Hey everyone! I’m new to this community and looking for some guidance on setting up a workflow with Zapier.
I’m launching a small business and want to automate my customer process. Here’s what I’m trying to do:
Customer fills out my typeform with their details and uploads a file
When they submit the form, I want to automatically process their information
Take the file they uploaded and do some processing on it
Send the processed results back to the customer via email
I’m trying to validate my business idea before building a custom solution, so Zapier seems perfect for testing this workflow.
Can Zapier handle this kind of automation? Specifically, can it trigger from typeform submissions, work with uploaded files, and send customized emails to customers?
Any tips or examples would be really helpful. Thanks in advance!
Zapier works well for handling Typeform triggers and sending emails, but file processing can be a challenge. While it can fetch files from Typeform submissions, it doesn’t have the capability to process the contents of those files on its own—it’s only able to transfer files between applications. I faced a similar issue last year; my solution involved using a Zapier webhook to send files to a cloud function for processing and then send the results back via email. It requires a bit more technical setup than using Zapier alone, but it saves time compared to developing a full custom solution. For simpler tasks like format conversion or data extraction, consider integrating apps like CloudConvert or Document Parser in your Zap workflow.
Zapier does Typeform triggers and emails well, but file processing is tough. Maybe try Integromat or use JavaScript in Zap’s code steps for that. I’d advise starting with just the form data and basic email functions. Test your idea first, then tackle file stuff later!
Had the same issue automating client onboarding. Zapier’s great for the Typeform-to-email stuff, but you’ll hit limits with file processing. It can move files to Google Drive or Dropbox just fine, but can’t actually do anything with them. I solved it with a basic Python script on a cheap VPS. Zapier sends the file URL via webhook, my script processes it, then sends results back for the email. Sounds complicated but only took half a day to build and hasn’t broken once in months. Just nail down exactly what processing you need before you start coding.