zapier-workflows

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Zapier Workflows Skill

The Problem This Solves

解决的问题

Zapier MCP gives Claude access to 8,000+ individual tools (every Zapier action), but there are critical limitations:

❌ No memory - Claude doesn't remember which tools YOU use or why ❌ No context - Doesn't know when to use specific tools for your workflows ❌ Only one-off actions - Can't trigger your complex, multi-step Zaps ❌ Fresh start every session - All context lost between conversations

Zapier MCP 让Claude可以访问8000+个独立工具（每个Zapier操作），但存在一些关键限制：

❌ 无记忆功能 - Claude无法记住你使用的工具及其原因 ❌ 无上下文感知 - 不知道何时为你的工作流使用特定工具 ❌ 仅支持单次操作 - 无法触发你复杂的多步骤Zap ❌ 会话间无持久化 - 对话之间所有上下文都会丢失

The Two Types of Zapier Automation

Zapier自动化的两种类型

1. MCP Tools (One-Off Actions)

Individual Zapier actions (Add row to sheet, Send email, etc.)
Available via Zapier MCP at https://mcp.zapier.com/mcp/servers
Great for flexible, on-the-fly automation
Problem: 8,000+ choices with no guidance on which to use or when

2. Multi-Step Zaps (Webhook-Triggered)

Complex workflows you've built in Zapier dashboard
Multiple actions chained together, pre-optimized
Triggered via webhook URL (POST request)
Problem: Claude can't trigger these - they're not in the MCP

1. MCP工具（单次操作）

单个Zapier操作（向表格添加行、发送邮件等）
可通过Zapier MCP访问：https://mcp.zapier.com/mcp/servers
非常适合灵活的即时自动化
问题： 8000+个选项，却没有指导说明该使用哪个以及何时使用

2. 多步骤Zap（Webhook触发）

你在Zapier控制台中构建的复杂工作流
多个操作串联在一起，经过预优化
通过Webhook URL触发（POST请求）
问题： Claude无法触发这些，因为它们不在MCP中

What This Skill Does

本Skill的功能

This skill solves both problems by giving Claude persistent memory for your Zapier workflows:

✅ Remembers your MCP tool preferences - "Use Google Sheets for expenses, Notion for tasks" ✅ Knows when/why to use each tool - "Search with Perplexity when researching, not Google" ✅ Triggers multi-step Zaps - "Run my daily digest" = webhook POST to your complex Zap ✅ Self-learning - Claude updates the skill as you teach it, never forgets ✅ Cross-session persistence - Works across all conversations (global install)

本Skill通过为Claude提供Zapier工作流的持久记忆，解决了上述两个问题：

✅ 记住你的MCP工具偏好 - 比如“使用Google Sheets管理费用，使用Notion管理任务” ✅ 了解何时/为何使用每个工具 - 比如“调研时使用Perplexity，而不是Google” ✅ 触发多步骤Zap - 比如“运行我的每日摘要” = 向你的复杂Zap发送Webhook POST请求 ✅ 自学习 - Claude会在你教导它时更新本Skill，永不遗忘 ✅ 跨会话持久化 - 在所有对话中生效（全局安装）

What You Get

你将获得的功能

For Multi-Step Zaps:

Store webhook URLs and what they do
Trigger complex workflows just by asking
Remember when/why to use each Zap
Document costs, timing, outputs

For MCP Tools:

Document which tools you prefer for which tasks
Build reusable workflow patterns
Store tool-specific preferences (sheet names, formats, etc.)
Create multi-tool orchestration sequences

Self-Learning:

Claude automatically updates skill files when you teach it
Changes persist forever (global install) or per-project (local install)
No manual editing required - just talk to Claude

针对多步骤Zap：

存储Webhook URL及其功能
只需请求即可触发复杂工作流
记住何时/为何使用每个Zap
记录成本、时间安排、输出结果

针对MCP工具：

记录你针对不同任务偏好使用的工具
构建可复用的工作流模式
存储特定工具的偏好设置（表格名称、格式等）
创建多工具编排序列

自学习：

当你教导新内容时，Claude会自动更新Skill文件
更改会永久保留（全局安装）或仅在当前项目中保留（本地安装）
无需手动编辑 - 只需和Claude对话即可

Installation & Setup

安装与设置

Installation Location

安装位置

Global (
~/.claude/skills/
) - RECOMMENDED:

