Zapier Workflow Gallery

Zapier Workflow Gallery

Explore workflow inspiration from the Zapier community

Explore workflow inspiration from the Zapier community

Explore workflow inspiration from the Zapier community

See what teams like yours have built and achieved with Zapier.

Looking for templates? Find them here.

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Workflows

Filter by:

All workflows

Campaign management

Sales pipeline

Team productivity and collaboration

Event management

Learning and development

Project management

Customer support

Account handoff when deal stage is updated

Dyan Meahl @ Zapier

Send new Zoom webinar recordings to Video team for editing

Denise Hibbard @ Zapier

AI-powered sales and success coaching

Chris Ondera @ Zapier

Request form notifications

Janine Anderson @ Zapier

Enable high-quality employee goal setting

Emily Mabie @ Zapier

Daily email of AI-summarized newsletters/RSS

Eric Mistry @ Contentsquare

Ensure approved OOO is represented in calendars

Pedro Louro @ Zapier

Scaleable advertising lead capture

Sean Kennedy @ Zapier

Quickly remove bad leads from CRM

Jacob Siner @ Practice Promotions

Event moderation helper: take action and log decisions from Slack

Denise Hibbard @ Zapier

Send chat in positive recognition room

Alexis Teope @ Prescription Lifeline

Send birthday cards from a spreadsheet automatically through a print partner

Ryan @ Stonegate Management

Emotional Insurance Policy

Drake Frank @ IRayUSA

Automatically write AI blog posts and post to Shopify

Kyle Evans @ The Resell Club

Automated changelog

Leah Miranda @ Zapier

Real-time leads moving from email parser to Call Tools PCC for calls

Parakh Shukla @ CallOne Consultants Pvt Ltd

EventInbox: Get AI-proposed answers to event emails

Denise Hibbard @ Zapier

Log event feedback from Slack in a Coda table

Denise Hibbard @ Zapier

Send a real thank you card to client upon invoice!

Eric Granata @ PromoPilot

Automated deal desk

Dyan Meahl @ Zapier

Dog foster home feedback to Happy Bark

Eric Pollock @ Happy Bark

Direct requests for help in Slack to the intake form

Dyan Meahl @ Zapier

Custom document creation from CRM data with Dubsado and Google Docs

Amy O'Connor @ The Secret Cocktail

Email Text File Copied into Master Spreadsheet

Ariya Gupta @ Palm Holdings

Monthly customers to month contact list

Shea Foote @ Belzona KC

Automated Test Result Formatting & Email Delivery

Amanda Huber @ Three Rivers Park District

Survey to Served Up Insights

Lauren Helm @ Veterans United

Executive Meeting Audit

Jessica Thomas @ Reputation

Meeting Intel

Madhan Seetharaman @ SimpleTire

The One Call Rail to Rule Them All

Ray Taggart @ Shugarman's Bath

Client Onboarding Mega Workflow

Melisa Taylor @ Strategos Group

Send web forms to our team in Slack

Roy Wang @ Claggett, Sykes, & Garza, LLC

Daily Podcast Material Generator

Brad Balda @ Cecilian Partners

Launched New LOA Request and Intro Leave Management Vendor

Carol Vilchez-Smith @ Babylist

Automatic Event Attendee Badge Creation

Julia Jaskólska @ Zapier

Turn Podcasts into Blog Posts

Jacob Siner @ Practice Promotions

Generate a Unique ID for students

Amy O'Connor @ The Secret Cocktail

Generate a weekly client update doc in Google Docs using Monday CRM

Michael Pang @ JoJo Ventures

AI Automatic photo adjustments

Julia Jaskólska @ Zapier

The Content Conveyor Belt: From Google Sheets to ClickUp with Zapier

Khadirah Muhammad @ The Alliance for Business Excellence

BigWinBot

Michael Leydet @ Docupace

Extract data from google sheets and share via Slack

Parth Soni @ Mobia Technology Innovations

Competitive Insights Automation

Ali Jensen @ Builder Prime

Remove forbidden characters using a Sub-Zap

Sage Kochavi @ Vermont Small Business Law Center

Candidate Matching

Santeri Uomala @ Better Than Brains

Facebook Ad Lead that prompts personal follow-up via CRM and immediate email follow-up via Klaviyo

