Create Zaps

Last updated: May 26, 2022

A Zap is an automated workflow that connects your apps and services together. Every Zap consists of a trigger step and one or more action steps. When you publish your Zap, 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 Try it.

Create Zaps from scratch

You can also create your Zap from scratch. In your Zapier account, hover over the left sidebar menu and click Make a Zap.

If you need to leave the Zap editor at any time, your progress will be saved as a draft.

1. Add a trigger

First, add a trigger:

Choose your trigger app: the Zap will be triggered by an event that occurs in this app.
Select your 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.
Set up your trigger: set up your trigger options to fit your needs.
Test your trigger: test your trigger to see if it pulls in the right data.

2. Add an action

Next, add an action:

Choose your action app: the Zap will perform an action in this app when it is triggered.
Select your 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.
Set up your action set up 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.

3. Optional: Add more actions

If you’re on a free trial or paid Zapier plan, your Zaps are not limited to a single 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 format 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 (Professional plans and above).

Learn more about customizing your Zaps.

Zaps are limited to 100 steps, including all steps within paths. If you need more than 100 steps, you can separate your Zap into multiple Zaps. You can also use paths, create a lookup table with Formatter, or pick from a list with Formatter.
During a free trial, only the first 30 steps of a Zap will run.

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 Zap Settings icon to open the Settings tab, then enter your text in the Description field. Your changes will be saved automatically.

5. Publish your Zap

After you set up and name your Zap, you're ready to publish it.

In the upper right, click Publish.

Once your Zap is published, 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 Zap History.

Need more help?

Create Zaps

Create Zaps from scratch

1. Add a trigger

2. Add an action

3. Optional: Add more actions

4. Name your Zap

5. Publish your Zap

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