Use actions on Zapier Agents

Agents can use Zap actions to complete tasks and carry out your requests. You can use Zapier's library of more than 8,000 apps to automate tasks.

Beta

This product is in open beta. It’s available for use but still in active development and may change.

Create an action

1. From the Zapier Agents home, select your agent.
2. In the Instructions field, click Insert tools. 
3. Select one of the default tools or click + Add tool to select an app.
   • default tools do not require any other settings.
4. If you click + Add tool, a dialog box will open. Search for and select the app you want to use.
5. Select an action from the list.
   • Click the Find data tab to restrict the list to actions that can search for data.
   • Click the Take action tab to restrict the list to actions that can change data.
   • Certain apps offer a data integration option. Learn more about data integrations.
6. Select a connection from the dropdown menu, or create a new connection by clicking the Settings icon .
   • If you used your app account with Zapier Agents before, the action is ready to use. 
7. To change the action's fields, click the Settings icon beside its name in the message field.
8. Fill out any other fields that may be required for the action.
   • To see optional fields, click Show all options. You can let the agent decide the content of certain fields.
9. Click Save. The action will appear in the Instructions field, and you can reference it when chatting with the agent.

Interacting with actions

Once you insert an action into the instructions, it will appear as a text pill in the instructions field. You can move them to where you want to reference them, to provide better context to the agent. You can also:

• Click the pill to change its settings.
• Delete it using Del or Backspace on your keyboard.
• Click and drag to move it to another part of the field. 

Define how the agent will use action fields

Agents can use fields in each action differently, depending on the field type.

Required fields

You must enter a value or make a selection in a required field. Required fields have the following options:

• Let your agent select a value for this field. The agent will automatically determine the best value to use based on what the task requires.
• Set a specific value for this field: you manually select a value for the field.
  • If you select this option, a new field will appear, where you can enter or select a value. The same value will be used whenever this action is run.

Optional fields

Optional fields offer additional options, beyond the ones available for required fields.

• Do not include a value for this field: leave the field blank when the action runs.
• Let your agent select a value from one of these choices: Select values from a dropdown menu that you want the agent to choose from.

Note

With Let your agent select a value from one of these choices, the agent can only use one value at a time, even if multiple options are available. 

Use actions in conversations

You can use any actions you add while chatting with your agent, independently from the agent's main instructions. 

1. From the Zapier Agents home, select your agent.
2. Click New chat. The chat sidebar will open.
3. In the Chat field, type your message and click the Tools menu to add existing tools or new ones. Press Enter to send the message to the agent.
   • You can move away from the chat and the agent will let you know once the action is completed, or if it needs your input to continue.

Remove an action

1. From the agent Instructions field, click Insert tools.
2. Click the three dot icon beside the data integration you want to remove.
3. Click Remove from agent.

How action usage is measured

Every time an action runs, it consumes one activity from your activity limit. You can view all past actions in the All activity page.

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team. You can also discuss Agents with other users on Zapier's Early Access Program Slack.