Create Zaps

First, add a trigger step. Here, you will:

• Select your trigger app: the Zap will be triggered by an event that occurs in this app.
• Select your trigger event: this will be the event that occurs in the selected app that triggers the Zap.
• Select your app account: select or connect the specific app account to use in the Zap trigger.
• Customize your trigger: customize your trigger options to fit your needs.
• Test your trigger: test your trigger to see if it pulls in the right data.

When your trigger is set up successfully, a green checkmark icon will appear in the top left of the step. Learn more about setting up your Zap trigger.

Next, set up your action by choosing your action app and action event:

• Select your action app: the Zap will perform an action in this app when it is triggered.
• Select your action event: this will be the event that the Zap performs in the selected app when it is triggered.
• Select your app account: select or connect the specific app account to use in the Zap action.
• Customize your action customize the data that you want to send over to your action app
• Test your action: test your action to see if it's working as expected.

When your action is set up successfully, a green checkmark icon will appear in the top left of the step. Learn more about setting up your Zap actions and searching for existing data in Zaps.

If you’re on a free premium trial or paid Zapier plan, your Zaps are not limited to a single trigger and action. You can customize your Zap further with any of the following:

• Additional action steps: to add more actions, click the + icon after a step.
• Search steps: use a search step to find existing data in your apps.
• Filters: add filters to restrict your Zap from running unless certain conditions are met.
• Formatter: add Formatter steps to reformat data in a Zap, such as editing text or changing a date format.
• Delay: add a delay between Zap steps.
• Paths: add paths to perform different actions in your Zap based on different conditions.

Learn more about customizing your Zaps.

Next, give your Zap a name so you can easily identify it on your dashboard. In the upper left, click Name your Zap and enter a new name for your Zap.

To add more information about your Zap, give your Zap a description. In the right sidebar, click the gear icon to open the Settings tab, then enter your text in the Description field. Your changes will be saved automatically.

After you set up, customize, and name your Zap, the final step is to turn it on. In the upper right, click to toggle the switch ON.