILAR'ZAPS
time you post a new article. 1. Share blog feed to
Facebook
You can use Zaps like the RSS to
Tweet Zap to share your content on 2. Share blog feed to
LinkedIn
an ongoing and automated basis with
your audience.
3. Share blog feed via
email
41
26. Share Status Updates from Any
App
Sometimes it can be a pain to go over
to Facebook just to share a status
SIMILAR'ZAPS
update. Especially if you go to 1. Tweet via HipChat
Facebook, share the update, and then
get sucked into Facebook and forget 2. LinkedIn Updates
to go back to work. via Email
42
27. Schedule Times to Share
You probably don't want to
overwhelm your followers with a lot
SIMILAR'ZAPS
of status updates all at once. That's 1. Schedule a
where scheduling can come in morning tweet
handy. A good scheduling app can
help you share your status updates 2. Pre-fill a Google
only at certain times or spaced out Spreadsheet with
so you don't overwhelm followers. things to share via
Buffer
43
28. Social Sharing at Work
Not all sharing happens on public
social networks. One way I constantly
SIMILAR'ZAPS
find out about interesting articles or 1. Yammer message
news is via our company group chat when a specific
room. user tweets
44
Part VII: Social Media
Monitoring
45
These days it can be pretty hard to keep
tabs on your brand, your campaigns and
other events you want to follow online
without expensive social media
monitoring software.
46
29. Monitor Your Brand on Twitter
When most people think about social
media monitoring, the first thing they
SIMILAR'ZAPS
think of is Twitter. Luckily there are a 1. HipChat alert for
host of solid Zaps for monitoring what Twitter mention
is happening on Twitter, like this
Twitter mention to Gtalk Zap. 2. Email alert for
Twitter mention
47
30. Save Tweets
A big part of monitoring is simply
collecting all the data you need. Zaps
SIMILAR'ZAPS
like saving Tweets to a Google 1. Save new Twitter
Spreadsheet can help you keep tabs followers to
on specific users’ tweets, new spreadsheet
followers, or mentions of your brand.
2. Save a specific
users’ Tweets to
Evernote
3. Save Tweets to a
text file in
Dropbox
48
31. High-Volume Monitoring Across
the Web
Twitter isn't the only place on the web
people are talking about your brand.
SIMILAR'ZAPS
If you're serious about monitoring 1. Save Datasift
what's really happening with your stream to MySQL
company and brand, it's time to call in
the professionals. 2. Save Datasift
stream to
Evernote
That’s where these Datasift zaps, like
saving items to a spreadsheet, come
3. GTalk Alert for
in handy. Datasift stream
mentions
49
32. Monitor Any Site via Webhooks
Most sites have some way to access
data with structure. Usually it's with a
SIMILAR'ZAPS
RSS feed, but sometimes it will be 1. POST Webhook
through an API. The generic webhook mentions to a Google
triggers make it easy to monitor Spreadsheet
50
33. Use Your Phone to Stay
Up-to-date
Your phone is one of the easiest
places to make sure you aren't
SIMILAR'ZAPS
missing out on what’s happening. It's 1. Text me when a
with you all the time, so it's tried, true specific user uploads
and reliable. a video to their
YouTube channel
51
Part VIII:
News, Notifications,
Alerts, and Monitoring
52
Staying up-to-date on your work,
your company, your life, and your friends
and family is pretty important.
And notifications is certainly one thing
Zapier does really well.
53
34. Create a Company Activity Feed
If you are in charge of a company, a
department, or a team, odds are you
SIMILAR'ZAPS
like to know what's going on. What did
1. Post Trello activity
people work on today? What did they
to Flowdock
accomplish? Zapier makes it easy to
keep you up-to-date on these things
2. Post Pivotal
by letting you create an activity
Tracker Activity to
stream in web apps like Yammer,
Yammer
Chatter, Flowdock or HipChat.
3. Post Basecamp
A good Zap for getting started is To-Dos to
posting GitHub commits to HipChat. Campfire
This will keep everyone on the team
up-to-date for when code is deployed.
54
35. Know When You Make Money
Making money is fun and exciting.
