Zapier

What is Zapier?

Zapier is a no-code automation platform that connects your apps and services to automate repetitive tasks. It uses a simple “trigger + action” logic to move data between tools and eliminate manual workflows. Zapier is ideal for non-technical teams, small businesses, and anyone who wants to build lightweight automation without writing code.

It supports 6,000+ apps—including Google Workspace, Slack, Stripe, HubSpot, QuickBooks, Salesforce, and more—making it one of the most extensive automation platforms on the market.

Why Use Zapier?

• No-Code Simplicity – Build automations (“Zaps”) without needing engineering support.
• Massive App Ecosystem – Integrates with nearly every major SaaS product.
• Fast Deployment – Launch automations in minutes.
• Event-Driven – Automates actions in response to app events (e.g., new email, form submission, deal created).
• User-Friendly Interface – Simple editor with guided workflows and pre-built templates.
• Teams & Permissions – Collaborate on automations while managing access.

Core Concepts & Features

1. Zaps

A Zap is an automation workflow. Each Zap has:

• A trigger (e.g., “New Stripe Payment”)
• One or more actions (e.g., “Create QuickBooks Invoice” + “Send Slack Message”)

Zaps run in the background, polling your apps or responding to webhook calls.

2. Triggers & Actions

• Trigger: Event that starts the automation (e.g., “New row in Google Sheet”)
• Action: What Zapier does in response (e.g., “Send Gmail” or “Post to Slack”)
• Zapier also supports filters, delays, formatting, and branching logic with premium plans.

3. Multi-Step Zaps & Conditional Logic

• Add multiple steps for complex workflows.
• Use “Paths” to build conditional branches (IF/THEN logic).
• Use Webhooks or Code by Zapier for advanced customization.

4. Zap Templates

• Pre-built Zaps for common use cases like:
  • Send Slack alerts for new Typeform submissions
  • Add Calendly events to Google Calendar
  • Create QBO invoices from Stripe payments

Popular Use Cases

• Lead Routing: New lead from Facebook Ads → Add to HubSpot → Send intro email via Gmail.
• Finance Automation: Stripe payment → Create QuickBooks invoice → Send Slack alert.
• E-Commerce: Shopify sale → Add customer to Klaviyo → Send shipping update via SMS.
• Operations: New hire in BambooHR → Add to Slack + create folders in Google Drive.
• Reporting: New row in Airtable → Generate report in Google Docs → Email PDF to client.

Who Uses Zapier?

Zapier is used across industries by:

• Marketing teams – to connect CRMs, forms, and email tools.
• Accounting and CAS firms – to automate client check-ins, invoice sync, or document collection.
• Startups & SMBs – to reduce manual workflows between SaaS tools.
• RevOps & Sales – to manage CRM hygiene, notifications, and lead handoffs.

It’s ideal for teams that need quick-to-deploy automations without building custom integrations or hiring developers.