Automation with Zapier

How to automate your business: A guide from Zapier

What's your business's most valuable resource? Your product? Your customer list? Those are important, but we'd say it's your employees.

The Zapier guide to line items

What exactly is a line item? If you’ve ever received a receipt for a purchase, or filled out an invoice, you’ve already seen them: A line that includes each product’s name, price, or quantity, repeated for every product.

How legal teams and law firms can be more efficient with automation

If you're ready to start automating your processes, you can use Zapier instead of asking developers to start writing code or buying expensive software. 

How to stay connected with your remote coworkers, asynchronously

If you're feeling adrift from the people you work with, the answer isn't more Zoom calls, thankfully. It's a little something called asynchronous bonding—which sounds like a chemistry, but is really having moments of connection on your own time.

How to avoid common mistakes when starting your own business

I knew there were a lot of possible pitfalls to being a contractor even before I walked off the last job where I wasn't my own boss. I knew it because I'd seen it with my own eyes.

How we use Zapier to generate automated reports to improve team buy-in

I have a business background, and my head operates in a certain way. Numbers just seem to make a lot of sense. Design, on the other hand, not so much.

How exit interviews can turn churned accounts into advocates

Here's how we get real, quality feedback, including who to ask for feedback and the questions to ask them.

How a Notion expert automates his workspace

When Notion's API opened up, so did the possibilities of what you could do with the app. Create recurring tasks, add contacts, and publish content—automatically right from Notion

How I use advanced automation to improve business systems

Running a business often means connecting suppliers together—and, if you’re running an IT business like me, those suppliers come in fast! No longer is this the end-to-end process of most businesses:

Easily get text alerts for your WhatConverts leads

Whenever you capture leads through marketing campaigns, WhatConverts lets you know which channels are your top performers. But you still need a way to act on them as soon as possible to keep leads warm. Here's the Zap that will keep you in the loop.

Grow your business with marketing automation

Marketing is an important part of growing your business. It also requires a lot of work to keep running.

Improve your customer feedback loops with automation

Your business needs customers and clients. How do you ensure you're meeting their expectations and needs? You should ask them.

How to distribute leads without an expensive CRM

With Zapier, you can set up a simple lead distribution process that works 24/7 to send leads to the right people without an expensive CRM or sales pipeline.

6 ways to improve your pay-per-click campaigns with automation

Pay-per-click (PPC) campaigns can be incredibly valuable for brands of all sizes. They’re highly effective at driving traffic, leads, and sales quickly, even if there is a price tag attached to acquiring those customers. 

Spend less time on lead management with these tips

How much time do you think your team spends managing leads? If you spend more time sorting your prospects instead of working to make them paying customers, your lead management process may need a major overhaul. 

How to connect Facebook and Twitter for seamless social posting

Posting on social media can be a time-consuming activity. At one time, Facebook and Twitter were able to be connected in-app, but that functionality is no longer available. Fortunately, Zapier is there to fill the gap.

Connect your virtual phone system to other business apps with automation

You've decided to use VoIP software to help you manage your business communications, but how do you make sure it plays nicely with your other critical business apps? Here are a few ways to take your virtual phone system to the next level with automation.