3.Workflows: Mastering 5 Business Automation flows with Zapier

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🔧 From Click to Automating E-Commerce Like a Pro with Make

🚀 Introduction to Make (Integromat)

Make is a visual automation platform that lets you connect apps and build powerful workflows — called “scenarios” — using a drag-and-drop interface. Unlike simpler tools, Make supports advanced logic, branching, scheduling, and real-time data manipulation. It’s ideal for businesses that want to automate multi-step processes across platforms like Shopify, Google Workspace, Dropbox, and more.

In this tutorial, we’ll walk through five unique business automation scenarios that showcase Make’s flexibility and depth — each with step-by-step instructions.

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✅ Scenario 1: Sync Shopify Orders to Google Sheets, Generate PDF Invoices, and Email Them

Use Case: Automate your order-to-invoice pipeline.

Steps:

1. Trigger: Shopify → Watch Orders
2. Action 1: Google Sheets → Add Row with order details
3. Action 2: Google Docs → Fill invoice template with dynamic data
4. Action 3: PDF → Convert Google Doc to PDF
5. Action 4: Gmail → Send invoice to customer

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✅ Scenario 2: Auto-Generate Certificates from Google Forms and Send via Gmail

Use Case: Streamline event or course completion certificates.

Steps:

1. Trigger: Google Forms → New Response
2. Action 1: Google Docs → Populate certificate template
3. Action 2: PDF → Convert to PDF
4. Action 3: Gmail → Send certificate to respondent

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✅ Scenario 3: Convert Uploaded Images to PDFs and Store in Dropbox

Use Case: Automate file handling for design or HR teams.

Steps:

1. Trigger: Dropbox → Watch Folder for new image
2. Action 1: Image → Convert to PDF
3. Action 2: Dropbox → Save PDF in “Processed” folder
4. Optional: Slack → Notify team of new upload

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✅ Scenario 4: Monitor Google Calendar for New Events and Create Trello Cards

Use Case: Keep project boards aligned with scheduled meetings.

Steps:

1. Trigger: Google Calendar → Watch Events
2. Filter: Only include events with specific keywords (e.g., “Client”)
3. Action: Trello → Create Card with event details

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✅ Scenario 5: Scrape Competitor Pricing from Websites and Log to Airtable

Use Case: Automate market research and pricing intelligence.

Steps:

1. Trigger: Scheduler → Run daily
2. Action 1: HTTP → Make GET request to competitor site
3. Action 2: Text Parser → Extract price data
4. Action 3: Airtable → Update or append pricing info

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5. Workflows: Supercharge Your Microsoft 365-5 Practical Automations Using Power Automate