In this day and age, we need tools that can connect and speak to each other. Gone are the days of disparate tools with little ability to transfer information. One of the most helpful apps for ensuring maximum connectivity is Zapier, a tool that allows you to seamlessly connect apps and automate workflows. Zapier integrations move information between different tools with a few simple steps, greatly reducing friction between tools.
Zapier works through trigger events, which happen in one app and alert another app to complete an action. A simple example is that there could be a trigger when someone purchases a product from your online store. From there, Zapier could set off an action to send them a welcome email, and once that welcome email is sent, a folder is started in your file-sharing service to store all documents related to that sale.
How To Automate Your Work With Zapier
To create a “Zap” yourself, there isn’t any code required, and you can simply start by using Zapier’s 14-day free trial (or their free plan), and pick the trigger, then the action that you subsequently want to be completed. Then, each time the Zap kicks off, it will automatically and securely run information from one app to the other. Almost like magic. And if you’re having trouble thinking up new and exciting ways to connect your apps, Zapier has a backlog of connection capabilities for you.
That being said, there is something special about setting up your own custom workflow that works in the exact way you want it, which is why we wrote this article. We’re here to break down some of our favorite Zapier integrations that you can apply to your workflows and thoroughly customize, giving you hours back every week.
There are a few different exciting ways that you can utilize Zapier to send data between Gmail and Slack, two of the most used business apps in the world. First, you can set up Zapier to send all new emails as Slack channel messages. This is great if you don’t want to spend time constantly flipping back between Slack and Gmail to check on new emails that might need your attention.
Another great Zap between these two apps is the ability to send Gmail emails as private Slack messages. This is a great alternative to CCing someone via email — instead, you can simply set the Zap up to notify them in Slack of any messages that need their attention.
Hive is a high-powered project management tool used by brands like Comcast, Google, Toyota and Starbucks. With Hive, you can customize project views and utilize high-powered analytics to plan out your projects. With this Zapier integration, you can set up a number of customizable Hive and Google Calendar integrations.
The first Zap we’re a fan of is the ability to create a new action in Hive within a project when an event ends in your Google Calendar. This is a great way to ensure timely follow-up and to remind the team of any outstanding items that came out of the meeting. Another way to connect the two is by setting up a Zap so that every time a new event is created, a message is sent out in Hive. This is great if you’re creating Google events on behalf of other people, as you can use the triggered message to alert them to the new event on their calendar and explain the context of the meeting.
Dropbox is one of the preeminent file sharing services on the market, and is a great asset to any team looking for a centralized place to store creative assets or documents. There are a ton of natural integrations between Dropbox and Gmail, the first of which is a Zap that lets you save any Gmail attachments to your Dropbox folder. This is great if you’re working on a creative project or with a client where there are multiple rounds of feedback involved and several creative stages.
Another great Zap between the two is the ability to get an email in Gmail when new files are added to your Dropbox folder. This is helpful if you’re working on a collaborative project and are waiting for someone to drop files into Dropbox — with this integration, you’ll know right away when you’ve received the files and won’t have to keep checking manually.
If you’re using Hive as your primary project management tool, there’s a good chance that you could be in the marketing for a time tracking tool. That’s where the Hive and Harvest Zaps come into play. One of the best Zaps for connecting the two apps is the ability to start the timer in Harvest when you kick off a new action in Hive. This allows you to easily start tracking time spent on the task without having to flip between the tools.
Another great Zapier integration is the ability to trigger an action in Hive when a new Invoice is generated in Harvest. This new action in Hive will remind you to check in on or send off the Invoice once it has been completed. This is great for people doing project based work at an agency or on a creative team.
Stripe is an easy way to accept payments online or through a mobile device, and makes selling as a small business easy. Quickbooks is another great tool for small to medium businesses that helps with accounting and financial tracking. For small businesses, having an integration between these two tools is a lifesaver.
With this Zapier integration, one of the most straightforward Zaps available is the ability to immediately create a Quickbooks receipt once a new sales receipt has been generated for a Stripe payment. This will help streamline payment tracking and sales across both platforms. Another helpful Zap is the ability to add new Stripe customers to Quickbooks online as customers, which also helps keep track of matching up sales across platforms.
As we’ve moved to almost entirely digital events, having a way to integrate an event planning tool with a video conferencing tool is essential. Eventbrite is an event management and ticketing platform built for events of all sizes.
With this Zapier integration, you can easily add new Eventbrite attendees as Zoom webinar registrants, which is an easy way to make sure that everyone who has signed up for the event has access to the Zoom meeting. Another way Zapier connects the two apps is by creating a new Zoom meeting for events added in Eventbrite. This is helpful when planning and streamline events and activities.
These are just a few of our favorite ways to connect apps through Zapier. If you’re interested in learning more about the the variety of apps you can utilize with Zapier, click here.