Stage 2 of 8 · 7 lessons · ~5 weeks
Zapier in depth
Learn Zapier properly: Zaps, triggers and actions, field mapping, filters and Paths, Formatter, Webhooks by Zapier, Code steps, Tables and Forms, and how tasks are billed.
Start: Zaps, triggers and actionsLessons· one lesson for each topic, in this order
Do this
- Finish the Jumpstart path in Zapier Academy with a free account.
- Build a multi-step Zap with a filter and Formatter steps (multi-step Zaps need a paid plan or trial).
- Add Paths with at least two branches and a fallback.
- Catch a webhook with Webhooks by Zapier and map its fields.
- Write a small JavaScript Code step that returns a cleaned object.
- Create a Zapier Table and a Form that feeds it.
- Check Zap history and count the tasks one run used.
Start with
- CourseFreeZapier Academy
Zapier · Beginner
Free short video paths, starting with Jumpstart, with a certificate for each course
Practise
Keep handy
Before moving on: A multi-step Zap that takes a form submission, cleans the fields with Formatter, filters out test entries, uses Paths to route by type, stores each lead in a Zapier Table and posts a summary to Slack or email.
Zapier is the fastest way to get a working automation, which makes it easy to build something you do not understand. Test every step with real sample data and read what each step outputs. Learn early which steps count as tasks and which do not; clients will ask why their bill went up, and you should know before they do.