- Workflow Automation
- Workflow Automation Other
- Instant request processing
Process incoming requests and documents
Automate the intake and organization of incoming client requests, documents, and transaction notifications to ensure no critical information is missed and manual effort is minimized. With instant workflows powered by Zapier, data from payment platforms, web forms, webhooks, and document systems is routed, recorded, and actioned across your tools without manual intervention. This unified approach accelerates response times, maintains up-to-date records, and seamlessly triggers subsequent steps in your business processes.
Filter by common apps:
Webhooks by Zapier
Google Drive
Sub-Zap by Zapier
Gmail
Google Sheets
BrokerEngine
Tally
Airtable
WhatsApp Notifications
Paystack
Bubble
Formatter by Zapier
Looping by Zapier
HubSpot
Stripe
Filter by Zapier
URL Shortener by Zapier
Slack
Moxo
Squarespace Forms
Quickbase
- Trigger requests, find files in Google Drive, call a sub-Zap, and send email notifications
- Receive client requests, find data in Google Sheets, and create new cards in BrokerEngine
Receive client requests, find data in Google Sheets, and create new cards in BrokerEngine
- Capture delivery requests, update records, notify users, and initiate payments with Tally, Airtable, WhatsApp, and Paystack
Capture delivery requests, update records, notify users, and initiate payments with Tally, Airtable, WhatsApp, and Paystack
- Catch incoming requests, call a sub-Zap, and trigger an API workflow
Catch incoming requests, call a sub-Zap, and trigger an API workflow
- Capture requests, process data, and create tickets in HubSpot
Capture requests, process data, and create tickets in HubSpot
- Extract client information from Stripe and send to fulfillment service
Extract client information from Stripe and send to fulfillment service
- Capture work order requests, filter data, shorten URLs, and send notifications to Slack
Capture work order requests, filter data, shorten URLs, and send notifications to Slack
- Capture incoming requests with Webhooks by Zapier, and add step in Moxo workflow
Capture incoming requests with Webhooks by Zapier, and add step in Moxo workflow
- Capture form submissions, organize data, create records in Quickbase, and notify team in Slack
Capture form submissions, organize data, create records in Quickbase, and notify team in Slack
