How does it work?

Zapier is a web-based automation tool that allows users to connect various apps and services to automate tasks and workflows. Here's how it works:

Choose your apps

Zapier offers integration with over 2,000 apps, including popular tools like Gmail, Slack, Trello, and more. You can select the apps you want to connect and create a "Zap."

Define the trigger

A trigger is an event that initiates the workflow. For example, when a new email arrives in Gmail, when a new task is created in Trello, or when a new customer is added to your CRM. You'll need to define the trigger for your Zap.

Define the action

Once the trigger occurs, Zapier will perform the action you've specified. For example, you can automatically create a new contact in your CRM, send a notification in Slack, or add a new row to a Google Sheet.

Configure the Zap

Zapier allows you to configure various settings for your Zap, such as adding filters to trigger only for certain types of events or modifying the data that gets passed from one app to another.

Test and activate the Zap

Before you activate your Zap, you can test it to ensure it works as expected. Once you're satisfied, you can turn it on, and Zapier will begin automating the specified tasks.

Zapier also offers various advanced features, such as multi-step Zaps that allow you to perform multiple actions in a single workflow, delays to schedule actions at specific times, and paths to create conditional workflows.

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