Get Answers Support Getting Started Zapier General What are Triggers and Actions in Zapier? Zapier enables you to build automated workflows called “Zaps”, which connect two or more applications to perform specific actions based on events. Each Zap consists of two primary components: Trigger A Trigger is the event that starts the workflow. It occurs in one app and initiates the automation. Example: A new vendor is added in QuickBooks. Action An Action is what happens after the Trigger occurs. It is performed automatically by Zapier. Example: TaxBandits sends a W-9/W-8 request to the new vendor. By combining Triggers and Actions, you can automate workflows that synchronize information and improve compliance efficiency without manual effort. Was this helpful? Yes No Related Questions What is the TaxBandits–Zapier Integration? How does Zapier help automate processes in TaxBandits? What are the key benefits of using Zapier with TaxBandits? Can multiple users in my organization manage the same Zapier automations? Go to Home Page Need more help? Get in touch with our dedicated support team Contact Us (704) 684-4751 support@taxbandits.com Sign Up for a FREE TaxBandits Account! The Smart CPA Choice Register Now Already have an account? Sign in