Creating a Zap in Zapier

Creating a Zap in Zapier
A Zap is an automated workflow in Zapier that connects two or more apps. Each Zap has a trigger (the event that starts the automation) and one or more actions (the tasks that follow). Creating a Zap allows you to move data between systems automatically, eliminating manual effort and reducing errors.

Preparing Your Workflow

Before creating a Zap, identify:

The apps you want to connect.
The data you want to move between them.
Any test data you can use (such as a sample form submission, test email, or placeholder client record).

Having this information ready will make the setup process smoother.

Setting Up the Trigger

Start in the Zap editor by selecting Create Zap. Choose the app where the trigger event will occur—for example, Gmail, Google Forms, or Momentum AMS.

From there:

Select the specific trigger event (e.g., “New Email” or “New Form Submission”).
Connect your account to Zapier if you haven’t already.
Customize the trigger settings as needed.
Test the trigger to confirm Zapier retrieves the correct sample data.

Setting Up the Action

Once your trigger is active, select the app where the action will occur—for example, Google Sheets, Slack, Airtable, or Momentum AMS.

In this step:

Choose the action event (e.g., “Create Spreadsheet Row” or “Send Direct Message”).
Connect your account if it isn’t already linked.
Map the data fields from the trigger to the action.
- Example: map a form’s “Name” and “Email” fields to columns in a Google Sheet.
Continue once all fields are configured.

Testing the Zap

After mapping the fields, Zapier allows you to run a test. Using the sample trigger data, Zapier will perform the action in the selected app.

Check the action app to confirm the data transferred successfully—whether it’s a new spreadsheet row, a Slack notification, or a new record in Momentum AMS. If something doesn’t look right, adjust your setup and test again.

Finalizing and Using Your Zap

When the test is successful:

Give your Zap a descriptive name so it’s easy to recognize later.
Turn on your Zap to activate it.
Add additional actions if you want the workflow to do more than one task.

From this point forward, Zapier will run your Zap automatically whenever the trigger event occurs.

Final Thoughts

Creating a Zap is the foundation of automation with Zapier. By connecting triggers and actions across the tools you already use, you can reduce repetitive tasks, speed up workflows, and ensure data flows seamlessly into Momentum AMS.