Jul 18 2023
While many users are acquainted with setting up basic Zaps that involve just two apps, Zapier offers the ability to create more complex workflows through Multi-Step Zaps. This feature allows you to link multiple apps and actions in a single workflow. Hence, based on one trigger, you can set a series of subsequent actions across various apps.
In practical terms, this could mean that if an email is received in a specific Gmail folder (the trigger), Zapier could simultaneously save an attached file to Dropbox, archive the email, and create a task in Asana to follow up (all actions). By using multi-step zaps, you can string together complex workflows neatly into a single command, saving time and offering a more seamless automation experience.
Formatter by Zapier is a powerful yet often overlooked feature. It acts as a utility software helping you modify and format your data during the automated workflows. Whether it’s text, numbers, dates or even URLs, Formatter can effectively transform the data from the format it’s received in, to the format you want it to be in.
For example, if you have a workflow where new clients from a form get added to your CRM, but the form collects full names and your CRM requires first and last names to be separate. Formatter by Zapier can split that full name into two fields for you. Thus, it acts as a crucial intermediatory step in ensuring your Zaps work seamlessly, no matter how the data is initially formatted.
The full potential of Zapier reaches beyond just basic automation. These two features unlock more robust workflows and data handling, making Zapier’s automation even more powerful. The only limit to what you can do is your grasp of what’s possible with these tools!
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