3.Workflows: Mastering 5 Business Automation flows with Zapier

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Brilliant Workflows You Can Build with Zapier in Minutes

πŸš€ Introduction to Zapier

Zapier is one of the most popular no-code automation platforms, connecting over 6,000 apps like Gmail, Slack, Google Sheets, and more. It lets you create β€œZaps” β€” automated workflows triggered by events in one app that cause actions in another. Whether you’re a solopreneur or part of a large team, Zapier helps eliminate repetitive tasks and streamline your business operations without writing a single line of code.

In this tutorial, we’ll walk through five distinct business automation scenarios that showcase Zapier’s versatility β€” each with clear, actionable steps.


βœ… Scenario 1: Auto-Post Job Listings from Airtable to LinkedIn and Notify HR on Slack

Use Case: Streamline your hiring process by instantly sharing new job openings.

Steps:

  1. Trigger: Airtable β†’ New Record in View
    • Choose your β€œJob Listings” base and filter view for open roles.
  2. Action 1: LinkedIn β†’ Create Company Update
    • Connect your LinkedIn page and map job title, description, and link.
  3. Action 2: Slack β†’ Send Channel Message
    • Notify the HR team with a message like: β€œπŸš€ New job posted: {{Job Title}}.”
  4. Test & Turn On: Run a test and activate your Zap.

βœ… Scenario 2: Send Personalized Welcome Emails to New Shopify Customers

Use Case: Delight first-time buyers with a warm, automated welcome.

Steps:

  1. Trigger: Shopify β†’ New Paid Order
  2. Filter: Add a condition to check if β€œCustomer Orders Count = 1”
  3. Action: Gmail β†’ Send Email
    • Use dynamic fields like {{Customer First Name}} and {{Product Name}}
  4. Optional: Add a delay of 1 hour before sending the email.

βœ… Scenario 3: Save Typeform Responses to Google Sheets and Alert the Team

Use Case: Centralize form data and keep your team in the loop.

Steps:

  1. Trigger: Typeform β†’ New Entry
  2. Action 1: Google Sheets β†’ Create Spreadsheet Row
    • Map each form field to a column.
  3. Action 2: Gmail or Slack β†’ Send Notification
    • Alert the team with a summary of the submission.

βœ… Scenario 4: Repost Instagram Content to Pinterest with AI-Generated Captions

Use Case: Expand your content reach with minimal effort.

Steps:

  1. Trigger: Instagram for Business β†’ New Media Posted
  2. Action 1: OpenAI β†’ Generate Caption
    • Use the original caption as a prompt to create a Pinterest-style version.
  3. Action 2: Pinterest β†’ Create Pin
    • Upload the image and use the AI-generated caption.

βœ… Scenario 5: Create QuickBooks Invoices from Stripe Payments

Use Case: Automate your accounting workflow.

Steps:

  1. Trigger: Stripe β†’ New Payment
  2. Action: QuickBooks Online β†’ Create Invoice
    • Map payment details like customer name, email, and amount.
  3. Optional: Add a Slack alert to notify your finance team.

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