Learned patterns persist across ALL projects
One Zap library for everything
Preferences carry over to all projects

Project-level (
./.claude/skills/
):

Learned patterns ONLY in this project
Isolated from other projects
Useful for project-specific workflows

全局安装（
~/.claude/skills/
）- 推荐：

学习到的模式会在所有项目中持久化
一个Zap库适用于所有场景
偏好设置会同步到所有项目

项目级安装（
./.claude/skills/
）：

学习到的模式仅在当前项目中生效
与其他项目隔离
适用于项目特定的工作流

⚠️ Security Warning

⚠️ 安全警告

IMPORTANT: This skill stores webhook URLs and workflow details in plain text files.

Webhook URLs contain authentication tokens. If someone has your webhook URL, they can trigger your Zaps.

Best practices:

✅ Install globally at
```
~/.claude/skills/
```
(not in project repos)
✅ Add
```
.claude/
```
to your
```
.gitignore
```
if installed in a project
✅ Never commit skill files with real webhook URLs to public repos
✅ Regenerate webhook URLs if accidentally exposed
✅ Use Zapier's webhook authentication features when available

If you need to share this skill:

Remove real webhook URLs first
Replace with placeholder examples
Or use separate webhook URLs for sharing/testing

重要提示： 本Skill会以明文文件形式存储Webhook URL和工作流详情。

Webhook URL包含认证令牌。如果有人获取到你的Webhook URL，他们可以触发你的Zap。

最佳实践：

✅ 全局安装在
```
~/.claude/skills/
```
（不要安装在项目仓库中）
✅ 如果在项目中安装，将
```
.claude/
```
添加到你的
```
.gitignore
```
✅ 切勿将包含真实Webhook URL的Skill文件提交到公共仓库
✅ 如果意外泄露，重新生成Webhook URL
✅ 尽可能使用Zapier的Webhook认证功能

如果你需要分享本Skill：

先移除真实的Webhook URL
替换为占位符示例
或使用单独的Webhook URL用于分享/测试

Prerequisites

前置条件

Required:

Claude Code
Zapier account (for webhooks and MCP tools)

Optional:

Additional MCP tools based on your workflows (Perplexity Search, Google Sheets, etc.)

必需：

Claude Code
Zapier账户（用于Webhook和MCP工具）

可选：

根据你的工作流需要的其他MCP工具（Perplexity搜索、Google Sheets等）

Setting Up Zapier MCP

设置Zapier MCP

To connect Zapier's MCP tools to Claude Code:

Go to Zapier MCP servers:
- Visit https://mcp.zapier.com/mcp/servers
- Login to your Zapier account if prompted
Create a new MCP server:
- Click "New MCP Server" button (top left)
- In "MCP Client (required)" dropdown, select Claude Code
- Give your server a name (e.g., "My Zapier Tools")
Add tools:
- Click "Add tools" button
- Select as many Zapier actions as you want (each becomes an MCP tool)
- Common tools: Run Zap, Add Row to Google Sheets, Send Email, etc.

Connect to Claude Code:

Click "Connect" button
You'll see a command like this:

bash

claude mcp add zapier https://mcp.zapier.com/api/mcp/mcp -t http -H "Authorization: Bearer ZjFmZGJkN..................1NjBhYzc2MDRlYg=="

Copy and run this command in your terminal

Restart Claude Code:
- Close and reopen Claude Code
- Your Zapier MCP tools are now available

Tip: You can add more tools later by editing your MCP server in Zapier and running the connect command again.

要将Zapier的MCP工具连接到Claude Code：

访问Zapier MCP服务器：
- 访问：https://mcp.zapier.com/mcp/servers
- 如有提示，登录你的Zapier账户
创建新的MCP服务器：
- 点击“New MCP Server”按钮（左上角）
- 在“MCP Client (required)”下拉菜单中，选择Claude Code
- 为你的服务器命名（例如：“My Zapier Tools”）
添加工具：
- 点击“Add tools”按钮
- 选择你需要的Zapier操作（每个操作都会成为一个MCP工具）
- 常用工具：运行Zap、向Google Sheets添加行、发送邮件等

连接到Claude Code：

点击“Connect”按钮
你会看到如下命令：

bash

claude mcp add zapier https://mcp.zapier.com/api/mcp/mcp -t http -H "Authorization: Bearer ZjFmZGJkN..................1NjBhYzc2MDRlYg=="