With the Stripe charge alerts to
SIMILAR'ZAPS
HipChat Zap, your team can celebrate 1. Pushover
every sale. Make sure to add the notification for
classic “cha-ching” noise for every sale PayPal sales
too. :)
2. Campfire alert for
new Chargify
customers
3. Yammer message
for new Recurly
transactions
55
36. Stay On Top of Customer Support
Creating happy customers is one of
the easiest ways to foster word-of-
SIMILAR'ZAPS
mouth about your product or service.
1. GTalk Alert for
But sometimes answering quickly is
Desk Cases
easier said than done.
2. Campfire alert for
This Zendesk to HipChat alert will Help Scout tickets
make sure everyone on your team
knows when a customer needs help. 3. Get an SMS for
New UserVoice
tickets
56
37. Track Customer Activity
Closing a sale is all about
understanding where your customer
SIMILAR'ZAPS
is in the purchasing lifecycle. If you
1. Get a Campfire
can magically reach out at the right
message for new
time, through the right medium, and
Highrise contacts
with the right message, you'll close a
lot more sales.
2. Post to Chatter for
HubSpot leads
An easy way to do this is to make sure
you know what your customers are
doing at all times. That's why Zaps like 3. GTalk alert for new
this SMS for new Salesforce lead are Nimble contacts
so important. They let you know what
your leads and customers are doing.
57
38. Track Email Marketing List Activity
As you grow your email list, it's good
to keep track of who is subscribing.
SIMILAR'ZAPS
It's especially exciting to see an email 1. SMS alert for new
address you recognize or someone AWeber subscriber
famous in your industry join your list.
2. Email alert for new
Campaign Monitor
You can use Zaps like the Campfire
subscriber
alert for new MailChimp subscribers
to keep a close watch on how quickly
3. GTalk message for
your list is growing and exactly who is new Emma Email
on it. subscriber
58
39. Site Monitoring and Performance
Every site owner’s and web
developer’s worst nightmare is to
SIMILAR'ZAPS
have their site go down and not know 1. GTalk Alert for
about it. Luckily there are a lot of StatusCake site down
great tools for site monitoring that message
59
Part IX: Lead Generation
and Nurturing
60
At the heart of every business is getting
leads, nurturing those leads and turning
those leads into customers. Without a
strong lead generation and nurturing
program your company or business is
going to have a tough time surviving over
the long haul.
61
40. Save Web Form Leads to an Email
List
The most popular way on the web to
generate leads is by driving traffic to a
SIMILAR'ZAPS
landing page with a web form. From
there, you collect leads, which are usually 1. Add Wufoo leads
locked up inside the form software and to a MailChimp list
difficult to transfer to an email list. But
wouldn't it be great to make your life 2. Send Formstack
easier and include those new leads in leads to Emma
your email list automatically?
3. Save Google Form
Luckily, zaps like this Unbounce lead
to AWeber subscriber Zap make it easy to lead to Campaign
pass your leads from your web form to Monitor
your email list.
62
41. Save New Leads from a CRM to an
Email List
If you generate a lead, odds are you'll
put them in your CRM, and you'll likely
SIMILAR'ZAPS
want to get their permission to put 1. Save Base CRM
them on an email list to update them contacts to
with product news and educational Campaign Monitor
content.
2. Save Nimble
contacts to Emma
You can use Zaps like this Salesforce
to MailChimp Zap to push CRM leads
3. Save HubSpot
as subscribers into your email mailing leads to
list. Infusionsoft
63
42. Save Web Form Leads to a CRM
Much like saving web form leads to an
email list, saving them to a CRM helps
SIMILAR'ZAPS
your sales team follow up with leads 1. Create a Highrise
as soon as you get them. A quick contact from a
follow up time can mean the Formstack lead
difference between a customer and a
lost lead. 2. Create a SugarCRM
lead from a
JotForm
You can easily use a Zap like the submission
Wufoo form entry to Salesforce lead
to capture leads onsite and send them 3. Save Unbounce
to a CRM for the sales team to follow leads to Zoho CRM
up with them.
