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Step-wise process of creating a zap from scratch

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    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.
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    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.
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    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.
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    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."
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  • 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.
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    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."
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    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.
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    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.
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    Name and save your Zap: Finally, click the "Finish" button, give your Zap a name, and toggle the On/Off button to "On".

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