In today’s IT ecosystem, Managed Service Providers (MSPs) need to go beyond traditional technical support. Clients demand efficiency, integration, and speed in managing their digital processes. This is where Zapier becomes a strategic ally: an automation platform that connects more than 6,000 apps and allows you to create smart workflows without coding.
Here are 5 key automations MSPs can implement with Zapier to deliver more value to their clients.
1. Web form integration with CRM
Many businesses lose opportunities because leads are not managed on time. With Zapier, whenever a potential client fills out a form (Google Forms, Typeform, HubSpot Forms), the data is automatically sent to the CRM (Salesforce, Zoho, Pipedrive).
✅ Benefit: the sales team receives leads instantly and improves conversion rates.
2. Real-time support ticket notifications
MSPs often manage tickets with platforms like Zendesk, Freshdesk, or Jira Service Management. With Zapier, every time a new ticket is opened, an automatic alert is sent to Slack, Microsoft Teams, or even directly to the assigned technician’s email.
✅ Benefit: reduced response times and greater customer satisfaction.
3. Automated activity reports
By connecting monitoring tools (Paessler PRTG, Lansweeper, ManageEngine) to Google Sheets or Power BI through Zapier, reports are generated and updated automatically.
✅ Benefit: saves hours of manual work and provides real-time dashboards.
4. Calendar and appointment synchronization
When a client books a meeting in Calendly or Google Calendar, Zapier can automatically create an event in Outlook 365, send email reminders, and add the appointment to the MSP’s project management tool.
✅ Benefit: better organization and no missed meetings.
5. Automated invoice and payment management
Zapier allows you to connect billing platforms (QuickBooks, Xero, Zoho Books) with storage tools (Google Drive, Dropbox) or Slack to send automatic reminders.
✅ Benefit: streamlined financial processes and reduced risk of human error.
Why should MSPs use Zapier?
- Provides a differential value to clients.
- Allows services to scale without increasing operational costs.
- Improves the internal efficiency of the MSP.
- Strengthens the provider’s image as an innovative technology partner.
Aufiero Informática and smart automation
At Aufiero Informática, we know the importance of offering solutions that make clients’ lives easier. That’s why we help MSPs and resellers implement tools like Zapier to transform processes and boost results.
Conclusion
MSPs that embrace Zapier automation not only optimize their own operations but also create a positive impact on their clients. From lead management to invoicing, each automated workflow means less wasted time and more delivered value.
The future of managed services lies in smart automation, and Zapier is a key piece to making it a reality.
