Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. This guide walks you through key concepts to help you get started with Zapier.
You will need a Zapier account to complete this tutorial.
This tutorial will take 30 minutes to complete.
You will learn how to create single-step and multi-step Zaps, connecting two apps.
First things first, you’ll need to setup a Zapier account. Once you’ve logged in, you’ll be taken to the Zapier dashboard, where you’ll be prompted to make a Zap, either by clicking on the button to the left, or via the ‘Create your own workflow‘ dialogue in the middle of the screen. This is great if you know exactly which apps you want to connect. However, if you’d like to explore some of the possibilities first, click on the black ‘Make a Zap‘ button to view some popular combinations.
A Zap, very simply is an automated workflow that connects two or more apps together. A Zap contains two main steps: a trigger (i.e. if this happens…), and one or more action steps (i.e. then do this…). When a Zap is activated, the action will follow each instance that a trigger event occurs.
For example, you might want to connect Google Sheets and Gmail together, so that when a trigger event occurs in Google Sheets, a Gmail action follows thereafter.
To add a trigger step, there are several things you’ll need to to:
When your trigger is set up successfully, a green checkmark icon will appear above the app icon.
Next, set up your action by choosing your action app and action event:
When your action event is set up successfully, a green checkmark icon will appear above the app icon.
If you’re on a paid Zapier plan, you can add further steps to your Zaps, to make them even more powerful. You can customise your Zap further with any of the following:
After you have set up, customised, and named your Zap, you’re ready to turn it on. Simply toggle the switch in the upper right.
Once your Zap is live, Zapier will run the action every time your trigger event occurs. You can view a log of all your Zaps in your Task History, which you can find on the dashboard menu.
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