Use actions on Zapier Agents

You can use Zap actions while chatting to your agent or within behaviors. The agent can use these actions to complete tasks and carry out your requests.

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 agent Chat field, click Tools. A dialog box will open.
2. Click + Add tool.
3. In the dialog box, search for and select the app you want to use.
4. 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.
5. If you have already used your app account with Zapier Agents, the search action is ready to use. If not, select a connection from the dropdown menu, or create a new connection by clicking the Settings icon .
6. To change the action's fields, click the Settings icon beside its name in the message field.
7. 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.
8. Click Save. The search action will appear in the Chat field, and you can reference it when chatting with the agent.

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 you say in the chat or in the behavior instructions.
• 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 you select multiple options. 

Use actions in conversations

Once you set up an action, you can chat with the agent and ask it to perform any of those actions. The agent will let you know once the action is completed and what the result is.

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

Using actions in behaviors

You can add actions to your behaviors to allow the agent to take more complex actions without your input. Learn how to create behaviors for your agents.

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.