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Zapier Automation Basics

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Zapier Automation Basics: 2 free modules that walk you through Never Miss a New Client Inquiry using Zapier and Zapier: ChatGPT Drafts Every Reply, Signatoro Signs It, using Zapier.

Each module is a real project. You watch a step, do it yourself in a practice copy of the tool, and it checks your work before moving on. It is free, and no experience is needed.

In the course: Zapier Automation Basics is part of Part 7 · Zapier Automation Basics of the free Stepthrough course.

2 modules

Zapier app picker with Google Forms found by search for a new Zap triggerNever Miss a New Client Inquiry using Zapier

Prospects who wait days for a reply hire someone else. Build a Zap that copies every new client inquiry from Google Forms into your tracking sheet the moment it…

Free · Live ~10 min Beginner

Zapier home page with Zap under Start from scratchZapier: ChatGPT Drafts Every Reply, Signatoro Signs It

Stop leaving patient emails waiting. Build a Zap where Gmail starts it, ChatGPT writes a personal reply, Signatoro's Get Signature step adds the sender's real…

Free · Live ~12 min Intermediate

What you do in each module

Common questions

How long will this take?

The 2 modules take about 22 minutes in total, and you can do them in separate sittings.

Do I need experience first?

These modules are marked beginner and intermediate. Each step shows you exactly where to click.

Do I need a Zapier account to start?

No. The practice runs in a copy of Zapier inside your browser, and nothing touches your real accounts. When you are ready, you repeat the steps in your own account.

Is it free?

Yes. All 2 modules are free.

Where should I start?

Start with Never Miss a New Client Inquiry using Zapier, then continue with Zapier: ChatGPT Drafts Every Reply, Signatoro Signs It.

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How every module works

Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.

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