Zapier settings guide

Use Zapier's AI Zap Builder — describe what you want in plain English ('When a new lead fills the Typeform, add them to HubSpot and send a Slack notification') and Zapier builds the entire workflow automatically.

Zapier connects 7,000+ apps — if two tools you use exist, there is almost certainly a Zapier integration. Check before building a custom API solution.

Use Formatter by Zapier to transform data between apps — split full names into first/last, format dates, extract numbers from text — without any code.

Add a Filter step to stop Zaps from running when conditions aren't met — prevents noise and saves tasks when only specific triggers should activate automation.

Use Zapier Tables as a lightweight database for your automations — store intermediate data, track automation history, or build simple CRM-like tracking for free.

Zapier Agents (AI) can autonomously make decisions and take multi-step actions — give it instructions like 'monitor incoming support emails, categorise by urgency, and route to the right team member'.

Test each Zap step individually before going live — Zapier's step-by-step test mode shows exact data flowing through each action so you catch mapping errors before they affect real data.