Module 04Lesson 5

Lesson 5. Tables, Interfaces, and Advanced Zaps

Hands-on: Zapier

Lesson 5. Tables, Interfaces, and Advanced Zaps#

Zapier Tables: Storing Data#

Zapier Tables are built-in databases. Similar to Google Sheets, but designed for automation.

Why Tables instead of Google Sheets?

  • Tables are built into Zapier — data transfers instantly
  • Tables triggers and actions are free (don't use tasks!)
  • You can create buttons that trigger Zaps directly from the table

How to create:

  1. Go to Tables"+ Create Table"
  2. Name the columns (Name, Email, Phone, Status)
  3. The table is ready — connect it to Zaps

Zapier Interfaces: Forms and Pages#

Zapier Interfaces is a form builder. A form submission instantly triggers a Zap.

How to create a form:

  1. Go to Interfaces"+ Create Interface"
  2. Select "Form"
  3. Add fields (Name, Email, Message)
  4. Configure what happens after submission (trigger Zap)
  5. Publish — you'll get a link

Example: «Book a service» form → data goes to Table → manager gets a notification.

Multi-Step Zaps#

A Zap can have multiple actions in sequence:

  1. Trigger: new form submission
  2. Action 1: write data to Google Sheets
  3. Action 2: send notification to Telegram
  4. Action 3: send confirmation email to the customer

Filters and Conditions#

Filters let a Zap continue only under certain conditions:

Example:

  • Trigger: new submission
  • Filter: budget > 100,000
  • Action: notify manager (only for large submissions)

Built-in Zapier Tools#

  • Formatter — format text, dates, numbers
  • Filter — conditions (if met — continue, else — stop)
  • Paths — branching (different actions for different conditions)
  • Delay — delay (send in 1 hour)
  • Looping — loops (process a list of items)

Zapier product ecosystem
Zapier product ecosystem