64
43. Push Email Leads to Your CRM
You might want to push your email
subscribers straight to your CRM or
SIMILAR'ZAPS
you may want to wait until they match 1. Add MailChimp
a certain segment. Either way, once subscribers to
your email leads are ready, you'll want Highrise
65
44. Save Event Registrants to an
Email List
If someone signs up for your event,
odds are they want to hear from you
SIMILAR'ZAPS
about the event and about other 1. Save Eventbrite
things your company is doing. Don't attendees to
deny them! Infusionsoft
2. Save Eventbrite
Use a Zap like the Eventbrite to
attendees to
MailChimp Zap to subscribe event AWeber
attendees to a dedicated MailChimp
list. 3. Save Eventbrite
attendees to
Campaign Monitor
66
45. Save Event Registrants to Your
CRM
If someone signs up for an event, it's
pretty smart to keep track of who they
SIMILAR'ZAPS
are and what they do. Saving that 1. Save Wufoo entries
contact to a CRM is easy and smart. from an event
form to Zoho CRM
67
46. Register Web Form Leads for a
Webinar
A pretty common way to nurture
leads down the funnel is through
SIMILAR'ZAPS
webinars. Webinars are great for 1. Use Wufoo as a
introducing users to a concept and GoToWebinar
potentially selling them on a solution. registrant form
68
47. Register Event Attendees for a
Webinar
Another classic way to register people
for webinars is through events. When
SIMILAR'ZAPS
a user signs up for your event that has
1. GoToWebinar
a webinar component, you can easily
registrant from a
opt them into your next GoToWebinar
Constant Contact
session using this Eventbrite to event form
GoToWebinar Zap.
69
48. Save Webinar Attendees to a CRM
Once someone attends your webinar,
chances are they are a much more
SIMILAR'ZAPS
qualified lead for other things you 1. Add GoToWebinar
might be offering or selling. Capturing registrants to
them in your CRM is smart business Infusionsoft
and makes it easier for your sales
team to follow up and nurture the 2. Add GoToWebinar
lead. registrants to Zoho
CRM
73
52. Save New Customers to an Email
List
We already know that current
customers are much more likely to buy
SIMILAR'ZAPS
from us again than non-customers. An 1. Add PayPal
easy way to present current customers customers to
with new offers is by adding them to AWeber
an email list where you can send them
offers, discounts, and educational 2. Add Chargify
content. customers to
Campaign Monitor
A perfect example is saving your Stripe
customers to MailChimp. You'll be able 3. Add Recurly
customers to
to have a perfectly segmented
Campaign Monitor
MailChimp list for emailing your
existing customers. 74
53. Automatically Call New Sales
Leads With a Live Sales Person
If you've ever done inside sales, you
know the worst kept secret is that
SIMILAR'ZAPS
following up within 5 minutes increases
your odds of closing a lead by a ton. But 1. Make an
setting up a call center to follow up with automated call via
leads takes staff, money, infrastructure Calldrip for Wufoo
and managerial experience. leads
That's why it's helpful to alert the 2. GTalk alert for new
Nimble contacts
sales team of lead activity. This can
easily be done by texting yourself for
3. Email me for
new Salesforce leads.
Close.io
opportunities
76
55. Save Sales Call Notes Back to
Your CRM
A popular option among those who
do sales is note-taking. Usually you
SIMILAR'ZAPS
want those notes in your CRM, but 1. Save Evernote
your CRM may not be the best place notes as a note on
for taking the notes. That's why it's a Highrise contact
awesome to be able to save Evernote
notes back to Salesforce, or your CRM 2. Save Evernote note
of choice. back to Capsule
CRM party note
3. Create a Pipedrive
deal from an
Evernote note
77
Part X:
Customer Support
78
According to our customer support friends
over at Help Scout, 80% of customers
would pay more for better customer
support. That's right, good customer
support pays.
79
56. Create a Public Help Desk with
a Web Form
You know the drill. You don't want to
give away a personal email address
SIMILAR'ZAPS
for support, but you need a way for 1. Create a Desk case
customers to file support requests. A from a Formstack
pretty straightforward way to handle form
3. Create a Zendesk
ticket from a Google
Form entry
80
57. Create Developer Issues from
Support Tickets
Sometimes a support issue requires
more research than the front line
SIMILAR'ZAPS
support team can handle and requires a 1. Create Pivotal
technical support team member to be Tracker stories
included. Usually this means pulling that from Desk cases
team member into a discussion outside
of their normal work environment. 2. Create a JIRA issue
from Help Scout
conversation
With a Zap like the Zendesk ticket to
GitHub issue Zap, you can easily create 3. Create a Trello
issues for a developer where they are card from a
used to working, rather than forcing UserVoice ticket
them to go elsewhere.
