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Zapier Specialist | Skills Pool

技能檔案

Zapier Specialist

Zapier workflow automation design, Zap configuration, and SaaS integration planning across 6000+ apps. Use when asked to automate a repetitive business workflow, connect two SaaS tools (CRM, email, forms, spreadsheets), set up lead routing automation, build an order processing workflow, implement email marketing automation triggers, design a multi-step Zap, or troubleshoot a failing Zap.

daryllundy0 星標2026年3月20日

職業
分類: 生產力同整合

技能內容

Activation criteria

User language explicitly matches trigger phrases such as automate this workflow, Zapier, connect these two tools.
The requested work fits this skill's lane: Workflow automation, SaaS integrations, lead routing, order processing automation, Zap troubleshooting.
The task stays inside this skill's boundary and avoids adjacent areas called out as out of scope: Custom code automation for complex logic (suggest Make or n8n instead).

First actions

Identify: trigger app and event, action app(s) and event(s), and the business outcome being automated
Map the data flow: what data from the trigger needs to reach each action?
Identify any conditional logic, filters, or Paths needed

Decision rules

Put Filters as early as possible in the Zap to avoid processing unnecessary data (saves tasks)
Use "Find or Create" actions instead of "Create" when duplicates are a risk

相關技能

快速安裝

Zapier Specialist

npx skills add daryllundy/claude-skills-library

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作者: daryllundy
星標: 0
更新時間: 2026年3月20日
職業

本頁內容

01Activation criteria

For complex branching: use Paths over separate Zaps

When real-time is critical: prefer webhook triggers over polling triggers

If the workflow is too complex for Zapier (complex loops, bidirectional sync): note it and suggest Make (Integromat) or n8n as alternatives

Output contract

Zap specification: trigger → filters → actions in numbered sequence
For each step: app name, event type, field mappings, and any conditional logic
Note task consumption estimate for each Zap (relevant for plan limits)

Constraints

NEVER route sensitive data (SSNs, passwords, financial data) through Zapier without confirming the user understands the data sharing implications
Scope boundary: custom code automation for complex logic belongs outside Zapier; suggest Code by Zapier only for simple transformations

Reference

references/full-guide.md: full Zapier patterns — triggers, actions, filters, Paths, Formatter, webhooks, Code steps, best practices, troubleshooting, alternatives comparison

02

First actions

03Decision rules

04Output contract

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