Erin Mayer @ REFIT Revolution

Block time to follow up on meeting actions

Space by Zapier: Launch to Content Repo & LinkedIn Authority Building

Manuel Olariu @ Space Accelerations

Swapping customer subscriptions with Recharge and Shopify

Tyler Shockey @ ehouse

Share Facebook Post Performance To Airtable every day

James Foley @ Eastern Shore Community Services Board

Round Robin for Salesforce Cases

Joseph Rose @ Podium

Creating Hubspot Meeting from Sheets

Naomi Hopper @ POMAA

Gong Call Transcript Organizer

Jeff Risley @ Arvo Tech

Validate Contractor Invoice

Mehran Firdous @ FigOutLabs

Speak Your Name – End-to-End Legacy Automation System

Post warm Facebook leads in Slack

Deanna Adams-Almazon @ Hamilton Health & Wellness

When a non-profit campaign is coming to an end, trigger updates in Zoho CRM, Zoho Campaigns, and Outlook

Tyson Eyre @ Impact Development Fund

Payment links on deal property changes in HubSpot

Idoko jaja @ Asos inc

Create social content from our blog posts

Calendly Appointment to Salesforce Lead

Michael Cadwell @ Shamrock Trading Corporation

Add LinkedIn Message Threads to CRM

Alex Ward @ Automate My.Co

Pre checkin mail collector

Jeremy |Mezenberg @ Top Tier Vacation Rentals

Create Transcript from LMS

Amy O'Connor @ The Secret Cocktail

Newly Funded Loan: Airtable to Sitewire

Rachel Mendoza @ Buyers Club / FasterFunds Lending

ATS to CRM - Candidate Hires

Sam Lange @ ISTA Solutions

One Event Lead Form to Rule Them All

Ray Taggart @ Shugarman's Bath

Send Message to User Through Slack when a button is clicked in Tables

Andrew Bechman @ The Absolute POS

🔧 Task Triage

Michael Stewart @ Sudowrite

Notify the team about new customer service emails

Edgar @ Black & Hughston PC

Advanced Reader Copy (ARC) Sign Up

Jamye Smith @ Jamye Smith

SUBSTACK Auto Log and Archive

Elizabeth Harris @ Kevin Harris Architect

Automated Client Onboarding with Go HighLevel

Julian Morales @ QNTM JMP

Trello to Google Cal

Megan Tarajcak @ Gadabout SalonSpas

New Newsletter Subscriber → Pipedrive

Aatish Jakesh Patel @ Atölye

Clean up URLs by removing info

Blair Mishleau @ Patreon

Tracking Incentivized Discovery Sessions at our Event Booths

Sierra @ FMX

Close ActiveCampaign Deal When Customer Converts

Amy O'Connor @ The Secret Cocktail

Automated RFQ Enrichment | Outlook → ChatGPT & Perplexity

Kunal @ Parchem

Generate SEO optimized content

Aayush Shrivastava @ Parchem

On-Air Zap

Sabine Hrkalovich @ Pluto TV

Images from Monday.com to Salesforce

Charlie Knust @ SoundThinking Inc.

Certification Renewal Text

Amy O'Connor @ The Secret Cocktail

Track donations from Givebutter in Neon CRM

Carly Slank @ Zaman International

Send an SMS reminder for upcoming Outlook events

Andrew @ Coalition

Unlocking growth: Daily Insights on large accounts in Slack

Justin Nakano @ Zapier

Transferring WooCommerce Event Registrations to all the places

Erin Mayer @ REFIT Revolution

Create Excel Doc from Podio

Rachel Mendoza @ Buyers Club / FasterFunds Lending

Workflows

Filter by:

All workflows

Campaign management

Sales pipeline

Team productivity and collaboration

Event management

Learning and development

Project management

Customer support

Account handoff when deal stage is updated

Dyan Meahl @ Zapier

Send new Zoom webinar recordings to Video team for editing

Denise Hibbard @ Zapier

AI-powered sales and success coaching

Chris Ondera @ Zapier

Request form notifications

Janine Anderson @ Zapier

Enable high-quality employee goal setting

Emily Mabie @ Zapier

Daily email of AI-summarized newsletters/RSS

Eric Mistry @ Contentsquare

Ensure approved OOO is represented in calendars

Pedro Louro @ Zapier

Scaleable advertising lead capture

Sean Kennedy @ Zapier

Quickly remove bad leads from CRM

Jacob Siner @ Practice Promotions

Event moderation helper: take action and log decisions from Slack

Denise Hibbard @ Zapier

Send chat in positive recognition room

Alexis Teope @ Prescription Lifeline

Send birthday cards from a spreadsheet automatically through a print partner

Ryan @ Stonegate Management

Emotional Insurance Policy

Drake Frank @ IRayUSA

Automatically write AI blog posts and post to Shopify

Kyle Evans @ The Resell Club

Automated changelog

Leah Miranda @ Zapier

Real-time leads moving from email parser to Call Tools PCC for calls

Parakh Shukla @ CallOne Consultants Pvt Ltd

EventInbox: Get AI-proposed answers to event emails

Denise Hibbard @ Zapier

Log event feedback from Slack in a Coda table

Denise Hibbard @ Zapier

Send a real thank you card to client upon invoice!

