Zapier Tables quick start guide

Zapier Tables is an automation-first database solution. With Tables, you can easily store, move, and take action on your data so you can move your work forward faster. 

 

Why should I use Tables?

You can use Tables to:

  • Create a lead management system: together with Zapier Interfaces, build a complete system to automate information collection and ensure your team can reach out quickly to leads. 
  • Onboard employees faster: allow your new employees to request access to the correct systems and complete paperwork independently.
  • Track expenses: create a table that helps you track your expenses, personal or business-related, and email them for reimbursement directly from the table.

 

Create your first table

  • Log in to Zapier Tables.
  • Click + Create. You can create a blank table or use a template.

Create fields

Fields can hold different data types that can be enforced to ensure accurate data entry. They can also be connected to Zaps to help you send data to other apps.

Add records

You can add records to a table manually or through Zaps, allowing you to receive data from other apps seamlessly. You can filter records and use the Button field to take action on specific records at any time.

 

Bring your own data

You can import existing data into Zapier Tables from several sources, such as a CSV file, Google Sheets, and Microsoft Excel. Zapier Tables will create the fields and import records for you.

 

Create Zaps to automate your table

Send and receive data from other apps by connecting Zaps to your tables. You can trigger from specific fields, from new or updated records, and also add new records to a table. You can automate entire business processes and bring different apps together. 

 

Next steps

Explore ways to use Tables and other Zapier products to automate your workflows in the Videos section.

Was this article helpful?
0 out of 0 found this helpful