Role-Based Programme
RB0767

Zapier for Information Technology

Build Automated IT Operations, Service Management & Integration Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Zapier to automate common IT operations, service-management, support, and system-integration activities.
  • Create workflows for IT requests, ticket routing, alerts, onboarding and offboarding, approvals, notifications, and operational follow-up.
  • Apply Filters, Paths, scheduling, delays, and looping to handle different IT conditions and exception scenarios.
  • Connect business applications and technical services using Webhooks and structured data movement.
  • Maintain security, access control, human approval, monitoring, and governance across automated IT workflows.

Tools covered

Zapier ZapsZapier TablesZapier FormsFiltersPathsSchedule by ZapierDelay by ZapierLooping by ZapierWebhooks by ZapierCode by ZapierSub-ZapsHuman in the LoopIT & Collaboration App Integrations

Who should attend

  • IT Managers
  • IT Operations Professionals
  • IT Support Engineers
  • Service Desk Professionals
  • System Administrators
  • Application Support Engineers
  • IT Automation Professionals
  • DevOps Professionals
  • Cloud Operations Professionals
  • Technical Support Engineers
  • IT Service Management Professionals
  • System Analysts
  • IT Infrastructure Professionals
  • IT Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of IT operations or service-management processes
  • Familiarity with IT requests, incidents, users, applications, and support workflows
  • Basic knowledge of business applications and cloud-based tools
  • General understanding of APIs or webhooks is helpful but not mandatory
  • No programming expertise required
  • No previous Zapier course completion required

TOC Modules

Concepts
  • Understanding Trigger → Action → Condition → Outcome automation
  • Exploring Zaps, app connections, data fields, and multi-step workflows
  • Identifying repetitive IT operations suitable for automation
  • Differentiating automated execution from technical judgement and privileged administration
Practical activities
  • Creating a basic multi-step IT automation
  • Connecting representative IT, communication, and productivity applications
  • Mapping Manual IT Process → Trigger → Automated Action → Operational Outcome

Scenarios

IT Service Request to Automated Resolution Workflow

Zapier Form → IT Request → Category & Priority Check → Conditional Routing → Assigned Support Task → User Notification → Escalation Timer → Resolution Update → Closure Confirmation

Participants automate a representative IT service-management process that reduces manual coordination while preserving specialist review and accountable closure.

Critical System Alert to Coordinated Incident Response

System Alert → Webhook → Severity Classification → Critical Path → IT Team Notification → Incident Record → Human Review → Escalation → Resolution Update → Stakeholder Communication

Participants build an event-driven incident workflow that accelerates notification and coordination while ensuring diagnosis, privileged actions, and production remediation remain under authorised IT control.

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