Tauseef FayyazA to Z
Glossary
Every concept in this sheet, plus the smaller terms it uses. Select a concept to open its card.
A
- Action
- A step that does something after the trigger: create a CRM contact, send a message, add a row, call an API.
- API key
- A long secret string that identifies the caller to an API, usually sent in a header.
C
- Code by Zapier
- A step that runs short JavaScript or Python.
D
- Data mapping
- Choosing which output of an earlier step fills each input of a later step, often with a small transformation such as trimming, lowercasing or a fallback value.
F
- Field mapping and line items
- Inserting fields from earlier steps into later ones, shown by step number and name.
- Filter
- A step that lets the Zap continue only when conditions are true, such as the email not containing "test".
- Formatter
- Built-in steps to transform data: Text (trim, case, split, extract), Numbers (format, calculate), Date/Time (format, time zones, add days) and Utilities (line items, lookup tables).
H
- HTTP request
- A call to an API with a method (GET reads, POST creates, PUT or PATCH updates, DELETE removes), a URL, headers and often a JSON body.
J
- JSON
- The text format apps use to exchange data: objects in curly braces with named fields, arrays in square brackets, and values that are strings, numbers, booleans or null.
O
- OAuth 2.0
- A flow where the account owner approves limited permissions, called scopes, and the tool receives a token that can be refreshed or revoked without sharing a password.
P
- Paths
- Branches inside a Zap, each with its own rules and steps, so one Zap can handle several cases such as new and returning customers.
R
- Rate limit
- A cap on how many requests an API accepts in a time window, such as 100 per minute.
- REST API
- An API that exposes data as resources at URLs, such as /contacts/123, and uses HTTP methods to act on them.
T
- Tables and Forms
- Tables is a built-in database for records Zaps create or read.
- Tasks
- The billing unit on Zapier: one successful action step.
- Trigger
- The event that starts a workflow: a form submitted, an email received, a record created or a schedule reached.
W
- Webhook
- An HTTP request an app sends to your URL when an event happens, carrying the event data as JSON.
Z
- Zap
- A Zapier workflow: one trigger and one or more action steps.