81
58. Create an Email List for Feature
Requests
It's inevitable that customers will start
requesting certain features that you
SIMILAR'ZAPS
don't support today, but will support 1. Save Olark chatters
in the future. It's all too easy to to Infusionsoft
implement the features, but never
follow up or forget who requested it. 2. Create AWeber
subscribers for
Zendesk users
You can easily use this Desk to
MailChimp Zap that will save Desk
3. Create MailChimp
users to a MailChimp list when they subscribers from
do things like comment on a specific UserVoice tickets
feature request on your site.
82
59. Get Alerts for Important Tickets
If you have a small team with wildly
varying expertise or don't have 24/7
SIMILAR'ZAPS
support, it's important that you get 1. Get GTalk alerts for
alerted for new users who are having Zendesk tickets
issues, since you may not be checking
your help desk all the time. 2. Campfire alert for
new Desk cases
83
60. Remind Yourself When Your
Support Shift Begins
If you aren't a full-time support
person, if you have a variable support
SIMILAR'ZAPS
shift, or if you're on call routinely, it
1. Get a reminder
can be easy to lose track of time and
text every
forget when your support shift begins.
day/week/month
84
61. Save Olark Transcripts for
Analysis
If you have live chat on your site, you
likely are doing quite a bit of support
SIMILAR'ZAPS
each day. When the day ends those 1. Save Olark
transcripts have a lot of value in them, transcripts as
but most of us leave them sitting and Salesforce cases
never go back to look at or analyze
them. 2. Save Olark
transcripts as
Evernote notes
An easy way to get started with this is
to save your Olark transcripts as 3. Send Olark
Basecamp to-dos which will remind transcripts to the
you to follow up later on the chat. team via email
85
62. Save Live Chatters to CRM
Live chat is a great way to engage
potential customers. The problem is
SIMILAR'ZAPS
that once they leave the chat, you 1. Create OnePage
don't have their contact information CRM contact from
saved for further nurturing. Olark
2. Create a Pipedrive
With the Olark to Zoho CRM Zap, you
deal from an Olark
can easily save your chatters to Zoho transcript
CRM for further follow up.
3. Create a Base CRM
contact from an
Olark chat
86
63. Save Live Chatters to Email List
If you have Olark on your site, you
likely will chat with a bunch of leads,
SIMILAR'ZAPS
either via chat or through your away 1. Create Infusionsoft
message email. Once they leave, contact from Olark
though, it is difficult to follow up with
those chatters. 2. Save Olark chatter
to Campaign
Monitor
With the Olark to MailChimp Zap you
can easily save your chatters to a
specific MailChimp list for easy follow
up later.
87
Part XI: Reports,
Charts and Dashboards
88
"What gets measured, gets managed.”
Peter Drucker
89
64. Push Spreadsheet Data to a
Dashboard tool
A relatively popular way to collect
and store data is via a Google
SIMILAR'ZAPS
Spreadsheet. But viewing data in a 1. Update
chart isn't very friendly. That's where a Geckoboard
handy dashboard tool comes in. number from
Google
Spreadsheet
You can easily use a Zap like the
Google Docs to Ducksboard Zap to 2. Increment
track new Google Docs Spreadsheet Leftronic chart
rows or cells in a Ducksboard chart to from new rows in
see how the data changes over time. Google
Spreadsheet
90
65. Post Company Activity to a
Dashboard Timeline
Even in a small company there are a
lot of things going on. Across sales,
SIMILAR'ZAPS
marketing, and operations, you'll have
1. Add Sprintly items
multiple people working on several
to a Leftronic
different projects at the same time. It
timeline text feed
can be tough to get even a bird's-eye
view of what is happening.
