Skip to main content
101 Topics
Zapier Help Center

Enter data in Zap fields

When you build your Zap, you decide what data should automatically flow through each step. You do this by entering values into fields in each step. Those values can be static, meaning they’re the same every time the Zap runs, or they can be dynamic, meaning they change. How you enter values in a field will vary depending on the field. Types of values There are two types of values: static and dynamic. Static values Static values are fixed and do not change. Use static values when you want to send the same value every time the Zap runs. Dynamic values Dynamic values are variable and will change. Use dynamic values when you want to send a different value every time the Zap runs. Note Each field is limited by its field type. Each field type will only accept values that are formatted in a specific way. Learn more about field types in Zaps. How to enter values in a field There are three ways to enter values in fields: by manually entering a value, mapping fields from previous steps in your Zap, or selecting a value from a dropdown menu. Manually entering a value You can manually enter a value by typing or pasting it directly into the field. This is how you enter static values. Field mapping Field mapping is a way to connect two fields so data flows between them. When you map fields, your Zap will automatically take the output of the first field and enter it as an input in the second field. This is how you enter dynamic values in the second step. You can only map fields that are in separate steps. Data will always flow in one direction, from the preceding step to the subsequent step. The mapped field is displayed as a pill, or bubble, encasing info about the preceding step where the value is coming from. This includes the: Icon for the app used. Step number. Field name (black, bold text) followed by a colon. Field value (plain gray text). The value is a placeholder that comes from the test record created when you tested the preceding step. It will only be used by your Zap when you test this step during editing. Once you publish your Zap, real data from your apps will flow through the Zap. You can manually enter values or map fields from previous steps or variables in any field that has a “+” button at the end of the input box. Learn how to map fields in Zaps. Selecting from a dropdown menu You can identify a dropdown menu field by the stacked up and down arrows at the end of the input box. They have preset options for you to choose from. When you click on the field, the dropdown menu opens so you can select an option. Your selection is a static value. If you want to enter a different value than what is offered in the dropdown menu, you must use a custom value instead. Custom values allow you to manually enter or map fields in the dropdown menu. To the right of a dropdown menu, there’s a settings button that allows you to switch between the default static option and a custom option in the dropdown menu field. Learn how to use a custom value in a field. Example You want to create a workflow where every time you create a new monthly sales spreadsheet, you send an email that includes a URL link to the spreadsheet. Your trigger includes a field, Direct Link, that contains the link you want to use. In the action step: You can enter the email subject as a static value in the Subject field by typing in “Monthly sales report”. You also want to include the timestamp for when the spreadsheet was created, which is available in your trigger’s Created Date field, so you can map that after your static value. In the Body field, you can map the Direct Link field from the trigger step as a dynamic value. Each time you create a new spreadsheet, the Direct Link field will have a different link that corresponds to the new spreadsheet. Because you mapped it to the Body field, the value will adjust accordingly. In the Body type field, you can select “Plain” so you can use plain text in the Body field, instead of HTML. If you wanted to dynamically update the value in the Body type field, you could use a custom value instead of selecting from the dropdown menu. For example, if you wanted to use Html as a value, you'd enter "html" to match the ID shown in gray text in the dropdown menu.

Zapier Help Center

Trigger and continue Zaps from records

You can trigger or continue Zaps from your tables or from specific fields within it. You can also trigger Zaps only when records match specific views.  Tip Zapier Tables steps in Zaps do not count toward your Zap task usage.  Create a Zap for a tableLinking a Zap to a table allows you to add information from another app to the table automatically or to create a workflow that starts when there's a new or updated record. On the left sidebar, click the Linked assets icon . In the Zaps tab, click + Create. In the dialog box, click one of the buttons: Bring data in: starts a Zap with another app as a trigger, and adds new records to a table. Send data out: starts a Zap that triggers from new records on the table and sends the content to another app. Modify data: starts a Zap that triggers when an existing record is updated. Start from scratch: starts a blank Zap and you can select a trigger and actions. Click Create Zap. A new browser tab or window will open with the new Zap.  You can then continue to set up your Zap trigger or action. Tip You can also use the Button field type to trigger or continue Zaps.  Create a Zap for a specific field You can create Zaps that only trigger when a specific field is updated. Click the name of the field you want to trigger a Zap. Select + Create Zap. The Zap will have a Zapier Tables Updated Record trigger already filled with the table and the specific field's name. Set up your action. Create a Zap for a viewYou can create Zaps that will trigger only for records that match the filters of a specific table view. This allows you to avoid using a Filter step in your Zap.When you set up a Zap using Zapier Tables as the trigger app, the dropdown menu displays a label to differentiate tables from views.You can also create a Zap directly from your view by either: Clicking the + Create button at the top of the table, and selecting Automation. Clicking the + Automation button at the bottom of the table. Use table summaries in ZapsYou can trigger or continue Zaps from summaries in your table fields.  Summary formula updated: triggers a Zap whenever the summary formula value changes. Calculate summary formula: calculate any of the available summary formulas for an existing number field. The value will not be displayed on the table. Get summary formula values: find all existing summary formulas and their values from a table. Remove a value from a field through a ZapIf you need to clear the content of a field while updating it through Zaps, you can insert $$CLEAR$$ into any field in an Update Record Zap step. When the step runs, whatever value is in the field will be removed.When you insert $$CLEAR$$ into a field, it'll turn into a pill, or bubble, with a yellow border. Note You cannot use $$CLEAR$$ with Dropdown fields.  Limitations If you delete a field that's in use by a Zap, the Zap will stop working.  Zap steps for Zapier Tables can work with dates in the following formats: MM/DD/YYYY YYYY-MM-DD YYYY-MM-DDhh:mm:ssZ Provide feedback and get helpSubmit a feature request, provide feedback on existing features, or get help from the Zapier Tables team. You can also discuss Tables with other users on Zapier's Early Access Program Slack.

