18 Zapier examples and ideas for cool workflows

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  • Опубліковано 18 жов 2024

КОМЕНТАРІ • 71

  • @_jimmyrose
    @_jimmyrose  3 роки тому +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 роки тому

      @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 роки тому +1

      Would you do 1 on 1 coaching

    • @_jimmyrose
      @_jimmyrose  3 роки тому

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

  • @KhadirahSMuhammad
    @KhadirahSMuhammad 3 місяці тому +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 11 днів тому

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

  • @Erika2
    @Erika2 3 роки тому +10

    This was incredibly helpful--thank you!

    • @_jimmyrose
      @_jimmyrose  3 роки тому

      No worries at all. Glad you found it helpful

  • @nycjedi54
    @nycjedi54 3 роки тому +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 роки тому +1

      No worries Joe glad you liked it!

  • @makikaselepe9738
    @makikaselepe9738 Рік тому +1

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

  • @leadgenics361
    @leadgenics361 3 роки тому +3

    You are a legend for this video!!

  • @AerinRidgway
    @AerinRidgway 6 місяців тому

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

  • @DC2809
    @DC2809 Рік тому

    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  Рік тому

      Yessss, stoked to hear that! Thank you :)

  • @melanieadcock750
    @melanieadcock750 3 роки тому +3

    Great tips Jimmy!

  • @NitinJaine
    @NitinJaine 3 роки тому +2

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

  • @wesleythomas1729
    @wesleythomas1729 3 роки тому +2

    Amazing. Thanks for sharing!

  • @timpullen9752
    @timpullen9752 Рік тому

    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  Рік тому

      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

  • @anilshinde3133
    @anilshinde3133 Місяць тому

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

  • @tillmannweimer6685
    @tillmannweimer6685 2 роки тому +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.

  • @CuchBe
    @CuchBe 9 місяців тому

    Good work.

  • @SumnerHobart
    @SumnerHobart 2 роки тому

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

    • @_jimmyrose
      @_jimmyrose  2 роки тому

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

  • @georgekrax
    @georgekrax Рік тому

    Awesome channel!

  • @jamesrolls3081
    @jamesrolls3081 2 роки тому

    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 роки тому

      No probs thanks for commenting

  • @NaveedBarq
    @NaveedBarq Рік тому +1

    Genius

  • @Gibsoncustom57
    @Gibsoncustom57 Рік тому

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

    • @_jimmyrose
      @_jimmyrose  8 місяців тому

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

  • @relative_vie
    @relative_vie 2 роки тому

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

    • @_jimmyrose
      @_jimmyrose  2 роки тому

      Thank you. Here's my newsletter series: ua-cam.com/video/cixaYzbqNys/v-deo.html

  • @SidsMotv
    @SidsMotv Рік тому

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

    • @_jimmyrose
      @_jimmyrose  Рік тому

      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

  • @gselby8107
    @gselby8107 2 роки тому

    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 роки тому

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

  • @jevonlemmermann4576
    @jevonlemmermann4576 Рік тому

    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  Рік тому

      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

  • @sharran
    @sharran 3 роки тому +1

    That was totally badasss

  • @mattkaram
    @mattkaram 2 роки тому

    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 роки тому

      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!

  • @EgarAstawiguna
    @EgarAstawiguna Рік тому

    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  Рік тому +1

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

  • @user-hi7hy9ry3c
    @user-hi7hy9ry3c 3 роки тому +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 роки тому +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 роки тому

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

  • @pinalprajapati4347
    @pinalprajapati4347 2 роки тому

    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 роки тому

      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

  • @arunyagna
    @arunyagna 3 роки тому

    Is it possible to remove entries from a digest?

    • @_jimmyrose
      @_jimmyrose  3 роки тому

      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

  • @AutomatiKing
    @AutomatiKing 3 роки тому +1

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

  • @ivanc.6064
    @ivanc.6064 2 роки тому

    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 роки тому

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

  • @dbeststuff777
    @dbeststuff777 Рік тому

    So you need more software to run Zapier?anyone?

  •  3 роки тому +1

    hello

  • @workingTchr
    @workingTchr Рік тому +1

    So Zaper is 100% about moving information around.

    • @bc4198
      @bc4198 Рік тому

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

    • @workingTchr
      @workingTchr Рік тому +1

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

    • @_jimmyrose
      @_jimmyrose  Рік тому

      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 Рік тому +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 Рік тому +2

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

    • @SidsMotv
      @SidsMotv Рік тому

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

  • @facturasultramed4457
    @facturasultramed4457 2 роки тому

    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 роки тому

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