Agility Automation are the Zapier experts. We literally wrote the course on it.
Whether you’re looking for help with some basic zaps, or complex multiple-step behemoths, we’re here to help.
We’ve been working with Zapier for years, and know all the ins and outs to make your project a success.
Let’s take a look at the core components that come together for each piece of Zapier magic.
Triggers: how they’re customised to make sense for your workflow
Zaps are built from the ground up based on Triggers, which is any event that starts a Zap. Triggers might include receiving an email, getting a Facebook message, updating a client record in Airtable, sending a Slack message or receiving an incoming webform enquiry — the list is just about endless. Triggers kick off each Zap, and can be customised across every point of your workflow to intercept incoming information and take the next step necessary in that Zap for an automated outcome.
Actions: Automate the completion of routine tasks
Zapier’s Actions are the steps that come after the Trigger. Once new or updated information creates that Trigger, the Zapier ball begins rolling. The things that happen next? Actions.
Actions serve to push data into the apps of your choice in a fully customised way via API integrations. If it’s sounding complicated, it’s not — check out the video below for an easy example of an Action in process.
Let’s say you create a Zap to create a new client record in your CRM upon receiving an email enquiry — the email enquiry acts as the Trigger, and the direction to create that record, and the resulting record, is the Action.
Fill-in-the-blank setup — run ideas very quickly into automations
You don’t need to understand a lick of code in order to be able to build highly customised Zaps that are shaped for your specific purposes. With an intuitive fill-in-the-blank workflow, Zapier leads you step by step through its Zap building process, taking you from lightbulb moment through to a completed Zap in a few minutes (or less, once you’ve become an old hand).
By working with a system that lets you move quickly and responsively, you can continue to adapt workflows based on real-world data and results, continuing to refine your business processes as you grow.
2000 apps connected with more coming every week
With Zapier’s enormous 2000-app integration library, it’s more than likely you’ll find your existing business tools are already set up for quick and easy Zap creation. Zapier adds to its API integrations every week, continuing to bring more functionality and flexibility to you, and catering to workflows all over the spectrum.
Book an Automation Checkup call today to talk to our team about implementing Zapier for your small business.