โ† Back to Help Center

Starter Zaps for RadiusOS

Eight ready-to-build Zaps that solve real problems for solopreneurs, realtors, trades, and small teams. Pick one, build it in Zapier, and you've automated something you used to do by hand.

Lead capture

These solve the empty CRM cold-start problem. Every form submission, calendar booking, or payment becomes a contact in RadiusOS automatically.

1

Typeform submission -> new RadiusOS contact

Trigger: New entry in Typeform. Action: Create Contact in RadiusOS. Map the form's name, email, and phone fields to the contact fields. Best for: lead-gen landing pages, intake forms, request-a-quote forms.

2

Calendly booking -> new RadiusOS contact

Trigger: Invitee Created in Calendly. Action: Create Contact in RadiusOS. Add the meeting time as a note. Best for: discovery calls, consultations, service estimates.

3

Stripe payment -> contact moved to Won

Trigger: New Charge in Stripe. Action: Move Pipeline Stage in RadiusOS to your won/closed stage. Match by email. Best for: agencies, freelancers, anyone who closes deals via Stripe.

Follow-up automation

1

New RadiusOS contact -> Slack channel ping

Trigger: New Contact in RadiusOS. Action: Send Channel Message in Slack. Best for: small sales teams who want a real-time feed of new leads.

2

Stage moved to Proposal -> create a follow-up task

Trigger: Stage Moved in RadiusOS (filtered to your Proposal stage). Action: Create Task in RadiusOS, due in 3 days. Best for: making sure you never forget to follow up on a sent proposal.

3

Task completed -> Google Sheets row

Trigger: Task Completed in RadiusOS. Action: Create Spreadsheet Row in Google Sheets. Best for: time-tracking, billing, or building your own custom report outside RadiusOS.

Cross-tool sync

1

New row in Google Sheets -> create RadiusOS contact

Trigger: New Spreadsheet Row in Google Sheets. Action: Create Contact in RadiusOS. Best for: bulk-importing a list you keep in a sheet without leaving the sheet.

2

Mailchimp/Klaviyo new subscriber -> RadiusOS contact

Trigger: New Subscriber in Mailchimp (or Klaviyo). Action: Create Contact in RadiusOS, tagged 'newsletter'. Best for: turning newsletter signups into a sales pipeline.

Tips for picking your first Zap

Start with the workflow you're already doing manually. If you copy-paste form submissions into your CRM every Monday morning, that's the Zap to build first. The win is felt the very next Monday.

๐Ÿ’ก

On the Free plan you get 1 active Zap. Spend it on the workflow that saves you the most time per week, not the one that's most fun to build.

Built a workflow that works? Share it.

Publish your pipeline template to the RadiusOS marketplace. Free to install, free to publish - help someone in your trade skip the setup.