2. Add Desk cases to
Geckoboard text
That's when it can be useful to funnel
feed
company activity into a dashboard
timeline. A great example is posting
GitHub commits to Ducksboard, and 3. Track PayPal sales
you can easily add other items to the in a Ducksboard
timeline to get a more holistic view of timeline
the company.
91
66. Chart Sales in a Dashboard
Visualizing sales is fun. A chart that
shows how much money you are
SIMILAR'ZAPS
making and that is going up and to 1. Add PayPal
the right gives you that dopamine hit transactions to
to keep you excited about the day. Ducksboard
2. Track Chargify
With this zap you can easily track all of
subscriptions in
your Stripe charges in Ducksboard Ducksboard
and see a complete history of your
company revenue.
92
67. Track Custom Data in a Dashboard
Want to track custom data in a
Dashboard easily? Zapier makes it
SIMILAR'ZAPS
pretty simple to do either through a 1. Increment Leftronic
Google Spreadsheet or through a dashboard using
webhook for more complicated Zaps. Google Spreadsheet
data
93
Part XII: E-commerce
94
You run an E-commerce shop.
Worrying about how your site, tech,
and marketing works is a pain.
95
68. Add Customers to a Mailing List
If someone buys something from you
once, odds are much higher that
SIMILAR'ZAPS
they'll buy something again. You can 1. Save Bigcommerce
easily save your online store customers to
customers to an email mailing list to AWeber
96
69. Add Customers to a CRM
Sales 101 says to stay in touch with
your customers. If someone buys
SIMILAR'ZAPS
something from your online store, it's 1. Add Magento
a smart idea to add them to a CRM so customers to
you or a member of your sales team Nimble
can easily follow up with them later.
2. Create Salesforce
contact from
For example, you can easily add Shopify sale
Bigcommerce customers to Zoho CRM
and have a complete history of your 3. Add Bigcommerce
customers to use later. customers to
Capsule CRM
97
70. Create Follow Up Tasks for
E-Commerce Sales
Once a sale is made on your
E-commerce site, there's likely some
SIMILAR'ZAPS
tasks you need to follow up on. 1. Create a SugarCRM
Packaging an item, printing off task from a Magento
shipping labels, and mailing an order sale
98
71. Email New Customers
When someone buys something from
you, a friendly confirmation email is in
SIMILAR'ZAPS
order. With Zapier, you can easily 1. Send a custom email
send a custom confirmation email via Sendgrid for a
based on your customer’s purchase Bigcommerce orders
details.
2. Send an email via
Gmail for a Magento
An easy way to send a customized sales
purchase email is with this Shopify to
Gmail Zap which will let you send a 3. Send an email via
Sendgrid for a
customized purchase email from your
Magento sale
own domain. Simple to setup; easy to
wow your new customers.
99
72. Add E-commerce Sales to Your
Accounting Software
After every sale, you're going to have
to log the sale in your accounting
SIMILAR'ZAPS
software to account for the new 1. Save Magento sale
revenue. This is a daily task, fraught to Quickbooks
with human error, that can eat up a Online
lot of time out of your day.
2. Save Bigcommerce
sales to Xero
You can easily automate this by saving
your sales to your accounting
3. Save Magento sale
software by using Zaps like this to Xero
Shopify to Xero Zap.
100
73. Create Sales Follow Up Tickets
When someone buys something from
you, you might want to create a ticket
SIMILAR'ZAPS
in a help desk so that you and your 1. Create a Desk case
team can easily follow up with that for Bigcommerce
user in one central place. orders
2. Create a Zendesk
A good example would be to create
ticket for Shopify
Desk cases from new Shopify orders. orders
This will make sure you have your
customer's details in Desk so the team 3. Create a Desk case
can follow up on any issues for Magento sales
concerning the customer's order.
101
Part XIII: Accounting
and Invoicing
102
Most of us didn't get into business to do
accounting and invoicing, so it's great
when a computer can help automate the
parts that aren't so much fun, like data
entry and importing and exporting.
103
74. Generate Invoices via Forms
It's not always easy to generate an
invoice inside your accounting
SIMILAR'ZAPS
software. You may not always want to
1. Create a
give full access to your accounting
Freshbooks
software to someone else either.
invoice from
Wufoo
So an easy workaround is to setup an
online form that a data entry 2. Create a
specialist or customer can use to Quickbooks Online
create an invoice directly in your invoice from
accounting software. A great example Wufoo
is this Wufoo to Xero Zap that creates
a Xero invoice when you fill out a
form.
