You can build reusable components in your workflows to save time and build more efficiently. If you find yourself using the same sets of steps or field inputs, try using:
Looping
Looping is a built-in tool that can run an action or set of actions more than once. Instead of recreating the same steps multiple times in your Zap, you can build them once in a loop and indicate how many times they should run. Any action that follows a looping step will run once for each set of values input into a Create Loop step.
This is helpful when you have to process multiple lines in a spreadsheet or line items in an invoice, for example. You can use Looping to perform actions for each one, even if they come through in a single trigger event.
Sub-Zaps
Sub-Zaps are sets of actions that can receive data from other Zaps and send back the results of their actions. Instead of rebuilding the same steps across multiple workflows, create a Sub-Zap once and use it within different Zaps. They are like “mini-Zaps” designed for specific, repeatable tasks that you can insert into any workflow. Sub-Zaps allow you to manage and maintain these tasks in one place, streamlining your automation.
Example
You can use Sub-Zaps to build reusable components like a set of steps to triage new sales leads:
- Create a contact in your CRM.
- Create a deal for that contact in your CRM.
- Send the contact a follow-up email.
You can then share the Sub-Zap with all salespeople in your company to use in their own workflows.
Variables
If you frequently map values like your email address, business address, or a link to your calendar, you can create and use a global variable to replace them.
Global variables let you store static values that you can map to other fields in your Zaps. You can then reuse the same value anywhere you need it. When you update a variable, Zapier will automatically update its value everywhere it is mapped.
You can also map system variables, which allow you to insert timestamps and Zapier-related IDs into a Zap step.
Next steps
Learn how to use:
- Looping to scale employee onboarding.
- Sub-Zaps to automatically send prospect insights right to your reps.