Zapier Help Center

Style your chatbot

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. Your chatbot's appearance can match your brand or project. To style your chatbot: From your Zapier Chatbots home, click the name of the chatbot. Click the Style tab. This tab contains settings for different styling elements of the chatbot. Depending on your Chatbots plan, some sections may not be available.   Use an avatar with your chatbot Available on plans: Free Pro Advanced You can use an image as the avatar that appears on the chatbot conversation window.  From the Style tab, on the Avatar field, click Choose image. A dialog box will appear. Click Choose a local file. Select a file from your computer. Click Open. To delete the current avatar click the Delete icon that appears beside the file name on the Avatar field.   Add a favicon Available on plans: Free Pro Advanced If you use your chatbot as a standalone page, you can select a favicon to appear on the browser tab or window. You can upload a new image or use the same as the avatar. To upload a new image: From the Style tab, on the Favicon field, click Choose image. A dialog box will appear. Click Choose a local file. Select a file from your computer. Click Open.  To use the avatar image instead, select the Use Avatar As Favicon checkbox.   Add an embed logo Available on plans: Free Pro Advanced The embedded logo appears at the top of the open chat window.  To add the embed logo: From the Style tab, on the Embed logo field, click Choose image. A dialog box will appear. Click Choose a local file. Select a file from your computer. Click Open. Customize the embedded icon Available on plans: Free Pro Advanced If you're on a paid Chatbots plan, you can also customize the pop up embed icon, which appears on the page where you embed your chatbot. Add an icon From the Style tab, on the Icon field, click Choose image. A dialog box will appear. Click Choose a local file. Select a file from your computer. Click Open. Choose the icon shape and size In the Shape dropdown menu, select a shape for the icon: Circle Square Rounded square In the Size dropdown menu, select the size of the icon, between 40 and 60 pixels. Note If you do not upload an icon, the Chatbots logo will appear as the embedded icon. Make it open by default When you click the Automatically open Chatbot pop-up when page loads (non-mobile only) toggle, the chat window will expand automatically when the user visits a page. If the toggle is in the off position, the chat window will appear once the user clicks the embed icon. This only affects chats on non-mobile screens. Display your greeting along with the embed icon If you click the Automatically display your greeting message after a few seconds toggle, your greeting will appear on a bubble beside the embed icon once the visitor has been on the page for a few seconds.   Change chatbot colors Available on plans: Free Pro Advanced If you're on a paid Chatbots plan, you can change the colors of your chatbot to match your business or product colors. Use pre-made themes Use a brand color Select colors individually Use pre-made themes You can select from a range of color themes, and your chatbot elements will match the selection. Once you're done, click Save changes.  Use a brand color If you use the field Brand color, your chatbot will automatically tailor all elements to match that color. To see the hues and colors selected, click the Advanced color settings menu.  Edit individual elements If you select a brand color, you can still change individual element colors: Click the Advanced color settings menu.  Click the color swatch for the field you want to change. The color picker will open.  Select a new color or paste a HEX value in the text field.  Click Save changes. (Optional) Use RGB or HSL values Click the up/down arrows beside the HEX text field to reveal RGB or HSL fields. Paste the values in the appropriate fields. Click Save changes.  Select colors individually You can pick the colors for each chatbot element individually using the Advanced color settings menu. To change the colors: Click the Advanced color settings menu.  Click the color swatch for the field you want to change. The color picker will open.  Select a new color or paste a HEX value in the text field. Click Save changes.  (Optional) Use RGB or HSL values Click the up/down arrows beside the HEX text field to reveal RGB or HSL fields. Paste the values in the appropriate fields. Click Save changes.   Use dark or light mode You can choose whether your chatbot theme should be in light mode, dark mode, or match the system settings of your user. Theme colors will automatically update based on the selected option. To change the mode: In the App style section, click the Theme dropdown menu. Select from: Light (default): uses the default color theme. Dark: uses a darker version of your color theme. System: uses the color mode defined by the user's system. Click Save changes.   Change the border of chat elements The Border roundness dropdown menu lets you change the radius of certain chat element corners, also known as its roundness. You can select from: None: no round corners. Regular: slightly rounded corners. Smooth: more rounded corners. Once you select an option, click Save changes. This border option will be applied to the messaging field, the chat messages, and the suggested messages.   Remove the "Built on Zapier" label Available on plans: Free Pro Advanced If you're on a paid plan, you can remove the "Built on Zapier" label that appears at the bottom of the conversation window. From your Chatbots home, click the name of the chatbot. In the Advanced tab, scroll down and click the Display the “Built on Zapier” labeltoggle to hide it.   Once you're happy with your chatbot styling, you can also add logic to your chatbot to collect information, start Zaps, and much more.   Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team.