Eric Granata @ PromoPilot

Automated deal desk

Dyan Meahl @ Zapier

Dog foster home feedback to Happy Bark

Eric Pollock @ Happy Bark

Direct requests for help in Slack to the intake form

Dyan Meahl @ Zapier

Custom document creation from CRM data with Dubsado and Google Docs

Amy O'Connor @ The Secret Cocktail

Email Text File Copied into Master Spreadsheet

Ariya Gupta @ Palm Holdings

Monthly customers to month contact list

Shea Foote @ Belzona KC

Automated Test Result Formatting & Email Delivery

Amanda Huber @ Three Rivers Park District

Survey to Served Up Insights

Lauren Helm @ Veterans United

Executive Meeting Audit

Jessica Thomas @ Reputation

Meeting Intel

Madhan Seetharaman @ SimpleTire

The One Call Rail to Rule Them All

Ray Taggart @ Shugarman's Bath

Client Onboarding Mega Workflow

Melisa Taylor @ Strategos Group

Send web forms to our team in Slack

Roy Wang @ Claggett, Sykes, & Garza, LLC

Daily Podcast Material Generator

Brad Balda @ Cecilian Partners

Launched New LOA Request and Intro Leave Management Vendor

Carol Vilchez-Smith @ Babylist

Automatic Event Attendee Badge Creation

Julia Jaskólska @ Zapier

Turn Podcasts into Blog Posts

Jacob Siner @ Practice Promotions

Generate a Unique ID for students

Amy O'Connor @ The Secret Cocktail

Generate a weekly client update doc in Google Docs using Monday CRM

Michael Pang @ JoJo Ventures

AI Automatic photo adjustments

Julia Jaskólska @ Zapier

The Content Conveyor Belt: From Google Sheets to ClickUp with Zapier

Khadirah Muhammad @ The Alliance for Business Excellence

BigWinBot

Michael Leydet @ Docupace

Extract data from google sheets and share via Slack

Parth Soni @ Mobia Technology Innovations

Competitive Insights Automation

Ali Jensen @ Builder Prime

Remove forbidden characters using a Sub-Zap

Sage Kochavi @ Vermont Small Business Law Center

Candidate Matching

Santeri Uomala @ Better Than Brains

Facebook Ad Lead that prompts personal follow-up via CRM and immediate email follow-up via Klaviyo

Erin Mayer @ REFIT Revolution

Block time to follow up on meeting actions

Space by Zapier: Launch to Content Repo & LinkedIn Authority Building

Manuel Olariu @ Space Accelerations

Swapping customer subscriptions with Recharge and Shopify

Tyler Shockey @ ehouse

Share Facebook Post Performance To Airtable every day

James Foley @ Eastern Shore Community Services Board

Round Robin for Salesforce Cases

Joseph Rose @ Podium

Creating Hubspot Meeting from Sheets

Naomi Hopper @ POMAA

Gong Call Transcript Organizer

Jeff Risley @ Arvo Tech

Validate Contractor Invoice

Mehran Firdous @ FigOutLabs

Speak Your Name – End-to-End Legacy Automation System

Post warm Facebook leads in Slack

Deanna Adams-Almazon @ Hamilton Health & Wellness

When a non-profit campaign is coming to an end, trigger updates in Zoho CRM, Zoho Campaigns, and Outlook

