11 Zapier Portal Ideas

I've discovered from customers that a major use case for Zapier Interfaces is building portals. But not just for your clients. 

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If you handle operations for your business in any capacity (get this data from here to there, create this doc from this form, manage reminders, send invoices, etc.), an internal portal becomes your team’s Matrix.

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You get to build anything.

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Because Zapier Interfaces is so closely connected to Zaps, automating workflows becomes super easy.

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With Zapier, you know kung fu.

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Today, I’ll give you 11 ideas you can build in a Zapier portal for you and your team.

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Let’s plug in.

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11 portal ideas

Here are some portal ideas to get your creative juices flowing.

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1. Team Dashboard

Include quick links, a table with custom data like a project list, and custom announcements.

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2. Custom Quote Generator

Build a form that kicks of a Zap. The Zap takes inputs and creates a custom quote document to send to a prospect.

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3. Customer CRM with Call Prep Docs

Display your customer list and include a button that uses AI to summarize details about a customer, compile a prep doc, and sends it to whoever clicks before jumping on a call. 

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4. Employee Directory

Embed a directory from Zapier Tables so your team can easily reference coworker information. Add buttons to send kudos or birthday wishes.

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5. Time-off Requests and Balances

Use a form to store and trigger an automation for submitting time-off requests. A table below the form shows each logged-in employee’s balances.

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7. Admin Approval Dashboard

Can be used for time-off requests or any approval workflow. Use Zapier Tables for admins to click buttons that start workflows like approving time-off requests.

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8. Onboarding Checklists

Create onboarding checklists for new employees or clients to work through a set of tasks. After each completion, set up a notification Slack message to your team to keep track of progress.

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9. Performance Review Chatbots

Embed custom chatbots that help employees write effective performance reviews. You could create additional chatbots that use custom documents as knowledge and let teammates and clients ask questions and get answers.

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10. Create and Send Invoices

Creating invoices is a super manual process that can easily be automated. Use a form for teammates to easily trigger a Zap that creates invoices in your system and sends them to clients.

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11. Shared Inbox AI Email Assistant

Share a support inbox? Bring emails into Zapier and have AI automatically categorize them for your team.

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Explore how deep the rabbit hole goes

Time to take the orange pill and stay in Zapier wonderland. 

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There are so many things you could build for your team to start automating. The best way to scale up your business is to pull everyone into the same spot and automate as much as you possibly can. 

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Do this by building portals and use Zapier as your cheat code.

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To recap:

• Internal portals is a powerful and popular use case we’re seeing from Zapier customers.
• With Zapier portals, automation is easy and affordable which means you get to build without limits.
• These 11 ideas just scratch the surface. Keep building.

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That’s all for this week!

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Happy Building,

Bryce

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P.S. Zapier’s Pro Bundle gives you a sweet discount on the products you need to build portals.