1.Catches incoming order payloads
Integrate Webhooks by Zapier and order capture tools to extract order reference, product identifiers, contact fields, asset links, and payments to create intake.
Create parent task and deal from order submission
Automatically create parent tasks and CRM deals across HubSpot, Asana, and Slack. Create parent task details, update contacts, and send owner-ready triage messages when order payloads arrive, when order references populate, or when payment summaries postβso you can launch follow-up, link deals to contacts, and start tracking without manual re-entry.
How this automation accelerates order follow-up
When order payloads arrive, details can get mistyped and work can stall. This automation formats the checklist, creates or updates HubSpot records and Asana tasks, and notifies the team with linksβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Normalizes checklist content
Integrate Formatter by Zapier, Code by Zapier, and data formatting tools to normalize dates and combine multi-item product identifiers to build checklist text.
Code by Zapieror swap with your favorite app
3.Creates or updates contact and deal
Integrate HubSpot and CRM mapping tools to create or update the contact, then create the deal with order reference and payment summary to link records.
HubSpotor swap with your favorite app
4.Finds the task template row
Integrate Zapier Tables and lookup tools to find the task template row and map assignee and project metadata to set task parameters.
Zapier Tablesor swap with your favorite app
5.Creates parent task from template
Integrate Asana and task templating tools to create a parent task and update task notes with the formatted checklist and asset links to kick off work.
Asanaor swap with your favorite app
6.Posts owner-ready triage message
Integrate Slack and team messaging tools to send a threadable message that includes the task permalink and deal link plus key order details to enable fast triage.
Slackor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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 β 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.
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