Using Zapier to Automate Connections with Third-Party Apps
4 min read
Use the Zapier platform to connect to external apps such as Slack, Trello and Google Docs. If you're using several different apps to manage your business, this is a great way to streamline your processes.
Important:
When you use Zapier, all setup is done in the Zapier platform. In order to access the Zapier platform, you must first create a Zapier account.
In this article, learn more about:
Using the Zapier platform
To use Zapier, start by logging into the Zapier platform. The automation that you build is called a "Zap". This "Zap" is an automated connection between different apps.
To use the Zapier platform:
- Log in to your Zapier account.
- The Zapier automation builder will open. Use the panel on the right to set up your automation. First, use the "Event" drop-down to select the Wix app that you want to trigger your automation.
Note: If you can't find the trigger you want, select "Wix custom triggers" to create a custom trigger. If you select this option, you need to set up your automation in Wix Automations and then return to Zapier to complete setup.
- In the "App & event" section, click "Continue".
- In the "Account" section, click "Continue".
Note: Before continuing, you may need to sign into your Wix account and grant Zapier permissions to connect to Wix. - In the "Trigger" section, use the "Select specific trigger to use" drop-down to select your exact trigger (based on the Wix app you already selected).
Note: At this stage, you may have further selections to make to define your trigger.
- In the "Trigger" section, click "Continue".
- In the "Test" section, click "Test trigger" to test your trigger and select a test record to use.
Note: When you test your trigger, "dummy data" is used. This is not real data from your site, even though the Zapier platform mentions collecting data and using it to test the trigger.
- Click "Continue with selected record".
- In the pop-up that opens, select your action app.
- Use the panel on the right to continue setting up your automation. Select your action event.
- In the "Account" section, click "Continue".
Note: Before continuing, you may need to sign into an external account (e.g. Google account for a Google product) and grant Zapier permissions to connect to this account.
- Make any further selections required to define your action (e.g. for Google Sheets action, select drive, spreadsheet, worksheet, data to add, etc.).
- Click "Continue".
- Click "Test step" to test this step.
- Check that the test has been successful (e.g. row successfully added to Google Sheet).
- Click "Publish".
Note:
You will be able to create a Zapier automation for a Wix app that hasn't been added to your site, but your automation won't function. If the app has been added to your site but there is no data triggering your automation, nothing will happen.
For example, you have the Wix Bookings app added to your site but have no active booking sessions. You can build a Zapier automation based on active booking sessions but it won't be triggered (so nothing will happen).
FAQs
Here are some common questions about automations that connect to Zapier:
What happened to my old Zaps?
Which apps can I connect to via Zapier?
Can I create Zapier automations within Wix Automations rather than Zapier?
Why can't I find the trigger I want in Zapier?
New to Zapier?
Learn more about creating "Zaps" and the apps you can connect to Wix Automations using Zapier.
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