Zapier

  • When to use Asana rules vs. Zapier [VIDEO]

    Video

    As you probably know, if I can automate it… I DO! I’m a heavy user of Asana’s custom rules feature:

    When a client task is complete » create a subtask to ask for a review. Or when an approval is accepted » update the parent task and post a comment.

    But sometimes we hit a limit in terms of what Asana’s custom rules can do. This is why we also use Zapier for more powerful…

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    By Paul Minors•Posted on 01/04/2025•0 comments

  • Pipedrive vs. Zapier: Are You Missing Out on More Powerful Automations? [VIDEO]

    Video

    Not sure if Pipedrive’s built-in automations meet your needs—or if you need Zapier for advanced workflows? In this video, we compare Pipedrive’s built-in automation features to Zapier, revealing why you might need third-party workflows for more complex tasks like Calendly bookings or creating loops to add multiple products. We’ll show you how conditional logic, paths, and fewer action limits make Zapier a powerful alternative—especially when native apps or marketplace integrations fall short. Whether you’re automating emails, creating activities when deals change stages, or syncing data…

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    By Paul Minors•Posted on 26/03/2025•0 comments

  • A complete beginners guide to Zapier in 2025 [VIDEO]

    Video

    “You do not rise to the level of your goals. You fall to the level of your systems.” – James Clear

    I LOVE this quote and it’s 100% true! In the last few years, I’ve spent more and more time improving the systems and processes at MinorCo. This is what’s allowed me to go from a one-man shop to now running a global remote team of 10 people.

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    By Paul Minors•Posted on 18/03/2025•0 comments

  • How we use ChatGPT to create more powerful Zaps [VIDEO]

    Video

    Want to supercharge your Zapier automations with ChatGPT? In this video, we share real-world examples of how AI and automation can work together for smarter, faster workflows that transform your daily tasks.

    Sign up for Zapier and get a 2-week trial using our partner link

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    By Paul Minors•Posted on 18/02/2025•0 comments

  • 5 Time-Saving Zaps (we save THOUSANDS of hours a year!) [VIDEO]

    Video

    As a company, we specialise in getting the most out of tools like Asana, Pipedrive and Zapier. And as a business owner, one of my main priorities is to streamline our operation and how we deliver our services. If you can be more efficient, save time and automate your processes, this results in fewer mistakes, lower overheads and best of all, you’re putting systems in place that help you to build a more scaleable business.

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    By Paul Minors•Posted on 15/01/2025•0 comments

  • Zapier errors and how to troubleshoot them [VIDEO]

    Zapier

    If your Zaps don’t work the way they should, how do you go about fixing them? The best thing to do is to go into the task history and follow the chain of events to see what happened. You should see a task that hit an error or filtered out for some reason. You can then view the data to see why the error occurred.

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    By Paul Minors•Posted on 06/02/2020•0 comments

  • Zapier custom values explained and when to use them [VIDEO]

    Video, Zapier

    What are custom values? When should you use custom values in Zapier? That’s what I’m explaining in this video.

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    By Paul Minors•Posted on 04/12/2019•0 comments
  • josh krueger

    Creating systems to support growth with Josh Krueger [PMP #154]

    Automation, Entrepreneurship, Growth Hacker, Interview, Marketing, Zapier

    In this episode of the Paul Minors Podcast, I interviewed a client of mine, Josh Krueger, all about his approach to automation and systemising your business. Josh is the founder and CEO of Dotcom Design, a web development and digital marketing agency.

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    By Paul Minors•Posted on 17/11/2019•0 comments
  • getting started with zapier

    Getting started with Zapier [VIDEO]

    Automation, How To, Video

    Zapier has to be my all-time favourite automation tools. When used correctly it’s amazing just how much time it can save you throughout the day.

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    By Paul Minors•Posted on 22/09/2019•0 comments

  • How to use filters in Zapier [VIDEO]

    Video, Zapier

    In this video, I share some advice on how and when to use filters in Zapier.

