Create Zaps

1. Add a trigger

First, add a trigger:

1. Choose your trigger app: the Zap will be triggered by an event that occurs in this app.
2. Select your event: this will be the event that occurs in the selected app that triggers the Zap.
3. Select your app account: select or connect the specific app account to use in the Zap trigger.
4. Set up your trigger: set up your trigger options to fit your needs.
5. Test your trigger: test your trigger to see if it pulls in the right data.

Learn more about how to setting up your Zap trigger.

2. Add an action

Next, add an action:

1. Choose your action app: the Zap will perform an action in this app when it's triggered.
2. Select your event: this will be the event that the Zap performs in the selected app when it is triggered.
3. Select your app account: select or connect the specific app account to use in the Zap action.
4. Set up your action: set up the data that you want to send over to your action app.
5. Test your action: test your action to see if it's working as expected.

Learn more about setting up your Zap action.

3. (Optional) Add more actions

If you’re on a free trial or paid Zapier plan, you can add multiple actions to your Zaps. You can customize your Zap further with any of the following:

• Additional action steps: to add more actions, click the plusicon after a step.
• Search steps: use a search step to find existing data in your apps.
• Filters: add filters to restrict your Zap from running unless certain conditions are met.
• Formatter: add Formatter steps to format data in a Zap, such as editing text or changing a date format.
• Delay: add a delay between Zap steps.
• Paths: add paths to perform different actions in your Zap based on different conditions (Professional plans and above).

Note

• Zaps are limited to 100 steps, including all steps within paths. If you need more than 100 steps, you can separate your Zap into multiple Zaps. You can also use paths, create a lookup table with Formatter, or pick from a list with Formatter.
• During a free trial, only the first 30 steps of a Zap will run.

4. Name your Zap

Next, give your Zap a name so you can easily identify it on your dashboard.

1. In the upper left, click Untitled Zap,
2. Enter a name for your Zap.

5. (Optional) Adjust your Zap settings

1. In the left sidebar, click  Settings. 
2. Click the Add To Folder field, then select a folder to store your Zap.
3. Click the Timezone field to select a new timezone for the Zap. All schedules and times for this Zap will be calculated relative to this timezone.
4. If your account is on a Company plan, you can also change your advanced settings:
   • Autoreplay override.
   • Error ratio override.
   • Flood protection limit.
   • Polling interval.

Your changes will be saved automatically.

6. Publish your Zap

After you set up and name your Zap, you're ready to publish it.

In the upper right, click Publish.