Description
Fifteen years after our first class, we still have the same passion: to train exceptional IT professionals. At SIXE, we believe that behind every technology there are people who need to master it, which is why our approach goes beyond theory to create learning experiences that truly transform careers.
Zapier basic course information
Category: Zapier | IA
Modality: Online and face-to-face
Duration: 2 intensive days
Level: Basic – intermediate
Who is this Zapier course for?
This professional training is specially designed for:
- Operations managers who need to optimize repetitive processes without a technical department.
- Marketing and sales teams looking to automate lead nurturing, tracking and reporting.
- Project managers that orchestrate workflows across multiple tools and teams.
- Entrepreneurs and startups that need to scale operations without increasing personnel costs.
- System administrators who implement integrations between enterprise applications.
- Productivity consultants who help organizations reduce manual labor through automation.
- Support and customer service teams that manage automated tickets, notifications and follow-ups.
Prerequisites
To get the most out of this professional training, participants should have:
- Working experience with business tools such as Gmail, Google Workspace or Microsoft 365
- Basic understanding of workflows and business processes
- General knowledge of cloud and SaaS applications.
- Familiarity with spreadsheets (Google Sheets or Excel) and online forms
- Ability to identify repetitive tasks amenable to automation
- Proactive attitude to experiment and optimize existing processes
No programming knowledge is required. This course is designed for non-technical professionals.
Objectives of the professional course
At the end of this intensive Zapier course, participants will have mastered:
- Fundamentals of non-code automation: understanding triggers, actions and conditional flows
- Building productive Zaps: creating multi-step automations that save hours per week
- 7000+ application integration: native connection between everyday business tools
- Data management with Tables: storing and manipulating information in visual databases
- Filters and logical paths: implementing intelligent decisions within workflows
- Data formatting and transformation: cleaning, conversion and adaptation of information between applications
- Webhooks and custom APIs: connecting to services that do not have native integration
- Automation with generative AI: integration of ChatGPT, Claude and other LLMs into workflows
- Autonomous Zapier Agents: creating intelligent assistants that work continuously
- Conversational chatbots: developing user interfaces for complex automations
- Optimization of consumed tasks: strategies to maximize efficiency and reduce operating costs
- Monitoring and maintenance: error management, run history and continuous improvement
- Team collaboration: Zaps sharing, credential management and corporate governance
Complete training program
Module 1: Strategic Introduction to Enterprise Automation
- The real cost of manual labor: analysis of impact on productivity and scalability
- Zapier vs. alternatives: comparison with Make, Power Automate, Workato and custom solutions
- Anatomy of a Zap: triggers, actions, filters and the flow of data
- Zapier Ecosystem 2025: Zaps, Tables, Interfaces, Chatbots, Agents and Canvas
- Opportunity identification: which processes to automate first for maximum ROI
- Business success stories: real-world examples of time savings and error reduction
Module 2: Account setup and first productive steps
- Account creation and enterprise workspace configuration
- Organizational structure: folders, tags and equipment nomenclature
- Management of connected applications and secure authentications
- Zapier Plans: Free, Starter, Professional, Team and Enterprise
- Understanding of consumed tasks and optimization strategies
- Control panel: real-time monitoring of active Zaps and consumption
Module 3: Building fundamental Zaps for daily productivity
- Creation of the first guided Zap: automation of email notifications to Slack
- Most used triggers: Schedule, Webhook, Email Parser and application events.
- Essential actions: create records, send messages, update data and notifications
- Testing and debug: data verification at each step before activation
- Hands-on lab: lead automation from web forms to CRM
- Best practices: naming conventions, documentation and maintainability
Module 4: Conditional logic and intelligent decision paths
- Filters: conditions for executing or stopping actions according to specific criteria
- Paths: bifurcation of workflows according to multiple possible scenarios
- Logical operators: AND, OR, numeric and text comparisons
- Advanced Routing: route prioritization and fallback strategies
- Case studies: automatic sorting of emails, leads and support tickets
- Task optimization: reduction of consumption through intelligent filtering
Module 5: Data transformation and formatting between applications
- Formatter by Zapier: native tool for data manipulation
- Text operations: extraction, replacement, capitalization and cleanup
- Time and date management: time zone conversion and formatting
- Number transformations: mathematical operations and rounding
- Utilities: generation of UUIDs, delay between actions and line items
- Laboratory: normalization of data from multiple sources to standard format
Module 6: Zapier Tables – Database for enterprise automations
- Introduction to Tables: a natively integrated alternative to Airtable
- Creation of relational databases without code
- Custom fields: text, numbers, dates, attachments and relationships
- CRUD operations: create, read, update and delete records from Zaps
- Searches and filters: locating specific information in workflows
- Case study: inventory management synchronized with multiple sales channels
Module 7: Enterprise integrations with popular applications
- Google Workspace: Gmail, Drive, Sheets, Calendar and Meet
- Microsoft 365: Outlook, Teams, SharePoint and OneDrive
- CRM and sales: Salesforce, HubSpot, Pipedrive and lead management
- Marketing: Mailchimp, ActiveCampaign, Facebook Ads and analytics
- Project management: Asana, Trello, Monday, Notion and collaboration.
- Ecommerce: Shopify, WooCommerce, Stripe and payment processing
- Customer service: Zendesk, Intercom, Help Scout and ticketing.