104
75. Save Invoices to Your Accounting
Software
Many agencies and freelancers will
use a one tool to invoice clients and
SIMILAR'ZAPS
another tool to track their accounting. 1. Create a Xero
If that's the case for you, then you invoice from a
know the pain of copying those Harvest invoice
invoices back into your accounting
software. 2. Copy Ronin invoice
to LessAccounting
106
77. Keep a Record of Customers in
Your Accounting Software
A record of where and specifically who
your income is coming from is
SIMILAR'ZAPS
important for analysis, reporting and 1. Create a Quickbooks
recording keeping. Online customer
from a Highrise
contact
Zaps like the Freshbooks client to
LessAccounting Zap make it easy to 2. Create a Xero contact
save your clients to your accounting from a Zoho CRM
contact
software.
3. Create a Freshbooks
client from a
Salesforce account
107
Part XIV:
Web Development
108
Web development is full of short scripts
to help you get more done, faster.
109
78. Create a Pull Request from Your
Chat Room of Choice
If you live and breathe in your
command line and chat rooms all day
SIMILAR'ZAPS
long, it's really handy to be able to just
1. Generate a GitHub
create a pull request from where you
pull request via
are.
Jabber
110
79. Send an Email for Commits and
Deployments
"Hey did that commit get deployed yet?”
Every web developer ever
SIMILAR'ZAPS
Making sure members of your team are 1. Email alerts for
up-to-date on when things have been New Relic events
committed and when things are like deployments
deployed isn't as easy as you'd think. And
ultimately, humans will just ask the 2. Email alerts for
person in charge if they can't find the info Beanstalk commits
fast.
The good news is you can use this email 3. Send email alerts
alert for GitHub commits Zap to ping the for GitHub
whole team when new commits happen commits via Zapier
so they always have a reference for
what's been shipped and when.
111
80. Get Features, Stories, and Issues
Where You Want Them
As a developer you likely have a certain
app that you enjoy to work out of. It
SIMILAR'ZAPS
could be GitHub, Trello, Sprintly, Pivotal
Tracker... you get the gist. But just 1. Create a GitHub issue
from a Trello card
because that's where you like to work, it
doesn't mean that everyone across all
functions of the business works in that 2. Create a GitHub issue
tool. from a Pivotal
Tracker story
So that leaves you to finding a way to get
your tasks into your tool of choice. This 3. Create a Sprint.ly
can easily be done through any number story from a Trello
of Zaps. A good example would be card
creating a Sprint.ly defect from a GitHub
issue, but there are plenty of other Zaps
that will suite a similar purpose.
112
81. Utilize Webhooks to Hook Up
Any Tool
If you've ever found yourself wanting to
hook an app up to some other app, you SIMILAR'ZAPS
know it usually is not very easy. At a
minimum you'll have to setup an 1. POST to a
environment to power authentication and webhook via email
the request/response cycle which,
depending on the site or the API, can be
2. Save data to a
easier said than done.
spreadsheet via
Luckily, Zapier's built-in webhooks let you webhook
easily hook up any site or API without
writing much code. This is especially great 3. POST to one
for those odd one-off jobs. One use is to webhook from a
send email alerts for activity in an app or a GET to another
site. Take a few minutes to spin up this
Zap and you can be back to other business
in no time.
113
82. Track and Monitor Site Up/Down
Time
We all know the drill. Sites go down -
for whatever reason - and we need to
SIMILAR'ZAPS
know about it first. 1. Tweet when Status
Cake says the server
is having problems
You can easily use Zaps like the
Pingdom to Campfire Zap which will 2. Track Pingdom alerts
post to your Campfire room any time in Ducksboard
a Pingdom alert goes off about your
site. 3. Save New Relic alerts
to a Google
Spreadsheet
114
Part XV: Making The Web
Work With Your Database
115
Whether it's making your own
data more accessible or simply
wanting to hook your own tools up
with popular web services,
this set of Zaps makes it easy to
connect your internal database
with anything.
