How to Use Multi Step Zaps in Zapier

Start with a Trigger: Setting up the first app and trigger event (e.g., newest Typeform entry).
Add Action Steps: Hit the +icon below your trigger or past action step to add on more actions.
Choose Your App & Event: Selecting the next app (e.g., Google Sheets, Slack) and the particular action (e.g., Develop Spreadsheet Row, Sending Channel Message).
Map Data: Usage the dropdowns to inserting dynamic data (like names, emails) from the trigger or earlier actions into the present action’s fields.
Add Filters or Paths (Optional): Usage the “Filter by Zapier” step to only continue if conditions were met, or usage Paths for “if/then” logic to creating various branches in the workflow.
Test & Turn On: Testing every step to certain data flowing correctly, then publishing and turned on the Zap to activating the automation.

Table of Contents

Example Workflow

Data Flow: Data from earlier steps (triggers or actions) becomes available for later steps, creating a data pipeline.
Complexity: Multi-step Zaps handle multiple actions from one trigger, automating complex sequences.
Sub-Zaps: For extremely complex workflows, you could “call” other Zap (a Sub-Zap) from a parent Zap to handle particular return and tasks data.

Plan Requirement: You should be on the paid Zapier plan(Starter, Professional, Team, or Enterprise) to usage multi-step functionality. Free plans were restricted to single-trigger, single-action workingflows.
Workflow Mapping: Before building, map out the data flow. Determine if the later step wanted information generated by the earlier action like wanted the customer ID created in Step 2 to updating the record in Step 4.

Define the Trigger: Select your “Trigger App” and the particular event that began the automation (e.g., a new lead in the Facebook Ads).
Add the First Action: Connecting the foremost “Action App,” selecting the event, and map fields from trigger to this app.
Expand the Workflow: Hit the plus (+) iconin Zap editor at any point after the trigger to add on subsequent steps.
Map Data Downstream: Every step develops a “waterfall” effect; data from any preceding step (trigger or previous action) could be insert up into any future step. Usage the forward slash (/) or the plus (+) button in some field to pull up the modal for select up these values.
Sequential Execution: Note that Zaps running strictly from top to bottom. Certains steps that generating data (like a “Search” action) occur before steps that wanted that data

Multi-step Zaps were most powerful when utiling built-in helper tools to managing complex logic:

Filters: Inserting a filter to stopped the Zap if particular conditions were not met (e.g., only continue if “Order Value” is huger than $100).
Formatter: Usage this to transforming data between steps like converting the date format or splitting the full name into foremost and last names.
Paths (Professional+ plans): Develop branching “if/then” logic where the automation splits into various outcomes. For example, Path A might handled “New Leads” while Path B handled “Returning Customers”.
Search Actions: Usage the “Find” action (e.g., Find Contact in HubSpot) as the middle step. This permits you to check if data existed before deciding whether to develop the new record or update the old one.
Delays: Usage “Delay For” or “Delay Until” to pause automation for minutes, hours, or days between particular actions.

Incremental Testing: Test each step individually as you add on it. This certains data was mapping correctly and making troubleshooting easy way before Zap becoming too complex.
Step Customization: Renaming the steps (e.g., “Send Slack to CEO”) by hit on the kebab menu (⋮) to keep the workspace organized.
Reordering: You could drag and drop individual action steps to changed the order, but be careful as this might break mapping fields from previous steps.

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