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Creating a zap
Tyler Strand avatar
Written by Tyler Strand
Updated over a week ago

Set up your trigger

The Zap editor is where you'll create new Zaps and edit existing ones.

🧠 Remember: A trigger starts your Zap. (Think of it as the WHEN of any automation.)

  1. Select your trigger app

    When you open the Zap editor, you'll be prompted to pick an app as your trigger.

    You'll see the apps you use most frequently, built-in apps from Zapier, and popular apps. Look for the Air app you in the search bar. If you're starting from one of Air's Zap templates, Air will be selected for you.

  2. Choose a trigger event

    This is the event that happens in Air (New Asset or New Board) that signals Zapier to start your Zap.

  3. Connect to your Air account and customize your trigger event

    You'll be prompted to sign into your Air account if you haven't connected it before. Once you've connected to Air, select the workspace you want to use with your Zap.

    To link your workspace to Zapier, you will need two pieces of data that are prompted in a pop-up window.

    1. Navigate to your Account Settings

    2. Enter the corresponding generated API key

    3. Enter the desired Workspace ID. Once this access is granted, you'll be taken back to the Zap creation steps.

  4. Select 'Yes, Continue to Air'

    🛑 Error prone action!

    You may receive an error when attempting this step as the API key takes a few minutes to register within Zapier. Do not close the pop-up window. Wait for 60 seconds and press the button again.

  5. Customize your trigger event

    As an example, you can choose to only trigger the zap if the asset appears in a specific board. If desired, enter the Board ID which can be found in the board URL from your browser after /b/[boardname]-, e.g.

  6. Upload an asset into your Air workspace / custom location

  7. Test trigger

    If everything is set up correctly, Zapier should find the recently uploaded item(s) and show a message like this:

    While you have the option to skip this step, it's important to follow through. Testing your trigger ensures that Zapier can find the information you want. You'll also use this information in later steps as you continue setting up your Zap.

    Look through your test data to confirm that it is pulling in the right information from your trigger event.

  8. Select Continue to set up the action

Set up the action

Now you are ready to set up the action event. At this point, you can enter any app product name you want the action to happen within. The customization options are specific to each service, and you're able to connect these apps similar to setting up the trigger in Air. You can also use Air actions at this step if you wish for the action to happen within Air.

  1. Select your action app

    Just like you did with your trigger, select your action app—this time by clicking the dropdown menu and searching for your app.

  2. Choose your action event—which is what you want your Zap to do—in the second dropdown menu

    If you're using a Zap template, your action app and event will be pre-filled.

  3. Connect to your app account

    Next, you'll be prompted to sign in to your action app account if you haven't connected it before. Once you've connected your app, select the account you want to use with your Zap.

  4. Click Continue

  5. Customize your action event (options vary depending on chosen app)

    Zapier separates the data that comes in from your trigger event into individual pieces, which can then be used in your action fields.

  6. Map your fields

    In order to get your information from Air to other apps, you need to tell Zapier what information from your trigger app should be sent to which place in your action app. Zapier calls this "mapping" those fields.

  7. Select Continue

Test, review and turn on your Zap

🗣️ Important!

It’s important not to skip the test. The test is how you'll check whether your Zap is working correctly. You can always delete changes made in your action app after you've completed the test.

After you've set up your action, it’s time to test your Zap.

  1. Select Test & review, and your action will be taken

    If something doesn't look right, make any changes you need in the Zap editor and test your Zap again.

  2. Once you're happy with how your Zap works, click Turn on Zap

Air Integrations can be connected to your Zapier account. It allows you to automate your work across 6,000+ apps also built out in Zapier and connected to your tech stack.

Visit our app page to search apps to connect to Air. From this page you also get visibility to supported triggers and actions through Air Integrations.

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