Get started with Zapier to Boost Your Productivity.
If you've already dipped your toes into the world of smart tech tools, you know the impact they can have on your business . But why stop there? Let's take your automation game to the next level with a tool that's a game-changer: Zapier.
This powerful automation platform is designed to connect and streamline the myriad of programs and websites you use every day, effortlessly automating routine tasks to save you time and mental energy.
What is Zapier:
Zapier acts as a bridge between over a thousand different programs (tools like Dubsado, Asana, Flodesk, Google - the programs you use in your business on a daily basis), making it an indispensable tool for anyone looking to automate their business processes.
By setting up simple 'Zaps,' you can automate actions based on specific ‘triggers’—like receiving a new contract or form submission—which then prompt a corresponding ‘event’, such as adding a client to your email list or creating a project folder in your google drive or email inbox.
Getting Started with Zapier:
Starting with Zapier is straightforward, even for those new to automation:
Sign Up for Free: Zapier offers the first five (one step) zaps/automations for free, allowing you to explore its capabilities without upfront costs.
Explore Tutorials: Plenty of resources are available to guide you through setting up your first Zaps, ensuring a smooth learning curve.
I should also mention here, that there are other alternatives to Zapier that you can consider, such as Make and many others you will find with a simple google search.
Five Quick and Easy Zaps to Try:
Website Contact Form to CRM: Automate the addition of potential client details from your website contact form directly into your CRM system, like Dubsado or Moxie.
Contract Signing to Email Folder Creation: Set up a Zap that creates a new folder in your email account whenever a client signs a contract, keeping all related correspondence organised.
Contract Signing to Google Drive Folder: Similarly, automatically create a dedicated folder in Google Drive upon contract signing to store all project documents and files.
Update Email List Categories: Automatically update client categories in your email marketing tool when they sign a contract, helping tailor your communication strategies.
Project Management Updates: Link contract signings to task or template creation in project management tools like Asana, ClickUp, or Trello, ensuring your team stays on track with new projects.
Once you had mastered some of these basics there’s a whole heap more you can explore. Each program has it’s once specific set of ‘triggers’ and ‘events’ that you can explore and find. The best thing to do is, just get started.
Need more support?
If you're looking to leverage automation in your business, download my service guide and explore my Studio Packages, these packages are perfect for creative service providers eager to embrace the full potential of tools like Zapier or Make. Let’s make automation work for you, freeing you to focus on your passions and creativity.