Navigating The Zap Editor

By Zapier

You are reading: Chapter 2 of 5

Navigating The Zap Editor

The last section showed you how Triggers and Actions make up Zaps. Now, we want to show you how to use the Zap Editor to create one yourself.

1. Choose Your Trigger and Action

When you click the "Make a Zap!" link at the top of the site, you'll see the Zap Editor. This is where the magic starts: just choose your Trigger app on the left and your Action app on the right.

For example, let's say you want to build a Zap that sends you a text message with the weather forecast each morning.

On the left, choose the Weather app and "Today's Forecast" as your Trigger; on the right, choose the phone app and "Send SMS" as your Action.

2. Connect Your Accounts

In order to send data to and from your apps, you need to connect them to Zapier. Some apps—like Weather—don't require an account, but if you need to connect one, the Zap Editor will walk you through the process.

Bonus: Zapier supports multiple connected accounts—just choose "connect a different account" from the dropdown.

3. Set Up Trigger Filters

Zapier lets you filter Triggers so your Zap only activates when you want it to.

For the Weather Trigger, provide your longitude and latitude so your Zap only returns weather results for your specific area. In this example, I'm using the coordinates for Zapier's home base in Mountain View, CA—the Zap Editor links to a tool that will help you find your own coordinates.

4. Customize the Action

The last step: deciding what you want in your Action. In this case, that means writing what you want Zapier to send to your phone as a text message.

Along with text, you can add information from the Trigger app to your Action: just click the "insert fields" button to see the available info.

The Weather app on Zapier provides everything from max temperature to dew point—I'm going to click on "Temperature Max" to add it to my Action.

5. Test Your Zap and Turn It On

Once you have everything set up, you can test your Zap before turning it on. Just scroll to step 6, and click the "test trigger" button. Zapier will find some test data from your account—click "Test Zap with this sample" and your data will be sent from your Trigger app to your Action app!

Then, the last step: Turn your Zap on! From here on out, your Zap will run automatically—you can set it and forget it.

Try it out

Now that you know the ins-and-outs of the Zap Editor, are you ready to build your own Zap? Click the button below to give it a shot.

Build Your Own Zap!

Next up: Using Custom Filters to Control Your Zaps


Take the Work out of Workflow

Zapier is the easiest way to automate powerful workflows with more than 1,500 apps.