Mastering Multi-Step Zaps: Adding Columns in Zapier

Adding columns in Zapier is a crucial step for users who want to manipulate and organize data in multi-step Zaps effectively. Although in technical perspective 'adding columns' usually refers to spreadsheet operations, in Zapier, this translates to manipulating data received from a trigger app to pass on to action apps in the format you need.

To begin, let’s understand that in Zapier, 'columns' can be correlated with 'fields' of data that come from the trigger event. When you wish to 'add a column', you’re typically looking to insert new data or format existing data that can be used in subsequent steps.

Step-by-Step Guide to Add ‘Columns’ in Zapier

1. Choose Your Trigger App: Start creating your Zap by selecting the app that will trigger the process. For instance, you might choose to start your Zap with a new form entry in Google Forms.

   
   



2. Set Up Your Trigger: Configure the trigger by specifying the details such as form name or worksheet name. You need to ensure Zapier is getting all the information or 'fields' needed.

   
   



3. Add an Action Step: To 'add a column', such as calculating a value or appending text, click on '+ Add a Step' and choose 'Formatter' by Zapier.

   
   

1. Select 'Utilities': Within the Formatter step, choose the 'Utilities' option. This function allows you to manipulate data similar to adding columns in a spreadsheet.

   
   



2. Configure your Transform: In the 'Transform' drop-down, you might select an operation like 'Spreadsheet-Style Formula', 'Text', 'Number', 'Date/Time', etc., depending on the type of data manipulation (column-adding) you want to perform.

   
   



3. Input your Data: Here's where you define the details of your new 'column'. If you’re creating a formula, define it in this step; if you’re adding text, enter it here.

   
   

1. Test Your Action: Always test your action to ensure the new 'column' or data field is showing up as you intended.

   
   



2. Continue Building Your Zap: Now that your column is added, you can continue to add more action steps or even set up paths based on the new data.

   
   

Tips for Success

• Know Your Data: Understand the type of data you are dealing with to choose the right transform option.


• Use Naming Conventions: When creating new fields/columns, use clear naming conventions. This will help you as you add more steps to your Zap.


• Check Your Input: Always double-check your input data to ensure accuracy in the output.

Remember, while Zapier doesn't 'add columns' in the spreadsheet sense, it offers robust tools through the Formatter to manipulate and organize your data for practical and complex workflows.

By adding 'columns' to your Zapier workflows, you’ll streamline data processes and enhance the functionality of your automated tasks. Whether you're synthesizing information from surveys, managing events, or streamlining administrative duties, mastering this feature will elevate your automation game.