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Getting Started

A series of articles and help guides to get you started with Zapier and the Community

  • 15 Topics
  • 7 Replies

15 Topics

Danvers
DanversZapier Staff
published in Getting Started

Frequently asked questionsF.A.Q.

This article covers some of the common questions that we get about the Community. If you have a question about using the Zapier Community that you can’t see below, please feel free to add a comment to this article or drop us an email at community@zapier.com.How can I change my Community username?If you would like to change your Community username, please email community@zapier.com from the email address associated with your Zapier Community account and let us know that you’d like to make the switch. Please tell us what your username currently is and what you would like to change it to. How can I change the email address I use with my Zapier Community account?Your Zapier Community log in is directly tied to your Zapier account, you can only change your community email address by changing the address that you use for your Zapier account. You can do that in the Profile area of the Zapier settings page. How do I delete my Zapier Community account?If you would like to delete your Community

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R
4 months ago
laurie
laurieZapier Staff
published in Getting Started

Answers to your most frequently asked questions about Zapier

Hey there! I’m Laurie and I’m a Support Trainer here at Zapier. I spend much of my day helping our customers learn Zapier — one of the fun parts of my role here is getting to hang out in the Q&A section during our webinars. Over the past few months, I’ve noticed a number of questions that get asked in each webinar, so I’ve compiled all of the answers to these questions plus some helpful resources for our Community members to have all in one place. I hope you find this useful!Helpful Resources Zapier Help Docs Zapier App Directory Zapier University, Course 101 Getting Started Guide  Zapier 101: Getting started with Zapier - Webinar Recording How to create a Zap Things you can do with Zapier Contact Support  Commonly Asked Questions Where can I learn more about the basics of Zapier?We have a number of resources for you! Start with our Getting Started with Zapier manual. You can also watch our Zapier 101 videos, or view our other how-to videos What is a Zap?A Zap is an a

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nicksimard
3 years ago
chanelle
chanelleZapier Staff
published in Getting Started

New: Zapier Admin Essentials courseNews

Looking to boost your Admin Role skills? Our User Education team just launched the "Zapier Admin Essentials — Company Plan" learning series. Uncover the secrets of effectively administering your Zapier company account, from foolproof account setup to top-notch security measures and user management. Join us and empower your organization to maximize Zapier's potential! A look inside the course. By the end of this course you'll be able to:Select the security features that are right for your company Identify next steps for implementation Articulate how Zap and app sharing works in Zapier Create teams Create folders Share Zaps Share app connections Know how to add and remove users from your account  Understand Zap activity, such as Zap runs and task usage Understand Zap health, including Zap errors and notifications Understand user activity, like users turning on and off Zaps Know how to connect and navigate your way to the right support option

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chanelle
11 months ago
Danvers
DanversZapier Staff
published in Getting Started

About the Zapier CommunityF.A.Q.

Welcome to the Zapier Community! Let’s guide you through the basics of what you can expect What to expect in the CommunityThe Zapier Community is a place to share and discover questions, tips and inspiration about everything Zapier related: building workflows, discovering new apps, creating your own integration, getting updates on new features. If you have a question about your Zapier account or Zaps, please remember that the Community is a public forum. If you have a question about any of the following, please contact the Zapier Support Team using the Get Help Form:Account information (changing your email address, notifications, etc) Billing (downgrading, upgrading, refunds) Requesting features or reporting bugs Sales, procurement, security questionnaires, etc.How to behave in the CommunityThe Zapier Community has members as varied as the people that use Zapier; they are from all over the world, a wide range of backgrounds and will have different levels of experience with Zapier and o

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Danvers
2 years ago
nicksimard
nicksimardZapier Staff
published in Getting Started

What does Zapier even do?

Simply put, without using jargon or marketing speak (hopefully): Zapier enables you to connect the apps you use (to each other) in order to automate tasks that you would otherwise be doing manually, all without having to use code.In other words, when something happens in one of your apps and you need to then add/update data or process information in one or more other apps, Zapier helps you build workflows that will do it for you.One of our company values at Zapier is: Don’t be a Robot, Build the Robot. That’s what you’ll be able to accomplish by using Zapier. Instead of being a robot and performing the same tedious tasks over and over, why not build a “robot” to do it for you.Here are some examples, to help illustrate:Save files and media to the cloud: when emails in Gmail have an attachment, save them to Dropbox. Send new leads a personal message: when someone fills out your lead gen form, automatically send them a text message. Share content across social media: when you publish a ne

