Tool or Technology
TT0142

Zapier Foundations

Build, Connect & Automate Smarter Workflows

Zapier
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Zapier to automate repetitive business activities across connected applications.
  • Create multi-step workflows using triggers, actions, filters, conditional logic, and data-transformation tools.
  • Use Zapier Tables and Interfaces to capture, store, manage, and process business information within automated workflows.
  • Apply AI-powered capabilities to classify, summarise, extract, generate, and route information inside business processes.
  • Build, test, monitor, and maintain reusable Zapier workflows while applying appropriate security and human-review practices.

Technology covered

ZapierZapsTriggers & ActionsFiltersPathsFormatter by ZapierZapier TablesZapier InterfacesAI by ZapierZapier AgentsZapier MCP

Who should attend

  • Business Analysts & Functional Consultants
  • Operations & Process Professionals
  • Sales Operations & Revenue Operations Professionals
  • Marketing Operations Professionals
  • Human Resources & HR Operations Teams
  • Customer Success & Customer Operations Professionals
  • Project & Program Management Professionals
  • Automation & Digital Transformation Professionals
  • Business Application & No-Code Professionals
  • Team Leaders & Process Owners

Prerequisites & Participant Readiness

  • Basic computer and internet proficiency
  • Familiarity with common business applications such as email, spreadsheets, CRM, forms, or collaboration tools
  • Basic understanding of business processes and repetitive workplace activities
  • No programming knowledge required
  • No previous Zapier experience required
  • Access to individual applications and actions may depend on organisational permissions and connected accounts

TOC Modules

Concepts
  • Understanding workflow automation and common business applications
  • Understanding Zapier and its role in connecting business applications
  • Understanding triggers, actions, tasks, and workflow execution
  • Understanding manual processes versus automated workflows
  • Identifying processes suitable for automation
Practical activities
  • Exploring the Zapier workflow builder
  • Connecting two sample business applications
  • Building and running a simple Trigger → Action workflow

Scenarios

Intelligent Lead Management Workflow

Lead Form → Zapier Interface → Zapier Table → AI Classification → Conditional Routing → CRM → Sales Notification

Participants build a workflow that captures incoming leads, stores the information, uses AI to classify or enrich the request, routes leads according to defined criteria, and updates the appropriate sales systems.

Employee Onboarding Automation

New Employee Record → Validation → Conditional Requirements → HR / IT Tasks → Email & Collaboration Tools → Status Update

Participants automate a basic employee-onboarding process that coordinates information and tasks across multiple applications, reducing repetitive administrative work and improving process consistency.

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Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.