How to Use Zapier to Streamline Your Workflows

In today’s fast-paced digital world, automating repetitive tasks is key to staying productive. That’s where Zapier comes in—a no-code automation platform that connects your favorite apps and services to work seamlessly together. Whether you’re managing a business, organizing events, or handling daily admin, Zapier can help you save hours each week.

What Is Zapier?

Zapier is a tool that lets you automate tasks between more than 6,000 apps like Gmail, Google Sheets, Slack, Trello, and hundreds more. You set up workflows called Zaps, which follow a simple “When this happens, do that” format. For example:

  • When someone fills out a Google Form, Zapier can automatically add their details to a Mailchimp list.
  • When you receive a new email with an attachment, Zapier can save it to Dropbox and alert you in Slack.

How to Use Zapier in 3 Easy Steps:

  1. Choose a Trigger
    A trigger is the event that starts your automation. For instance, a “new row in Google Sheets” or “new email in Gmail.”
  2. Select an Action
    This is what you want Zapier to do automatically after the trigger. For example, “create a task in Asana” or “send a text with Twilio.”
  3. Test and Turn On Your Zap
    After setting up your Zap, you can run a test to ensure it works properly. Once confirmed, turn it on—and Zapier will run it in the background without you lifting a finger.

Real-Life Uses for Zapier:

  • Sales & Marketing: Capture leads from Facebook Ads and send them to your CRM.
  • Operations: Auto-generate invoices from new orders in Stripe or Shopify.
  • Project Management: Turn emails or form responses into Trello or ClickUp tasks.
  • Event Planning: Automatically send confirmation emails when someone RSVPs via Google Forms.
  • Add to Mailchimp: When a form is filled out, automatically add that person to your newsletter list

Want to learn more about Trello?

Why it works:

  • No coding skills required.
  • Reduces manual data entry.
  • Speeds up communication and task management.
  • Keeps your tools synced and workflows smooth.

Whether you’re a solopreneur or part of a team, Zapier can be your silent productivity partner—handling the busywork so you can focus on the big picture.


Sources:

Like this article?

Share on Facebook
Share on Twitter
Share on Linkdin
Share on Pinterest

Speak or Host

Please complete the form, and we will contact you about speaking at one of our events or hosting a mixer.

Platinum Level Investor

    • Annual Membership Plaque and Window Decal
    • Invitations to Exclusive Member Events
    • Advanced Invitations to Community Events
    • Videos and Training to Start, Grow, and Manage Your Business
    • Free Listing in Printed Member Directory
    • Free Listing on Chamber Website
    • Free Business Link on Chamber Website
    • Virtual Member Badge for Website and Social Media Recognition
    • After Hours Mixers
    • Monthly Networking Meetings
    • Ribbon Cuttings and Grand Openings
    • Advertising and Sponsorship Opportunities
    • Advocacy and Governmental Relations
    • Community Exposure
    • Ambassador Program
    • Jurupa Valley Informational Resources
    • Member Spotlight

Chamber Member benefits above plus:

  • Business name on JVCC President’s Circle Investor banner displayed at events
  • Full Color logo on JVCC President’s Circle Investor banner displayed at events
  • Business name on JVCC Signature Event signage and printed programs
  • Full Color logo on JCVV Signature Event signage and printed programs
  • Business name recognition on Chamber Connection e-newsletters
  • Company bio listed in Member Directory (printed and on website)
  • Full Color logo listed in Member Directory (printed and on website)
  • Recognition on JVCC President’s Circle Investor page of JVCC website
  • Verbal introduction and recognition during events program
  • (6) Six Signature Event tickets to include priority seating when applicable
  • (2) Two complimentary meals at our monthly networking luncheons ($400 value)
  • Sponsorship opportunity at one networking luncheon event ($100 value)
  • Written blog highlighting your business on the JVCC Website
  • 60 second video showcasing your organization on the JVCC website and social media platforms         