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nicksimard
3 years ago
chanelle
chanelleZapier Staff
published in Getting Started

Featured Webinar Wrap-Up: AprilNews

Zapier Webinars offers a wealth of knowledge for beginners and automation experts. From introductory sessions on Formatter by Zapier to advanced topics such as empowering security and IT with Zapier, there is something for everyone. Don't miss out on this opportunity to expand your skills and streamline your workflows! Here’s what’s coming and what’s featured for the month of April: How to scale automation across your team - Tuesday, April 11 at 11 a.m. PT / 2 p.m. ETJoin this webinar to learn how Zapier's newest features can help your team unleash the power of automation to drive your business forward. Register today.Pro tip: Can’t make it live? Register anyway, and we'll send you a recording after the webinar ends.Make automation the backbone of lead management - Featured Webinar Want to learn how to build enduring lead management systems that grow with you? This webinar will help you get there. We'll talk about how to automate your lead funnel so you can increase efficiency, profita

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chanelle
1 year ago
nicksimard
nicksimardZapier Staff
published in Getting Started

How to troubleshoot your Zaps

We try to make Zapier as easy to use as possible but there are times when you’ll run into errors with your Zaps. This can be for a variety of reasons, including but not limited to:A misconfigured Zap Missing data in a step of your Zap Zapier-related issues Issues with the app partner/integration Hitting API limits and being throttledHere are some troubleshooting tips to get you on your way as quickly as possible: If you post your error in Community, please be descriptive and include the error message if it is availableInstead of: “My Quickbooks Zap is broken- HELP!”Try providing some context so that you receive better, more timely assistance: “When I test my QuickBooks step in the Zap Editor I get this error message:” If your error is in the Zap editor, use the built-in help guide:If you look at the screenshot above, you’ll notice that there’s a button that says “Troubleshoot Error.” By clicking that button, the Guide will open on the right-hand side of the editor:Check out the “Troubl

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nicksimard
3 years ago
chanelle
chanelleZapier Staff
published in Getting Started

Introducing: How To Automate Data Extraction CourseNews

Ready to learn something new?Automation heroes, our Education Team is back at it again! 😎So you want to learn more about extracting data from different sources, but aren’t sure where to start? No worries, we’ve got you covered with our new data extraction course. If you’re here, then you are probably already aware that Zapier allows you to easily extract data from various sources and transform it into the useful information you're looking for, hassle free. Whether you’re in marketing, sales, or simply someone looking to streamline their data extraction process, this course is for you! You don’t need to know how to code to get started, our step-by-step guide is easy to follow and covers everything you need to know from extracting email data, transforming text or dates, to transferring data. Don’t walk, run over to this page and start automating your data extraction process today! Trust us, your future self will thank you. 

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chanelle
1 year ago
chanelle
chanelleZapier Staff
published in Getting Started

Introducing: Intro to Zapier Tables CourseNews

New at ZapierHey there automation heroes 👋Tired of trying to keep track of your data in multiple apps? It may be time to switch it up, look no further than Zapier’s “Intro to Tables” course! This free course put together by our Education Team is designed to help you become a master of data management by showing you the power of Tables by Zapier. You’ll learn how to use Tables and store your data all in one place, see how to easily view and organize it, and even walk you through automating tasks based on specific data points. If you’re a small business owner, freelancer, or just someone who needs a better way to track your data, this course will give you the tools you need to streamline your workflow and help you save time. The best part of it all? It’s free and available online for you to access at any time! So what are you waiting for? Join others in the Zapier Community and elevate your data management skills today! 

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chanelle
1 year ago
Liz_Roberts
Liz_RobertsZapier Staff
published in Getting Started

Learn Zapier Basics

There's a simple truth behind Zapier: Automation will make your work day easier. But…what is it? And how can you use it at work?Enter Zapier University's Course 101! Zapier's team will guide you through building an automation mindset, covering examples of every day automation and how you can determine which tasks you could automate.Then, you'll learn what Zaps are, how they work, and how to create your own. Once you're comfortable with your 2-step Zap, you'll be introduced to different ways to make your automated workflows even more efficient and powerful—taking even more of your manual work and automating it.Ready? Click here to get started!

