+44 203 287 0899 info@solvaa.co.uk
Flatlay showing a computer keyboard, notepad and pen with text overlay “Calculate lead to customer conversion times”.

Keeping on top of your social media accounts can be extremely time-consuming.  It takes so much longer than you think to create content and post it, and you can then waste hours on engagement. If you regularly nip in to check for comments then you can easily fall into the black hole of never-ending scrolling when you really should be doing other things!

What would be great is to automate creation of a checklist to promptly handle engagements so that you can keep track and respond without wasting hours on the time-suck which is social media.

Today, we show you how Zapier can be used to create a Trello checklist for Twitter engagements when you get a new follower.  This will create a Trello card with a checklist template which allows you to batch up the time needed for responding, and for members of your team to engage with your new follower in a consistent manner.  You can plan them for a slot when you have the time to reply properly rather than interrupting your day constantly with rushed messages.  You won’t miss any engagement opportunities, many of which could be valuable new leads!

 

Video to demonstrate how to create a Trello checklist for handling Twitter engagements

Our new video shows how you can use Zapier to create a Trello checklist for handling Twitter engagements to improve consistency, productivity, and save valuable time.

The steps to create a Trello checklist of Twitter engagements are:

  • Create a trigger event when you get a new Twitter follower.
  • Create a card in Trello.
  • Add a checklist to the Trello card from a template.
  • As a bonus, we show you how to create a checklist template in Trello which you can use in this automation.

Other apps to use for social media engagements

Although our example uses Trello, you can also use Zapier to create tasks in other productivity apps such as ToDoist and Asana.

As well as Twitter, Zapier includes integrations with other social media platforms such as Facebook Pages, Facebook Groups, Instagram for Business, and even Pinterest.  This means you can create reminders to interact when you receive new Facebook recommendations, when something is posted in your Facebook group, when you’re tagged on Instagram or you gain a new Pinterest follower.

 

Find out more

If you’d love to learn more about Zapier, including a deep dive into the email parser, then we are launching a course soon!  You can join the course waitlist here to be kept in the loop.

You can also get our free quick-reference cheatsheet to Zapier built-in functionality just below:

Watch the video and subscribe to our YouTube channel

Save some time and download the Zap template

If you liked the video and can use process in your business, go ahead and download the ready-made template below. Once you have the template, just open it up in your Zapier account and customise it to your needs.

Save time and grab our pre-built Zap template

More Youtube tutorials

We have other Youtube video tutorials which will help you work smarter, not harder.

Our other resources

We also have plenty of free resources:

And finally, our founder / chief problem solver / chief automator Kelly Goss’ new book, Automate It with Zapier, is out now and is the most comprehensive Zapier guide on the market. It will get you up and running and to the stage where you can build and debug advanced automations. Buy your own copy today directly from publisher Packt using this link.  Or here are links to Amazon (.co.uk) and Amazon (.com) if you prefer.

 

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

Related Posts

Mockup of a computer screen in an office with the Zapier homepage displayed on the monitor.

How to get started with Zapier

  If you’ve never used Zapier before then getting started can seem daunting.  Although the Zapier website has many examples of automations you can build, the most important thing to do before you even consider automation is to review your processes. If you’re...
Computer keyboard with a large blue Help button with the letters lit up and shining upwards.

How to get help with Zapier

If you’re just starting out and need some help with getting the best out of Zapier, or you’re simply stuck and don’t know where to turn, then we have some useful resources for you. Zapier’s Zap Editor has a help icon at the top (the blue question mark button) which...
Split image, the left side featuring a green plant in a green plant pot with white text on a blue shape saying “Use Zapier To Send a Simple Drip Email Sequence”. The right side features an image of Kelly Goss with the Solvaa, Xero, Pipedrive Expert and Zapier Certified Expert logos.

How To Use Zapier To Send A Simple Drip Email Sequence

Setting up a drip sequence of emails is super simple using Zapier and will save you a ton of time.  You can trigger them when something key happens in your business, such as winning a new client.  Having an automated drip of emails means that you’ll never worry about...
Closeup of coins in increasing piles, with someone adding three coins to the biggest pile as a concept to represent earning more money using automation.

How business automation using Zapier can improve your pricing and earn you more money

There's no doubt about it – business automation is a key component to success in today's economy. But what if you could take your business automation to the next level to increase your profits? Zapier is a tool that allows you to connect different applications and...
A piece of corrugated card with the text Process Automation on it, alongside a black market pen and some wooden discs with letters printed on them. This is overlaid with text which says : Automate tasks using Zapier : 5 quick wins! Includes a small Solvaa logo in the corner.

Automate tasks using Zapier : 5 quick wins!

Running a business can be a rewarding experience, but there’s no doubt that there are certain processes that take up far too much time.  Manual tasks that seemingly only take a couple of minutes can soon add up and often require a follow-up action too. For example,...
Blue square with the text “How to automate a 7 day sales cadence of activities in Pipedrive” on a teal background with brass paperclips, a mug of black coffee, plant and a Solvaa logo.

