ZapConnect 2025 workflows

ZapConnect 2025 workflows

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