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I second that. I use Zapier for automating processes such as: - storing incoming invoices in Google Drive - sending payment reminders (not entirely automated
by BjoernKW 7y ago
I second that. I use Zapier for automating processes such as:
- storing incoming invoices in Google Drive
- sending payment reminders (not entirely automated in this case; Zapier just creates a reminder to check and send a reminder by the due date; this could be completely automated, too though)
- storing contracts and project documentation coming in via email
- sending emails to leads at certain stages in the sales process
Zapier’s tools for extracting and programmatically accessing data (e.g. for storing invoices in a folder for the current month) are quite sophisticated.