Item: Zapier
Rating: 10
Author: Verified User

Overall Satisfaction with Zapier

Use Cases and Deployment Scope

We use Zapier to automate workflows related to customer data across different platforms. It enables us to capture user data from various applications and centralize the data for stakeholders who may not have access to the source app. The goal being to eventually build a central customer health score, but we're starting small with individual elements.

Pros and Cons

Pros

No code Zap builder - You don't have to understand APIs to retrieve and send data where you need it
Suggested data - within the builder, Zapier recommend data elements that would complement the triggers/actions you have.
Tooltips - Zapier has great tooltips and explanations for everything (triggers, actions, specific data fields) that really help you understand what you're building and if will help you achieve your goal
Configure/Testing process - each Zap step has a built in testing process to ensure the Zap will work before you finish the whole thing. You don't have to worry about building the whole flow only to realize you missed a critical step that completely messes up the whole thing

Cons

Although the Zap testing is built into each step, I find it inconvenient to test individual actions once the Zap is published. If I know the issue is in action 8 or 15 and need to test the flow with a new trigger record, I have to start at the top with a new record and manually all the steps up to that point. Maybe it already exists, but I would love to select a new test record and automatically perform selected steps all at once, (i.e. actions 1-8 in one click).

Return on Investment

With one Zap I easily save an hour of work each day, enabling me to take of more nuanced challenges that don't have a regular flow. The more successful Zaps you build, the more potential savings. It's amazing to think about.

Usability

It's so easy to get started and use. Even if you hit a barrier, the in-app guidance is brilliant and connects you to their knowledge base if you nee further explanation.

Alternatives Considered

Microsoft Power Automate

Power Automate is great if you live exclusively in the Microsoft Dataverse. However, we have lots of apps that aren't fully represented - that's where Zapier shines. It has such great reach to so many other apps. Zapier is my go-to automation solution.

Key Insights

Do you think Zapier delivers good value for the price?

Yes

Are you happy with Zapier's feature set?

Yes

Did Zapier live up to sales and marketing promises?

Yes

Did implementation of Zapier go as expected?

Yes

Would you buy Zapier again?

Yes

Likelihood to Recommend

There are so many great connections, triggers, and actions already built into the product that it's so easy to get started. We also use Power Automate, but it doesn't reach all the apps we use. We're definitely underutilizing Zapier by only using Zaps. I would love to dive more into their Tables and Interfaces. Lots of great solutions.

Zapier Feature Ratings

Comments

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