Tips for Getting Started with Zapier Automation

We’re always searching for the solution to save us time, make our days easier, and help us produce the best final product possible. One way to help us in that process is by implementing automation within our daily tasks. Cutting out a lot of manual effort will save us a lot of time, therefore, helping us reach our end goal faster. In fact, automation is the future of work

An excellent tool for helping automation, in essentially every aspect of your business, is Zapier. If you’re looking to add one automation tool to your tech stack, Zapier is a great place to start. Let’s dive into the Zapier basics, it’s capabilities, and how you can leverage it within your organization. 

What is Zapier?

Zapier is one of our top choices for automation tools because of its ease of use and endless possibilities. In one of our previous articles about the top no-code apps for your business, we, of course, had Zapier on our list. 

Zapier is a tool that allows all of your existing tools and software to communicate with one another. Using Zapier, you set up “zaps” or workflow triggers that allow your software to trigger an automated task. Once your Zap triggers, the data from the trigger point will work its way through your workflow to your end destination. 

While this sounds very simple, Zapier can automate even the most complicated tasks. Let’s take a look at some examples of common business tasks that you can automate with the help of Zapier. 

What Can I Do With Zapier? 

While there are endless applications for Zapier automation, at least 101 things for you to choose from, let’s hone in on five common tasks that you may want to automate with Zapier. 

  1. Manage and Automate your To-Do Lists: Using Zapier, you can push tasks to each person’s preferred app of getting things done. Does half your team prefer Asana and the other half prefers Trello? Not a problem – just build out zaps to push tasks to each app! 
  2. Automate Your Invoicing: Make invoicing easier, with Zapier’s integrations with Paypal, Quickbooks, Stripe, and more. A simple Zap for automating your invoicing is creating a Quickbooks invoice from a Stripe charge. All your charges will be in one place, making everything easier at the end of the day. 
  3. Create Developer Tickets from Support Requests: Rather than sorting through emails from Support to pass off to Product and Engineering, you can make a workflow. It makes it easier to get the tech support you need from the beginning rather than adding in extra steps. An example Zap that may be helpful here, automatically create JIRA tickets straight from Help Scout conversations. 
  4. Monitor Website Downtime: You want to ensure that your site is performing at the highest capacity. When your site goes down, you should know about it, and your customers should have an idea of when the site will be back up and running. Create a Zap from Pingdom to Campfire, so that when your site goes down, your team knows within minutes. 
  5. Keep a Pulse on Brand Mentions: If you want to know what your customers are saying about you on Twitter, but don’t have the resources to spend a lot of time manually monitoring social media, set up a Zap! You can get an email alert every time someone Tweets at your brand. 

This is just scratching the surface of Zapier’s capabilities. You can get started small, and expand your Zaps over time. If you don’t have the time to set all of this up, hire a Zapier expert. Let’s walk through what that means. 

What is a Zapier Expert & How Much Does it Cost?

To hire a Zapier expert means having an automation expert that can help you create all of the workflows you need to get your business running like a well-oiled machine. If you don’t have enough time, a Zapier expert can help save time by setting up workflows, cutting out some of your workload, and getting you the results you need. 

Most people think that hiring an automation expert is expensive. In fact, the opposite is true! Our average startup or small business project usually only winds up costing less than $500, a small fraction of the time they’ve saved by automating their workflow!

Even if you want to automate a few tasks, hiring an expert is functional and scalable. Your team will have more time to focus on what really matters, because your automation expert will handle the manual, time-consuming work. Plus, you can start small, and when you’re ready to expand upon your automation, your expert will be there to help! 

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