Automation for clients

Stage 2 · Lesson 1 of 7

Zaps, triggers and actions

Zapier in depth

A is Zapier's name for a workflow: one and one or more action steps. Triggers are either instant, where the app tells Zapier straight away, or , where Zapier checks for new data on an interval set by your plan. Every run is saved in , with the data each step received and returned.

As of the 2026-09 pricing page, the free plan allows two-step Zaps only. Multi-step Zaps, Paths and need a paid plan. Zapier connects thousands of apps, which is why it is the quickest tool to start with.

Common trapturning a Zap on after testing with one sample and never checking Zap history until a client reports missing data.

A question to check yourself, an AI practice session and 2 cheat sheet entries come with the full roadmap. Unlock

Resources for this stage

Start with

  • CourseFree
    Zapier Academy

    Zapier · Beginner

    Free short video paths, starting with Jumpstart, with a certificate for each course

Practise

  • Ready-made Zaps by use case: turn one on, read every step, then rebuild it

Keep handy

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