How To Automate A 7 Day Sales Cadence Of Activities In Pipedrive

Creating a structured sales cadence is vital when prospecting for new business.  If you don’t follow up leads, or adopt a haphazard approach then they are less likely to convert into sales.  A sales cadence is a series of activities where you contact a person or...
Flatlay with notebooks and pens, plant, glasses and text overlay which says ‘Supercharging Productivity With Automation Masterclass’

Free Masterclass: Supercharging Productivity With Automation

  Our Chief Problem Solver, Kelly, recently had the pleasure of speaking at the Practically Perfect virtual summit for assistants, talking all about the tools and technologies which can help VAs, executive and personal assistants to boost efficiency. If you’re a...

How to automate adding invoices to Xero from Pipedrive

If you use a Customer Relationship Management (CRM) app in your business, it is often a common workflow requirement to create an invoice in your accounting system once a deal or opportunity reaches a certain stage in the CRM. If an integration exists between your two...
Businessman in a meeting holding a tablet which shows pie charts and bar graphs from a Powerpoint presentation.

What operations processes can be automated?

Your operation is the engine room of your business and automating the processes there can free up valuable time to spend winning more business or serving your customers better. If you’re wondering what operations processes can be automated then we have plenty of...
Cover of the book ‘Automate it With Zapier’ with byline ‘Boost your business productivity using effective workflow automation techniques’ by author Kelly Goss.

Automate It with Zapier Book

Writing a Zapier book was a natural step for our founder, Kelly Goss as she is so passionate about helping business owners increase productivity in their companies.  As a Certified Zapier Expert, Kelly is the perfect person to impart everything she’s learned using...
Mobile phone with a ‘new message received’ message with a cursor hovering over a ‘show’ button and thumb poised to select it.

How to harness the power of automating text messages using SMS by Zapier

Automating text messages can be extremely useful in business, and using SMS by Zapier is really powerful, easy – and free! In this article we cover the following: Why is SMS such a powerful business tool? What is SMS by Zapier? What could I use SMS by Zapier for? What...
Closeup of a section of a light grey keyboard with a blue ‘Organise’ button. Solvaa logo in top right hand corner.

How to organise your zaps

If you’re a new Zapier user then learning how to organise your zaps will help you manage them efficiently from Day 1.  As an existing Zapier user, if your zaps aren’t organised then you may find that it gets harder and harder to find the zap you’re looking for....

8 Fun automations to do with Zapier

  While there’s no denying that Zapier can be a powerful tool to save you time and money in your business, there are actually some really fun, cool automations you can do with it which aren’t work-related! New apps are being added all the time to the already-huge...
Flatlay showing a computer keyboard, notepad and pen with text overlay “Calculate lead to customer conversion times”.

How To Calculate Lead To Customer Conversion Time

When you’re running a business it’s important to stay on top of your figures, and you should measure key performance indicators to review performance and plan for the future.  One of these metrics is the lead time from when a prospect is created to when they become a...
An invoice with pen and calculator showing line items of unit prices, quantity and line totals.

What are line-items in Zapier and how can they help you be more productive?

With all of the different features available to you through Zapier, it's easy for something important and useful be overlooked. That was why we wanted to share some lesser-known but still very helpful functions that can help make your life more productive!  Line-items...
Toy robot on an orange background with the text “What are the benefits of using Zapier” in black along with a Solvaa logo.

What Are The Benefits Of Using Zapier?

If you’re wondering how Zapier can benefit your business then think about what your ‘pain points’ are, because the chances are it can address many of them.  Most people do not sail through the day, working in the most streamlined, optimised manner possible.  I would...
Yellow and orange post-it notes on a white wall, containing details of business tasks to be undertaken, representing a productivity concept. Overlaid text with ‘4 Productivity Tools That Will Change The Way You Do Business’ in black on a light blue background.

4 Productivity Tools That Will Change The Way You Do Business

As a business owner, life can get overwhelming. Between working on client assignments, running your own company, and maintaining some kind of family or social life, it’s almost impossible to do it all without a solid foundation and proper organisation. Productivity...
Concept of a sales funnel featuring small silver balls feeding into a metal funnel with a neat row coming out the other side. A red sign is pointing at the funnel which reads 'Leads'.

How to avoid losing leads

  Winning new business isn’t easy, so it’s vital to learn how to avoid losing valuable leads.  Sometimes you’re so busy juggling your everyday tasks that you neglect your prospects and ultimately lose them to a competitor.  Automation can be a game-changer...
Blog featured image: How to seamlessly weave automations into your process mapping

How to seamlessly weave automations into your process mapping

A process map is a visual representation of a workflow; they're useful for helping you identify issues and areas of improvement in your procedures. Process mapping also allows you to share and teach procedures across an organisation. Our previous post goes into more...
Side view of a girl with a superhero cape, with Solvaa logo and text 'Become an automation superhero'.

Become an automation superhero with Zapier

Although Zapier is brilliant at connecting the apps you use every day, it also comes with over 20 inbuilt functions which will help you become an automation superhero in no time! These functions are a range of helper apps that we’ve listed on our free cheatsheet which...
Automate ebook

Get our free ebook

Learn about how business process automation with Zapier can help you to run your business on autopilot. The ebook is packed with real-life examples, use cases, and success stories. Whatever kind of business you have, you can use automation to help you work smarter, not harder.

Thanks! Your ebook is on the way.

Pin It on Pinterest

Shares