Zapier Turns Apps Into Components
Zapier: The $7B Netflix of Productivity
Zapier’s strongest move is that it turned app partners from destinations into interchangeable parts inside Zapier’s own workflow layer. Once a user builds automation in Zapier, the important thing is no longer the individual SaaS app, but whether that app can play its role in the workflow. That lets Zapier sit closer to end user demand, learn which steps matter most, and gradually replace thin partner functionality with its own native actions, templates, and automation primitives.
-
Partners joined Zapier for distribution and long tail connectivity, but several described giving up product control and usage insight in return. Zapier kept the customer relationship and the data on how integrations were actually used, which is what makes partner apps look more like swappable components than strategic equals.
-
This is most visible in the product experience. Users leave an app, connect accounts in Zapier, map fields, and run logic there. The workflow lives in Zapier, not in Mailchimp, Airtable, or another endpoint. That is why the app becomes incidental once the automation is set up.
-
The competitive pressure comes from two directions. Native integration tools like Tray.io, Paragon, and embedded platforms help SaaS companies keep key workflows in house, while rivals like Make and Workato compete on deeper endpoint coverage, visual builders, and more enterprise oriented automation.
From here, the logical extension is for Zapier to own more of the workflow stack itself, not just the handoff between apps. That means more native actions, more AI assisted orchestration, and more prebuilt playbooks that encode proven workflows. If that continues, Zapier becomes less of an integration utility and more of the operating layer where business processes are designed and run.