Automation Blog – Latest Posts on How to Automate Your Business

Running a Shopify store is a challenging but rewarding business. As a store owner, you know that to succeed it’s not enough to have good products and a nice-looking website.  One of the keys to boosting your ROI is to optimize your processes and workflows. This is...

Phone calls and text messages are a critical part of many sales and marketing workflows. The problem is, the more tools you add to your workflow, the more time and effort you need to invest into managing them. Thankfully with tools like Twilio and Zapier, you can...

If you’re just starting your adventure with Zapier, Webhooks can seem a little bit complicated. After all, wasn’t Zapier automation supposed to help you AVOID using any kind of HTTP connections or other code-like stuff? The thing is, while Zapier is a real automation...

Squarespace is a popular website builder that makes creating websites intuitive and easy. Once you sign up, you don’t have to worry about coding, hosting, or any of the things webmasters have to deal with. The problem? Compared to some of its competitors, it offers...

Google Ads (formerly Google AdWords) is one of the biggest online advertising platforms. Every day, it’s used by millions of businesses to attract leads, drive sales, or monetize content. In this article, we’ll look at how you can use Zapier Google Ads integration...

Collecting user data is a critical part of every marketing strategy. Without it, you can’t create email campaigns, collect feedback, and do dozens of other things.  Thanks to tools like Typeform, you can create high-converting forms and surveys without writing a...

LinkedIn is the biggest social media platform for professionals. With the right approach, it can  become a powerful sales and lead-generation tool. And by integrating LinkedIn with Zapier, you can automate a big part of your lead gen process.  In this...

Gmail is the most popular email client in the world. It’s loved for its simplicity, intuitive UX, and deliverability. It’s also extremely convenient and offers great built-in labeling and filtering. And, with a Gmail Zapier integration, you can expand it with a wealth...

Building and managing a website used to be hard. But, thanks to drag-and-drop builders like Wix, anyone can create a website or an online store. And, with a Wix and Zapier integration, they can automate a big part of its functioning! In this guide, we’ll look at how...

Collecting payments is one of the most important processes in every business. But, there’s a lot more to a successful transaction than getting your clients to take action. After all, once they submit their payment details, you still have to process their data. Not to...

Automating just a few tasks in your business can save you tens of hours and thousands of dollars. Still, most businesses don’t invest in an automation tech stack. Why? It’s simple - many don’t even know that most of the repetitive tasks can be automated! Others think...

Whenever you create a Zap, the very first thing that you set up is its trigger event. Depending on the app, you can choose from one, two, or over a dozen trigger events.  But have you ever wondered why certain apps trigger your Zap instantly while others force...

Zapier is, without a doubt, one of the kings of business automation. But, that doesn’t mean other tools aren’t trying to help you automate at least a part of your workflows. In this quick guide, we’re going to explore Formstack - a popular form and document creation...

In sales, speed is one of the most precious values. The sooner you can set an appointment, the higher the chance of sealing the deal. With Calendly, your prospects can set that appointment right on the spot. And with a Calendly and Zapier integration, your salespeople...

Zapier formatter is a powerful Zapier app. If you’ve ever built anything beyond simple automation, you’ve most likely used it to format text, numbers, or dates. But, contrary to its name, Zapier formatter is not just about formatting the data. With Zapier Formatter...

Text is the central point of many Zapier automations. In fact, many of your workflows will focus on moving text data from one app to the other. Often, to make the workflow a success, you’ll need that data changed before you send it to its final destination. That’s...

Numbers are an essential part of many data flows. As you start building different Zaps, sooner or later, you’ll need to manipulate numerical data. Typically, such an operation would require you to use code. But, thanks to the Numbers step, you can edit numerical data...

If you’ve ever tried using dates or time in your Zaps, you know it’s rarely as simple as finding the value in one step and adding it to another. But, if you ever need to perform any operations on dates or time values, Zapier formatter is here to help you.  In...

Building Zaps is all about moving data between different tools. The thing is, it’s not always as easy as just connecting the two tools together and watching the data flow. The problem is that two apps that you’re trying to connect can accept and return data in...

Organizing an event is a tough job. Whether it’s online or offline, there are just so many things that you’ve got to take care of. Thankfully, there’s a tool like Eventbrite that can help you sell tickets and spread the word about the event. And, if you integrate it...

Running an online store is tough. You've got to work hard to attract customers, process orders, and take care of inventory. Then, there are things like invoicing,  emails, and dozens of others that you've got to deal with. And sure, WordPress-based platforms like...

Zapier makes it easy to automate tasks across apps and platforms. The thing is, no matter how well you polish your setup, sooner or later, you'll inevitably run into issues. And one of the most common ones is the “Zap not triggering” problem.  Luckily, a Zap that...

Notion is a powerful note-taking and knowledge-management tool. On its own, it can already serve as a knowledge repository or even a complete workspace. But it’s only after you add Zapier automation to it that it becomes really powerful.  In this article, we’ll...

If you’re just starting your Zapier adventure, the difference between a Zap and a task may seem a little ambiguous. The look at the Zapier pricing table doesn’t help much either.  Yet, they both are an important differentiator of the pricing plans and two of...

If you’re a WordPress fan, you’ve probably heard about Contact Form 7 - a “legendary” WordPress contact form plugin. The problem? Despite its popularity, the plugin lacks direct Zapier integration.  Yet, automating your contact forms is critical for optimizing...

Fixing Zapier Problems - Why Is My Zap Stuck in a Loop? Getting your Zap stuck in a loop is one of the most common problems with Zapier automation. Unfortunately, it’s also one of the most dangerous ones.  And the reason is simple - a Zap stuck in a loop can...

Zapier makes processing and moving data between different tools extremely easy.Unfortunately, just like any other tool, it has its quirks. For example, it will sometimes return said data in a different format than we’d like it to. A common problem when working with...

Google docs and similar file management systems are excellent collaboration tools. They allow us to create, share, and collaborate on files with clients and teams all around the world. The only problem is, creating and managing sharing links can be time-consuming....