复制并在终端中运行该命令

重启Claude Code：
- 关闭并重新打开Claude Code
- 你的Zapier MCP工具现在已可用

提示： 你可以稍后通过在Zapier中编辑MCP服务器并再次运行连接命令来添加更多工具。

Creating Webhook-Triggered Zaps

创建Webhook触发的Zap

For pre-built, optimized workflows that you want to trigger on-demand:

In Zapier dashboard:
- Create a new Zap
- Choose "Webhooks by Zapier" as trigger
- Select "Catch Hook"
- Copy the webhook URL provided
Build your workflow:
- Add whatever actions you want (API calls, data processing, etc.)
- Test and optimize the Zap
Document it in this skill:
- Tell Claude about the new Zap (webhook URL, what it does, trigger phrases)
- Claude will add it to
```
references/zaps.md
```
  automatically
- Now you can trigger it by just asking Claude!

Webhook vs MCP Tools:

Webhooks: Pre-built, multi-step Zaps you trigger with a POST request. Great for complex, optimized workflows.
MCP Tools: Individual Zapier actions called directly. Great for flexible, on-the-fly automation.

对于预构建、优化好的、需要按需触发的工作流：

在Zapier控制台中：
- 创建一个新的Zap
- 选择“Webhooks by Zapier”作为触发器
- 选择“Catch Hook”
- 复制提供的Webhook URL
构建你的工作流：
- 添加你需要的任何操作（API调用、数据处理等）
- 测试并优化Zap
在本Skill中记录：
- 告诉Claude新Zap的信息（Webhook URL、功能、触发短语）
- Claude会自动将其添加到
```
references/zaps.md
```
- 现在你只需请求Claude即可触发它！

Webhook vs MCP工具：

Webhook： 预构建的多步骤Zap，通过POST请求触发。非常适合复杂、优化好的工作流。
MCP工具： 直接调用单个Zapier操作。非常适合灵活的即时自动化。

Self-Improvement Protocol

自改进协议

CRITICAL: This skill can and should edit itself to learn from user feedback.

When the user teaches you something new or corrects your approach:

Identify what to update:
- New Zap to document → Edit
```
references/zaps.md
```
- MCP tool preference → Edit
```
references/mcp-patterns.md
```
- New workflow pattern → Edit
```
references/mcp-patterns.md
```
Make the edit using Claude Code tools:
- Read the file first with the Read tool
- Update with the Edit tool (specify exact
```
old_string
```
  and
```
new_string
```
  )
- Confirm the change to the user

Update format:

markdown

User: "Use Apollo instead of Clearbit for company data"
Claude: [uses Read tool on references/mcp-patterns.md]
        [uses Edit tool to update the preference]
        "Updated! I'll use Apollo for company enrichment from now on.
         This change is now permanent in the skill."

What to capture in skill updates:

✅ Tool preferences (which tool for which task)
✅ Workflow sequences (step-by-step patterns)
✅ Error handling approaches
✅ Data formatting requirements
✅ New Zaps and their details
❌ One-off requests (don't clutter the skill)
❌ Temporary context (use memory instead)

重要：本Skill可以且应该通过编辑自身来从用户反馈中学习。

当用户教导你新内容或纠正你的方法时：

确定需要更新的内容：
- 需要记录的新Zap → 编辑
```
references/zaps.md
```
- MCP工具偏好 → 编辑
```
references/mcp-patterns.md
```
- 新的工作流模式 → 编辑
```
references/mcp-patterns.md
```
使用Claude Code工具进行编辑：
- 首先使用Read工具读取文件
- 使用Edit工具进行更新（指定确切的
```
old_string
```
  和
```
new_string
```
  ）
- 向用户确认更改

更新格式示例：

markdown

用户：“使用Apollo而不是Clearbit获取公司数据”
Claude：[使用Read工具读取references/mcp-patterns.md]
        [使用Edit工具更新偏好设置]
        “已更新！从现在开始，我会使用Apollo进行公司信息 enrichment。
         此更改已永久保存到Skill中。”

