Zapier: automation, integration, and productivity for your company

In an increasingly connected world, the need to integrate platforms and applications is fundamental. Making these systems work together in a connected way may be the key to making a company even more valuable and competitive. But how can you do that? The answer is: using Zapier.

Zapier is an American SaaS (Software As A Service) that currently has millions of monthly organic visits and is a reference in the automation of repetitive tasks and application integration without requiring programming knowledge. Learn more about this tool in this article.

What is Zapier?

Founded in 2011, Zapier has millions of users who use its solutions to connect the work applications they use every day. According to recent data released by Latka, the company has now reached $250.7 million in recipe.

Source: https://getlatka.com/companies/zapier

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The platform aims to be simple. To do this, Zapier allows users to connect two or more apps to work together automatically. For example, if you use Gmail and Trello, you can create a “Zap” that automatically sends emails received in a certain Gmail folder to a specific list on Trello. This saves time and effort, eliminating the need to manually copy and paste information from one app to another.

Does Zapier support more than 7,000 apps and services, including the solutions Clicksign API, Gmail, Slack, Salesforce, Trello, Shopify, Google Sheets, Dropbox, and many others. This means that there are a wide variety of “Zaps” available to choose from, or you can create your own customized “Zaps” to meet your specific needs.

How does Zapier work?

Zapier works through a connection between different apps, using APIs (Application Programming Interfaces) to transfer data from one application to another.

To create a Zap, you first need to choose a trigger (Trigger), which is the action that initiates the workflow, and an action (Action), which is the task that must be performed when the trigger occurs. For example, a trigger could be a new entry in a Google Sheets sheet and the action could be to send an email to a specific team or save the file to a Dropbox directory.

Step by step to use Zapier

Now that you know how Zapier works, check out a step by step on how to create a Zap.

Step 1: Create an account

To start using Zapier, you need to create an account. Go to the Zapier website and click the” buttonSign Up Free“to create a free account.

Step 2: Choose the trigger app

After creating your account, you need to choose the app that you want to use as a trigger for Zap. You can choose from over 7,000 different apps, so choose the one that best suits your needs.

Step 3: Choose the trigger event

After choosing the trigger app, you need to choose the specific event that will generate the Zap. For example, if you chose Gmail as your trigger app, the trigger event could be “New email received”.

Step 4: Choose the action app

After choosing the trigger event, you need to choose the application that will execute the action when the trigger occurs. For example, if the trigger is a new email received in Gmail, the action could be to create a task in Trello.

Step 5: Configure Zap options

After choosing the action app, you need to configure Zap options, such as defining what data to transfer between apps and how they should be formatted. Next, you'll need to connect your app account to Zapier. Follow the instructions provided by the wizard for this step.

Step 6: Test Zap

Before activating Zap, it's a good idea to do some tests to ensure that everything is working properly - Zapier itself offers a testing tool for this purpose.

Step 7: Activate Zap

After testing Zap, it's time to activate. Click the button”Turn on Zap“to activate and start using your automation. Your Zap will now be active and ready to perform the defined actions whenever the Trigger occurs.

Step 8: Monitor and manage your Zaps

If your Zap is activated, you may be able to monitor and manage it from the Zapier dashboard. You can check the status of each Zap, edit or deactivate a Zap, or even add new actions or filters.

By following these steps, you can start using Zapier to automating tasks and workflows in your web apps and services. For more information, be sure to check out the complete tutorial available hereto.

5 Powerful Benefits of Zapier for Businesses and Professionals

Source: Vainu

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Zapier offers a wide range of benefits for companies and professionals seeking to increase their productivity and improve their workflows. Here are some of the key benefits:

• Time and money savings: with Zapier, you can automate tedious and repetitive tasks, saving your most valuable resources. No more wasting time doing tasks manually. It's time for you to focus only on the most important tasks.
  
  
• Higher efficiency: by automating tasks and workflows, Zapier helps increase your work efficiency, allowing you to work faster and more effectively.
  
  
• Reduction of errors: by automating tasks, Zapier helps reduce the possibility of human error, ensuring that all tasks are performed consistently and accurately.
  
  
• Greater integration: Zapier allows you to integrate different apps and services, allowing you to create customized workflows that meet your specific needs, without having to constantly switch between different apps.
  
  
• Scalability: with Zapier, you can increase your efficiency and productivity, regardless of the size of your company.

Leverage your business with customized automations

With technology Today's advanced feature is it possible to fully automate and personalize digital interactions with your potential customers, whether through a website, app, or email. Companies that don't adopt this capability are left behind in an increasingly digital world.

In this sense, an important practical example of using Zapier is the automation of your sales process using CRM (Customer Relationship Management) with the email marketing service. With Zapier, you can automate the process of adding new contacts to your CRM, in addition to sending personalized emails to those contacts based on your previous information and actions. Not only does this save time, but it also helps you create a closer and more personalized relationship with your customers.

Another example would be the integration of project management applications with cloud storage services. With Zapier, you can automatically create tasks based on files added to a shared folder, which helps keep your team organized and informed about project updates.

These are just a few examples of the many ways in which Zapier can be used to automate processes and improve a company's efficiency.

With an intuitive interface and a wide range of supported applications, Zapier is a powerful and affordable solution for automating daily tasks, including increasing the productivity and success of your company.

Zapier and Clicksign

As you have seen, Zapier is a tool that makes it possible to integrate applications by simplifying API connections, and that allows even those who do not have advanced programming knowledge to be able to automate processes.

At Clicksign you have the option of integrating via Zapier, connecting services such as Google Docs, DropBox, Outlook and many others. When choosing the integration, you can use the Clicksign API both inside and outside of Zapier. Some of the most used connections include the automatic filling of tables and the customization of sent messages, in addition to several other possibilities focused on streamlining the processes of companies and individuals.

Now that you know what Zapier is and the importance of this tool, take the opportunity to digitize your processes in an applicable and legally valid manner with Clicksign. Click here to learn more.