If you’re just starting out and need some help with getting the best out of Zapier, or you’re simply stuck and don’t know where to turn, then we have some useful resources for you.
Zapier’s Zap Editor has a help icon at the top (the blue question mark button) which can be really helpful if you’re trying to troubleshoot an issue, and their website includes lots of assistance for its features, but it’s useful to connect with a real human being sometimes!
In this article we explain various ways you can get help with Zapier and cover the following:
- Use the help available on the Zapier website
- Get help from the Zapier community.
- Use an in-depth guide to Zapier book.
- Use a free Zapier guide.
- Hire a Zapier certified expert.
- Take a Zapier course.
Help options on the Zapier website
Before we explore the real people you can get in touch with about Zapier, it’s worth listing some of the places on their website where you’ll find help topics.
Firstly, each app has its own specific help section which lists how to get started, common problems and how to deal with specific errors. Some have tutorials too, for step-by-step guides on common features. Here are some examples:
- Xero – https://zapier.com/apps/xero/help
- Gmail – https://zapier.com/apps/gmail/help
- ActiveCampaign – https://zapier.com/apps/activecampaign/help
To find the help for your app, either search for it in Zapier’s app explorer or just Google ‘Zapier *your-app*’ (e.g. Zapier Excel) and then use the Help tab on the app’s landing page.
Here is an example:
Zapier also has a help centre, which is accessible from the ‘help’ link in the footer of the website. It’s also available via the Get Help button which is visible on some pages, including the left sidebar of your profile’s homepage.
In the Zapier help centre, you can search for solutions and can find articles on many common troubleshooting issues.
Get help from the Zapier community
Zapier has a user forum which you can access here: https://community.zapier.com/
It is used by Zapier users as well as expert members of their team, so it’s likely someone would have experienced the issue you are facing. You can search for answers to your problem and if you don’t find anything suitable then simply start a new thread.
There are all sorts of useful articles in there too, written by the Zapier team. There are announcements and also a dedicated developers’ area for the more technically-minded users.
Here are some useful threads:
Read a Zapier book!
As well as being a comprehensive guide to getting started with Zapier, Automate It with Zapier is perfect for when you get stuck.
Its index is exhaustive and makes it easy to find answers to many common troubleshooting scenarios.
Ali Richards, of Summerley Digital, said “I was trying to use Paths by Zapier for the first time but got stuck because the thing I wanted to do was greyed out in the zap builder. I looked up what I needed in Automate It with Zapier and was able to carry on and use the feature as intended. I was so pleased when the zap worked!”.
We find that books can be nicer for finding help because you can flick through pages quickly, to pinpoint the section you need. It’s easy to read around a subject too, to get the full picture.
Here are links to Amazon (.co.uk) and Amazon (.com) and the publisher Packt to buy a copy of Automate It with Zapier by our very own Kelly Goss.
Free Zapier guides
We have written some guides to automation which could be useful if you need help with Zapier. They are free to download and include the following:
YouTube is also a great source of help with Zapier. Our own YouTube channel includes demonstrations of helpful zaps which could transform your business.
Once you get started with Zapier there’s so much you can do with it and we have plenty of articles which could spark ideas!
- Fun automations to do with Zapier
- How to use the Zapier text formatter
- How to automate text messages using SMS by Zapier
- How to organise your Zaps
- How to express dates in Zapier
Hire a Zapier certified expert
If you’ve tried the other methods and are still struggling to resolve your problem then a quick solution would be to hire someone to do it for you.
Our founder, Kelly is a Zapier Certified Expert which means she has gone through Zapier’s certification program to receive their endorsement. She offers one-on-one support, training and other services to get you started again.
Kelly has helped many small to medium-sized businesses set up their workflows using Zapier which increases productivity and streamlines their processes. Kelly has many years’ experience in process improvement, business productivity and automation using Zapier. She gets to the heart of the problem and will recommend the best solution.
You can book a free discovery call with Kelly to find out more and see if she’d be a good fit for your business.
Check out our automation training programme
And finally, if you’re really keen to transform your business using automation, then visit the Solvaa Automation Academy. Our signature training programme, ‘Simple Automation Blueprint: Zero to Hero’ is aimed at anyone who wants to learn the fundamentals of business process automation from the experts – a sure-fire way to recession-proof your business.
It’s an 8-week blended learning course with on-demand videos, templates, resources and weekly group coaching sessions. And it’s more than just a Zapier course (although we do show you how to use Zapier like a pro) as you’ll learn about Process Mapping, Business Process Improvement and Business Process Management too – principles that can be applied to other areas of business too!
Whether you are a complete novice or have been using Zapier for a while, our programme is for you. It’s perfect for individuals and teams in micro, small and medium-sized businesses, including solopreneurs, consultants and freelancers. You’ll have access to our experts and can participate in live calls where you can ask all your burning questions, as well as hands-on workshops to keep you on track with implementing your new skills. We run regular cohorts so there will be an opportunity for everyone to participate.
Our head trainer, Kelly Goss, is a specialist in business systems, process improvement and automation, and one of less than 100 Zapier Certified Experts in the world. Kelly has many years’ experience in optimising systems and processes, and implementing automations for clients and is now passing on her knowledge to students through our trademarked ‘4-Step Solvaa Automation Methodology®‘.
Find out more via our dedicated Solvaa Automation Academy website.
Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.
Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors.
Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.
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