Mitratech TAP Workflow Automation vs. Zapier

I think TAP is well suited for legal operations teams and processes that have been undergone lean process improvement. Moments when we have run into trouble with the tool has stemmed from our own internal struggle with how we want to run our processes. This is not the fault of the tool, but our failure to properly vet the process beforehand. As we begin to automate more processes, we have the ability to properly lean them out beforehand to make them more efficient. If you have a process that is inefficient, do not try to overcome it with automation. This tool is well suited for scenarios in which you require upfront data capture, routing, approvals and/or e-signature. It is also great for centralizing your data.

Incentivized

If you have processes that are now managed and controlled using a spreadsheet, Zapier will give you a lot more control over what is happening and will help you increase productivity by eliminating simple steps such as sending emails and sharing information with your colleagues. It frees time for very transactional activities.

Incentivized

• Creating a user community and sharing knowledge of automation best practices.
• Easy to use form and workflow builder.
• Responsive and knowledgeable technical team.

Incentivized

• Ease of use - multiple people in the organization can set up and run Zaps per their specific use cases without much training.
• Connectivity - Zapier is able to connect to multiple applications we use on a regular basis.
• Functionality - Zapier provides embedded functionality within the app itself (email, data conversion), but also appropriate triggers and actions for apps it connects to.
• Versatile - Zapier can execute complicated and simple tasks and thus has many use cases.

Incentivized

• Adding form fields can be quite tedious as it has to be added to every stage/relationship.
• It's difficult to remember where a certain condition/formula sits.
• I wish the workflow itself can be exported for presentation/demo/documentation purposes.
• I wish there was a way for more than one admin to configure the tool at the same time.

Incentivized

• Being able to turn off one leg of a Zap without having to delete it or turn the whole Zap off
• Not all fields populate when using certain aspects of Salesforce, but that could be an SF issue
• Communication when support is actually needed basically doesn't happen

Incentivized

Zapier is now very much an integral part of our business and we could not operate without it!

Incentivized

The interface is very user-friendly, and there are also many tools to help a brand-new user get started. For example, you can put your Zap idea into the AI bot, and it will basically build a shell of your Zap to get started on. The format for each step within a Zap is also very helpful (set up the connection/app, set up the fields/details, then test).

Incentivized

Before we purchased Zapier, I contacted support and asked them if Zapier could support my intended workflow (this is actually a selection on their support form - awesome). Within 2 hours, I was contacted by a support team member who seemed sure it would work, but granted me premium access for 2 weeks to try it out for myself. Sure enough, it did! Ever since then, support has replied rapidly to any problems I have experienced and answered my questions within a few sentences.

Incentivized

I was not part of the evaluation/purchasing process for ThinkSmart. I can say it's a very unique tool in what it provides and has much potential to become very robust. I'm very excited to provide feedback/suggestions so both ThinkSmart & our company can grow together! At my previous company, we used Hiperos as a vendor risk management tool and it was very clunky and difficult to use/maintain from both an admin & end user perspective.

Incentivized

We actually utilize both Integromat and Zapier at our company, for all the reasons detailed in this review. Though Zapier is excellent for simple client integrations, we often run into internal use cases that require complexity that Zapier cannot provide. Specifically working with API calls (not just webhooks), complex multi-step integrations with Routing/parsing/etc, and large volume integrations. Integromat is perfect for these use cases, but doesn’t provide the simplicity and account scalability that Zapier offers.

Incentivized

• The tool hasn't rolled out yet so we cannot speculate the positive/negative impacts quite yet. However, I know it'll free up a lot of time for risk subject matter experts to gather vendor risk data for critical/high-risk vendors. From a negative standpoint, it may significantly delay the procurement process for purchases if due diligence is triggered and/or there's pushback from vendors.

Incentivized

• It has saved me the money in hiring an administrative assistant
• It also saved me the time it took to do these tasks
• It also allowed me to automate things that increased my lead generation
• It also allowed me to automate several processes

Incentivized