Setting Up a Zapier Account

Setting Up a Zapier Account
  Before you can connect Momentum AMS to other applications through Zapier, you’ll need to create a Zapier account. Setting up an account is simple, and Zapier offers a free trial so you can explore its automation features before committing to a paid plan. 


Creating Your Account

To begin, visit zapier.com and click Sign Up in the top-right corner. You can choose to sign up with your Google account for a quick setup or manually enter your email address and create a password.


Free Trial and Plans

When you create your account, Zapier provides a 14-day free trial with full access to premium features. This lets you experiment with advanced automations and integrations to see how Zapier can help your agency.

If you don’t upgrade after the trial, you’ll automatically move to Zapier’s free plan. The free plan allows up to 5 Zap automations but excludes premium features like multi-step Zaps or access to certain applications.


Exploring the Dashboard

Once your account is created, you’ll land on the Zapier dashboard. From here you can:

  • Create Zaps (automated workflows).

  • Connect your apps to Zapier.

  • Browse pre-built templates for common automations.

Take a few minutes to explore the layout—this is where you’ll manage everything going forward.


Next Steps

With your Zapier account set up, you’re ready to begin building Zaps and connecting Momentum AMS to other tools you use daily. If you need more guidance, you can explore Zapier’s help center or review our follow-up articles on creating Zaps and integrating Momentum AMS with Zapier.

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