Gold Level Investor

    • Annual Membership Plaque and Window Decal
    • Invitations to Exclusive Member Events
    • Advanced Invitations to Community Events
    • Videos and Training to Start, Grow, and Manage Your Business
    • Free Listing in Printed Member Directory
    • Free Listing on Chamber Website
    • Free Business Link on Chamber Website
    • Virtual Member Badge for Website and Social Media Recognition
    • After Hours Mixers
    • Monthly Networking Meetings
    • Ribbon Cuttings and Grand Openings
    • Advertising and Sponsorship Opportunities
    • Advocacy and Governmental Relations
    • Community Exposure
    • Ambassador Program
    • Jurupa Valley Informational Resources
    • Member Spotlight

Chamber Member benefits above plus:

  • Business name on JVCC President’s Circle Investor banner displayed at events
  • Business name on JVCC Signature Event signage and printed programs
  • Business name recognition on Chamber Connection e-newsletters
  • Company bio listed in Member Directory (printed and on website)
  • Recognition on JVCC President’s Circle Investor page of JVCC website
  • Verbal introduction and recognition during events program
  • (4) Four Signature Event tickets to include priority seating when applicable
  • (2) Two complimentary meals at our monthly networking luncheons ($400 value)
  • Sponsorship opportunity at one networking luncheon event ($100 value)
  • Written blog highlighting your business on the JVCC Website

Silver Level Investor

    • Annual Membership Plaque and Window Decal
    • Invitations to Exclusive Member Events
    • Advanced Invitations to Community Events
    • Videos and Training to Start, Grow, and Manage Your Business
    • Free Listing in Printed Member Directory
    • Free Listing on Chamber Website
    • Free Business Link on Chamber Website
    • Virtual Member Badge for Website and Social Media Recognition
    • After Hours Mixers
    • Monthly Networking Meetings
    • Ribbon Cuttings and Grand Openings
    • Advertising and Sponsorship Opportunities
    • Advocacy and Governmental Relations
    • Community Exposure
    • Ambassador Program
    • Jurupa Valley Informational Resources
    • Member Spotlight

Chamber Member benefits above plus:

  • Business name on JVCC President’s Circle Investor banner displayed at events
  • Business name on JVCC Signature Event signage and printed programs
  • Business name recognition on Chamber Connection e-newsletters
  • Company bio listed in Member Directory (printed and on website)
  • Recognition on JVCC President’s Circle Investor page of JVCC website
  • Verbal introduction and recognition during events program
  • (4) Four Signature Event tickets to include priority seating when applicable
  • (1) One complimentary meal at our monthly networking luncheons ($200 value)

Bronze Level Investor

    • Annual Membership Plaque and Window Decal
    • Invitations to Exclusive Member Events
    • Advanced Invitations to Community Events
    • Videos and Training to Start, Grow, and Manage Your Business
    • Free Listing in Printed Member Directory
    • Free Listing on Chamber Website
    • Free Business Link on Chamber Website
    • Virtual Member Badge for Website and Social Media Recognition
    • After Hours Mixers
    • Monthly Networking Meetings
    • Ribbon Cuttings and Grand Openings
    • Advertising and Sponsorship Opportunities
    • Advocacy and Governmental Relations
    • Community Exposure
    • Ambassador Program
    • Jurupa Valley Informational Resources
    • Member Spotlight

Chamber Member benefits above plus:

  • Business name on JVCC President’s Circle Investor banner displayed at events
  • Business name on JVCC Signature Event signage and printed programs
  • Business name recognition on Chamber Connection e-newsletters
  • Company bio listed in Member Directory (printed and on website)
  • Recognition on JVCC President’s Circle Investor page of JVCC website
  • Verbal introduction and recognition during events program
  • (2) Two Signature Event tickets to include priority seating when applicable

Chamber Member benefits

    • Annual Membership Plaque and Window Decal
    • Invitations to Exclusive Member Events
    • Advanced Invitations to Community Events
    • Videos and Training to Start, Grow, and Manage Your Business
    • Free Listing in Printed Member Directory
    • Free Listing on Chamber Website
    • Free Business Link on Chamber Website
    • Virtual Member Badge for Website and Social Media Recognition
    • After Hours Mixers
    • Monthly Networking Meetings
    • Ribbon Cuttings and Grand Openings
    • Advertising and Sponsorship Opportunities
    • Advocacy and Governmental Relations
    • Community Exposure
    • Ambassador Program
    • Jurupa Valley Informational Resources
    • Member Spotlight

 

Malcare WordPress Security