Zapier product updates guide

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How to Use the March 2023 Zapier Product Updates

The March 2023 Zapier product updates introduce new ways to find data, share automations, and manage transfers so you can streamline more work with Zapier.

This step-by-step guide walks you through each major improvement so you can start using them in your existing and new workflows.

Overview of the March 2023 Zapier Updates

These March 2023 enhancements focus on three main areas:

  • Working more efficiently with interfaces and records
  • Sharing and reusing automations across your team
  • Running and managing data transfers at scale

All of the features described here are based on the official update notes published on the Zapier Help Center. You can review the original source page at Zapier March 2023 product updates.

How to Use the New Zapier Table Search Actions

One of the most useful improvements in this release is the introduction of search actions that work directly with tables. These actions make it easier to look up specific rows before updating or routing data in Zapier.

Step 1: Add a Zapier table search step to your Zap

  1. Create or open an existing Zap where you want to work with a table.
  2. After your trigger, click + Add step.
  3. Choose the relevant app or tool that connects to your table environment.
  4. Select the available table search action from the list of actions.

This new style of search action lets you locate records based on key fields before you continue with additional steps in Zapier.

Step 2: Configure your Zapier table search criteria

  1. Choose the specific table or data set you want to search.
  2. Map the field you want to search (for example, email address or ID).
  3. Insert dynamic values from earlier steps or type a fixed value.
  4. Decide how Zapier should behave if no record is found (continue, stop, or create a record if available in your chosen app).

Once configured, this Zapier feature helps you avoid duplicates and ensures that follow-up steps always reference the correct record.

How to Share and Reuse Zapier Automations More Easily

March 2023 also added improvements that make it simpler to share your work so other people can benefit from your automation setups in Zapier.

Step 1: Open the automation you want to share

  1. Sign in to your Zapier account.
  2. Go to the list of your Zaps.
  3. Click the Zap whose configuration you want to share or reuse.

From here, you can take advantage of new sharing options that help other users understand and adapt your automation.

Step 2: Use Zapier sharing options

Depending on your account type and access, you can use the latest sharing improvements to:

  • Provide clearer context about what each Zap does.
  • Make it easier for collaborators to turn on, duplicate, or customize the Zap.
  • Organize automations so they can be discovered by others in your workspace.

These enhancements reduce the friction of distributing best-practice workflows throughout your team in Zapier.

How to Run and Manage Transfer Jobs in Zapier

Another important March 2023 addition centers on managing bulk data moves. Transfer-related updates give you more control and clarity when you move information between apps with Zapier.

Step 1: Start a new Transfer in Zapier

  1. From your main dashboard, open the area where Transfers are listed.
  2. Choose the source app and the destination app you want to connect.
  3. Select the specific data objects or tables you want to move.
  4. Set filters or conditions if you only want to move a segment of data.

These Transfer tools let you perform one-time or recurring moves so your data stays in sync without manual exports.

Step 2: Monitor Zapier Transfer runs

With the March 2023 update, Transfer runs are easier to manage. When you launch a job, you can:

  • Track the status of each run from a central view.
  • See which records were moved successfully.
  • Review any issues so you can correct configuration problems.

This tighter feedback loop helps you maintain data quality while relying on Zapier for bulk data operations.

Tips to Get the Most from the March 2023 Zapier Features

To take full advantage of these improvements, combine them into complete, end-to-end workflows in Zapier.

Use Zapier table search before updating records

Any time you are about to update contacts, deals, tasks, or other entities, add a table-style search step first. That lets you:

  • Confirm that a record exists before editing it.
  • Avoid creating duplicates when the value is already present.
  • Route data differently depending on whether the record was found.

This pattern is especially valuable when your Zapier setup touches CRM, marketing, or support tools that must remain clean and consistent.

Standardize team automations in Zapier

Use the improved sharing experience to define standard Zaps for common workflows, such as:

  • New lead handoff from forms to your CRM
  • Ticket escalation from support tools to internal chat
  • Billing or invoicing notifications for finance teams

By documenting and sharing these templates, you create a reusable library that new teammates can activate quickly in Zapier.

Plan recurring Transfer cycles

If your organization depends on multiple systems that must stay aligned, schedule periodic Transfer runs so Zapier keeps data synchronized. For example, you could:

  • Move customer updates from a legacy system to a modern CRM.
  • Copy subscription changes from a billing platform into analytics tools.
  • Back up critical records from one app into another for redundancy.

Building a schedule around these Transfer capabilities reduces the risk of outdated or fragmented data across your stack.

Where to Learn More About Zapier Improvements

To keep up with ongoing changes, it is helpful to review the official update log regularly. The March 2023 product updates page is part of a broader help section that explains how new features are rolled out and how you can adopt them in Zapier.

For additional strategic guidance on automation, integration planning, and implementation, you can also explore resources from specialist consultancies such as Consultevo, which offers insights into getting the most business value from tools like Zapier.

As Zapier continues to release improvements beyond March 2023, revisit your existing workflows to see where new options like table search actions, easier sharing, and improved Transfer management can replace manual work and unlock more reliable automation.

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