Tyson Eyre @ Impact Development Fund

Payment links on deal property changes in HubSpot

Idoko jaja @ Asos inc

Create social content from our blog posts

Calendly Appointment to Salesforce Lead

Michael Cadwell @ Shamrock Trading Corporation

Add LinkedIn Message Threads to CRM

Alex Ward @ Automate My.Co

Pre checkin mail collector

Jeremy |Mezenberg @ Top Tier Vacation Rentals

Create Transcript from LMS

Amy O'Connor @ The Secret Cocktail

Newly Funded Loan: Airtable to Sitewire

Rachel Mendoza @ Buyers Club / FasterFunds Lending

ATS to CRM - Candidate Hires

Sam Lange @ ISTA Solutions

One Event Lead Form to Rule Them All

Ray Taggart @ Shugarman's Bath

Send Message to User Through Slack when a button is clicked in Tables

Andrew Bechman @ The Absolute POS

🔧 Task Triage

Michael Stewart @ Sudowrite

Notify the team about new customer service emails

Edgar @ Black & Hughston PC

Advanced Reader Copy (ARC) Sign Up

Jamye Smith @ Jamye Smith

SUBSTACK Auto Log and Archive

Elizabeth Harris @ Kevin Harris Architect

Automated Client Onboarding with Go HighLevel

Julian Morales @ QNTM JMP

Trello to Google Cal

Megan Tarajcak @ Gadabout SalonSpas

New Newsletter Subscriber → Pipedrive

Aatish Jakesh Patel @ Atölye

Clean up URLs by removing info

Blair Mishleau @ Patreon

Tracking Incentivized Discovery Sessions at our Event Booths

Sierra @ FMX

Close ActiveCampaign Deal When Customer Converts

Amy O'Connor @ The Secret Cocktail

Automated RFQ Enrichment | Outlook → ChatGPT & Perplexity

Kunal @ Parchem

Generate SEO optimized content

Aayush Shrivastava @ Parchem

On-Air Zap

Sabine Hrkalovich @ Pluto TV

Images from Monday.com to Salesforce

Charlie Knust @ SoundThinking Inc.

Certification Renewal Text

Amy O'Connor @ The Secret Cocktail

Track donations from Givebutter in Neon CRM

Carly Slank @ Zaman International

Send an SMS reminder for upcoming Outlook events

Andrew @ Coalition

Unlocking growth: Daily Insights on large accounts in Slack

Justin Nakano @ Zapier

Transferring WooCommerce Event Registrations to all the places

Erin Mayer @ REFIT Revolution

Create Excel Doc from Podio

Rachel Mendoza @ Buyers Club / FasterFunds Lending

Workflows

Filter by:

All workflows

Campaign management

Sales pipeline

Team productivity and collaboration

Event management

Learning and development

Project management

Customer support

Account handoff when deal stage is updated

Dyan Meahl @ Zapier

Send new Zoom webinar recordings to Video team for editing

Denise Hibbard @ Zapier

AI-powered sales and success coaching

Chris Ondera @ Zapier

Request form notifications

Janine Anderson @ Zapier

Enable high-quality employee goal setting

Emily Mabie @ Zapier

Daily email of AI-summarized newsletters/RSS

Eric Mistry @ Contentsquare

Ensure approved OOO is represented in calendars

Pedro Louro @ Zapier

Scaleable advertising lead capture

Sean Kennedy @ Zapier

Quickly remove bad leads from CRM

Jacob Siner @ Practice Promotions

Event moderation helper: take action and log decisions from Slack

Denise Hibbard @ Zapier

Send chat in positive recognition room

Alexis Teope @ Prescription Lifeline

Send birthday cards from a spreadsheet automatically through a print partner

Ryan @ Stonegate Management

Emotional Insurance Policy

Drake Frank @ IRayUSA

Automatically write AI blog posts and post to Shopify

Kyle Evans @ The Resell Club

Automated changelog

Leah Miranda @ Zapier

Real-time leads moving from email parser to Call Tools PCC for calls

Parakh Shukla @ CallOne Consultants Pvt Ltd

EventInbox: Get AI-proposed answers to event emails

Denise Hibbard @ Zapier

Log event feedback from Slack in a Coda table

Denise Hibbard @ Zapier

Send a real thank you card to client upon invoice!

