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Zapier

Client Zapier accounts, written up Zap by Zap.

40 Zapier jobs on Upwork since 2024, 12 of them rated five stars, and most of them short builds scoped by a job post. These 12 go further: client accounts we built Zaps in, among them an Australian agency's workspace where we built white-label for its clients, audited read-only on 21 October 2026, with every Zap's trigger, logic, tricky part and error handling, and the task and run counters exactly as Zapier shows them. Client names are withheld; accounts that are switched off say so.

Online membership and coaching
An online membership and coaching community

A membership lifecycle that grants access on purchase and removes it when the paid period ends

Six Zaps connect a membership business's checkout, its WordPress membership site, a private members' podcast and its email platform. Buyers get access straight away, returning members are reactivated rather than duplicated, cancellations wait for the paid period to end, and failed payments remove a member everywhere.

6 Zaps in the account3 flows2025–2026
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Coaching and leadership training
An Australian leadership and emotional-intelligence coaching business

A coaching platform and a monday.com CRM kept in step by daily reports and status mirrors

An Australian coaching and training business runs its operation on a monday.com CRM and delivers coaching on a separate coaching platform. Fifteen Zaps keep the two in step: daily reports parsed into client records, engagement and session status mirrored back, paid Xero invoices marked on the right attendees, and contacts synced to Mailchimp without re-adding anyone who unsubscribed.

27 Zaps in the account4 flows2024–2026
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Lending and loan servicing
A private lender managing loan draws

Signed loan-draw documents filed on the right monday.com record without anyone downloading them

A private lender runs each loan draw through a monday.com board, with DocuSign for the borrowing certificate. Two chained Zaps match every completed envelope back to its draw by loan number and file the signed PDF on it; a third clears document subitems flagged for correction. Two more, built and switched off, send the certificate from a stage change and archive completed draws with all their files.

18 Zaps in the account3 flows2026
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Health and nutrition coaching
An online women's-health nutrition coaching business

Checkout purchases that enrol, time-box and offboard coaching clients across a platform migration

An online nutrition-coaching business for women sells memberships, a time-limited challenge, a group program and one-to-one coaching. Its Zaps were built to enrol buyers in the coaching app's programs, end challenge access after a delay, offboard cancellations and feed six lead tools into email sequences, first from one checkout and course platform and then from Shopify. The account has since dropped to Zapier's Free plan, and every multi-step Zap is disabled.

29 Zaps in the account4 flows2024–2026
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Industry association
An Australian assistive-technology industry association

Course registrations as associated HubSpot deals, LMS seats from a list, and a geocoded member directory

Built white-label inside an Australian digital agency's Zapier workspace, for an industry association of assistive-technology suppliers. Five Zaps feed a fully associated HubSpot CRM: course registrations become deals linked to the member's company, purchased seats create a group in the website's LMS, membership applications publish a geocoded directory listing classed by remoteness, and staff log interactions as notes.

5 Zaps for this client, in a 27-Zap agency workspace4 flows2025–2026
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Clinician education
An education business teaching fertility and women's-health courses to practitioners

Course registrations that open the right community spaces, for new and existing members alike

Built white-label inside an Australian digital agency's Zapier workspace, for a business that teaches integrative fertility and women's-health courses to health practitioners. Its Zaps turn a course registration into Mailchimp tags, an invitation to the online community and access to the right cohort spaces, with new and existing community members handled differently and bundle purchases unlocking a second course. An earlier set enrolled buyers in a course platform and its live sessions.

14 Zaps for this client, in a 27-Zap agency workspace2 flows2025–2026
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Assessment and training
A consulting and training firm selling online skills-test licences

A test licence bought through Stripe becomes a ready FlexiQuiz account, over raw API calls

Built white-label inside an Australian digital agency's Zapier workspace, for a consulting and training firm that sells licences for online skills tests. When a Stripe checkout completes, the Zap finds or creates the buyer in FlexiQuiz through its REST API, puts them in the test group for the licence they bought, logs the sale in a sheet, adds them to Mailchimp and sends a welcome email through Brevo.

3 Zaps for this client, in a 27-Zap agency workspace1 flows2026
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Allied health
An Australian allied-health clinic

Referral forms that create Cliniko patients with the right custom fields for each funding scheme

Built white-label inside an Australian digital agency's Zapier workspace, for an Australian allied-health clinic that runs on Cliniko. One Zap turns an online referral into a patient record: a code step normalises the referral and works out how the client is funded, and Paths send a different request to the Cliniko API for each funding scheme, so each record carries its scheme's custom-field sections. It is now off.

1 Zap for this client, in a 27-Zap agency workspace1 flows2025
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Consumer mobile app
A subscription surf-forecasting app

In-app subscription changes mirrored to a user sheet and the right Mailchimp segment

Built white-label inside an Australian digital agency's Zapier workspace, for a subscription surf-forecasting app. One Zap receives user records from the app's Firebase backend, updates the user's row in a sheet and moves them between Mailchimp segments (free, monthly, yearly, expired) with their surfing profile, so campaigns follow the subscription. It is the workspace's busiest Zap: 240 runs from 22 Sep to 21 Oct 2026.

1 Zap for this client, in a 27-Zap agency workspace1 flows2026
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Telehealth
A US telehealth and prescription-medication provider

Refill reminders, self-rescheduling check-ins and a five-message drip, run from Airtable over SMS

A US telehealth provider keeps its patients, orders and follow-up campaigns in Airtable and texts patients through Heymarket. Its Zaps were built to send refill-due reminders by plan type, monthly check-ins that reschedule themselves until the plan ends, welcome, address and missing-information texts, and a five-message drip for booked calls that stops when the lead orders. All of them are now off.

13 Zaps in the account3 flowsAug–Nov 2025
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Furniture manufacturing
An Australian made-to-order furniture manufacturer

Multi-line Xero quotes from WooCommerce orders, through a monday.com production pipeline

An Australian maker of made-to-order bathroom vanities sells through a WooCommerce store with web quotes. Its Zaps put every order, with the options the customer chose, on a monday.com production pipeline, build a complete multi-line draft quote in Xero when an order reaches the quoting stage, move the pipeline on and schedule follow-ups when the quote is sent, and bring leads from five channels into the same board. All of them are now off.

18 Zaps in the account3 flowsJun 2024 – Jul 2025
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Medical devices
US marketing operations for a global medical-device manufacturer

Meta lead forms booked into the right webinar session and synced to Marketo with consent

The US marketing team of a global medical-device manufacturer runs patient and caregiver education webinars and physician training. Its Zaps take Meta lead-form responses into Marketo with consent and partition rules, book webinar registrants into the exact Livestorm session they picked, update Marketo when a physician attends a training, and build tracked campaign links from Wrike requests.

33 Zaps in the account3 flows2025–2026
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Counters are copied from each account with the period they cover, and nothing is estimated. For the shorter jobs, see the Upwork record on our Zapier page; for the same kind of work on Make, see the Make.com flows and tools.

Page copy drafted with AI assistance. Skofi is accountable for it. Editorial policy

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