When your team is juggling requests, approvals, onboarding workflows, and compliance tasks, it's easy for critical details to get lost in the shuffle. That's where Zapier Interfaces shines, not just as a form builder, but as a flexible platform to build custom tools that power your unique business workflows.
With Interfaces, teams can build interactive client portals, internal request hubs, and employee-facing dashboards, complete with automation and custom logic. Interfaces reduce bottlenecks, increase visibility, and give teams the power to move faster without relying on developers.
Here’s how five companies, from HR teams to marketing and ops, use Zapier Interfaces to modernize processes, scale smarter, and get measurable results.
Turning partner referrals into scalable growth at OneTrust Home Loans
When Rosemarie Pirio, Marketing Director at OneTrust Home Loans, needed a better way to manage partner referrals, Zapier Interfaces offered a seamless fix.
"We're using it as a B2B landing page for our partners to send referrals to us," said Rosemarie. "We’ve been able to scale with these pages to offer them to all our partners."
This Interface portal ensures compliance by automating disclosure emails and enabling clear lead tracking, so they know exactly which partners are driving revenue. "The nature of them ensures our compliance and we can track leads to see which partners are the most profitable."
Koddi slashes internal ticket delays with smarter forms—and boosts revenue by 42%
Traci Chasteen, Business Operations Analyst at Koddi, faced a common challenge: internal requests often arrived with missing information, leading to processing delays.
"I created two Interfaces called Request Portals for our two platform teams," Traci explained. Each portal includes multiple forms, funding requests, refunds, escrow creation, and more, all with the required fields. Once submitted, a Zap creates a Salesforce case and immediately shares the case number with the submitter.
This small shift led to big results: "We cut our response time by 65%, because all of the information we need is given to us on the initial ticket," said Traci. It also helped them build detailed reports for year-over-year tracking, contributing to a 42% increase in revenue.
How The Farmer’s Dog built a culture of internal automation
At The Farmer’s Dog, IT Systems Admin Gentian Hyseni was managing a growing number of internal processes, all of which required forms and manual follow-up. So he built a suite of Interfaces-powered tools to replace piecemeal processes.
"Anything from Lunch & Learn requests to getting testimonials from clients now runs through Interfaces," Gentian shared. "We love that we can keep everything in one platform, and trigger automations very easily."
While the biggest win is time saved, Gentian noted the team morale boost: "It’s amazing to see how happy the employees are every time we automate one of their manual processes."
Weeks Wellness cuts admin time by 30% and boosts patient evaluations by 20%
For Executive Assistant Carrie Anne Odeneal at Weeks Wellness, follow-up used to be a manual, time-consuming process that often left patient inquiries untracked.
By building an Interface portal that connects their EMR and social media accounts with email and SMS notifications, they automated onboarding and follow-ups, reducing admin workload by 30%.
"We’ve been able to eliminate manual data entry and ensure no patient inquiries slip through," Carrie said. The result? A 20% increase in scheduled evaluations within the first three months.
ZenGroup Inc. saves $10K a year with a custom onboarding solution
ZenGroup’s HR team wanted a better way to track onboarding reading lists, without paying for a third-party tool that added $2 per seat per month.
HR Planning Coordinator Rory Alan Bennett built a reading list using Zapier Interfaces and Tables to monitor progress. "We were able to replicate the features we used most from our old tool, and link with Tables for data collection," Rory explained.
Not only did this switch save them around $10,000 a year, but the improved experience sped up onboarding. "The clear presentation of information has reduced the average time it takes new hires to get through their reading list by 20-30%."
The takeaway
Whether you're launching branded client portals, building internal request tools, or creating onboarding dashboards, Zapier Interfaces gives your team the power to build custom apps without writing code. Each of these companies used Interfaces to eliminate friction, accelerate work, and scale with confidence.
Your next step: Want to scale smarter like these teams? Try Zapier Interfaces and start building your own custom workflows today with these popular Interface templates:
Your all-in-one hub for client projects, tasks, documents, and forms with a custom chatbot.
Simplify social media management with the Social Media Planner template.
