Multi-step Zap

A multi-step Zap is a Zap with one trigger and more than one action. New enquiry comes in, then the contact gets created, then a task gets made, then the team gets told. One event, several jobs done.

The Free plan only runs two-step Zaps: one trigger, one action. Zapier's pricing page lists multi-step Zaps from Professional upwards, and new accounts get a 14-day trial of Professional, so you can try it first.

Multi-step Zaps are also where the built-in tools come in. Filters, Paths, Formatter and Delay sit between your actions to make decisions, tidy data and wait. Like multi-step Zaps, Filters, Paths and Formatter need a paid plan, but none of them use tasks.

Most of the Zaps I build are multi-step, because real processes have more than one step. But I keep each Zap to one job. If a Zap starts doing two different jobs, I split it, because one long Zap that does everything is the one nobody wants to touch.

Every step gets a plain English name, like Find the client in ClickUp, so the person I've trained can follow it without me.

1. Two-step New form entry, then add a row to a Google Sheet Free plan
2. Multi-step New form entry, then Filter, then create contact, then create ClickUp task, then send email Paid plan