Top 9 Use Cases With the New Zapier Integration (Including the MOST IN DEMAND Use Cases!)

You're leading a powerhouse team, but everyone's wearing multiple hats—handling sales, production, client communication, invoicing, and beyond.

On top of that, you’re juggling multiple platforms just to keep the business running smoothly.

What if those systems actually talked to each other?

What if an update in commonsku could trigger an action in another tool your team already uses, like Slack, Google Sheets, or HubSpot?

What if you didn’t have to constantly copy and paste, follow up, or manually check the status of things?

Now, you don’t have to.

We’re excited to announce the brand-new commonsku integration with Zapier — unlocking automation superpowers and seamless workflows across more than 7,000 apps.

Here are 9  real-world workflows you can start using today:

1. Create Once, Sync Everywhere: Create a project in commonsku and instantly see it appear in your project management tool of choice, like Monday.com, Trello, or Asana.
   No duplicate entry. No manual updates. Just instant visibility for your whole team.
   
   
2. Automate Your Client Kickoff  (MOST IN DEMAND): Send a personalized welcome email to your client as soon as a project is created in commonsku. Include details like the project number, timeline, and rep contact info. It’s a warm, professional touch that requires zero manual effort.
     
3. CRM Sync for Instant Pipeline Visibility: Keep your sales pipeline in sync by automatically creating or updating deals in HubSpot or Salesforce when a new project is created. Include the project budget, client name, and rep info, and say goodbye to manual CRM updates.
   
   
4. Celebrate Closed Deals Automatically (MOST IN DEMAND): Trigger a Slack message when a sales order status changes to "Closed," update the CRM stage, or log the win to a Google Sheet or dashboard. You closed the deal — let Zapier share the good news.
   
   
5. Keep an Eye on Margins: If a booked margin drops below 30%, Zapier can automatically:
   
   
   • Add the order to a Google Sheet
   • Send a warning email to your manager
   • Tag the project in commonsku as "Low Margin"
   
   This helps you catch margin issues early and stay ahead of them.
   
   
6. Track Rep Performance (MOST IN DEMAND): Automatically log every new project or order to a shared Google Sheet, complete with rep name, budget, and booked margin. Use this data to build performance dashboards, spot trends, and coach your team effectively.
    
7. Sample Order Tracker: Sample costs can add up quickly. With Zapier, you can:
   
   
   • Get a monthly summary emailed to your team
   • Trigger alerts when sample spend crosses a certain threshold
   • Log every sample order to a Google Sheet
     
     
   Now you can track it all without lifting a finger.
   
   
8. Rush Order Alerts: Stay ahead of tight deadlines by flagging projects where the in-hands date is less than 7 days from project creation. Get an instant Slack or email alert so your team can jump into action.
   
   
9. More Automation Ideas: The possibilities don’t stop there. With commonsku’s powerful project and order data, and Zapier’s filters and logic paths, you can:

• • Auto-tag projects based on budget or client type
  • Send weekly sales digests to leadership
  • Remind yourself to follow up with clients after quotes are sent
  • Route projects to different teams based on event type
  • Add internal notes when a VIP client submits a project

Ready to automate your workflow?

If you're on our Advanced package and tired of switching between tools or updating everything manually, it's time to set up your first Zap.

If you're on our Essentials package and curious about upgrading to Advanced and unlocking Zapier integration, book a call with our Success Team.

New to commonsku? We’d love to show you how Zapier works with our connected workflow platform. Book a call with our Sales Team.