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    By Paul Minors•Posted on 28/08/2019•0 comments

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR PIPEDRIVE STRATEGY

  • 1.1: Introduction (4:10)
  • 1.2: Your Pipedrive vision and purpose (4:12)
  • 1.3: Planning your Pipedrive tech stack (8:50)

MODULE 2: SETTING UP YOUR PIPEDRIVE ACCOUNT

  • 2.1: Organisations, contacts, deals & leads (15:01)
  • 2.2: Setting up your pipeline(s) (28:24)
  • 2.3: Labels, data fields and products (42:40)
  • 2.4: Activities and lost reasons (14:01)
  • 2.5: Importing data from a CSV file (10:46)
  • 2.6: Using filters to find information (10:26)
  • 2.7: How to bulk update information (7:11)
  • 2.8: Setting up sales goals (16.02)
  • 2.9: Project management in Pipedrive (30:43)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Pipedrive rollout (10:13)
  • 3.2: Define protocols and best practices (12:53)
  • 3.3: User permissions, visibility and teams (17:17)
  • 3.4: Training your team (recommended agenda) (8:49)

More videos coming soon… (Last Updated: November-2024)

MODULE 4: USING PIPEDRIVE ON A DAILY BASIS

  • 4.1: Using leads, contacts vs. deals (12:28)
  • 4.2: Activities, automation and calendar sync (20:10)
  • 4.3: Scheduling appointments with Pipedrive or Calendly (13:10)
  • 4.4: Email integration, templates, automation and bulk messaging (36:09)
  • 4.5: Calling via JustCall and the Pipedrive mobile app (14:05)
  • 4.6: Insights, dashboards and reports (21:18)
  • 4.7 Revenue forecasting, payment instalments and subscriptions (18:20)
  • 4.8: Creating Smart Documents in Pipedrive (12:17)
  • 4.9: Automating your sales process with Workflow Automation (24:29)
  • 4.10: Sending email campaigns (24:51)

MODULE 5: INTEGRATIONS & AUTOMATION

  • 5.1: Create new contacts and deals with Zapier (18:45)
  • 5.2: Adding contacts to a newsletter or drip campaign (18:42)
  • 5.3: Posting Pipedrive updates to Slack (6:43)
  • 5.4: Auto-generate proposals and quotes with Pandadoc (9:35)
  • 5.5: Auto-generate contracts with Webmerge (13:25)
  • 5.6: Invoicing via Quickbooks or Xero (8:06)
  • 5.7: Using LeadBooster to get more leads (15:28)
  • 5.8: Linking Pipedrive to a project management system (13:23)
  • 5.9: My booking system and email automation explained (23:25)

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR ASANA STRATEGY

  • 1.1: Introduction (4:28)
  • 1.2: Your Asana vision and purpose (13:23)
  • 1.3: Planning your Asana structure (17:31)
  • 1.4: Members vs. Guests (5:39)
  • 1.5: The Pyramid of Clarity (4:39)

MODULE 2: SETTING UP YOUR ASANA ACCOUNT

  • 2.1: Setting up a project (42:00)
  • 2.2: Using workflows, custom fields, rules, tags & forms (44:16)
  • 2.3: Should you use projects or tasks? (e.g. clients, events) (16:10)
  • 2.4: Importing tasks from a CSV (4:38)
  • 2.5: Seeing the big picture with Portfolios & Workload (19:24)
  • 2.6: Creating project and task templates (35:52)
  • 2.7: How to manage meetings (15:10)
  • 2.8: How to move projects between accounts (7:22)
  • 2.9: Planning your goals in Asana (24:40)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Asana rollout (10:23)
  • 3.2: Define protocols and best practices (22:41)
  • 3.3: Training your team (recommended agenda) (8:33)
  • 3.4: Improving the success of adoption (4:37)
  • 3.5: Customize your onboarding process (10:33)

MODULE 4: USING ASANA ON A DAILY BASIS

  • 4.1: Use ‘My Tasks’ to plan your day (17:09)
  • 4.2: How to communicate in Asana (14:00)
  • 4.3: Checking the inbox (9:19)
  • 4.4: Sharing project status updates (7:36)
  • 4.5: How to use Asana and Slack (9:45)
  • 4.6: Keyboard shortcuts (4:16)
  • 4.7: Filtering tasks with advanced search (5:49)
  • 4.8: How to manage approvals in Asana (4:25)
  • 4.9: Best practices for assigning a task to a colleague or VA (8:38)
  • 4.10: Daily habits every Asana user should follow (8:29)

MODULE 5: ADVANCED TRAINING AND AUTOMATION

  • 5.1: How to create projects with subsections (8:37)
  • 5.2: Automating tasks with Zapier (19:12)
  • 5.3: Time tracking options (30:33)
  • 5.4: Creating a client-facing project (5:26)
  • 5.5: Multi-homing tasks into multiple projects (10:41)
  • 5.6: Creating reports in Asana (14:33)
  • 5.7: Creating automated checklists with rules (5:21)

More videos coming soon… (Last updated: June-2024)