Skill更新需要捕获的内容：

✅ 工具偏好（哪个工具用于哪个任务）
✅ 工作流序列（分步模式）
✅ 错误处理方法
✅ 数据格式要求
✅ 新Zap及其详情
❌ 单次请求（不要让Skill变得杂乱）
❌ 临时上下文（改用记忆功能）

Decision Logic

决策逻辑

When to Use Webhook-Triggered Zaps

何时使用Webhook触发的Zap

Use webhooks when:

Task is complex, multi-step, and already refined
User mentions a specific Zap name (check
```
references/zaps.md
```
)
Deterministic execution is critical
Task involves 5+ API calls or complex orchestration
Cost/time efficiency matters (pre-built Zaps are optimized)

当以下情况时使用Webhook：

任务复杂、多步骤且已优化
用户提及特定的Zap名称（查看
```
references/zaps.md
```
）
确定性执行至关重要
任务涉及5+个API调用或复杂编排
成本/时间效率很重要（预构建的Zap经过优化）

When to Use MCP Tool Orchestration

何时使用MCP工具编排

Use MCP tools when:

Task is simple (1-3 actions)
Flexibility is needed (parameters change)
Testing a new workflow pattern
User explicitly asks to use specific MCP tools

当以下情况时使用MCP工具：

任务简单（1-3个操作）
需要灵活性（参数会变化）
测试新的工作流模式
用户明确要求使用特定的MCP工具

Execution Pattern

执行模式

Listen for triggers: Workflow names, "run", "trigger", "search", "research", etc.
Check references: Use Read tool on appropriate reference file for details
Check prerequisites:
- If MCP tools needed but not available: Provide Zapier MCP setup instructions (see below)
- If MCP tools available but not documented: Trigger tool discovery protocol (see below)
- If webhook URL needed but not in references: Provide webhook extraction instructions (see below)
Execute:
- For webhook-triggered Zaps: Use Bash tool with curl to POST to webhook URL (webhooks are created in Zapier dashboard with "Catch Hook" trigger)
- For MCP tool workflows: Call the appropriate Zapier MCP tool directly (configured via https://mcp.zapier.com/mcp/servers)
Confirm: Tell user what happened in natural language
Learn: If user corrects you, use Edit tool to update the skill files
Suggest pattern saving: After successful tool use, offer to save the pattern (see below)

监听触发词： 工作流名称、“run”、“trigger”、“search”、“research”等
查看参考文件： 使用Read工具读取相应的参考文件获取详情
检查前置条件：
- 如果需要MCP工具但不可用： 提供Zapier MCP设置说明（见下文）
- 如果MCP工具可用但未记录： 触发工具发现协议（见下文）
- 如果需要Webhook URL但不在参考文件中： 提供Webhook提取说明（见下文）
执行：
- 对于Webhook触发的Zap： 使用Bash工具通过curl发送POST请求到Webhook URL（Webhook在Zapier控制台中使用“Catch Hook”触发器创建）
- 对于MCP工具工作流： 直接调用相应的Zapier MCP工具（通过https://mcp.zapier.com/mcp/servers配置）
确认： 用自然语言告诉用户执行结果
学习： 如果用户纠正你，使用Edit工具更新Skill文件
建议保存模式： 成功使用工具后，主动提议保存该模式（见下文）

Proactive Pattern Detection & Learning

主动模式检测与学习

CRITICAL: After you successfully help the user with MCP tools or workflows, proactively suggest saving valuable patterns.

重要： 在你成功使用MCP工具或工作流帮助用户后，主动提议保存有价值的模式。

When to Suggest Saving Patterns

何时建议保存模式

After completing a task using MCP tools, check if this is a pattern worth saving:

Look for:

Multi-step tool sequences that worked well
Specific parameter combinations the user liked
Repeated workflows or use cases
Tool preferences the user expressed during the task
Successful solutions to user problems

Suggest saving if:

You used 2+ MCP tools in sequence
User expressed satisfaction with the result
This seems like something user might repeat
User gave specific preferences during the interaction

在使用MCP工具完成任务后，检查该模式是否值得保存：

需要关注：

运行良好的多步骤工具序列
用户喜欢的特定参数组合
重复的工作流或用例
用户在任务中表达的工具偏好
成功解决用户问题的方案

如果符合以下条件，建议保存：

你连续使用了2+个MCP工具
用户对结果表示满意
这看起来是用户可能会重复执行的任务
用户在交互过程中表达了特定偏好

How to Suggest Pattern Saving

如何建议保存模式

After completing the task successfully:

"That worked well! I noticed I [describe what you did, e.g., 'used Perplexity to research, then saved results to Google Sheets'].

