About this guide

Getting started with Zapier? Learn the basics so you can get started. Included in this guide:

  1. What is automation and what is a Zap?
  2. How to create a Zap: pre-work, setting up triggers and actions, mapping fields
  3. Other things to know: Task history, choosing a Zapier plan, and next-level features

Who is this guide for?

Anyone looking to quickly create their first Zap. We'll help you get into the automation mindset and guide you through the necessary steps to get things up and running.


Table of Contents

  1. Automation basics
  2. Create your first Zap
  3. Other things to know

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Workflow

Take the Work out of Workflow

Zapier is the easiest way to automate powerful workflows with more than 3,000 apps.