Model Online / On-Site
Duration
Modules 5 modules

Course Objective & Scope

Marketing, sales, support and operations teams lose hours every week copying leads, form responses, tasks and notifications across SaaS tools. With thousands of prebuilt app integrations, Zapier lets non-technical teams build reliable, no-code automations in minutes.

Participants progress from basic Trigger and Action concepts to multi-step Zaps, conditional logic with Filter and Paths, data cleanup with Formatter, lightweight portals and databases using Zapier Interfaces and Tables, and embedded AI steps.

Who Should Attend?

  • Marketing, sales, customer success and operations professionals automating daily tasks without code
  • Teams connecting forms, spreadsheets, CRMs, project boards and messaging tools
  • Product managers and founders prototyping automated workflows and internal tools rapidly
  • Prerequisite: familiarity with standard cloud workspace and business apps; no coding required

Key Takeaways

  • Build multi-step Zaps that synchronize records across forms, spreadsheets, CRMs and chat apps
  • Clean and reshape text, dates, numbers and line items using Formatter by Zapier
  • Implement conditional branching, schedules and follow-ups with Filter, Paths and Delay
  • Combine Zapier Interfaces, Zapier Tables and Webhooks for complete operational workflows
  • Optimize monthly Task consumption, troubleshoot failed runs in Zap History and embed AI prompts

Curriculum

Zapier Core Concepts and Multi-Step Zaps
  • Understanding Triggers, Actions, Tasks and secure app connection management
  • Designing multi-step Zaps and mapping dynamic fields across connected cloud apps
Data Cleanup with Formatter by Zapier
  • Splitting strings, normalizing text, extracting emails/phones and mapping values with Lookup Tables
  • Converting date/time formats, performing math operations and handling line-item arrays
Flow Control: Filters, Paths, Delays and Loops
  • Stopping unwanted runs early with Filter and branching workflows with conditional Paths
  • Scheduling follow-ups with Delay and iterating over records with Looping by Zapier
Zapier Tables, Interfaces, Webhooks and AI Steps
  • Building intake forms, approval buttons and lightweight databases with Interfaces and Tables
  • Adding AI summarization/classification steps and connecting custom endpoints via Webhooks
Troubleshooting, Task Optimization and Team Governance
  • Inspecting payloads in Zap History, configuring autoreplay and routing error alerts
  • Reducing monthly Task usage, organizing shared folders and managing team permissions

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