Zapier
What is Zapier?
Zapier – A web automation app. You can build actions known as “Zaps” which can automate parts of your business. A Zap is a blueprint for a task that you want to do over and over. A Zap could be an action such as adding contacts or order details to a Google Sheet, or a 3rd party service or location.
Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. This guide walks you through key concepts to help you get started with Zapier.
A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs.
The Zap Editor allows you to create a Zap from scratch. In the Zap editor, you can select the trigger app, trigger, action app(s), action(s) and apply any optional filters.
An app is a web service or application, such as Google Docs, Slack, or Salesforce. Zapier offers integrations for over 2,000 apps, letting you move data between them or automate repetitive tasks.
A trigger is an event that starts a Zap. For example, if you want to send a text message each time you receive an email, the trigger is ‘new email in inbox’.
When you first set up your Zap trigger, Zapier will attempt to find some sample data from your trigger app to use in the Zap. For example, if your trigger brings in data from a new Google Sheets spreadsheet row, Zapier will pull in a sample row. The sample row can then be used as test data in an action step later in the Zap.
A Zap’s syncing interval is the frequency that your Zaps will check the triggering app for new data. When you upgrade to a Professional plan or higher, your Zaps will check for new data and run every 5 minutes instead of every 15 minutes as on the Free and Starter plan. For example, if you use Zapier to trigger emails to customers, the emails will be sent within 5 minutes instead of 15 minutes.
An action is an event a Zap performs after it is triggered. For example, if you want to send a text message each time you receive an email, the action is ‘send a text message’.
A task is an action your Zap successfully completes. For example, if your Zap has an action to create new Google Contacts, each contact that is created will use one task.
Your Task History displays a log of all your Zap activity, including all the data that goes in and out of each of your Zap steps.
If you’re on a Professional plan or higher and enable Auto reply, Zapier will attempt to retry any tasks that fail due to temporary errors or downtime. Autoreply will retry the action again immediately, and then a few more times if there is still an issue. If you’re on a Starter plan or higher, you can manually replay any tasks that fail or were not successful.
Premium apps are exclusively available to users on a paid plan (Starter plan or higher). Premium apps are available for use in Zaps during your free 14-day trial but will require a paid plan in order to continue using them after your trial expires.
Filters can be added to any Zap to restrict it to run only when certain conditions are met. For example, if you want to send a text message each time you receive an email, you can add a filter, so the Zap only runs when emails are received from a specific email address.
Paths let you build advanced workflows to perform different actions based on different conditions. Paths use conditional, if/then logic: if A happens in your trigger app, then perform this action, if B happens, then perform this other action, and so on.
A single-step Zap has one trigger and one action. If the Zap has more than one action or includes filters or searches, it is considered a multi-step Zap. Multi-step Zaps are not available on a free Zapier plan.
Conclusion
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By: Corporate Team