Zapier isn't necessarily just for ad tech. It can any kind of ad hoc automation between well-defined services. We use it for support ticket automation.
IFTTT was a disaster as a product for laypersons. Zapier is how you have to make things work for normal people to use such automation tools. There will be many more Zapiers across every segment where there is complexity in the tooling and interaction.
If a person wanted to start a great business, find a business segment you know really well and create a niche Zapier for it. Then when the big companies come knocking (which they will right before they try to kill you and take your niche), sell to them. It's a repeat of the great CRM / enterprise roundup wars.