Learn Zapier

Understand the core idea: a Zap watches for an event in one app and then does things in other apps for you.

Connect your accounts (Gmail, Slack, a CRM) to Zapier once, then reuse those connections in any Zap.

Learn how a trigger notices new events, why some Zaps start within seconds and others after a few minutes.

Chain several actions in one Zap, and use search actions to find existing records before you create or update them.

Insert values from earlier steps (a name, an email, an order total) into later steps so each run uses its own data.

Use Formatter by Zapier to change data into the shape the next app needs: split names, fix dates, do maths, look up values.

Start a Zap when any system sends data to a special web address, and send data out to other systems the same way.

Test each step before going live, edit a published Zap safely as a draft, and roll back to an earlier version.

Use Zap history to see every run, what data went through each step, and why something stopped or failed.

Decide what a Zap does when a step fails: run an error-handler path, retry automatically, or replay runs by hand.

Add an AI step that summarises, classifies, extracts or writes text, and returns named fields for later steps.

Describe an automation in plain words and let Copilot build it, and map whole processes visually in Canvas.

Give an AI by Zapier step app actions, knowledge sources and web browsing, with approvals and task limits (this replaced Zapier Agents).

Connect AI assistants such as Claude, ChatGPT or Cursor to Zapier MCP so they can run actions in your apps, with controls.

Add a filter step that lets a run continue only when the data meets your conditions.

Split a Zap into branches so different data takes different actions, with Fallback and Always-run options.

Pause a Zap for a while or until a date, and start Zaps on a timetable with Schedule by Zapier.

Run the same actions once per item in a list (order lines, comma-separated tags) with Looping by Zapier.

Package reusable steps as Sub-Zaps that other Zaps call, and know when a small Code step is the right tool.

Keep records in Zapier Tables, read and write them from Zaps, and use them as a simple database or AI knowledge.

Build simple forms and pages that save to Tables and start Zaps, and know where Zapier Chatbots fit.

Run Zapier safely in a company: shared folders and connections, ownership, admin app controls, SSO, audit logs and data retention.

Recognise the limits of Zapier (volume, timing, complex logic, sensitive data) and design around them or choose another tool.