Zapier

What a member can do

• Run single actions in the apps connected to the Zapier account, such as sending a message, creating a record or searching data.
• Find and enable the actions it needs while it works, across the apps Zapier supports.
• Each tool is one action in one connected app, not a multi-step Zap.

Each task names the Zapier tools it may call. zapier on a task means every tool the Zapier server offers; a name such as zapier.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A Zapier connection acts as the Zapier account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect Zapier for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on Zapier waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a Zapier tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Before you connect

Each successful tool call uses two tasks from the Zapier plan's allowance. An app must be connected in the Zapier account before its actions can run.

Connect it

Zapier is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
2. Under Express, find Zapier and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
3. Zapier's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
4. You are back on Tools, and Zapier shows as connected.
5. Name the tools on the task, zapier for all of them or each by name.
6. Check it. Run a task that reads something from Zapier. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Zapier account.

A first task to try

With Zapier connected, give a member a task that uses it. For example:

When I describe a new lead, add them to our CRM and our mailing list using the actions enabled in Zapier.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Zapier tools it may use and its instructions. Nothing is created until you approve it.