1 00:00:00,430 --> 00:00:04,997 Zapier automates everyday tasks by connecting many of the apps you already 2 00:00:04,997 --> 00:00:09,190 work with through automatic workflows called Zaps. 3 00:00:09,190 --> 00:00:13,727 A Zap allows your existing tools and software to communicate with one another 4 00:00:13,727 --> 00:00:18,430 and work together to perform routine tasks quickly and efficiently. 5 00:00:18,430 --> 00:00:21,266 So let's go over what a Zap is, its key components, 6 00:00:21,266 --> 00:00:23,270 and the quickest way to create a Zap. 7 00:00:24,640 --> 00:00:28,004 Once you've visited Zapier.com and sign up for an account, you're 8 00:00:28,004 --> 00:00:32,620 presented with Zapier's dashboard where you can begin creating your first Zap. 9 00:00:32,620 --> 00:00:36,020 As you'll realize with many Zaps, the logic is quite simple. 10 00:00:36,020 --> 00:00:40,920 When something happens in one app, then perform some action in another app. 11 00:00:40,920 --> 00:00:44,400 Before we review some examples, let's go over the core building blocks of a Zap. 12 00:00:45,610 --> 00:00:50,299 At the heart of any Zap is a simple command that's based on the words 13 00:00:50,299 --> 00:00:51,237 "when" and "do". 14 00:00:51,237 --> 00:00:53,560 When this happens, do that. 15 00:00:53,560 --> 00:00:56,700 This is the logic model behind any Zap you create. 16 00:00:56,700 --> 00:00:59,334 Every Zap starts with a trigger. That's the "when" or 17 00:00:59,334 --> 00:01:03,160 the event that starts the Zap kicking off the automation. 18 00:01:03,160 --> 00:01:05,034 Then comes the action, the "do". 19 00:01:05,034 --> 00:01:09,560 The action is the task the Zap performs after it's triggered. 20 00:01:09,560 --> 00:01:13,230 A single Zap can perform many actions from the same trigger. 21 00:01:13,230 --> 00:01:16,632 When you turn a Zap on it will run the action steps every time the trigger 22 00:01:16,632 --> 00:01:17,390 event occurs. 23 00:01:18,520 --> 00:01:19,108 For example, 24 00:01:19,108 --> 00:01:22,870 imagine that you're keeping track of what you're learning in a Google Sheet. 25 00:01:22,870 --> 00:01:25,598 You want to block off learning time on your calendar for 26 00:01:25,598 --> 00:01:28,760 each topic to help keep you focused and on track. 27 00:01:28,760 --> 00:01:32,232 Instead of manually creating a calendar event each time you add a new row, 28 00:01:32,232 --> 00:01:34,710 you can make a Zap that does it for you. 29 00:01:34,710 --> 00:01:39,011 Google Sheets is the trigger app and Google Calendar performs the action. 30 00:01:39,011 --> 00:01:41,495 When a new row is added to the spreadsheet, 31 00:01:41,495 --> 00:01:44,030 create a Google Calendar event. 32 00:01:44,030 --> 00:01:48,658 In the action you can specify additional details like the event description, 33 00:01:48,658 --> 00:01:52,105 the link to the lesson, the start date, time, and more. 34 00:01:52,105 --> 00:01:54,253 Let's jump back into Zapier's dashboard, 35 00:01:54,253 --> 00:01:57,700 which is where you'll build your Zaps using the Zap editor. 36 00:01:57,700 --> 00:02:01,990 In the dashboard you can also test Zaps, monitor their usage, and much more. 37 00:02:01,990 --> 00:02:04,440 You'll learn more about this in a later video. 38 00:02:04,440 --> 00:02:09,340 There are two ways you might create a Zap, with a Zap template or from scratch. 39 00:02:09,340 --> 00:02:12,780 You'll notice that your dashboard recommends some workflows for you. 40 00:02:12,780 --> 00:02:15,520 These are pre-built Zaps or Zap templates. 41 00:02:15,520 --> 00:02:18,360 Your recommendations might look different than mine. 42 00:02:18,360 --> 00:02:22,572 For example, I'm seeing workflows that save new Gmail attachments to 43 00:02:22,572 --> 00:02:27,414 Google Drive, generate Google Calendar events from new Google Sheets rows, and 44 00:02:27,414 --> 00:02:30,990 send new Gmail emails as Slack channel messages. 45 00:02:30,990 --> 00:02:35,424 Many of these seem really useful, so if you see a Zap template you like, you can 46 00:02:35,424 --> 00:02:40,110 use it to build your Zap or as a starting point by clicking on "Try it". 47 00:02:40,110 --> 00:02:44,522 For example, I'm particularly interested in the Google Calendar and 48 00:02:44,522 --> 00:02:46,820 Google Sheets workflow. 49 00:02:46,820 --> 00:02:50,445 Clicking "Try it" brings up the Zap editor where you can set up and 50 00:02:50,445 --> 00:02:51,640 customize the Zap. 51 00:02:53,490 --> 00:02:58,812 Notice how in this Zap the trigger is new spreadsheet row in Google Sheets, 52 00:02:58,812 --> 00:03:03,137 and the action is create detailed event in Google Calendar. 53 00:03:06,161 --> 00:03:08,025 When building a Zap from scratch, 54 00:03:08,025 --> 00:03:12,210 Zapier recommends keeping in mind the following as you go. 55 00:03:12,210 --> 00:03:16,840 What is the process you want to automate or the problem you want to solve? 56 00:03:16,840 --> 00:03:19,130 What apps will you use? 57 00:03:19,130 --> 00:03:21,390 What are the rules you want them to follow? 58 00:03:21,390 --> 00:03:24,747 This could be your desired automation using the When/Do logic. 59 00:03:24,747 --> 00:03:28,640 And what information do you wanna move between the apps? 60 00:03:28,640 --> 00:03:30,996 I've posted some information to help you think through and 61 00:03:30,996 --> 00:03:33,880 map out yours Zaps in the notes with this video. 62 00:03:33,880 --> 00:03:36,670 We'll dive into customs Zaps in the next video. 63 00:03:36,670 --> 00:03:40,757 If you're curious about the apps Zapier connects or if you already know exactly 64 00:03:40,757 --> 00:03:45,210 what you want to build, you can search for apps here in your dashboard. 65 00:03:45,210 --> 00:03:48,874 Since we all use different apps and services throughout our day, 66 00:03:48,874 --> 00:03:52,260 Zapier offers integrations with many different apps. 67 00:03:52,260 --> 00:03:56,920 So it's very likely that Zapier already works with just about everything you use. 68 00:03:56,920 --> 00:04:02,218 And you can review more zap templates that match your selected apps by browsing 69 00:04:02,218 --> 00:04:07,916 through the thousands of apps Zapier connects at zapier.com/apps, or looking at 70 00:04:07,916 --> 00:04:13,229 recommended automation for specific jobs or industries on the Explore page. 71 00:04:13,229 --> 00:04:16,257 All of these resources are posted in the notes with this video.