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What is Zapier?

Zapier is an online automation tool that allows you to connect your favorite web apps such as Gmail, Slack, Facebook, Instagram, Google Sheets, Mailchimp,  and over 2000 more apps to each other..  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.

Zap Editor

The Zap editor allows you to create a Zap from scratch. In the Zap editor, you can set up a trigger and one or more actions.

What Zap is?

The first thing you’ll want to know is what a Zap is! A Zap is an automated workflow between your apps. A Zap is a blueprint for a task you want to do over and over. In other words, a Zap looks like this: “When I get a new thing in A, do this other thing in B.”

A Zap that connects your apps and services. 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.

App

An app is a web service or application, such as Gmail, Google Sheets, Google Docs, Slack, or Salesforce. Zapier offers integrations for over 2,000 apps, letting you move data between them or automate repetitive tasks. It’s easy enough that anyone can build their own app workflows with just a few clicks.

Trigger

A Trigger is an event in an app you use that tells the Zap to fire, kicking off your workflow. For example, in Zapier’s Gmail integration, there is a trigger called “New Attachment.” This will fire your workflow every time your Gmail account receives a new email attachment.

Action

An Action is an event that the Zap takes in response to the Trigger event. For our Gmail to Dropbox Zap, the action is saving the Gmail attachment to Dropbox

Tasks

A task is an action your Zap completes. That means if your Zap adds 100 email attachments to Dropbox automatically, your Zap just performed 100 tasks. 

Whenever your Zap completes an action, it counts as a task. Trigger steps do not count as tasks, but successful Action steps do. You can see all the tasks your Zaps have attempted in Zap History

Zap History

Zap History is a log of everything that Zapier has tried to automate on your behalf, including all the data that goes in and out of each step of your Zaps. This is helpful when you need to troubleshoot your Zaps that don’t work as expected.

Filter

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

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.

Multi-step Zap

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 only available on paid

Plans and Premium Apps

Anyone can automate their work. Start with the basics. FREE Plans can use 100 Tasks/Month and 5 Tasks. Only Single-step Zaps can be used. Starter plans can use up to 3 premium apps, while Professional plans and higher can use unlimited premium apps. Premium apps are available for use on free trials but require a paid plan after the trial ends.

The full list of premium apps can be found in Zapier’s App Directory. Premium apps are also marked with a Premium tag in the Zap editor.

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