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Liz_Roberts
3 years ago
Liz_Roberts
Liz_RobertsZapier Staff
published in Getting Started

Additional Guides and Resources

After you’ve completed Zapier 101, continue learning more about the powers of automation from our other guides and resources!Automation Inspiration Check out 350+ of our most popular Zaps across fifteen categories, with tools that can help everyone do their best work, better.  Email MarketingEver send emails to market your products, announce upcoming events, share news about a non-profit, or just about any other type of emails that go out to more than one recipient? Then this guide is for you!Forms & SurveysEverything you'll need to get started collecting data with forms and surveys, complete suggested apps, cheat sheets and templates!Google Sheets Go from beginner to expert as you learn how to: get started with spreadsheets, create advanced spreadsheet-powered dashboard, build powerful macros to automate your work, and more!G SuiteLearn how to set up and manage your company's new G Suite account in under an hour! Your team will be elated with shiny new G Suite accounts to keep all

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Liz_Roberts
3 years ago
chanelle
chanelleZapier Staff
published in Getting Started

When to Setup a Mutli-Step ZapF.A.Q.

This article is for you if; You’re new to Zapier and looking for guidance You’re looking to make more complex Zaps You’re simply curious and want to learn all there is to know about Zaps​​​​​​ ​​​​​​TL;DR: Multi-step Zaps are helpful tools when automating complex tasks by gathering information from various sources and connecting data or processes between different apps. Utilizing a multi-step task often comes in handy when a task requires collecting data, updating data you currently have, performing conditional actions, and connecting multiple apps. If you’re dealing with a complex task, don’t let it overwhelm you — use a multi-step Zap to simplify your workflow and increase productivity. OverviewSometimes single-step Zaps aren’t enough to get the job done — that’s where multi-step Zaps come in. Multi-step Zaps allow you to automate more complex workflows, collect and update data from multiple sources, and integrate data and processes across different applications. So, when do you know

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chanelle
1 year ago
Danvers
DanversZapier Staff
published in Getting Started

Community Code of ConductF.A.Q.

The Zapier Community is a global community made up of Zapier users, enthusiasts, certified experts and staff members.Like the Zapier experience, our community is supportive and inclusive. Our code outlines rules that promote acceptable behaviors and acts. This code serves for making our community and its interactions safe and welcoming within our shared space. This code does not supersede Zapier’s Legal Terms. By participating in our community, you have read and accepted this Code of Conduct. This code applies to all who register, post, and engage in the community. We expect our members to follow the spirit and letter of these rules across all interactions with Zapier. Failure to do so may affect your access to the community.We are respectful, courteous, patient, and friendly.Zapier offers infinite possibilities. There’s so much to learn. We acknowledge that community members have different levels of knowledge and understanding. Let’s be patient and kind with each other. The Community

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Danvers
2 years ago
Danvers
DanversZapier Staff
published in Getting Started

Finding answers in the CommunityF.A.Q.

When you need help with a question about Zapier, it can be difficult to know where to start. This article explains the best way to find answers in the Zapier Community.Search for existing questionsA good place to start is by searching to see if the answer to your question already exists! There are lots of questions and answers in the Community, so you may find the information you need by searching existing posts. There is a search box Community home page, on the right hand side of posts, or you can go straight to the search page. A post in the community showing the search bar at the right side of the pageWhen you type your question, include the names of the app(s) that you’re using, and any error messages that you can see.In the search results, you’ll see that some posts have a question mark next to them and some have a tick. If a post has a question mark by it, that means it is a question. If it has a tick by it, that means that it’s a question that has a best answer. List of search r

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Danvers
2 years ago
Danvers
DanversZapier Staff
published in Getting Started

Will it Zap? How to work out if Zapier can help you with your workflow.Tutorial

A common question in the community is “Can I use Zapier to…?” People want to know if Zapier can solve their integration or automation needs and don’t know where to start. This article aims to provide a roadmap to help you to answer that question. We’ll start with the basics of what Zapier is and how it works. Then we'll dive into how and where to find the information you need to connect your apps. How does Zapier work?The simplest way to think about Zapier is by using a ‘when/then’ statement. For example: When someone fills in this form, then send them a confirmation email. When I get a new order, then create an invoice in my accounting software. A Zap is a combination of a trigger event and actions to create an automated workflow. The trigger is the ‘when’ part of your statement, it’s what starts the Zap. Actions are the ‘then’ part of the statement, they are what happens next.. If you’re new to Zapier, take a look at the How it Works guide for an in-depth explanation.  Framing the qu

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Danvers
1 year ago
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