Trigger and continue Zaps from records

You can trigger or continue Zaps from your tables or from specific fields within it. You can also trigger Zaps only when records match specific views.

Available on plans:

Free

Professional

Team

Enterprise

Create a Zap for a table

Linking a Zap to a table allows you to add information from another app to the table automatically or to create a workflow that starts when there's a new or updated record.

1. In the toolbar, click Automations. A panel will open showing existing automations and recommended templates.
2. Click + New automation. A new browser tab or window will open with a new Zap, with the trigger set to your table.

You can then continue to set up your Zap trigger or action.

Create a Zap for a specific field

You can create Zaps that only trigger when a specific field is updated.

1. Click the name of the field you want to trigger a Zap.
2. Select + Create Zap. The Zap will have a Zapier Tables Updated Record trigger already filled with the table and the specific field's name.
3. Set up your action.

Create a Zap for a view

You can create Zaps that will trigger only for records that match the filters of a specific table view. This allows you to avoid using a Filter step in your Zap.

When you set up a Zap using Zapier Tables as the trigger app, the dropdown menu displays a label to differentiate tables from views.

You can also create a Zap directly from your view by clicking the Automations button in the toolbar.

Use table summaries in Zaps

You can trigger or continue Zaps from summaries in your table fields.

• Summary formula updated: triggers a Zap whenever the summary formula value changes.
• Calculate summary formula: calculate any of the available summary formulas for an existing number field. The value will not be displayed on the table.
• Get summary formula values: find all existing summary formulas and their values from a table.

Remove a value from a field through a Zap

If you need to clear the content of a field while updating it through Zaps, you can insert $CLEAR$ into any field in an Update Record Zap step. When the step runs, whatever value is in the field will be removed.

When you insert $CLEAR$ into a field, it'll turn into a pill, or bubble, with a yellow border.

Note

• You can only use $CLEAR$ as a static value. You must manually enter it as a value. You cannot map it from a field in a previous step.
• You cannot use $CLEAR$ with dropdown fields.

Limitations

• If you delete a field that's in use by a Zap, the Zap will stop working. You can restore the field from Trash within 30 days to resume the Zap.
• Zap steps for Zapier Tables can work with dates in the following formats:
  • MM/DD/YYYY
  • YYYY-MM-DD
  • YYYY-MM-DDhh:mm:ssZ
• If you add or edit a Zapier Tables step in a Zap, your draft will be saved, but you will not be able to publish edits unless you are the Zap owner.