Create Zaps

First, set up your trigger by choosing your trigger app and trigger event:

• In the Zap editor, go to the 1. When This Happens… step or click the + icon to add a new step.
• Select an app, or use the search bar to search for and select an app. The Zap will be triggered by an event that occurs in this app.
• In the Choose App & Event section, click the Choose Trigger Event dropdown menu and select an event. This will be the event that occurs in the selected app that triggers the Zap.
• Click Continue.

To finish setting up your trigger, you’ll select a specific app account, enter more required details, and test your trigger. 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:

• In the Zap editor, go to the 2. When This Happens… step.
• Select an app, or use the search bar to search for and select an app. The Zap will perform an action in this app when it is triggered.
• In the Choose App & Event section, click the Choose Action Event dropdown menu and select an event. This will be the event that the Zap performs in the selected app when it is triggered.
• Click Continue.

To finish setting up your action, you’ll select a specific app account and enter more required details. 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.

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.