Would you like me to save this as a pattern? If you tell me:
- What trigger words to listen for
- When/why to use this workflow
- Any preferences or variations

I'll remember it and do this automatically next time!"

成功完成任务后：

“操作成功！我注意到我[描述你所做的操作，例如：'使用Perplexity进行调研，然后将结果保存到Google Sheets']。

你是否希望我将此保存为模式？如果你告诉我：
- 需要监听的触发词
- 何时/为何使用此工作流
- 任何偏好或变体

我会记住它，下次自动执行！”

Document the Pattern

记录模式

If user says yes:

Use Read tool on
```
references/mcp-patterns.md
```
Use Edit tool to add new pattern with:
- Pattern name
- Trigger phrases
- When/why to use it
- Step-by-step workflow
- Parameters/preferences
- Example
Confirm: "Saved! Next time you [trigger], I'll [workflow]."

Examples of patterns worth saving:

"Research and document" (Perplexity → summarize → Google Sheets)
"Expense tracking" (Extract amount/description → format → add to sheet)
"Competitive analysis" (Search competitor → analyze → save insights)
"Daily briefing" (Multiple searches → synthesize → deliver)

Don't save:

One-off requests
Highly specific/unique situations
Simple single-tool uses (unless user asks)

如果用户同意：

使用Read工具读取
```
references/mcp-patterns.md
```
使用Edit工具添加新模式，包含：
- 模式名称
- 触发短语
- 何时/为何使用
- 分步工作流
- 参数/偏好设置
- 示例
确认：“已保存！下次你[触发词]时，我会执行[工作流]。”

值得保存的模式示例：

“调研并记录”（Perplexity → 总结 → Google Sheets）
“费用跟踪”（提取金额/描述 → 格式化 → 添加到表格）
“竞品分析”（搜索竞品 → 分析 → 保存见解）
“每日简报”（多次搜索 → 综合 → 交付）

不要保存：

单次请求
高度特定/独特的情况
简单的单工具使用（除非用户要求）

Setup Detection & Instructions

设置检测与说明

If Zapier MCP Not Detected

如果未检测到Zapier MCP

When user requests MCP tool functionality but Zapier MCP is not connected, tell them:

"I don't see the Zapier MCP tools connected. Here's how to set them up:

1. Go to https://mcp.zapier.com/mcp/servers
2. Login to your Zapier account
3. Click 'New MCP Server' (top left)
4. Select 'Claude Code' in the MCP Client dropdown
5. Give it a name (e.g., 'My Zapier Tools')
6. Click 'Add tools' and select the Zapier actions you want
7. Click 'Connect' and copy the command shown
8. Run that command in your terminal (it looks like):
   claude mcp add zapier https://mcp.zapier.com/api/mcp/mcp -t http -H "Authorization: Bearer [your-token]"
9. Restart Claude Code

Once setup, I'll be able to use those Zapier actions directly!"

当用户请求MCP工具功能但Zapier MCP未连接时，告诉用户：

“我未检测到已连接的Zapier MCP工具。以下是设置方法：

1. 访问：https://mcp.zapier.com/mcp/servers
2. 登录你的Zapier账户
3. 点击'New MCP Server'（左上角）
4. 在MCP Client下拉菜单中选择'Claude Code'
5. 为其命名（例如：'My Zapier Tools'）
6. 点击'Add tools'并选择你需要的Zapier操作
7. 点击'Connect'并复制显示的命令
8. 在终端中运行该命令（命令如下所示）：
   claude mcp add zapier https://mcp.zapier.com/api/mcp/mcp -t http -H "Authorization: Bearer [your-token]"
9. 重启Claude Code

设置完成后，我就可以直接使用这些Zapier操作了！”

When Zapier MCP Is Connected - Tool Discovery & Documentation

当Zapier MCP已连接时 - 工具发现与记录

IMPORTANT: When Zapier MCP is connected (tools starting with

mcp__zapier__

are available), proactively help the user document them with rich context:

List available tools:
- Check what Zapier MCP tools are available
- List them out for the user

Prompt for detailed documentation:

"I see you have these Zapier MCP tools available:
- mcp__zapier__google_sheets_create_spreadsheet_row
- mcp__zapier__perplexity_chat_completion
- [etc.]

