Zapier Basics

Ready to unlock the power of automation? Go from A to Zap in under an hour with this three-course program.

 
Get started
Zapier Basics: A to Zap image
Automate your work
Get a basic overview of the Zapier platform and discover how Zapier can solve your problems, using your apps.
8 min
Course Beginner Non-technical
Build your first Zap
Automate your first workflow step-by-step.
19 min
Course Beginner
Customize your Zap
Learn to automate even the most complex workflows using multi-step Zaps.
36 min
Course Beginner
Troubleshooting your Zaps
Ran into an error? Learn how to troubleshoot Zaps like a pro.
35 min
Course Intermediate Beginner catalog-upskill
Zapier product tour
Your guided tour to automating with Zapier. Explore essential products and features on Zapier to unlock its full potential.
43 min
Course tile-learn Beginner
Increase productivity using AI
Supercharge your workflows with Chatbots and ChatGPT
41 min
Course Intermediate tile-learn catalog-upskill Advanced
Filters and Paths by Zapier
Add conditional logic to your Zaps with Filters and Paths
23 min
Course Intermediate Beginner catalog-upskill
Timing your Zaps
Using Delay and Schedule to create perfectly-timed Zaps
18 min
Course Intermediate Beginner catalog-upskill
Triggering Zaps with Webhooks
Send info from an app to a Zap as a trigger. No coding required.
19 min
Course Webhooks Intermediate catalog-upskill Advanced
Formatter by Zapier
Sometimes data isn't in the format you need. Zapier's Formatter tool can help.
43 min
Course Intermediate Beginner catalog-upskill
Build workflows with Zapier Tables
Learn how to upgrade your database workflows with Tables.
31 min
Course tile-learn Beginner catalog-upskill
Generate blog images using AI
Streamline content creation using automation and AI tools
15 min
Intermediate tile-learn catalog-upskill Advanced
What's new: April 2023
Learn more about duplicating and copying steps, drag and drop, audit log, and more.
catalog-product-updates
What's new: September 2023
Learn about improvements to Zap testing, error management, and data security
Product Update catalog-product-updates
What's new: October 2022
Easily manage your account as your team scales.
Product Update catalog-product-updates
Build an automated client onboarding system
Supercharge your client onboarding process with these customized, automated workflows.
31 min
Course tile-learn Lead management
How to sync a sales tech stack
Automate your sales process to streamline lead qualification, communication, scheduling, and closing.
Registration Required
28 min
Course Sales and rev ops
User management and collaboration
Get your team up and running with Zapier
Admin Security Team Account Beginner
Zapier admin essentials - Team plan
Team account set up and management
3 Courses
Learning Path Admin Team Account
Collaboration and sharing
Share Zaps and app connections without fear
Course tile-learn Beginner
Get support
Get the help you need, when and how you need it
Course Support Intermediate tile-learn Beginner
Account monitoring
Keep an eye on your account activity
Registration Required
13 min
Course Company Account Admin Beginner
Automate qualifying and nurturing leads
Build out your pipeline with an effective system for automated lead qualification and nurture.
42 min
Course Lead management Sales and rev ops
Automate converting leads
Close the loop on your pipeline by automating conversions and customer loyalty.
Registration Required
43 min
Course Lead management Sales and rev ops
Automating lead generation
Learn how to consistently and automatically generate leads from a variety of sources and send them to a custom-built CRM.
82 min
Course tile-learn
Automate getting new leads into your pipeline
Build automated lead management with Tables, Interfaces, and Zaps.
17 min
Course Intermediate Lead management
How to automate data extraction
Learn how to move your data and transform it automatically with this beginner-friendly course.
54 min
Course tile-learn
How to run automated webinars to generate leads
Create, promote, and optimize automated webinars for 24/7 lead generation.
Registration Required
29 min
Course tile-learn
Zapier admin essentials - Enterprise plan
Enterprise account set up and management
5 Courses
Learning Path Admin tile-path tile-paths tile-learning-path Enterprise account
Zapier basics: from A to Zap
Your best work starts here. Let’s go!
3 Courses
Surface your Zapier integration within your app
Delight customers and increase ROI with powerful embed solutions
22 min
Course tile-learn
User management
Add, onboard and offboard users on your enterprise plan
Course Company Account Admin User Management Beginner
Enterprise account security
Protect your Zapier account and data
Course Security tile-learn Enterprise account
Automate your work
Get a basic overview of the Zapier platform and discover how Zapier can solve your problems, using your apps.
8 min
Course Beginner Non-technical
Customize your Zap
Learn to automate even the most complex workflows using multi-step Zaps.
36 min
Course Beginner
Build your first Zap
Automate your first workflow step-by-step.
19 min
Course Beginner
Account monitoring
Keep an eye on your account activity
Registration Required
13 min
Course Company Account Admin Beginner
Get support
Get the help you need, when and how you need it
Course Support Intermediate tile-learn Beginner
Enterprise account security
Protect your Zapier account and data
Course Security tile-learn Enterprise account
Collaboration and sharing
Share Zaps and app connections without fear
Course tile-learn Beginner
User management
Add, onboard and offboard users on your enterprise plan
Course Company Account Admin User Management Beginner
Account monitoring
Keep an eye on your account activity
Registration Required
13 min
Course Company Account Admin Beginner
Get support
Get the help you need, when and how you need it
Course Support Intermediate tile-learn Beginner
User management
Add, onboard and offboard users on your enterprise plan
Course Company Account Admin User Management Beginner
Enterprise account security
Protect your Zapier account and data
Course Security tile-learn Enterprise account