Exit the never ending spiral of completing the most mundane and repetitive tasks that are necessary to your business, but aren’t pushing it forward.
Leave it to technology to do it for you instead by connecting Zapier with your Zendo workspace!
What’s Zapier?
Zapier is an online automation tool that connects different applications — over 7,000 of them — including Mailchimp, Trello, Airtable, Typeform, Slack, Google Docs, Calendly, Stripe, and other popular tools many businesses can’t do without.
Using Zapier, you can create complex workflows that span across all these apps, where each action is triggered by another. This way, you can get rid of repetitive tasks and spend your time more efficiently.
To integrate Zapier with your Zendo workspace, simply head over to Workspace > General > Integrations and select the “Continue to Zapier” button. Then, you’ll be taken to Zapier, where you’ll either be prompted to log in to your Zapier account or to create a new one.
Note that there are two requirements for Zapier integration:
- You need to have your own Zapier account,
- You need to subscribe to either the PRO or MAX plan; you can compare our plans on this page.
💡To learn more about connecting Zapier step by step, read this article.
What Kind Of Workflows Can I Create?
If your mind isn’t brimming with possibilities just yet, let us go over some recommended workflows that can ease your administrative burdens.
Never Miss A Message Again
If email and browser notifications aren’t enough to keep you up-to-date, you can create a simple workflow that will notify you of any new messages or replies on your platform of choice, such as Slack, Discord, or Facebook.
You can decide if you want the message to land in a private or public channel, to create a brand-new channel with each message, or to be sent to someone’s DM.
This will require you to create a trigger in the form of getting a new message, and then an action, choosing where the message should appear.
The content of the message is also fully customizable; you can settle for a cheerful “You have a new message! 🎉” or more formal “Hello, Agent, there appears to be a new message. Please reply to it ASAP on your workspace”.
Instant Replies And Follow-Ups
The faster you reply to a client’s inquiries, the more taken care of will they feel; also, you’ll present yourself as a proper professional. Leaving your customers hanging might, at the best case scenario, leave a sour taste in their mouth, but at the worst, they’ll seek services somewhere else.
With Zapier, you can fire off as many automated messages as you need, to either be sent as a reply on the workspace itself, or as an email, or a social media answer.
But the message doesn’t have to be the same to each inquiry. You can create custom rules, so that different messages would be sent to different types of requests, or only if the client’s message contains specific keywords — and that’s just the tip of an extremely deep iceberg.
Fire Rapid Onboarding
Now, what’s better than an instant reply?
An extensive and thorough onboarding process!
In case of custom and subscription-based services, an onboarding process might be especially crucial for both parties to be on the same page, as well as teach the client how to use Zendo to their advantage.
Thanks to Zapier, now you can send all sorts of documents, files, forms, as well as give them access to any other platforms you use, be it Trello, ClickUp, or Jira. This way, you can create a one-of-a-kind experience, allowing clients to get to know you better and set their expectations.
Quick Assignments
The customer experience can be elevated even more when you introduce automatic assignments.
Forget about doing that manually — now, when a new request is created, your agents and watchers can be assigned at once, ensuring that no requests go unanswered.
And when you combine that with custom rules, you can assign different agents depending on the type of the request, its priority level, subscription package and limits, price, and more. If your agents specialize in any particular assignments, you can take that into account.
Create Documentation At Once
If you like proper, spotless documentation and think in spreadsheets, then you can create your automatic workflows around them just as well.
For example, whenever a new client creates their account, you can immediately create a Google Spreadsheet with that client’s information, a Trello card, or an Airtable record, among other things.
The same can be done for any requests, if you want to collect any important data for future analysis.
Hands-Free Bookings
You can also create a workflow that centers around your calendar, be it the Google one, Calendly, or their equivalent.
Now, when a client creates their account on your workspace, submits a new request that may or may not be further defined by triggers, or purchases a specific package or a service, you can set your workflow to create a new booking for you, instantly.
Specific actions can also trigger an update of an already created event or delete one, if, for example, your clients cancel your subscription or doesn’t complete the payment in time — with Zapier, you can achieve true flexibility.
You can also create events just for your team if a specific project gets accepted and brainstorming sessions are a regular part of your workflow.
Your Ideas!
With the number of available options that span over 7,000 applications, the possibilities are endless. It’s also your choice if you want to create a myriad of small workflows, or several huge ones that cover as many cases as possible.
If you’d like to share your ideas with an eager audience, don’t forget to join our Discord community and partake in any discussions there.
Bonus Feature: The Checklist
But the Zapier integration isn’t the only feature our valiant team has been working on!
We’ve also added checklists to the workflows. If you really wanted to have a neat to-do list in your requests, your wish just came true!
Just a heads-up: if you create a checklist for an already existing workflow, it won’t appear in old requests, only in the new ones.
You’ll find your checklist on the right sidebar of your request, where you’ll be able to check off any completed tasks and add new ones, as well as see the progress bar.
The progress bar will also be visible in the Table and Kanban views.
💡To learn more about how to set up your checklists, read this article.
Integrate Zapier With Your Workspace
Don’t delay — it’s time to allow technology to take over the most tedious parts of running a successful business. Create processes and workflows that will let you focus on delivering exceptional services instead of moving tasks around and managing your documents manually.
The Zapier integration is only available to users on the paid plans, PRO and Max. Compare the plans and make a smart investment that will quickly pay off!
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