To help me use these effectively, I need to understand:

For each tool you want me to use, please tell me:

1. WHEN should I use this tool?
   - What trigger words or phrases?
   - What situations or contexts?
   - What types of requests?

2. WHY should I use this tool vs alternatives?
   - What's it best for?
   - When should I NOT use it?

3. HOW should I use it?
   - Any specific parameters or preferences?
   - Default values I should use?
   - Sheet names, formats, or other specifics?

4. Any PATTERNS or workflows involving this tool?
   - Multi-step sequences?
   - Common combinations with other tools?

Take your time - the more detail you give me, the better I can serve you!"

Document in skill:
- Use Read tool on
```
references/mcp-patterns.md
```
- Use Edit tool to add comprehensive documentation:
  - Tool name and purpose
  - Trigger phrases (when)
  - Use cases (why)
  - Parameters and preferences (how)
  - Workflow patterns if mentioned
- Confirm to user what was documented

When to trigger this:

First time user mentions Zapier or workflows after MCP setup
User explicitly asks "what tools do I have?" or "what can you do with Zapier?"
When you detect new Zapier MCP tools that aren't documented in
```
references/mcp-patterns.md
```

重要： 当Zapier MCP已连接（存在以

mcp__zapier__

开头的工具）时，主动帮助用户记录这些工具的详细上下文：

列出可用工具：
- 检查可用的Zapier MCP工具
- 为用户列出这些工具

提示用户提供详细记录信息：

“我看到你有以下Zapier MCP工具可用：
- mcp__zapier__google_sheets_create_spreadsheet_row
- mcp__zapier__perplexity_chat_completion
- [其他工具]

为了帮助我有效使用这些工具，我需要了解：

对于每个你希望我使用的工具，请告诉我：

1. **何时**应该使用此工具？
   - 哪些触发词或短语？
   - 哪些场景或上下文？
   - 哪些类型的请求？

2. **为何**应该使用此工具而非其他工具？
   - 它最适合什么场景？
   - 何时不应该使用它？

3. **如何**使用此工具？
   - 任何特定参数或偏好设置？
   - 我应该使用的默认值？
   - 表格名称、格式或其他细节？

4. 涉及此工具的任何**模式**或工作流？
   - 多步骤序列？
   - 与其他工具的常见组合？

请慢慢提供信息 - 你提供的细节越多，我就能更好地为你服务！”

在Skill中记录：
- 使用Read工具读取
```
references/mcp-patterns.md
```
- 使用Edit工具添加全面的记录：
  - 工具名称和用途
  - 触发短语（何时使用）
  - 用例（为何使用）
  - 参数和偏好设置（如何使用）
  - 如果提及，添加工作流模式
- 向用户确认已记录的内容

何时触发此流程：

MCP设置完成后，用户首次提及Zapier或工作流时
用户明确询问“我有哪些工具？”或“你能用Zapier做什么？”时
当你检测到新的Zapier MCP工具未在
```
references/mcp-patterns.md
```
中记录时

If User Wants to Add a Webhook-Triggered Zap

如果用户希望添加Webhook触发的Zap

When user mentions creating or adding a multi-step Zap for webhook triggering, provide these instructions:

"To get your webhook URL from an existing Zap:

1. Go to your Zap in the Zapier dashboard
2. Make sure the trigger is a 'Webhooks by Zapier' node
3. In the 'Trigger Event' dropdown, select 'Catch Hook'
4. Go to the 'Test' tab
5. Copy the 'Webhook URL' shown
6. Give me that URL and tell me:
   - What the Zap does (step-by-step)
   - What trigger phrases you want to use
   - Any other details (timing, cost, etc.)

I'll add it to my knowledge so you can trigger it anytime just by asking!"

