How to create a zap?

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monira444
Posts: 490
Joined: Sat Dec 28, 2024 4:37 am

How to create a zap?

Post by monira444 »

For example, to automatically save all attachments received in your Gmail account to Google Drive, follow these steps:

Select your “trigger” app, which in this case is Gmail.
Choose the “Upload” action trigger or zap from those offered by Zapier.
Select the account where you receive your emails.
Choose a folder where your attachments should be saved.
Choose the presentation format according to your needs.
You can also customize the trigger's behavior so that it can take into account a particular recipient or a specific reception folder.

Zapier then performs a test to determine if your action usa mobile database conforms to the expected configuration. Then, the platform asks you to validate your action, which you can do immediately or later.

Once the validation is done, you get a personalized zap that meets your expectations. To create other zaps, simply repeat the same steps. The interconnection of your applications facilitates several actions such as creating invoices, sending SMS or emails, customer management, etc.

With the Zapier.com platform, you can connect multiple applications to automate tedious and boring tasks. It is important to know that these common activities, if performed by humans, can take several hours a day.

No matter the size of your organization, automating certain tasks is essential to save you time and money. Zapier also reduces the risk of errors in the execution of your tasks.
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