Zapier Workflow Creation Guide

Create workflows called Zaps

A Zap is an automated workflow that connects your apps and services together. Every Zap consists of a trigger step and one or more action steps. When you turn your Zap on, it will run the action steps every time the trigger event occurs.

Step 1: Add a SimpleFunnel trigger

First, add a trigger:

• Log into Zapier and go to the dashboard
• Click on "MAKE A ZAP" button
• Search and choose SimpleFunnel as your trigger app
• Select "New Customer" as a trigger event
• Select or connect to the SimpleFunel app account to use in the Zap trigger
• Test your trigger to see if it pulls in the right data

When your trigger is set up successfully, a green checkmark icon will appear in the top left of the step.

Step 2: Add an Action

Next, add an action:

• Choose your action app: the Zap will perform an action in this app when it is triggered.
• Select your action event: this will be the event that the Zap performs in the selected app when it is triggered.
• Select your app account: select or connect the specific app account to use in the Zap action.
• Set up your action set up the data that you want to send over to your action app.
• Test your action: test your action to see if it's working as expected.

When your action is set up successfully, a green checkmark icon will appear in the top left of the step.

Step 3: Name your Zap

Next, give your Zap a name so you can easily identify it on your dashboard. In the upper left, click Name your Zap and enter a new name for your Zap.

To add more information about your Zap, give your Zap a description. In the right sidebar, click the gear icon to open the Settings tab, then enter your text in the Description field. Your changes will be saved automatically.

Step 4: Turn on your Zap

After you set up and name your Zap, you're ready to turn it on.

In the upper right, click to toggle the switch ON.

Once your Zap is turned on, Zapier will run your action steps each time your trigger event occurs. You can view a log of all your Zap activity, including all the data that goes in and out of each of your Zap steps, in your Zap History.

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