Zapier

Zapier is a cloud-based service for automating workflows without code. It connects 7,000+ apps so you can move data and trigger actions automatically using workflows called Zaps.

How it works

• Choose the apps you want to connect
• Set a trigger (the event that starts the workflow)
• Define one or more actions that run automatically
• Use templates for quick setup or customize steps as needed

What you can automate

• Marketing workflows (lead capture, campaign updates, notifications)
• Customer support handoffs and ticket routing
• Data management across spreadsheets, CRMs, and databases
• Multi-step processes using conditions, filters, and branching logic

Notes for teams

Zaps run in the cloud, so there’s no software to install. Zapier scales from small teams to larger organizations and supports complex, multi-step automations and higher data volumes. Simple workflows are easy to build without technical skills, while advanced scenarios may require learning features like filters, conditions, and multi-step chains.