Eric Granata @ PromoPilot

Automated deal desk

Dyan Meahl @ Zapier

Dog foster home feedback to Happy Bark

Eric Pollock @ Happy Bark

Direct requests for help in Slack to the intake form

Dyan Meahl @ Zapier

Custom document creation from CRM data with Dubsado and Google Docs

Amy O'Connor @ The Secret Cocktail

Email Text File Copied into Master Spreadsheet

Ariya Gupta @ Palm Holdings

Monthly customers to month contact list

Shea Foote @ Belzona KC

Automated Test Result Formatting & Email Delivery

Amanda Huber @ Three Rivers Park District

Survey to Served Up Insights

Lauren Helm @ Veterans United

Executive Meeting Audit

Jessica Thomas @ Reputation

Meeting Intel

Madhan Seetharaman @ SimpleTire

The One Call Rail to Rule Them All

Ray Taggart @ Shugarman's Bath

Client Onboarding Mega Workflow

Melisa Taylor @ Strategos Group

Send web forms to our team in Slack

Roy Wang @ Claggett, Sykes, & Garza, LLC

Daily Podcast Material Generator

Brad Balda @ Cecilian Partners

Launched New LOA Request and Intro Leave Management Vendor

Carol Vilchez-Smith @ Babylist

Automatic Event Attendee Badge Creation

Julia Jaskólska @ Zapier

Turn Podcasts into Blog Posts

Jacob Siner @ Practice Promotions

Generate a Unique ID for students

Amy O'Connor @ The Secret Cocktail

Generate a weekly client update doc in Google Docs using Monday CRM

Michael Pang @ JoJo Ventures

AI Automatic photo adjustments

Julia Jaskólska @ Zapier

The Content Conveyor Belt: From Google Sheets to ClickUp with Zapier

Khadirah Muhammad @ The Alliance for Business Excellence

BigWinBot

Michael Leydet @ Docupace

Extract data from google sheets and share via Slack

Parth Soni @ Mobia Technology Innovations

Competitive Insights Automation

Ali Jensen @ Builder Prime

Remove forbidden characters using a Sub-Zap

Sage Kochavi @ Vermont Small Business Law Center

Candidate Matching

Santeri Uomala @ Better Than Brains

Facebook Ad Lead that prompts personal follow-up via CRM and immediate email follow-up via Klaviyo

Erin Mayer @ REFIT Revolution

Block time to follow up on meeting actions

Space by Zapier: Launch to Content Repo & LinkedIn Authority Building

Manuel Olariu @ Space Accelerations

Swapping customer subscriptions with Recharge and Shopify

Tyler Shockey @ ehouse

Share Facebook Post Performance To Airtable every day

James Foley @ Eastern Shore Community Services Board

Round Robin for Salesforce Cases

Joseph Rose @ Podium

Creating Hubspot Meeting from Sheets

Naomi Hopper @ POMAA

Gong Call Transcript Organizer

Jeff Risley @ Arvo Tech

Validate Contractor Invoice

Mehran Firdous @ FigOutLabs

Speak Your Name – End-to-End Legacy Automation System

Post warm Facebook leads in Slack

Deanna Adams-Almazon @ Hamilton Health & Wellness

When a non-profit campaign is coming to an end, trigger updates in Zoho CRM, Zoho Campaigns, and Outlook

Tyson Eyre @ Impact Development Fund

Payment links on deal property changes in HubSpot

Idoko jaja @ Asos inc

Create social content from our blog posts

Calendly Appointment to Salesforce Lead

Michael Cadwell @ Shamrock Trading Corporation

Add LinkedIn Message Threads to CRM

Alex Ward @ Automate My.Co

Pre checkin mail collector

Jeremy |Mezenberg @ Top Tier Vacation Rentals

Create Transcript from LMS

Amy O'Connor @ The Secret Cocktail

Newly Funded Loan: Airtable to Sitewire

Rachel Mendoza @ Buyers Club / FasterFunds Lending

ATS to CRM - Candidate Hires

Sam Lange @ ISTA Solutions

One Event Lead Form to Rule Them All

Ray Taggart @ Shugarman's Bath

Send Message to User Through Slack when a button is clicked in Tables

Andrew Bechman @ The Absolute POS

🔧 Task Triage

Michael Stewart @ Sudowrite

Notify the team about new customer service emails

Edgar @ Black & Hughston PC

Advanced Reader Copy (ARC) Sign Up

Jamye Smith @ Jamye Smith

SUBSTACK Auto Log and Archive

Elizabeth Harris @ Kevin Harris Architect

Automated Client Onboarding with Go HighLevel

Julian Morales @ QNTM JMP

Trello to Google Cal

Megan Tarajcak @ Gadabout SalonSpas

New Newsletter Subscriber → Pipedrive

Aatish Jakesh Patel @ Atölye

Clean up URLs by removing info

Blair Mishleau @ Patreon

Tracking Incentivized Discovery Sessions at our Event Booths

Sierra @ FMX

Close ActiveCampaign Deal When Customer Converts

Amy O'Connor @ The Secret Cocktail

Automated RFQ Enrichment | Outlook → ChatGPT & Perplexity

Kunal @ Parchem

Generate SEO optimized content

Aayush Shrivastava @ Parchem

On-Air Zap

Sabine Hrkalovich @ Pluto TV

Images from Monday.com to Salesforce

Charlie Knust @ SoundThinking Inc.

Certification Renewal Text

Amy O'Connor @ The Secret Cocktail

Track donations from Givebutter in Neon CRM

Carly Slank @ Zaman International

Send an SMS reminder for upcoming Outlook events

Andrew @ Coalition

Unlocking growth: Daily Insights on large accounts in Slack

Justin Nakano @ Zapier

Transferring WooCommerce Event Registrations to all the places

Erin Mayer @ REFIT Revolution

Create Excel Doc from Podio

Rachel Mendoza @ Buyers Club / FasterFunds Lending