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. 

Tip

Zapier Tables steps in Zaps do not count toward your Zap task usage. 

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. On the left sidebar, click the Linked assets icon .
2. In the Zaps tab, click + Create.
3. In the dialog box, click one of the buttons:
   • Bring data in: starts a Zap with another app as a trigger, and adds new records to a table.
   • Send data out: starts a Zap that triggers from new records on the table and sends the content to another app.
   • Modify data: starts a Zap that triggers when an existing record is updated.
   • Start from scratch: starts a blank Zap and you can select a trigger and actions.
4. Click Create Zap. A new browser tab or window will open with the new Zap. 

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

Tip

You can also use the Button field type to trigger or continue Zaps. 

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 either:

• Clicking the + Create button at the top of the table, and selecting Automation.
• Clicking the + Automation button at the bottom of the table.

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 cannot use $$CLEAR$$ with Dropdown fields. 

Limitations

• If you delete a field that's in use by a Zap, the Zap will stop working. 
• Zap steps for Zapier Tables can work with dates in the following formats:
  • MM/DD/YYYY
  • YYYY-MM-DD
  • YYYY-MM-DDhh:mm:ssZ

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Tables team. You can also discuss Tables with other users on Zapier's Early Access Program Slack.