Zapier

Zapier: Automate without limits for RevOps and cross-team workflows

Zapier is a no-code automation platform that lets you build, connect, and scale automated workflows across 7,000+ apps. Designed for RevOps and integrated across marketing, sales, IT, support, and finance, it enables teams to automate repetitive tasks, streamline handoffs, and unlock AI-powered capabilities without writing code.

Key capabilities cover triggers, actions, AI-powered steps, and a broad set of product constructs (Zaps, Interfaces, Tables, and AI integrations). The platform emphasizes accessibility for both small teams and large enterprises, with security, governance, and observability features to manage data and workflows at scale.

---

How Zapier Works

1. Start an automation by connecting two or more apps with a trigger and an action.
2. Use built-in templates and AI-enabled steps to add intelligence and automation to workflows.
3. Extend capabilities with Zaps, Interfaces, and Tables to build complete solutions without developers.
4. Scale responsibly with enterprise-grade security, data controls, and visibility into data movement.

---

Use Cases (Examples)

• Lead management and qualification automation
• Sales pipeline handoffs and deal routing
• Marketing campaigns and content idea generation
• Customer support automation and FAQs
• Data management and reporting across systems
• Project management and ticketing automation

---

Core Features

• No-code automation across 7,000+ apps
• Triggers, actions, and multi-step workflows (Zaps) with AI capabilities
• AI automation and AI chat/agents integration
• Interfaces to build forms, apps, and web pages connected to Zaps
• Tables for data storage and centralized data workflows
• Extensive templates and use-case libraries for RevOps and cross-team needs
• Enterprise-grade security, privacy, and data governance
• Observability and granular access control to manage data movement
• AI chatbots, agents, and AI-assisted workflow building

---

How It Works (High Level)

• Connect apps and configure triggers to start automations
• Add actions and conditions; leverage AI integrations to enrich outcomes
• Reuse templates to accelerate setup and customize as needed
• Monitor, audit, and adjust workflows with built-in visibility and controls

---

Safety and Compliance

• Security governance and compliance (SOC, GDPR/CCPA, etc.)
• Data access controls and retention policies
• Clear ownership over data and automations

---

Target Users

• RevOps, Marketing, IT, Sales, Customer Support, Finance leaders and teams
• Anyone needing rapid, scalable automation with minimal IT burden