--- title: What is a Zap? description: Learn about Zaps in Zapier and how to create them. --- [Skip to content](https://support.jobnimbus.com/what-is-a-zap#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [Integrations](https://support.jobnimbus.com/integrations?hsLang=en) 3. [Zapier](https://support.jobnimbus.com/integrations?hsLang=en#zapier) # What is a Zap? ## Learn about Zaps in Zapier and how to create them. A Zap is a method of telling Zapier to move data or perform an action based on a particular trigger that consists of two or three components, depending on preference and need. The elements of a Zap are: (1) a **trigger**, (2) a **formatter** or filter (optional), and (3) an **action**. The following is an example of how to set up a Zap. In this scenario, whenever a new Google Form response adds a new row in Google Sheets, JobNimbus creates a Contact. #### Set up the trigger - Within the lefthand menu, click the **Create** button, then select **Zaps.** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-28-2025-08-28-09-0524-PM.png?width=190&height=183&name=image-png-Feb-28-2025-08-28-09-0524-PM.png) - Search for and select your **Trigger App Event.** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-28-2025-08-30-05-0371-PM.png?width=402&height=422&name=image-png-Feb-28-2025-08-30-05-0371-PM.png) - Select the desired **Trigger Event**. - Options vary depending on the chosen app. - Click **Continue.** If prompted, sign in to the account of the app to which you are connecting. #### Formatters You can apply one or many formatters between your trigger and action to help mold your data to each system's needs. You can set up a formatter to convert, splice, or alter your data into various formats. - On the "Add Action" screen, select **Formatter**. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-28-2025-08-50-37-0797-PM.png?width=299&height=312&name=image-png-Feb-28-2025-08-50-37-0797-PM.png) - Choose your formatter using the Action Event dropdown. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-28-2025-09-51-44-6910-PM.png?width=378&height=293&name=image-png-Feb-28-2025-09-51-44-6910-PM.png) - Select the data field you are interested in and how you would like that data formatted. - Depending on the formatter option chosen, the available fields and transformation methods may vary. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-02-28%20at%203-03-48%E2%80%AFPM-png.png?width=1648&height=1190&name=Screenshot%202025-02-28%20at%203-03-48%E2%80%AFPM-png.png) - **Test** the formatter. #### Filter Another option is to set up a **filter** for your data. This can be a condition that a field must meet before the Zap can continue. - On the "Add Action" screen, select **Filter**. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-28-2025-10-05-13-8458-PM.png?width=209&height=277&name=image-png-Feb-28-2025-10-05-13-8458-PM.png) - Select the desired conditional statements by selecting a field, condition, and desired value, if applicable. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-28-2025-10-06-10-6085-PM.png?width=453&height=413&name=image-png-Feb-28-2025-10-06-10-6085-PM.png) - **Test** the filter. #### Delay You can also add a delay to when your zap will execute the chosen action(s). - On the "Add Action" screen, select **Delay**. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-28-2025-10-14-51-9524-PM.png?width=268&height=277&name=image-png-Feb-28-2025-10-14-51-9524-PM.png) - Select the desired conditional statements by selecting a field, condition, and desired value, if applicable. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-28-2025-10-28-12-0231-PM.png?width=552&height=428&name=image-png-Feb-28-2025-10-28-12-0231-PM.png) - **Test** the filter. #### Setting Up Your Secondary Action At this stage in the Zap, you will select how your data will map from either the trigger or format and how JobNimbus will input that data into the system. *Note: A Zap must have at least one trigger and one action; however, it can have multiple actions.* - Choose your **App Event** ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-02-28%20at%203-30-17%E2%80%AFPM-png.png?width=400&height=405&name=Screenshot%202025-02-28%20at%203-30-17%E2%80%AFPM-png.png) - Select your desired app-specific **Event.** - Options vary depending on the chosen app. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-02-28%20at%203-31-12%E2%80%AFPM-png.png?width=378&height=440&name=Screenshot%202025-02-28%20at%203-31-12%E2%80%AFPM-png.png) - Confirm the connected account (if prompted). - Map the desired fields from the data input into the action fields. - **Set up the action** by filling in the data you wish to create once the Zap is triggered. - Repeat the above step as necessary until all desired fields are mapped. - **Test & Review**, **Test & Continue**, or **Skip Test** to move forward. