How to Set Up a Zap in Zapier

How do I set up my first zap?

Daniel Levy avatar
Written by Daniel Levy
Updated over a week ago

While each zap is unique, there are a few common steps you will complete while making most - if not all - zaps. We’ve outlined these common steps below, using’s Zapier app as an example.


Trigger Steps:

  1. Choose an app

  2. Choose a trigger

  3. Connect an account

  4. Trigger details (optional)

  5. Test the trigger


Action Steps:

  1. Choose an app

  2. Choose an action

  3. Connect an account

  4. Set up action template

  5. Test the action

  6. Then you must turn on the zap! Please don’t forget this crucial step because the zap will not work until it is toggled on.

Watch a video about building your first zap here or read a more in-depth tutorial here .You can also read tutorials on how to make commonly-used zaps with!
When you are done building the zap, you can name your automation. It’s helpful to give each zap a unique name based on its functionality.

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