Multi-step Zaps with custom code, paths, delays and API steps connecting CRMs, forms, payments and messaging.
Contracts uploaded through Gravity Forms are converted from PDF to text with ConvertAPI, split into chunks, turned into AI embeddings and queried with custom code. Answers are logged to Google Sheets in Melbourne time.
Tools and features: Gravity Forms, ConvertAPI, Code by Zapier, Looping, AI embeddings, 17 steps
The team types !add in Slack to log a service job. The Zap filters the command, formats the date and business name, appends a row to Google Sheets and replies in Slack with a success or failure message.
Tools and features: Slack, Formatter, Google Sheets, Paths
After a successful purchase, numbers are formatted, the Klaviyo profile and Close lead are looked up and course access is granted in Kajabi. Paths then update or create the Close lead and opportunity.
Tools and features: ClickFunnels, Klaviyo, Kajabi, Close CRM, 4 paths
New leads are checked in Google Calendar, split into two paths, created as a person and lead in Pipedrive and sent an email.
When a Pipedrive deal hits No Show, a 4-step SMS cadence goes out through Quo over 6 days.
On a new booking, code and Storage by Zapier build a clean title and rename the Google Calendar event.
Receives a webhook, splits contacts into 3 paths with custom JavaScript, waits until the right send time, sends the SMS through Quo and updates the matching Google Sheets row with the date and time.
Tools and features: Webhooks, JavaScript, Delay Until, Quo SMS, Google Sheets, 21 steps
New Facebook leads are qualified by property type. Apartment, mobile home, condo and non-SCE leads get a polite SMS. Eligible leads are split into renters and owners, created in Pipedrive, Asana and GHL, announced on Telegram and followed up by SMS and MMS.
Tools and features: 52 steps, 7 paths, Pipedrive, Asana, GHL webhook, Telegram, Quo, ClickSend
Whenever a DocuSign envelope changes status (sent, viewed, signed or needs correction), the matching Asana task is found and updated automatically.
Tools and features: DocuSign, Asana, 4 paths
When an Asana task moves to Qualified (Owner), a DocuSign envelope is sent from a template, a follow-up task is created and the team is alerted on Telegram.
When a task moves to the referral stage, Storage by Zapier prevents duplicates, the lead is sent by email or SMS (or a missing contact alert goes out) and the Asana task is updated.