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-28-2025-10-38-00-4333-PM.png?width=224&height=390&name=image-png-Feb-28-2025-10-38-00-4333-PM.png) - At the bottom of the action, you can select **Turn on Zap** by selecting the **Publish** button. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-02-28%20at%203-38-38%E2%80%AFPM-png.png?width=1588&height=158&name=Screenshot%202025-02-28%20at%203-38-38%E2%80%AFPM-png.png)   *Congratulations*! Your Zap has been created. You can always find a list of your active and drafted automations under the **Zaps** tab of the Dashboard menu on the left hand side of your Zapier account. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-02-28%20at%203-39-15%E2%80%AFPM-png.png?width=1968&height=696&name=Screenshot%202025-02-28%20at%203-39-15%E2%80%AFPM-png.png)   - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content) - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts) - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards) - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#documents-photos) - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#subcontractors-as-contacts) - [Communications](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#communications) - [Calendar and Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#main-content) - [Syncing Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#syncing-your-calendar) - [Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#your-calendar) - [Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#tasks) - [Record Scheduling](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#record-scheduling) - [Financials](https://support.jobnimbus.com/financials?hsLang=en#main-content) - [Estimates](https://support.jobnimbus.com/financials?hsLang=en#estimates) - [Invoices](https://support.jobnimbus.com/financials?hsLang=en#invoices) - [Work Orders](https://support.jobnimbus.com/financials?hsLang=en#work-orders) - [Material Orders](https://support.jobnimbus.com/financials?hsLang=en#material-orders) - [Margin and Markup](https://support.jobnimbus.com/financials?hsLang=en#margin-and-markup) - [Products and Services](https://support.jobnimbus.com/financials?hsLang=en#products-and-services) - [Taxes](https://support.jobnimbus.com/financials?hsLang=en#taxes) - [Measurements](https://support.jobnimbus.com/financials?hsLang=en#measurements) - [Profit Tracker](https://support.jobnimbus.com/financials?hsLang=en#profit-tracker) - [Payments](https://support.jobnimbus.com/financials?hsLang=en#payments) - [Credit Memos](https://support.jobnimbus.com/financials?hsLang=en#credit-memos) - [Financing](https://support.jobnimbus.com/financials?hsLang=en#financing) - [Reports](https://support.jobnimbus.com/reports?hsLang=en#main-content) - [Insights](https://support.jobnimbus.com/reports?hsLang=en#insights) - [Classic Reports](https://support.jobnimbus.com/reports?hsLang=en#classic-reports) - [Built-in Reports](https://support.jobnimbus.com/reports?hsLang=en#built-in-reports) - [Analytics](https://support.jobnimbus.com/reports?hsLang=en#analytics) - [Settings](https://support.jobnimbus.com/settings?hsLang=en#main-content) - [General Settings](https://support.jobnimbus.com/settings?hsLang=en#general-settings) - [Company Info](https://support.jobnimbus.com/settings?hsLang=en#company-info) - [Team](https://support.jobnimbus.com/settings?hsLang=en#team) - [Groups](https://support.jobnimbus.com/settings?hsLang=en#groups) - [Estimate Settings](https://support.jobnimbus.com/settings?hsLang=en#estimate-settings) - [Workflows](https://support.jobnimbus.com/settings?hsLang=en#workflows) - [Templates](https://support.jobnimbus.com/settings?hsLang=en#templates) - [Forms](https://support.jobnimbus.com/settings?hsLang=en#forms) - [Subscription](https://support.jobnimbus.com/settings?hsLang=en#subscription) - [Mobile Settings](https://support.jobnimbus.com/settings?hsLang=en#mobile-settings) - [Automations](https://support.jobnimbus.com/automations?hsLang=en#main-content) - [Event-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#event-based-automations) - [Time-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#time-based-automations) - [Automation Recipes](https://support.jobnimbus.com/automations?hsLang=en#automation-recipes) - [Engage](https://support.jobnimbus.com/engage?hsLang=en#main-content) - [Set-Up](https://support.jobnimbus.com/engage?hsLang=en#set-up) - [Usage](https://support.jobnimbus.com/engage?hsLang=en#usage) - [AssistAI](https://support.jobnimbus.com/assistai?hsLang=en) - [JobNimbus Marketing](https://support.jobnimbus.com/jobnimbus-marketing?hsLang=en) - [JobNimbus Payments](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#main-content) - [Account