Indy + Zapier: Unlocking a whole new world for your independent business
Indy integrates seamlessly with thousands of your favorite apps to automate your workflow, so you can get more work done in less time. Just sit back, relax, and watch the magic of automation handle the recurring tasks for you—no coding required.
Double the results, half the effort
Instantly keep information up to date across your platforms without having to do it manually.
Never create the same task twice
Tired of creating the same tasks each week? Automate recurring tasks so you can start projects faster.
Always know the current status
Get SMS alerts right on your phone as soon as a client approves a proposal, signs a contract, or pays an invoice.
Lead generation never felt so easy
With Indy, you can build your invoices in minutes and send them in seconds. Your recipients can pay with ease from any of their devices.
What is Zapier?
Zapier connects Indy to the apps you already use to keep your work in one place. The real magic? Through “Zaps,” you can create triggers that lead to powerful actions without having to lift a finger. Just set the Zap up once and forget it—automation will take care of the rest as the actions run in the background, freeing you up to focus on what matters most: your business.
Quit copy-pasting files
Why waste hours updating information across multiple platforms? Slice time in half by automating updates from proposals, contracts, and invoices to all of your apps. Even better? You won’t have to worry about silly mistakes or missing information. Thanks to automation, all of your information will be accurate wherever it needs to be.
Get tasks on demand
It can be tedious having to create the same task over and over and over again. Leave repetitive task creation in the past by automating recurring tasks, so you can cut down on planning and focus on executing.
Alerts at your fingertips
Say goodbye to wondering what the current status is of your proposals, contracts, and invoices. You’ll know the second a client views, signs, and approves documents with instant alerts sent right to your phone. Always be in the know wherever you are, so you can take action at the perfect moment.
Put your customers and partners on autopilot
No more digging through emails to find a client's information. Automatically save new clients to your CRM or email marketing platform any time a new lead fills out a form. If a client needs a little more nudging, you can add them to a mailing list with an automated workflow.
Powerful Zaps to automate Indy workflows
WHAT’S INCLUDED
Simple integration software
Trigger Zaps when a:
- Client is created
- Proposal is viewed/signed
- Contract is viewed/signed
- Invoice is paid/viewed
- Deposit is paid
- Project is created/closed
- Task is created/closed
- New form response arrives
Zap actions let you:
- Create, update, or delete clients
- Create, update, or mark projects done
- Create, update, or delete time tracks
Indy + Zapier: Ultimate time saver
- Integrates with 1,000+ apps you're using
- Streamlines & automates your workflow
- Free to use (up to 5 automation)
- Simple setup—no coding required
- High customizability
Indy + Zapier: More results. Less effort.
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