Zapier enables you to link over 1500 programs to each other. Before creating a Zap with Flow, make sure you set up your Zapier account, and connect your Flow account. We also recommend reading Zapier’s key concepts article, as it does a great job introducing you to the basic functions of their program.
FYI: The Zapier integration is only available on our Plus and Pro plans. To learn more about what each plan includes check out our help doc here.
To get started, click the red “Make a Zap!” button in the top right of Zapier. This will take you to the Zap editor, where you will fill in the details of your Zap.
First, name your Zap; this should clearly identify the purpose of your Zap. Then, select the app and trigger event from the dropdown menus. Flow is our trigger app, and in our example we’ll be using New Task as the trigger event. The other two trigger events we offer are New Project, and Completed Task.
In the next step, select your Flow account, then select the Team (called a workspace here) you’d like the trigger tasks to come from. To finish this step, test your Zap and continue.
Next, select your action app. Zapier has over 1500 to choose from, so there’s a lot of options depending on what you want this Zap to do. For our example we’re using Google Sheets as the action app, and create spreadsheet row as the action.
Depending on the app and action event you’ve chosen there will be different options, but the same process applies. There will be a series of fields with dropdown menus enabling you to select additional details for the trigger.
Now just test the Zap and turn it on! To learn how to set up a Zap with Flow as the action app, check out “Creating a Zap with Flow as the Action App".