Zapier is for busy people who know their time is better spent selling, marketing, or coding. Instead of wasting valuable time coming up with complicated systems - you can use Zapier to automate the web services you and your team are already using on a daily basis.
- A Zap is a blueprint for a task you want to do over and over. In words, a Zap looks like this: "When I get a new thing in A, do this other thing in B." The first part is the trigger and the second part is the action. An example is "When I get a new entry from a Wufoo form, create a new lead in Salesforce."
- You can pick what fields from the trigger service should go to the action service and you can use static text and custom fields too. For instance, you might say that the phone number from your Wufoo form should be the work phone of your new Salesforce lead.
- Zapier regularly checks your trigger for new data. When the Zap triggers, Zapier automatically performs your action for you. Continuing with the Wufoo scenario, say you receive five new entries. Zapier takes each one and makes a new lead in Salesforce, customized to the way you specified in your Zap.
- Without any more effort from you, data flows from one service to the other
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