18 Zapier examples and ideas for cool workflows

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  • Опубликовано: 19 дек 2024

Комментарии • 71

  • @_jimmyrose
    @_jimmyrose  4 года назад +8

    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 года назад

      @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 года назад +1

      Would you do 1 on 1 coaching

    • @_jimmyrose
      @_jimmyrose  3 года назад

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

  • @KhadirahSMuhammad
    @KhadirahSMuhammad 5 месяцев назад +1

    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!

  • @LeadAiSolutions
    @LeadAiSolutions 2 месяца назад

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

  • @nycjedi54
    @nycjedi54 3 года назад +9

    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 года назад +1

      No worries Joe glad you liked it!

  • @Erika2
    @Erika2 3 года назад +10

    This was incredibly helpful--thank you!

    • @_jimmyrose
      @_jimmyrose  3 года назад

      No worries at all. Glad you found it helpful

  • @makikaselepe9738
    @makikaselepe9738 Год назад +1

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

  • @wesleythomas1729
    @wesleythomas1729 3 года назад +2

    Amazing. Thanks for sharing!

  • @leadgenics361
    @leadgenics361 3 года назад +3

    You are a legend for this video!!

  • @DarkcloudONE
    @DarkcloudONE Год назад

    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  Год назад

      Yessss, stoked to hear that! Thank you :)

  • @melanieadcock750
    @melanieadcock750 4 года назад +3

    Great tips Jimmy!

  • @tillmannweimer6685
    @tillmannweimer6685 2 года назад +1

    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.

  • @anilshinde3133
    @anilshinde3133 4 месяца назад

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

  • @NitinJaine
    @NitinJaine 3 года назад +2

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

  • @jamesrolls3081
    @jamesrolls3081 2 года назад

    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 года назад

      No probs thanks for commenting

  • @georgekrax
    @georgekrax Год назад

    Awesome channel!

  • @AerinRidgway
    @AerinRidgway 8 месяцев назад

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

  • @CuchBe
    @CuchBe 11 месяцев назад

    Good work.

  • @Gibsoncustom57
    @Gibsoncustom57 Год назад

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

    • @_jimmyrose
      @_jimmyrose  10 месяцев назад

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

  • @timpullen9752
    @timpullen9752 Год назад

    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  Год назад

      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

  • @SidsMotv
    @SidsMotv Год назад

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

    • @_jimmyrose
      @_jimmyrose  Год назад

      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

  • @jevonlemmermann4576
    @jevonlemmermann4576 Год назад

    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  Год назад

      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

  • @relative_vie
    @relative_vie 2 года назад

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

    • @_jimmyrose
      @_jimmyrose  2 года назад

      Thank you. Here's my newsletter series: ruclips.net/video/cixaYzbqNys/видео.html

  • @gselby8107
    @gselby8107 2 года назад

    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  2 года назад

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

  • @EgarAstawiguna
    @EgarAstawiguna Год назад

    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  Год назад +1

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

  • @arunyagna
    @arunyagna 3 года назад

    Is it possible to remove entries from a digest?

    • @_jimmyrose
      @_jimmyrose  3 года назад

      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

  • @mattkaram
    @mattkaram 2 года назад

    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 года назад

      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!

  • @pinalprajapati4347
    @pinalprajapati4347 2 года назад

    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  2 года назад

      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

  • @sumnerandali
    @sumnerandali 3 года назад

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

    • @_jimmyrose
      @_jimmyrose  3 года назад

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

  • @user-hi7hy9ry3c
    @user-hi7hy9ry3c 3 года назад +1

    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 года назад +1

      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 3 года назад

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

  • @NaveedBarq
    @NaveedBarq 2 года назад +1

    Genius

  • @sharran
    @sharran 4 года назад +1

    That was totally badasss

  • @AutomatiKing
    @AutomatiKing 3 года назад +1

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

  • @dbeststuff777
    @dbeststuff777 Год назад

    So you need more software to run Zapier?anyone?

  • @ivanc.6064
    @ivanc.6064 3 года назад

    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 3 года назад

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

  •  4 года назад +1

    hello

  • @workingTchr
    @workingTchr Год назад +1

    So Zaper is 100% about moving information around.

    • @bc4198
      @bc4198 Год назад

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

    • @workingTchr
      @workingTchr Год назад +1

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

    • @_jimmyrose
      @_jimmyrose  Год назад

      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

  • @davyboi1703
    @davyboi1703 2 года назад +1

    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 2 года назад +2

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

    • @SidsMotv
      @SidsMotv Год назад

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

  • @facturasultramed4457
    @facturasultramed4457 2 года назад

    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  2 года назад

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