Advanced Zapier Characteristics

Posted by Thomas Shaw on April 29th, 2019

Operate smarter not harder

Zapier offers couple of solutions to automate your workflows and manage the information. Get additional details about zapier expert

We'll describe them in brief below:

Multi-Steps

Multi-Step Zaps allow you to add lots of Triggers and Actions to one Zap. That way you could automate complicated workflows across quite a few systems at as soon as.

As an example, when you would prefer to set opened email from Woodpecker as a Trigger and copy the facts to Pipedrive and MailChimp it is possible to do that using a Multi-Step Zap.

A Trigger in one system can spread the data across CRMs too as other systems. You'll be able to combine several Triggers and Actions in one Multi-Step Zap.

Search Actions
Search Action is usually a function that allows customers to look up particular information in a system integrated with Zapier. Anytime you should search for a speak to, product or an issue in preferred app, you could use Search Action.

Filters

Thanks to Zapier Filters your Zaps are run only when specific situations are fulfilled. If a certain field includes particular data, the Zap will likely be launched. For instance, you could add prospects to Woodpecker from CRM only when prospects profiles include name, e mail address and operate position (as you defined inside the Filter).
You will find tons of ways you may use Filters. You could filter fields and check if they are blank, contain text or not include particular search phrases. But this really is only a beginning.

Formatter

Formatter is a pretty effective function valuable once you desire to convert any type of data before placing it into one of your apps. Amongst numerous options probably the most vital are:

- operating on dates, date formats

- currency converters

- operating on text, editing desired components of text

- managing the numbers and applying Spreadsheets formulas