The problem
Teams waste time moving data between apps by hand
What they do
No-code automation and AI agents linking 9,000+ business apps
Traction Profitable; ~$310M ARR 2023 (Sacra), CEO says several hundred million now
Hiring trend
- Open roles
- 12
- Ops roles
- 2
- Headcount
- ~800
Shrinking: ~800 staff (CEO, Apr 2026) vs ~1,000; repeated role eliminations in 2026; 12 open roles
Hiring in
- NAMER
- South America
- Remote (APAC)
- Remote (Europe)
Funding
- Last round
- Secondary ($5B valuation)
- Stage
- Bootstrapped
- Date
- Jan 2021
Led by Sequoia, Steadfast (secondary); YC seed 2012
- Hiring+1.512 open roles on the live job board (10–29 roles = +1.5)
- Funding recency0Latest money (Secondary ($5B valuation), Jan 2021) isn't a new primary round, so it doesn't count
- Traction+0.75Some growth: Profitable; ~$310M ARR 2023 (Sacra), CEO says several hundred million now
- Red flags−11 significant flag in the last 24 months, −1 eachFirst-ever layoff in 2025 after AI 'Code Red', then repeated role eliminations Feb, Jun and Sep 2026; headcount down from ~1,000 to ~800.Lead with AI: Zapier ran its first-ever layoff (Aug 2025) ↗ · LinkedIn: role eliminated in restructuring (Aug 2026) ↗ · LinkedIn: role eliminated (Oct 2026) ↗ · Madrona: Wade Foster, 800 employees (Apr 2026) ↗
- Total1.251.5 + 0 + 0.75 − 1 = 1.25 → Cool-down
Cool-down rule: score under 1.5 and the last round is over 24 months old, with shrinking headcount or layoffs.
Distance (Half) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Half · edge: grows with users
Largest app-integration catalog and brand, but AI agents and Make, n8n, and native AI tools erode the moat.
Watch-outs
First-ever layoff in 2025 after AI 'Code Red', then repeated role eliminations Feb, Jun and Sep 2026; headcount down from ~1,000 to ~800.
Sources: Lead with AI: Zapier ran its first-ever layoff (Aug 2025) ↗ · LinkedIn: role eliminated in restructuring (Aug 2026) ↗ · LinkedIn: role eliminated (Oct 2026) ↗ · Madrona: Wade Foster, 800 employees (Apr 2026) ↗
Last checked Oct 25, 2026