Standout Designs review for Zapier: Workflow Automation

Dec. 25, 2018

UPDATE 12/12/18: Wow - we have been saving a lot of time for a long time now. The zaps described below in our original review are outdated. Zapier has also become even more powerful (multi-step zaps with alternate paths). We now do way more and with some different apps (HelpScout, Base, TypeForm). New customers get emails asking how they found us (and a follow-up after a week if they don't respond). They are also added to HelpScout in case we need to reach out. Canadian customers get special emails about customs. Customers ordering free samples or abandoning checkout are added to Base as Deals. On shipment, customers get special instructions about receiving freight. Customers who purchase after requesting samples are logged in a "converted sampler" Google Sheet. Results from TypeForm "How They Found Us" are shared in a different Google Sheet with our PPC agency. In short, if you can map a business process out, you can improve your efficiency by automating with Zapier. And, of course, top-notch support is there to help you along the way. ORIGINAL REVIEW FROM 2013: We absolutely LOVE Zapier. Super easy to use, super powerful, super support. So far we have connected up Shopify to Desk.com (which we also love) and a Google Spreadsheet Form Results doc to Zoho CRM. The combination of Zapier and Desk.com is amazing. It is allowing us to automatically make sure we give attention to certain orders. For example, when a customer does not enter a shipping phone number, Zapier will create a case so long as "Mail" is not in the shipping line data since we don't need a phone number in those cases so no harm. We set the subject of the case via Zapier to include the order number and "is missing a phone number." Desk's rules take over and send a special email requesting the info from the customer where the case title contains that phrase. All fast, all automatic, all simple to get going. Support is great too. I asked a question about our Desk.com custom fields since we want more data from Shopify transferred. Support made it happen with the hour. Zapier makes great apps like Desk.com even more powerful.