- Multi-integration lab: complete synchronization between enterprise ecosystems
Module 8: Webhooks and custom APIs for advanced integrations
- Fundamentals of webhooks: receiving and sending data in real time
- Catch Hook: creation of customized endpoints for receiving information
- Custom Request: connection with APIs that do not have native integration
- Authentication: API keys, OAuth and custom headers
- Parsing of JSON and XML responses for data extraction
- Use cases: integration with proprietary applications and legacy systems
Module 9: Intelligent automation with generative AI
- ChatGPT integration: automatic content generation, analysis and classification
- Claude and other LLMs: a comparison of models and optimal use cases
- Effective prompts for automation: engineering instructions into workflows
- Native AI Actions: summarizing texts, translating, extracting structured information
- Sentiment analysis: automatic classification of feedback and reviews
- Generation of customized responses: emails, messages and dynamic content
- Cost optimization: strategies to reduce AI API calls
- Lab: virtual assistant that processes requests and responds automatically
Module 10: Zapier Agents – Freelance assistants that work for you
- Introduction to Agents: conversational and intelligent automation
- Agent configuration: instructions, behavior and permissions
- Application connection: agent access to your business tools
- Transforming use cases: lead qualification, inventory management, tier 1 support
- Training and refinement: continuous improvement through iterations and feedback
- Limits and considerations: when to use Agents vs. traditional Zaps
Module 11: Chatbots and Conversational Interfaces for End Users
- Zapier Chatbots: creating user interfaces without code
- Design of conversational flows: questions, answers and ramifications
- Integration with Zaps: execution of automations from conversations
- Embedding: embedding chatbots in websites and applications
- Case studies: booking wizard, lead qualifier, smart FAQ
- Analytics: measuring interactions and optimizing conversations
Module 12: Error management, monitoring and recovery
- Error handling: automatic recovery strategies and retries
- Failure notifications: immediate alerts when a Zap fails
- Task History: analysis of successful and unsuccessful executions
- Advanced debugging: identification of data and connection problems
- Zap version control: restoration of previous functional versions
- Maintenance best practices: periodic review and update of automations
Module 13: Optimization of consumption and automation ROI
- Audit of consumed tasks: identification of costly Zaps
- Reduction strategies: filters, scheduling and batch processing
- Deduplication: avoid multiple processing of the same event
- Economic alternatives: when to use Tables vs. direct integrations
- ROI calculation: time saved vs. cost of plan measurement
- Intelligent scaling: sustainable growth of automations
Module 14: Collaboration, governance and corporate security
- Shared workspaces: team organization and granular permissions
- Connection management: secure sharing of credentials among members
- Shared Zaps: collaboration in building and maintaining workflows
- Roles and permissions: Admin, Member and access limitations.
- Audit and compliance: traceability of changes and executions
- Single Sign-On (SSO): integration with corporate identity
- Security best practices: protection of sensitive data in automations
Module 15: Final integrative project – Complete automation system
- Real business case analysis: identification of automatable processes
- Automation architecture design: flow and dependency mapping
- Implementation of multiple coordinated Zaps: step-by-step guided construction
- Integration of Tables, AI and webhooks: complete ecosystem at work
- Comprehensive testing and optimization: validation of all possible scenarios
- Operational documentation: guidelines for maintenance and future scalability
- Presentation of results: demonstration of end-to-end automation operation
Training modalities adapted to your organization
Live online training
Interactive sessions with hands-on labs where you build real Zaps in real time. Access to controlled environment with pre-configured applications and direct instructor support during workflow construction. Ideal for geographically distributed teams.
Interactive sessions with hands-on labs where you build real Zaps in real time. Access to controlled environment with pre-configured applications and direct instructor support during workflow construction. Ideal for geographically distributed teams.
Intensive classroom training
Immersive experience in our technology centers with optimized infrastructure for continuous practice. Networking with automation professionals and collaborative resolution of complex business challenges. Access to laboratories equipped with all the necessary tools.
Immersive experience in our technology centers with optimized infrastructure for continuous practice. Networking with automation professionals and collaborative resolution of complex business challenges. Access to laboratories equipped with all the necessary tools.
Spain: Madrid, Barcelona, Valencia, Seville, Bilbao, Malaga
Latin America: Mexico DF, Buenos Aires, Bogota, Santiago, Lima, Quito
Latin America: Mexico DF, Buenos Aires, Bogota, Santiago, Lima, Quito
Fully customized in-company training
We fully adapt the program to your company’s specific processes. We work with your real applications and build automations that you will implement immediately. Includes prior analysis of automation opportunities in your organization and post-training support. Ideal for companies looking for practical and immediate digital transformation.
We fully adapt the program to your company’s specific processes. We work with your real applications and build automations that you will implement immediately. Includes prior analysis of automation opportunities in your organization and post-training support. Ideal for companies looking for practical and immediate digital transformation.
Why does this Zapier course make a difference?
Unlike basic tutorials and superficial courses, at SIXE we don’t just teach you how to connect applications. We prepare you to:
- Identify automatable processes that really have an impact on productivity and reduction of operating costs.
- Design scalable automation architectures that grow with your organization’s needs.
- Implement practical artificial intelligence in everyday workflows that provide real value, not just technology demos.
- Calculate and demonstrate automation ROI with concrete metrics to justify tooling investment
- Managing complex ecosystems of multiple coordinated Zaps working as a unified system
- Maintaining and continuously optimizing automations that remain efficient over time
- Leading digital transformation initiatives by being the automation reference in your company.
With 15 years of experience training IT professionals in real business technologies, at SIXE we understand that Zapier is not just a connector tool: it is a strategic platform to multiply team capacity without increasing headcount. This course gives you the technical fundamentals, but above all, the strategic vision to become a change agent that transforms operations through intelligent automation.
