Description
Zapier basic course information
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
What you will learn
- Multi-step Zaps: triggers, actions and how data passes from one application to another.
- Filters, paths and formatting: so each case takes its own route and the data arrives clean.
- Tables and Interfaces: storing data and building simple forms without a separate database.
- AI inside your workflows: ChatGPT or Claude to classify, summarise or draft, plus Zapier Agents.
- Keeping it running: errors, run history, task usage and Zaps shared across the team.
The course ends with a complete automation of a sample process, from start to finish.
Training modalities adapted to your organization
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.
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.
Latin America: Mexico DF, Buenos Aires, Bogota, Santiago, Lima, Quito
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.
Frequently asked questions
How long is the course?
2 days.
Is it online or on-site?
Both: at your offices or remotely, with a live instructor.
What do I need to know beforehand?
No programming needed. Being comfortable with tools such as Google Workspace or Microsoft 365 and spreadsheets is enough.
Can it be tailored to my team?
Yes. We adapt the examples and labs to your team’s tools and processes, and it can be combined with other AI courses.
