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The Zapier trigger lets you run a Cassidy Workflow from a Zapier Zap. Use it to connect Cassidy with any of the 5,000+ apps Zapier supports — for example, starting a Workflow when a new form response comes in or when a CRM record is updated.
1

Add a Zapier trigger

Create a new Workflow with a Zapier Trigger, or change an existing Workflow’s trigger type to Zapier Trigger.
Workflow builder with Zapier Trigger selected as the trigger type
2

Click Finish Setup on Zapier

In the Zapier Trigger block, click Finish Setup on Zapier. This redirects you to Zapier where you can log in or sign up and complete the setup.
Zapier Trigger block showing the Finish Setup on Zapier button
You can also search for a specific integration app and select Click to Open in Zapier to create the Zap automatically.
Integration search with Click to Open in Zapier option
3

Create a Zap

In Zapier, create a new Zap. Choose a trigger event for your Zap (for example, “New Form Response in Google Forms”). Then for the action step, select Run Workflow in Cassidy.
4

Map the input fields

In the Zapier action step, map the input fields of your Cassidy Zapier Trigger to the corresponding data from your Zap trigger event.
Zapier action step mapping Cassidy trigger input fields to Zap data
5

Publish and activate the Zap

Click Publish to save and activate your Zap. Make sure it’s turned on so it triggers your Cassidy Workflow when the specified event occurs.
6

Configure the rest of your Workflow

Back in Cassidy, use the inputs from Zapier in the rest of your Workflow. The Workflow automatically runs when triggered by the Zap.