If your customer is having issues linking their bank or simply wants you to set it up for them, you can do that by going to the customer tab>customers. Search for the customer you’re adding the bank information for. Click the pencil button for that customer….
With a delay step, you can put your Zap on hold for a specified amount of time before your actions run. You can use delays to set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline. There are three types…
Filters allow Zaps to only perform actions on the items you want. With filters, you set a specific condition and the Zap will only continue if the data from your app meets that condition. Steps to adding filters to a Zap 1. Add a Filter Step – In the…
In Zap History, you can see and manage all the activity in your Zaps and Transfers. Zap History is a log of everything that Zapier has tried to automate on your behalf, including all the data that goes in and out of each step of your Zaps. This is helpful…
After you set up your Zap trigger, the next step is to add an action to your Zap. An action is an event your Zap performs when your trigger event occurs. Example: If you want your Google Sheet to update every time you add a new customer in LawnPro, then the…
A trigger is an event that starts a Zap. Once you’ve set up a Zap, Zapier will monitor for that trigger event. Example: You want to set up a Zap to update your Google Spreadsheet each time a new customer is added in LawnPro. In this Zap, the trigger…
On the Zaps page, you can organize and manage all your Zaps and folders. If you’re on a Team or Company account, you’ll also find all of your shared folders to collaborate on Zaps with your team. Learn how to organize your Zaps in folders. Understand Zap Statuses Zaps can exist in…
Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. This guide walks you through key concepts to help you get started with Zapier. Zap:…
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. There are two ways you can…
Once your Zapier account is set up, you can set up a workflow. You will first connect the two apps you want in the workflow. In this example, I am connecting my LawnPro account to Google Sheets and I want my Google Spreadsheet to be updated each time a…