Zapier app update how-to guide
When apps you use in Zapier are updated, it is important to review and adjust your workflows so your automations stay reliable. This step-by-step guide explains how to understand app updates, test your existing workflows, and safely roll out changes using Zapier with tools like Google Workspace Admin, Slack, Marketo, Salesforce, Microsoft Teams, Microsoft Dynamics 365, Jira Software Cloud, Shopify, Twilio, and SMS by Zapier.
Understand Zapier app updates
Before you change any workflow, take time to understand what changed in each app connection within Zapier.
Types of changes you may see in Zapier apps
- New triggers or actions added to an app
- Fields added, removed, or renamed in existing steps
- Improved support for custom fields or objects
- Permissions or authentication changes required by the app
- Deprecated features that will stop working later
Where to find official update details
Always check the official app update notes so you know exactly what changed and how it may affect your workflows.
- Open the Zapier app updates article.
- Locate the specific app: Google Workspace Admin, Slack, Marketo, Salesforce, Microsoft Teams, Microsoft Dynamics 365, Jira Software Cloud, Shopify, Twilio, or SMS by Zapier.
- Read the change log, paying attention to any breaking changes, new triggers, or new actions.
Prepare your Zapier account for changes
Good preparation helps you avoid downtime when an app connection changes in Zapier.
Inventory your existing Zapier workflows
Create a simple list of all workflows that use the updated apps.
- Sign in to your account and go to your Zaps dashboard.
- Filter by each app that received an update, such as Slack or Salesforce.
- Note the Zap name, trigger app, and all action apps.
This inventory helps you quickly see which workflows may need testing or edits.
Identify critical Zaps first
Some workflows are business-critical, like lead routing or customer notifications. Prioritize these.
- Mark Zaps that affect sales or billing as high priority.
- Mark Zaps that support internal communication as medium priority.
- Mark experimental or low-usage Zaps as low priority.
How to review Zapier steps after an update
Each trigger and action step using an updated app should be reviewed for changes in fields, options, or behavior.
Step 1: Open each affected Zapier workflow
- From the dashboard, open one Zap at a time.
- Locate steps that use Google Workspace Admin, Slack, Marketo, Salesforce, Microsoft Teams, Microsoft Dynamics 365, Jira Software Cloud, Shopify, Twilio, or SMS by Zapier.
- Note which are triggers and which are actions.
Step 2: Check trigger settings in Zapier
Triggers start your automation, so verify they still behave as expected.
- Click the trigger step.
- Confirm the trigger event is still available and not marked as deprecated.
- Review any filters or options, such as channels in Slack or objects in Salesforce.
- Click the test button to pull in a fresh sample record.
If the sample test fails, you may need to reconnect the app account or choose a new trigger event introduced by the update.
Step 3: Review action fields in Zapier
Action steps are more likely to be affected by new fields, removed fields, or structural changes.
- Open each action step one by one.
- Look for any warning icons or error messages.
- Check if any fields are now required or have different names.
- Confirm that mapped data from previous steps still appears correctly in each field.
Where fields changed, re-map the correct data from earlier steps or from the updated trigger outputs.
Test and validate Zapier workflows
After reviewing your steps, you need to test each workflow in a controlled way.
Use sandbox or test records where possible
Some apps, such as Salesforce, Microsoft Dynamics 365, or Shopify, may offer sandbox or test environments.
- Connect a sandbox account to Zapier if available.
- Run tests using test leads, test products, or test tickets.
- Confirm records appear correctly in both Zapier and the target app.
Run step-by-step tests in Zapier
- Turn the Zap off if you are worried about live data.
- Use the built-in test feature on the trigger step.
- Test each action step individually using the latest sample data.
- Check the output section to verify fields and values.
Correct any mismatched fields, missing values, or formatting issues before turning the Zap back on.
How to adapt to new Zapier features
App updates often add new triggers or actions that let you simplify or improve existing workflows in Zapier.
Replace legacy steps with new actions in Zapier
- Identify steps labeled as older or legacy actions.
- Check the update notes for replacement actions or events.
- Add the new action to your workflow.
- Map the same data fields from your trigger or earlier steps.
- Test the new action and remove the old one once confirmed.
Enhance workflows with additional fields
If the update adds support for more fields, use them to improve data quality.
- Map more detailed attributes from Salesforce or Microsoft Dynamics 365.
- Use additional context from Slack messages or Jira Software Cloud issues.
- Store extra data in Shopify, Twilio, or SMS by Zapier steps for better tracking.
Monitor Zapier workflows after changes
Once updates are live, stay alert for any unexpected behavior so you can respond quickly.
Check Zapier task history regularly
- Open the task history area in your account.
- Filter by the updated apps, such as Slack or Shopify.
- Look for increased errors, timeouts, or permission problems.
- Drill into individual tasks to see detailed input and output data.
Use this information to refine your field mappings or adjust trigger conditions.
Document your update process
Documentation makes future updates easier to handle.
- Record which Zaps were changed and why.
- Store notes on any new triggers or actions you adopted.
- Keep links to the official app update article for reference.
If you need broader automation strategy or implementation help around workflow changes, you can also consult specialists at Consultevo for guidance.
Keep your Zapier automations resilient
By tracking app updates, reviewing every affected step, testing thoroughly, and monitoring task history, you can keep your automations running smoothly even as tools like Google Workspace Admin, Slack, Marketo, Salesforce, Microsoft Teams, Microsoft Dynamics 365, Jira Software Cloud, Shopify, Twilio, and SMS by Zapier evolve. Following the structured approach in this guide will help you maintain reliable workflows and confidently adopt new capabilities as they arrive.
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