116
83. Save Your Data to Your Own
Database
One of the downsides of using cloud
software is that you end up putting a
SIMILAR'ZAPS
lot of your data into someone's third 1. Save RSS Feeds to
party system where it isn't always MySQL
easy to extract.
2. Save Tweets to SQL
Server
With Zapier, you can easily save a
copy of any new piece of data to your
3. Save AWeber
own MySQL database. A great
subscribers to
example is saving Zendesk tickets to MySQL
your own MySQL database.
117
84. Send Emails from New Database
Rows
Any time a new row is created in your
database it's cause for an email.
SIMILAR'ZAPS
Maybe it's a welcome email for new 1. Send a Mandrill
customers or maybe it's simply an email for a new
internal notification of activity for the SQL Server row
team.
2. Send a Gmail email
for a SQL Server
A simple way to make this work is with row
a transactional email service like
Mandrill. You can send an email
through Mandrill for new MySQL
rows.
118
85. Create A Public Form For Your
Database
If you want to collect data from users
or from employees, the most effective
SIMILAR'ZAPS
way isn't to let them insert data into a 1. Save Formstack
database. As easy as a database is for submission to SQL
those with a technical background, it's Server
equally as scary for those without one.
2. Add JotForm
submission to
A good solution is to create a public MySQL database
web form to direct people to that will
submit to your database. Try using 3. Save a Wufoo form
Wufoo as a public form to your MySQL to a SQL server
database.
119
86. Get Alerts for New Database Rows
If you want to stay up-to-date on
database activity, alerts are the way to
SIMILAR'ZAPS
go. This simple zap will send you a 1. Send an email for
SMS via Twilio for new MySQL new SQL Server
database rows. row
120
87. Insert a Row into a Database via
Chat, Email, or Text
Want to create a new row in your
database on the fly? If you’re like me,
SIMILAR'ZAPS
you'll always have access to chat, 1. Create MySQL row
email or text. You can easily use one via GTalk message
of the three to insert data straight into
your own database. 2. Create a SQL
Server row via
email
A quick example? This email to MySQL
Zap will insert a new row into a
3. Create MySQL row
MySQL database simply by emailing via Campfire
your Zapier-given email address. message
121
Part XVI:
Having Fun with RSS
122
If you're a fan of RSS, then you'll
be a fan of these Zaps. Enjoy
consuming RSS feeds, and
maybe try your hand at creating
your own RSS feeds too. :)
123
88. Generate An RSS Feed For
Anything
RSS is a handy way to browse through
blogs and notifications, but there are
SIMILAR'ZAPS
a lot of other interesting things you 1. Generate an RSS
could consume via RSS if you had a feed for Trello
way to do it. Want to read email via activity
RSS? How about GitHub commit
history? Or maybe even Dropbox files? 2. Create an RSS feed
of new Evernote
notes
These Zaps make it easy to consume
any content you'd like via RSS. A fun 3. Consume an RSS
place to start is by reading your Gmail feed of new
inbox via RSS. What faster way to clear Twitter followers
your inbox than that?
124
89. Make An Unsupported App Work
With Zapier with RSS
Zapier may not support every app you
use... yet. But the good news is many
SIMILAR'ZAPS
apps do support RSS. If so, you can 1. Email for new free
create your own triggers for that app Amazon MP3
using RSS.
2. HipChat alert for
Symantex security
A great example of this is Goodreads.
threats
Goodreads is not supported on
Zapier, but you can easily grab the
3. GTalk alert for new
Goodreads RSS feed and push to torrents on
Trello to work through your reading Supertorrents
list.
125
Part XVII: The Random,
the Fun, and the Obscure
126
There are some great hidden
gems inside of Zapier.