Set-Up](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#account-set-up) - [Usage](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#usage) - [Fees and Transactions](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#fees-and-transactions) - [Tracking and Reporting](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#tracking-and-reporting) - [QuickBooks](https://support.jobnimbus.com/quickbooks?hsLang=en#main-content) - [General QuickBooks Info](https://support.jobnimbus.com/quickbooks?hsLang=en#general-quickbooks-info) - [QuickBooks Online](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-online) - [Accounting Sync](https://support.jobnimbus.com/quickbooks?hsLang=en#accounting-sync) - [QuickBooks Desktop](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-desktop) - [Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#main-content) - [ABC Supply](https://support.jobnimbus.com/suppliers?hsLang=en#abc-supply) - [QXO](https://support.jobnimbus.com/suppliers?hsLang=en#qxo) - [SRS Distribution](https://support.jobnimbus.com/suppliers?hsLang=en#srs-distribution) - [Third-Party Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#third-party-suppliers) - [Integrations](https://support.jobnimbus.com/integrations?hsLang=en#main-content) - [API](https://support.jobnimbus.com/integrations?hsLang=en#api) - [Angi](https://support.jobnimbus.com/integrations?hsLang=en#angi) - [ArcSite](https://support.jobnimbus.com/integrations?hsLang=en#arcsite) - [BirdEye](https://support.jobnimbus.com/integrations?hsLang=en#birdeye) - [CompanyCam](https://support.jobnimbus.com/integrations?hsLang=en#companycam) - [EagleView](https://support.jobnimbus.com/integrations?hsLang=en#eagleview) - [Get The Referral](https://support.jobnimbus.com/integrations?hsLang=en#get-the-referral) - [Global Payments](https://support.jobnimbus.com/integrations?hsLang=en#global-payments) - [HailTrace](https://support.jobnimbus.com/integrations?hsLang=en#hailtrace) - [Hover](https://support.jobnimbus.com/integrations?hsLang=en#hover) - [Leap](https://support.jobnimbus.com/integrations?hsLang=en#leap) - [mySalesman](https://support.jobnimbus.com/integrations?hsLang=en#mysalesman) - [naturalForms](https://support.jobnimbus.com/integrations?hsLang=en#naturalforms) - [Podium](https://support.jobnimbus.com/integrations?hsLang=en#podium) - [RoofScope](https://support.jobnimbus.com/integrations?hsLang=en#roofscope) - [SalesRabbit](https://support.jobnimbus.com/integrations?hsLang=en#salesrabbit) - [Simplii](https://support.jobnimbus.com/integrations?hsLang=en#simplii) - [Solo](https://support.jobnimbus.com/integrations?hsLang=en#solo) - [Spotio](https://support.jobnimbus.com/integrations?hsLang=en#spotio) - [SumoQuote](https://support.jobnimbus.com/integrations?hsLang=en#sumoquote) - [Sunlight Financial](https://support.jobnimbus.com/integrations?hsLang=en#sunlight-financial) - [Toolsey](https://support.jobnimbus.com/integrations?hsLang=en#toolsey) - [Wisetack](https://support.jobnimbus.com/integrations?hsLang=en#wisetack) - [Xactimate](https://support.jobnimbus.com/integrations?hsLang=en#xactimate) - [Zapier](https://support.jobnimbus.com/integrations?hsLang=en#zapier) - [Additional Resources](https://support.jobnimbus.com/additional-resources?hsLang=en#main-content) - [General](https://support.jobnimbus.com/additional-resources?hsLang=en#general) - [Sales and Financial Information](https://support.jobnimbus.com/additional-resources?hsLang=en#sales-and-financial-information) - [Backing up data](https://support.jobnimbus.com/additional-resources?hsLang=en#backing-up-data) - [App Status](https://support.jobnimbus.com/app-status?hsLang=en) - [Suggestions](https://support.jobnimbus.com/suggestions?hsLang=en) - [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#main-content) - [Legacy Estimates](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-estimates) - [Legacy Invoices](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-invoices) - [Legacy Material Orders](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-material-orders) - [Legacy Budgets](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-budgets) - [Legacy Mobile](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-mobile) - [Legacy Integrations](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-integrations) - [Legacy Jobs and Contacts](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-jobs-and-contacts) - [Legacy Subscriptions](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-subscriptions) - [Analytics](https://support.jobnimbus.com/analytics?hsLang=en) [![JN\_Logo\_Long-White@1x](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?width=241&height=31&name=JN_Logo_Long-White@1x.png "JN_Logo_Long-White@1x")](http://www.jobnimbus.com) JobNimbus Help Center Copyright © 2025, JobNimbus