Create Zaps

tutorial

Last updated: January 22, 2020

Create Zaps

A Zap is an automated workflow that connects your apps and services together. Every Zap consists of a trigger step (“when this happens…”) and one or more action steps (“then do this…”). When you turn your Zap on, it will run the action steps every time the trigger event occurs.

There are two ways you can create Zaps: with a Zap template or from scratch.

Create Zaps from templates

You can find pre-built Zaps (Zap templates) on your Dashboard, the Zapier Explore page, the Zapier blog, and on individual app pages. To use a Zap template, click Use This Zap.

Create Zaps from scratch

You can also create your Zap from scratch. In the upper right of your Zapier account, click Make a Zap!.

1. Set up your trigger

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.

2. Set up your action

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.

3. (Optional) Customize your Zap

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.

4. Name your Zap

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.

5. Turn on your Zap

After you set up, customize, and name your Zap, you're ready to turn it on.

In the upper right, click to toggle the switch ON.

Once your Zap is turned on, Zapier will run your action steps each time your trigger event occurs. You can view a log of all your Zap activity, including all the data that goes in and out of each of your Zap steps, in your Task History.

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