127
90. Save Any Online Image to
Dropbox, Box, Drive or SkyDrive
Say you find a cool image online -
maybe it's an image on Reddit or a
SIMILAR'ZAPS
screenshot of your favorite app - and 1. Save images to Box
you want to save it for later. Right now, via url
that would mean downloading the
image and re-uploading it to your 2. Save images to
favorite file storage site. Drive via url
129
92. Archive Your Life to Google
Calendar
If you've ever tried to remember what
you were doing when, then Zapier &
SIMILAR'ZAPS
Google Calendar can be your friend. With
the actions for creating events in Google 1. Save Foursquare
check-ins to Google
Calendar, you can create short events on
Calendar
your calendar for things that just
happened in your life (a new sales lead, a
tweet, an email sent, etc.) and then use 2. Create Google
Google Calendar as a way to see what Calendar event for
was happening in the past. new Evernote notes
132
95. Stay Up-To-Date on the Stock
Market with StockTwits
The stock market can make or break
you and staying up-to-date is
SIMILAR'ZAPS
important. StockTwits is how you can 1. Create Gmail draft
make that happen. It's a real-time, from StockTwits
free social network where investors updates
and traders keep informed on what is
happening with the stock market. 2. Save StockTwits
updates to an
Evernote note
A great way to use StockTwits to stay
current is to selectively save 3. Selectively post
StockTwits updates to a Google RSS feed updates
Spreadsheet for later analysis. to StockTwits
133
96. Build Habits with Zapier
"Don't break the chain”
Jerry Seinfeld
SIMILAR'ZAPS
As the classic Seinfeld quote alludes, the 1. Text me to remind
me to write every
key to success is creating habits and you
morning
create habits by not breaking the chain.
You want to make sure that you continue
improving each day on the habit you are 2. Text message
trying to set. reminder each
month to pay bills
Automation can help keep you from
breaking the chain. A great example is 3. Post my workout
saving your Foursquare gym check-ins check-ins to Twitter
to Google Calendar so you can easily see for social motivation
how many days in a row you've been to
the gym.
134
97. Schedule Payments With Dwolla
Paying people in a cashless world is
getting easier and easier, and Dwolla
SIMILAR'ZAPS
is one of the best services to make 1. Send payment to
that happen. For instance, maybe you venue owners
need to pay your freelancers a set when you check-in
amount each month. You could easily via Foursquare
use the schedule to Dwolla Zap to
automatically send money to those 2. Request payment
freelancers. via Dwolla for new
Xero invoices
135
98. Find a Job with LinkedIn,
AngelList and Zapier
Finding a job these days is all about
getting the right opportunities in front of
SIMILAR'ZAPS
you. You can sift through job boards all
day long and never have success. But if 1. Email alerts for
you have the right opportunity in front of new AngelList job
you at the right time, you'll spend a lot postings
less time hunting for a job and have a
much higher chance of landing one. 2. Email alert for
TechCrunch
For instance, you can easily setup a funding
LinkedIn to email Zap that will email you announcements
for all relevant jobs according to the
filters you set up. This way you'll know
about cool jobs as soon as they are
posted and can be the first to apply.
136
99. Sentiment Analysis via Semantria
Have you ever wanted to track sentiment
of your twitter feed? Your email inbox?
SIMILAR'ZAPS
Or how about your support inbox?
Semantria is an awesome API that lets 1. Track sentiment of
you analyze any piece of text for positive your Desk cases
or negative sentiment.
2. Track sentiment in
With Zapier and Semantria you can do your companies
this without writing any code. For Yammer feed
instance, this Zap will analyze the
sentiment of tweets mentioning a certain 3. Track the
term on Twitter. Make sure to pair your sentiment of your
Semantria Zaps with a Semantria to Gmail inbox
Google Docs Zap so you can analyze the
output.
137
Part XVIII:
Using Zapier in a Zap
138
Saving the meta for last: using
Zapier as part of your Zap will let
you stay in the loop on all things
Zapier. Check out some of these
cool Zapier-related use cases.
139
100. Find Out About New Zapier
Services
Interested in finding out about new
services? Here are a few ways to stay
SIMILAR'ZAPS
up-to-date with the newest Zapier 1. GTalk alert for new
services. The most popular way? An Zapier services
email for new Zapier services.
2. Create Trello card
for new Zapier
services
3. Pushover
notification for
new Zapier
services
140
101. Find Out About New Zapier
Triggers and Actions
Want to stay in the loop for new
Zapier triggers and actions across all
SIMILAR'ZAPS
services? Check out this Zap: Emails 1. Zapier updates via
for new Zapier updates. RSS
2. Automatically add
Zapier updates to
Buffer for sharing
141
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