If you're using commonsku and looking to work smarter—not harder—Zapier is your secret weapon. By automating the repetitive stuff, you can free up time for what actually matters: selling, serving clients, and growing your business. With Zapier, even non-techy teams can build powerful workflows that connect commonsku with thousands of other apps. Whether you want to track margins, celebrate wins, or streamline operations, we've rounded up 15 plug-and-play automation ideas to get your wheels turning. Let’s dive in!
1. 🔔 Bell Ringer (Celebrate Big Orders in Slack)
Celebrate wins in real-time by notifying your team when a big order comes through.
- Trigger: Sales Order Status Change
- Filter: Order Total > $5,000 (or your chosen threshold)
- Action: Send Slack message to #sales-wins with client name and order amount
2. 📉 Low Margin Tracker
Keep an eye on underperforming orders and help your team course-correct quickly.
- Trigger: Order Email Sent
- Filter: Booked Margin % < 30%
- Actions:
- Add row to Google Sheets with order details
- Email manager with margin warning
- Tag project in commonsku as “Low Margin”
3. 🎁 Sample Order Tracker
Track and report on how much you’re spending on product samples across the team.
- Trigger: Sales Order Status Change
- Filter: Sample Order = true
- Actions:
- Log order total to a Google Sheet
- Use Digest by Zapier to email monthly total
- Alert team if spend crosses $1,000 in a month
4. 🛠️ Rush Order Alert
Stay ahead of tight deadlines by flagging projects with fast-approaching delivery dates.
- Trigger: New Project
- Filter: In Hands Date is within 7 days of creation
- Action: Send Slack or email alert to operations team with link to project
5. 📬 Project Kickoff Email
Welcome clients with a personalized email as soon as their project is created.
- Trigger: New Project
- Actions:
- Send Gmail or Outlook email to Project Client Rep
- Include project number, timeline, and rep contact info
6. 🗂️ CRM Sync (HubSpot or Zoho)
Keep your CRM aligned with your project pipeline—no manual entry required.
- Trigger: New Project
- Actions:
- Create or update a deal in HubSpot or Salesforce
- Include Project Budget, Client Name, Rep Info
7. 📅 Task Scheduling by Order Status
Create timely tasks based on order movement to keep your production on track.
- Trigger: Sales Order Status Change
- Filter: New Status = “Open” or “Shipped”
- Actions:
- Create task in Asana, Monday.com, or ClickUp
- Assign to appropriate team member
- Include client name, due date, and order URL
8. 📊 Weekly Sales Digest
Send a summary of high-value orders to your sales team at the end of each week.
- Trigger: Sales Order Status Change
- Filter: Order Total > $1,000
- Actions:
- Add to Zapier Digest
- Every Friday, send email summary to sales leadership
9. 👤 Rep Performance Tracker
Log rep activity and margins to track performance and uncover coaching opportunities.
- Trigger: Order Email Sent or New Project
- Actions:
- Log Project/Order data to Google Sheets
- Include Order Rep name, Budget, Booked Margin
- Create charts for monthly performance insights
10. 🏷️ Auto-Tag Projects by Budget
Automatically tag projects based on budget levels to sort and prioritize easily.
- Trigger: New Project
- Filter: Budget > $2,500
- Action: Apply tag “High Budget” in commonsku
11. ⚖️ Route Projects by Event Type
Send different types of projects to the right teams with smart routing.
- Trigger: New Project
- Filter: Event Type = "Tradeshow"
- Actions:
- Send Slack alert to special events team
- Optionally assign task or notify via email
12. 👀 Client Follow-Up Reminder
Get nudged to follow up shortly after sending a sales order email to stay proactive.
- Trigger: Order Email Sent
- Actions:
- Wait 15 minutes (using Delay by Zapier)
- Send Slack message or create follow-up task in CRM
13. 📝 Auto-Add Internal Notes for Key Clients
Add helpful internal notes when projects come from VIP or strategic accounts.
- Trigger: New Project
- Filter: Client Name contains “VIP”
- Action: Add note to project: “This is a high-priority client. Keep them in the loop.”
14. 🧠 Client Rep Knowledge Base
Keep a running list of client reps to make future communication smoother.
- Trigger: New Project
- Actions:
- Extract Client Rep name and email
- Append to shared Google Sheet or CRM contact list
15. 🎯 Closed Deal Trigger
Celebrate closed deals and update your CRM automatically when orders are finalized.
- Trigger: Sales Order Status Change
- Filter: New Status = “Closed”
- Actions:
- Update stage in CRM
- Send “Closed Deal” message to Slack
- Log to deal tracking spreadsheet or dashboard
These 15 workflows are just the beginning. With commonsku’s robust data and Zapier’s flexible tools like filters and paths, the possibilities are nearly endless. Whether you're just getting started with automation or looking to build more advanced Zaps, we’re here to help.
Need help building your first Zap or mapping out your ideal workflow?
Reach out to the team at PromoPilot — we specialize in automating the print and promo industry, and love making your day-to-day easier.
