Zapier — save time by automating tasks.

Last Modified: October 4, 2015

In our work we use many different applications. They may be perfect for the accomplishment of their tasks but there is a snag. Sometimes there is a necessity to automate any action to increase performance, but applications just can't communicate with each other.

A few examples of what you might need to:

  • save data from a completed form into Google spreadsheet;
  • save attachments from email to cloud storage;
  • send emails to clients, in response to their actions;
  • receive alerts when new mentions of the brand appear;
  • publish tweets and posts in social networks at a time when a new post appears in RSS feed;
  • create drafts of posts when receiving emails;
  • and so on.

Zapier allows you to solve interoperability issues for more than 400 services.

How Zapier works?

Everything is simple. In the field of automation so-called Zaps will help you.

Let's look at an example. We will create a Zap, which will add the string in Google spreadsheet each time an email will be received with the correct settings, or rather with the assigned shortcut.

To begin, we will choose the desired application and the action that will be the trigger to start the Zap:

Create a Zap. Step 1
Create A Zap. Step 1
Create A Zap. Step 2
Create a Zap. Step 2

The application then that would be responsible for the result, particularly in our case – Google spreadsheet:

Create a Zap. Step 3
Create A Zap. Step 3

As well as action there – create a new row:

Create A Zap. Step 4
Create A Zap. Step 4

Then you will be asked by Zapier to connect your account, which is required for the first application:

Create a Zap. Step 5
Create a Zap. Step 5
Create a Zap. Step 6
Create A Zap. Step 6

And for the second:

Create a Zap. Step 7
Create a Zap. Step 7
Create A Zap. Step 8
Create A Zap. Step 8

Once we have chosen the option that would not just write all the letters in the table, but only those which will be assigned a particular label, then we will be asked to enter this label:

Create A Zap. Step 9
Create a Zap. Step 9
Create A Zap. Step 10
Create a Zap. Step 10

And let's add an additional filter (you can add it at the Gmail, but what if we do not want to create a lot of entities in the mail?):

Create a Zap. Step 11
Create A Zap. Step 11

Now choose document and worksheet in Google Sheets where we want to write data:

Create A Zap. Step 12
Create A Zap. Step 12

If some column names were added to the worksheet – you'll find them here:

Create a Zap. Step 13
Create a Zap. Step 13

And you can choose which data of the row you want to write in this column:

Create a Zap. Step 14
Create a Zap. Step 14

Test the resulting Zap:

Create a Zap. Step 15
Create a Zap. Step 15
Create a Zap. Step 16
Create a Zap. Step 16

Name your Zap, while revealing that the free version runs Zapy every 15 minutes and paid — every 5:

Create a Zap. Step 17
Create a Zap. Step 17

Congratulations, you succeeded!

Create a Zap. Step 18
Create a Zap. Step 18

Finally, the promo video from the Zapier service:

And how do you deal with the automation of such tasks?

    Leave a Reply

    Your email address will not be published. Required fields are marked *

    Inbound Certified
    Certified Bitrix Marketing Specialist
    Certified Google Analytics Specialist
    ИП Карпов Павел Дмитриевич
    ИНН: 772973705115
    ОГРНИП: 317774600074991
    : Moscow, Michurinskyi prospekt, 25, 3