Automate your business management stack
As a business owner, you spend your time running daily operations. Let Zapier handle your invoicing, hiring workflows, and more with built-in logic and conditions. With thousands of secure app integrations—including hundreds of AI apps—you'll reclaim your time to focus on work only you can do.
Trusted by 3.4 million companies
Solutions for every part of the business
Every business owner relies on a mix of tools, like a CRM, accounting software, and hiring apps. The solutions below lead to pre-built, customizable workflow templates that connect those tools—so operations move smoothly, decisions happen faster, and your AI apps slot right into your existing stack. And with built-in security and governance, you can move faster without risking customer data, cash flow, or the trust you've worked so hard to build with every customer.
Supply chain management
Streamline supply chain ops with automated inventory tracking, order routing, shipment updates, and supplier alerts
Business process management
Streamline business ops with automated approvals, task routing, document handling, and status tracking
Professional services & consulting
Scale client delivery with automated lead intake, proposal workflows, client onboarding, and invoicing
Logistics management
Streamline logistics operations with automated shipment tracking, order routing, inventory updates, and delivery reporting
Business document management
Simplify document workflows with automated capture, approval routing, eSignature, and file organization
Project & program management
Streamline project delivery with automated intake, task tracking, status reporting, and stakeholder updates
Manufacturing operations
Streamline factory output with automated production planning, inventory tracking, quality checks, and maintenance alerts
Procurement operations
Simplify purchasing workflows with automated purchase requests, vendor onboarding, approval routing, and invoice tracking
eCommerce operations
Streamline store operations with automated order routing, inventory updates, shipping alerts, and returns workflows
Scheduling & coordination
Simplify meeting coordination with automated booking, calendar updates, reminders, and follow-up tasks
Retail operations
Streamline retail ops with automated inventory updates, order routing, support alerts, and sales reporting
Team communication
Streamline team communication with automated team updates, internal alerts, meeting follow-ups, and task notifications
Field service operations
Streamline field ops with automated job scheduling, technician dispatch, work order updates, and invoicing
Task management
Simplify task execution with automated task capture, assignment routing, deadline tracking, and progress updates
Knowledge management
Streamline company knowledge with automated document capture, content updates, internal search, and wiki maintenance
Healthcare operations
Simplify healthcare ops with automated patient intake, appointment scheduling, billing workflows, and staff coordination
Insurance management
Simplify insurance ops with automated policy tracking, claims updates, renewal workflows, and customer communications
Real Estate operations
Streamline property operations with automated lead capture, listing updates, transaction tracking, and client follow-up
Nonprofit operations
Simplify nonprofit ops with automated donor tracking, volunteer coordination, grant workflows, and board reporting
Restaurant operations
Simplify restaurant ops with automated order routing, reservation updates, staff scheduling, and inventory tracking
Construction operations
Streamline job execution with automated scheduling, crew updates, invoice processing, and project reporting
Education operations
Simplify school operations with automated enrollment, scheduling, attendance tracking, and billing workflows
Hospitality operations
Streamline guest operations with automated reservations, guest messaging, housekeeping tasks, and review follow-up
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
What is business automation?
Automation for business owners uses software to do repetitive tasks for you across every part of your business. That way, you can keep operations running and grow with confidence.
Business challenges automation solves
Wearing too many hats slows everything down
Customer follow-ups are easy to miss
Your tools are all over the place
Invoices and payments take too much chasing
Hiring a new employee means too many manual steps
Client onboarding gets messy fast
How it works
Automation for your business connects your tools, triggers actions from customer activity, and streamlines workflows across sales, finance, and hiring. Send invoices, route leads, and launch onboarding automatically—without chasing updates across tools.
Step 1
Connect your tools
Integrate your CRM, accounting software, email platform, hiring tools, and project management app.
Step 2
Define triggers
Set actions to run when leads arrive, invoices are paid, candidates apply, or forms are submitted.
Step 3
Automate & measure
Assign tasks, send reminders, update records, and notify stakeholders automatically.
Transform your business with Zapier
Elevate your business with Zapier's endless automation possibilities. Manage operations, streamline hiring, and improve customer follow-up—and that's just the start.
Operations and admin workflows
Keep the business moving
Automate the repetitive work that keeps your business running. Connect forms, email, accounting software, and project tools to route tasks, update records, and trigger reminders automatically.
Route work from every intake point
Automatically turn form submissions, emails, and requests into tasks so work gets assigned right away instead of sitting in an inbox.
Send reminders before tasks stall
When deadlines approach, Zapier can send emails or Slack nudges so important work keeps moving without constant check-ins.
Track payments as they come in
As payments land in Stripe or QuickBooks, Zapier can log them, alert your team, and keep your records current.
Update records across key tools
Across your CRM, spreadsheets, and project tools, Zapier keeps customer and operational data current as work moves forward.
Flag requests that need approval
If a request meets certain rules, Zapier can notify the right approver and create the next task automatically.
Connect your apps to build a more efficient workflow
Zapier integrates with thousands of tools so you can automate processes across your stack, streamline work, and keep everything in sync.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.