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Zapier was founded in 2011 in Columbia Missouri by Wade Foster and Bryan Helmig. During their first attempt to get funding, the idea was rejected. The second time around, in 2012, Zapier was accepted into the Y Combinator Startup Seed Accelerator with their initial prototype that had 25 app integrations. Since then Zapier has been a go-to for simple software automation for many businesses. 

To start, Zapier is no-code automation software. No-code means exactly what it sounds like. There’s no coding involved, so you don’t have to worry about building anything into the software for your automation. This is what primarily makes it a great tool for a novice to try out. 

Zapier helps you automate repetitive tasks between two or more applications such as email and alerts. You can use it without having to build anything out yourself which will save you time and energy and hassle if you’re not used to using this type of software. 

The automation software allows you to automate your tasks from app to apps, such as between Slack and Gmail to save you time. It eliminates the process of you having to go in and actually carry out tasks like emails and sending notifications to your team.

Before looking at how Zapier works, it’s important to understand what automation in its simplest form it. Automation is the process of actions happening between two applications. So, it works by the functions of when one thing happens, it triggers an action in another app. For example, when you get a new lead from a contact form, you can automate notifications to send to your team in Slack. This cuts out the time you’d have to spend creating and sending the notification yourself after going in to see that the form was filled out. 

Zapier creates automated workflows for you, so you don’t have to do it manually. You can set up Zapier to send out an email when you post a blog on your website to your database of leads. Automation has become the best friend of many small business owners utilizing social media and other online platforms. 

If you find yourself doing the same task over and over again such as sending out emails, 
Zapier can take care of that for you with automation. Whenever you have to move data from one app to another, Zapier can be used to do that too. Basically, this automation can do any simple tasks that only require basic information. They can’t for instance, send a personalized email using your tone of voice unless you've specifically written it. 

The Zapier software is simple to use, and you can manage all of your actions in one spot. You won’t need to go to a second location to carry out tasks, and there are thousands of integrations built into the system. 

Zapier has specific terms to define areas in the automation process that users should be familiar with. 

Zaps 
Zaps are automated workflows that tell your apps to do the commands you’ve set up, i.e. when this happens, do that model. Each zap will need a trigger that you create and one or more actions.

Trigger
The event that will start the Zap, such as getting a response to a form.

Action
What the zap does, sends a notification to your team

Once you’re familiar with the idea of Zaps, Zapier takes it one step further and has created templates for you that you can choose from based on your apps. Zapier has many application integrations, but it’s important to check out whether or not they support what you need before signing up. 

Zapier has an extensive native integration library. With over 4,000+ apps, you’ll surely be able to find what you need. This makes it a great option for an automation software that doesn’t take much time to set up. There’s a page on the Zapier website dedicated to searching through their native integrations to make sure they have what you need. You can browse by most popular, or categories such as Business, Communication, and Human Resources. Most popular app integrations on Zapier:

Zapier has a lot to offer compared to something like Automate.io, which runs a similar type of automation software. Zapier has a database of their native integrations you can browse below.

Another feature that the paid Zapier plans have is the ability to connect apps not already in their integrations that have Webhooks. That will be explained as we get into pricing. 

Below you can find some applications that work very well with Zapier. Click on one of the apps to find out more.

The good news is, if you’d like to try Zapier on a small budget, there’s a free version. It’s even listed as ‘free forever.’ You can also do a free trial of their paid plans to see if they’re for you. As Zapier is a no-code software, no plan requires you to do an ounce of coding. Everything is built into the software for you, and the more you pay the more features you get in your plan. Since we already know what Zaps are, let’s go over a few other terms that can be found when comparing Zapier's plans. 

Multi-step Zaps are Zaps that have one trigger that can perform as many actions as you want. They are only available in the paid plans. 

Tasks are the actions your Zaps can do. Each plan comes with a certain amount of tasks your Zaps can carry out per month, with upgrade options. 

The Transfer feature lets you move data from one app to another, which is very useful.

As you can guess from the name, premium apps are integrations only available to paid users. 

Formatters are a useful tool that can be used to tweak the text to get it into the format you need and customize your actions. 

The connections via Webhooks feature give Zapier a leg up on Automate.io. This feature allows you to create custom integrations with any app that has Webhooks. 

Update time means how often Zapier checks for new data to restart your Zap.

Several upgrade task options for higher monthly rates 

Upgrades for more tasks with higher monthly rates 

To put it simply, the Zapier plans give you plenty of options to choose from. The free plan, of course, has many limitations but the higher you go up in price you get tons of functions. One benefit Zapier has that Automate.io is lacking in is that you get unlimited Zaps as soon as you start paying for a plan. 

All paid plans have the option to upgrade your monthly amount of tasks for a higher fee. It can add up quickly, so be sure you absolutely need that many Zaps. You can check out all of the pricing options here. 

One of the best parts of Zapier is its user-friendly interface. No-code automation software is designed to be as easy to use as possible. You can sign up for the free version with no obligations to check it out. You’ll be greeted with this screen

As you can see, it’s a very simple design. The dashboard is where you’ll be able to keep track of your workflows. As you increase to higher price point plans, there will be more options available to you. To create a Zap, you’ll need to click on the Zap tab, of course. When you click on ‘Create a Zap,’ you’ll see this screen. Everything is laid out for you to make it as easy as possible. 

You can choose integrations from the apps tab, and link your accounts to begin creating Zaps. Depending on your plan, you will either have single-step or multi-step Zaps with different action amounts. If you’re not familiar with this type of software, you can spend some time creating Zaps and playing around to figure it out. 

Overall, the interface is very easy to use, but if you want to be able to manipulate specific details this product might not be for you. Everything is very controlled, and users who don’t want to use the templates might get frustrated with it. If you want it to be super easy, then go ahead and try it out.  

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