Zapier
Zapier Makes Automation Effortless with Powerful No-Code Workflows
Zapier has changed a lot recently!
Beginner-Friendly Automations with Easy Integrations and Helpful Support
Time-Saving No-Code Automation with a Huge App Ecosystem
The tool is completely reliable and simple to use
Limited real time performance for lower plans
Sending follow up emails activity
Updating CRM Records regularly
Traditional automation platform requires coding knowledge to develop and automate task but this tool is No code platform evolves more naturally and effectively
Easy to Use with a Huge Range of Integrations
Streamlines Automation by Connecting All My Digital Platforms
The Automation Layer Behind My AARRR 2.0 Growth & Revenue Architecture
As a Growth Architect, I use Zapier to connect the key parts of the customer journey — acquisition, activation, revenue, retention, expansion, and referral. It helps my B2B SaaS and startup clients connect fragmented tools, reduce manual work, and make GTM workflows easier to operate.
Zapier is especially useful because it supports the operational layer between marketing, sales, product, CRM, reporting, and client workflows. It allows teams to move faster, test processes, and improve handoffs without needing a heavy engineering build for every workflow.
For more complex workflows, Zapier also requires good structure: naming, ownership, documentation, and regular review. Without that, automations can become harder to manage as the system grows.
In my AARRR 2.0 Growth & Revenue Architecture framework, I use Zapier as an automation layer to connect key workflows across acquisition, activation, revenue, retention, expansion, and referral. This is especially useful for B2B SaaS and startup teams where marketing, sales, product, CRM, reporting, and customer operations often sit in separate tools.
The benefit is that teams can move faster and operate their funnel with better structure. Zapier helps connect lead capture, CRM updates, follow-ups, notifications, reporting, activation triggers, and retention workflows, so the growth system becomes easier to run day to day.
Straightforward Automation That Clears Admin Tasks Fast
I also started using Zapier’s MCP to link this setup to my AI assistant. Now, before a consultation call, I can just ask the AI to quickly summarize the client's main concerns based on what they submitted. It saves me from doing extra manual reading and digging around when I’m already low on time between sessions, meaning I can show up to the call completely prepped.
Modular automations have streamlined onboarding and now orchestrate delayed multi-day workflows
What is our primary use case?
I can give you a quick specific example of a workflow or process I have automated using Zapier: we use Podium to send out text messages to various students and parents. Each different department, such as the MedPrep department, has their own Podium number with their own location ID. Similarly, the Education department and the Test Prep department have different location IDs. We have created various different workflows in Zapier. These are webhooks which are called from other scenarios. A form in Fillout will directly call this webhook with the proper data, indicating what kind of message it is and to which field or data stream it belongs. Based on that, Zapier can parse it and use the correct location ID to send the message out as text using Podium's module.
I have other automations as well regarding my main use case. There is one distinct functionality for delays where we can set multiple days of delay while running a workflow. We have leveraged this functionality for our employee onboarding flow, which starts a week before the employee joins the company. We create certain onboarding calendar events for them, maybe a week before, and then two days before their joining. After the delay is set for five days, all the accounts for all the platforms get created for them two days before their joining. We have other flows as well.
What is most valuable?
The delay functionality and custom webhooks are valuable for our organization because of how we deal with things at our organization by creating things in a very modular way. We will have different modules talking to each other for a specific complex workflow. A webhook is what helps solve most of it because we can create all the different modules as a separate workflow in Zapier with their own custom webhook URL and then call them or chain them together to create a complex workflow solving a bigger use case problem. Secondly, the delays, with having a bigger delay in number of days, gives the automation a bigger window to run in, which is not the case with make.com or any other platform that we use for automation. The delays on other platforms are mostly within the range of one to five minutes because the scenario needs to run on that particular go. With Zapier, the scenario can span over multiple days and it does not take up running memory. Rather than that, it goes to sleep and runs back again after the designated time.
With Zapier, I am able to handle workflows much faster. I have been able to reduce the effort the manual onboarding team and the operations team had to do in terms of employee onboarding. We have reduced the workflow time and made things more efficient and smoother and avoided any repetitive tasks in the day-to-day workflow of a team member.
There is a significant reduction in manual work and team members save time by eliminating multiple workflows which are repetitive in nature that the automation team builds for them using Zapier.
What needs improvement?
The interface can be made a little bit more user-friendly. Apart from that, it is fine.