What You'll Learn
Introduction to Zapier
Zapier is an online automation tool that connects your favorite apps and crms, such as Harness, Gmail, Slack, Mailchimp, Salesforce and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It's easy enough that anyone can build their own app workflows with just a few clicks. Let's go over a few terms...
Common Zapier Terms:
A Zap is an automated workflow between your apps. For example, you may have a Zap that saves your Gmail attachments to Dropbox and another Zap that saves emails that you star in Gmail to a text file. Zaps consist of at least two parts: a trigger and one or more actions.
A trigger is the event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the app for that event. For the save Gmail attachments to Dropbox example, you can receive a lot of emails through your Gmail account, but the Zap isn't triggered until an email contains an attachment.
An action is the event that completes the Zap. For the save Gmail attachments to Dropbox example, the action is uploading the attachment from your email to Dropbox.
Each piece of data you run through your Zap counts as a task. That means if your Zap adds 100 emails to Dropbox automatically, your Zap just performed 100 tasks. Every task your Zap performs is another task that you don't have to do manually. It's important to keep in mind the number of tasks your Zaps run, because it helps determine which Zapier plan is best for you.
Zaps are simple enough. You need to automate some task in your apps, so you connect them together and Zapier automatically move data from one app to another. Then you dig in, and realize there's so much more you can do. With over 1,000 app integrations and 20 built-in Zapier apps, you can build almost anything you want with Zapier.