Connect or select your account: Choose an account that is already connected to Zapier or click the "Connect a New Account" button to add a new account.
Edit options: If there are fields or other app options that you can or must include in the Zap, you'll set those up in this step. Then click "Continue."
Choose the Action app: Type in the name of the app you want the Action to be applied to. It can be the same app as your Trigger app or a different one.
Connect or select your account: Choose an account that is already connected to Zapier or click the "Connect a New Account" button to add a new account.
To get started making a Zap, click the "Make a New Zap" button, which is at the top-righthand corner of the page, once you log into Zapier.
Now you'll be in the Zap Editor, where you can set up the Trigger and Action of your Zap.
Choose the Trigger app - First you'll pick the app that you want to start the Zap.
Enter the app's name in the search box or, if you've already connected apps to Zapier, click on the app icon shown here.
Choose the Trigger - Pick the specific Trigger for the app from the list of options. Then click "Save + Continue."
Connect or select your account: Choose an account that is already connected to Zapier or click the "Connect a New Account" button to add a new account.
A pop-up will appear, prompting you to authorize Zapier to connect to the app. Then click "Save + Continue."
Edit options: If there are fields or other app options that you can or must include in the Zap, you'll set those up in this step. Then click "Continue."
Test this step: In the step, you'll see which information from the app will be used for the Trigger.
Click the "Fetch & Continue" button to make sure the Trigger works. Wait for the success message before proceeding to the next step.
Choose the Action app: Type in the name of the app you want the Action to be applied to. It can be the same app as your Trigger app or a different one.
Choose the Action: Choose how you want the app to behave in response to the Trigger. Then click "Save + Continue."
Connect or select your account: Choose an account that is already connected to Zapier or click the "Connect a New Account" button to add a new account.
A pop-up will appear, prompting you to authorize Zapier to connect to the app. Then click "Save + Continue."
Set up the template: Now is the spot where you can customize your Zap.
In this step, you can tell the Zap exactly what you want it to do with the data from the Trigger app by filling in the blank fields here.
Click on the dropdown boxes or the plus (+) sign on the righthand side of every field to tell the Zap to pull in data from the Trigger step.
Once you click on the dropdown menu, a list of data from your Trigger app will appear.
You'll likely want to choose the data points from your Trigger app that most closely match the field in your Action app.
Click the "Create & Continue" button to make sure this step works as intended.
Name and save your Zap: Finally, click the "Finish" button, give your Zap a name, and toggle the On/Off button to "On".