Zapier University – Lesson 1: Welcome to Zapier

Zapier University – Lesson 1: Welcome to Zapier

December 8, 2019 5 By Kody Olson


hey there welcome to zapier 101 my name is Joey and I’m here to help you learn about zapier so you can gain internet super powers by the end of this course you’ll be a zapier expert in this lesson we’re gonna talk about what zapier is and how it can be useful to automate your workflows and we’ll define some common zapier terminology that you’re gonna see again and again zapier is a tool that lets you connect your favorite web apps to each other and move information between them automatically for example with zapier you can connect MailChimp Gmail slack Salesforce and over 1,000 more apps to each other when you connect two or more apps and automatically perform repetitive tasks between them this is called an automated workflow or a zap and it can save you a ton of time imagine having new sales force leads added to a MailChimp list automatically instead of having to import or create them manually with zapier you don’t need to be a developer to automate your app workflows in just a few clicks you can easily and automatically move information between the web apps you use every day and spend your valuable time on your most important work let’s try a live example say I get a lot of emails with files attached to my gmail account and I’d like to save those attachments to Dropbox with zapier you can connect Gmail and Dropbox that way instead of having to open up each email click on the attachment and then save it to Dropbox over and over and over again you can have zapier or do this automatically for you which is going to save you loads of time and effort with zapier there are thousands millions billions of different workflows you can create here are just a few more examples to help inspire you automate your social media presence by sending new RSS items from your blog to Facebook as posts stay in touch with prospects by adding form respondents from typeform directly to your mailing list in MailChimp make sure your team never misses a meeting by notifying a channel and slack of upcoming Google Calendar events or help keep projects organized by copying new Trello cards into Evernote notebooks before we dive further in let’s talk about Zapier’s terminology the first thing you want to know is what exactly is a zap well a Zap is an automated workflow between your apps a Zap is a blueprint for a task you want to do over and over in other words a Zap looks kind of like this when I get a new thing in a do this other thing and be remember when we were talking about saving your Gmail attachments to Dropbox as new files well that whole process is one Zap it’s one automated workflow a Zap consists of at least two parts a trigger and one or more actions a trigger is an event in an app you use that tells the Zap to fire starting your workflow for example in Zapier’s Gmail integration there’s a trigger called new attachment this will kick off your workflow every time your Gmail account receives a new email attachment the next part of your zap is the action the action is the event that the Zap takes in response to the trigger event for our Gmail to Dropbox app the action is saving the Gmail attachment to Dropbox one trigger may have multiple actions attached to it in this case I’ve added a slack message to my zap so that I get notified about my new attachments to finally we have tasks each piece of data you run through your zap counts as a task that means if your zap adds 100 email attachments to Dropbox automatically your zap just performed 100 tasks every task your zap executes is another task that you don’t have to perform manually and that’s it for now you just nailed the first step in becoming a zapier expert check out our next video to learn about how to get around the Zapier app