Introduction to Zapier

What is a Zap?

Zapier’s automations are called Zaps. Each Zap consists of two parts:

• Trigger – The event that starts the automation (for example, a form submission or an incoming email).

• Action – The task that Zapier performs in response (for example, creating a task in Momentum AMS, sending a notification, or updating a record).

Once set up, Zaps run automatically in the background, ensuring data flows seamlessly between applications.

Why Zapier Matters

Zapier supports thousands of applications across industries, meaning almost any system your agency uses can be connected. Some of the advantages include:

• Automation of repetitive tasks – save time and reduce manual entry.

• Improved accuracy – consistent workflows help minimize errors.

• Flexibility – choose from a wide range of apps and use cases.

• Ease of use – designed for both technical and non-technical users.

Common Use Cases

While this article introduces Zapier at a high level, the real value comes when you connect it directly with Momentum AMS.

Some common ways agencies use Zapier with Momentum AMS include:

• Creating prospects automatically – Turn website form submissions into new prospects in Momentum AMS without manual entry.

• Team notifications – Send automatic alerts to your staff when client data is updated in the AMS.

• System sync – Keep Momentum AMS aligned with other CRMs, email platforms, or productivity tools your agency uses.

Next Steps

Now that you understand what Zapier can do, the next step is learning how to configure it with your AMS. For setup instructions, see:
Integrating Momentum AMS with Zapier

Final Thoughts

Zapier is a powerful automation tool that can connect Momentum AMS to thousands of other applications. This introduction covers the basics—future articles will explore how to set up Zaps, connect apps, and design workflows that fit your agency’s needs.