What is Zapier?
Zapier is a web-based automation tool that connects various apps and services, allowing them to work together seamlessly. It enables users to automate repetitive tasks and create workflows without writing any code.
For example, you have a third-party website that allows people to sign up and provide their contact information. Now, you want to automatically transfer those contacts from your website to your Eagle database without manually entering them one by one. With the power of Zapier and Zapier Email Parser, this can be done automatically!
Common Terms: Learn to Speak Zapier
A Zap is a streamlined process that connects your applications and automates tasks. Each Zap consists of two essential components: a Trigger and one or more Actions.
A Trigger is the specific event within an application that initiates the Zap. When you configure a Zap, Zapier actively monitors the application for that event. In the case of the example let's say you have a third-party website, and you want to bring those contacts that enquire on your website into Eagle. Numerous actions can be performed on your website, but only the act of someone submitting their details will serve as the trigger for the Zap.
The Action refers to the task that finalizes the Zap. In the case of the example above, the action involves creating the contact in Eagle.
Create a Zapier Account
Alright, you're all set to dive into creating Zaps. First things first, you need to sign up for a free account.
Link Eagle to Zapier
Add Eagle to your Zapier account by clicking here
Getting Around Zapier
Once you log in to Zapier, the first thing you'll come across is your Dashboard. Here, you can easily create a Zap and explore popular Zap templates, which are ready-to-use Zapier workflows.
To create a new Zap in the Zapier editor, simply click on the "+" sign button located in the left-hand navigation.
If you visit your Zaps page, you'll find a comprehensive list of all the Zaps you've previously created or are currently using. From there, you can toggle Zaps on or off, organize them into folders, and manage your workflow effectively.
On the Task History page, you'll discover a detailed record of every task your Zaps have undertaken. You can apply filters to sort tasks by Zap, task status, or date, allowing for convenient tracking.
The My Apps page displays all the accounts you've connected to Zapier for your Zaps. This is where you can establish connections with new accounts, test existing connections, and manage account configurations by reconnecting or disconnecting them.
The Billing and Usage page provides insights into your current billing cycle. You can monitor the number of tasks utilized by your Zaps and track the remaining days until your task limit refreshes.
Lastly, the Settings page empowers you to update your profile information, access your email settings, and explore additional customization options.