当用户提及创建或添加用于Webhook触发的多步骤Zap时，提供以下说明：

“要从现有Zap中获取Webhook URL：

1. 访问Zapier控制台中的Zap
2. 确保触发器是'Webhooks by Zapier'节点
3. 在'Trigger Event'下拉菜单中选择'Catch Hook'
4. 进入'Test'标签页
5. 复制显示的'Webhook URL'
6. 提供该URL并告诉我：
   - 该Zap的功能（分步说明）
   - 你想要使用的触发短语
   - 其他任何细节（时间安排、成本等）

我会将其添加到我的知识库中，这样你随时只需请求即可触发它！”

Quick Reference

快速参考

All Zaps: See
```
references/zaps.md
```
MCP Patterns: See
```
references/mcp-patterns.md
```
Common workflows: Both files contain examples

所有Zap： 查看
```
references/zaps.md
```
MCP模式： 查看
```
references/mcp-patterns.md
```
常见工作流： 两个文件中都包含示例

Usage Examples

使用示例

Triggering a Zap:

User: "Run my daily digest"
Claude: [uses Read tool on references/zaps.md for webhook details]
        [uses Bash tool to trigger webhook with curl POST]
        "Started your Daily AI Digest. You'll get the report via email
         in ~3 minutes, with SMS alerts for any high-priority items."

Using MCP orchestration:

User: "Research the latest on quantum computing"
Claude: [uses Read tool on references/mcp-patterns.md]
        [calls Perplexity Search MCP tool]
        [analyzes results, identifies gaps]
        [calls Perplexity Search again for deeper dive]
        "Here's what I found... [summary]"

Learning and updating:

User: "No, when tracking expenses use my 'Personal Budget' sheet, not 'Expenses'"
Claude: [uses Read tool on references/mcp-patterns.md]
        [uses Edit tool to update the Google Sheets section]
        "Got it - updated the skill. I'll use 'Personal Budget' sheet
         for expense tracking from now on."

触发Zap：

用户：“运行我的每日摘要”
Claude：[使用Read工具读取references/zaps.md获取Webhook详情]
        [使用Bash工具通过curl POST触发Webhook]
        “已启动你的每日AI摘要。你将在约3分钟后通过邮件收到报告，同时会收到高优先级事项的SMS提醒。”

使用MCP编排：

用户：“调研量子计算的最新进展”
Claude：[使用Read工具读取references/mcp-patterns.md]
        [调用Perplexity搜索MCP工具]
        [分析结果，识别信息缺口]
        [再次调用Perplexity搜索进行深入调研]
        “以下是我找到的信息... [摘要]”

学习与更新：

用户：“不对，跟踪费用时使用我的'Personal Budget'表格，而不是'Expenses'表格”
Claude：[使用Read工具读取references/mcp-patterns.md]
        [使用Edit工具更新Google Sheets部分]
        “已了解 - 已更新Skill。从现在开始，我会使用'Personal Budget'表格跟踪费用。”

FAQ & Troubleshooting

FAQ与故障排除

"Claude isn't detecting my Zapier MCP tools"

"Claude无法检测到我的Zapier MCP工具"

Check if MCP is connected:

Look for tools starting with
```
mcp__zapier__
```
in your available tools
Try asking: "What Zapier tools do I have?"

If not showing up:

Verify you ran the connection command from https://mcp.zapier.com/mcp/servers
Restart Claude Code completely (not just reload)
Check your Claude Code MCP settings
Verify the authorization token in the command was correct

检查MCP是否已连接：

在可用工具中查找以
```
mcp__zapier__
```
开头的工具
尝试询问：“我有哪些Zapier工具？”

如果未显示：

验证你是否运行了来自https://mcp.zapier.com/mcp/servers的连接命令
完全重启Claude Code（不仅仅是重新加载）
检查你的Claude Code MCP设置
验证命令中的授权令牌是否正确

"Claude isn't suggesting to save patterns"

"Claude没有提议保存模式"

Pattern detection triggers when:

You use 2+ MCP tools in sequence
The task completes successfully
It seems repeatable (not a one-off request)

Try explicitly asking:

"Can you save this as a pattern?"
"Remember this workflow for next time"

模式检测触发条件：

你连续使用了2+个MCP工具
任务成功完成
该任务看起来是可重复的（不是单次请求）

可以尝试明确请求：

“你能将此保存为模式吗？”
“下次记住这个工作流”

"Webhook URL not triggering my Zap"

"Webhook URL无法触发我的Zap"

Common issues:

Wrong URL - Make sure you copied the full URL from Test tab
Zap not turned on - Enable the Zap in Zapier dashboard
Trigger node incorrect - Must be "Webhooks by Zapier" → "Catch Hook"
Firewall/network - Check if curl command works from terminal first

Test manually:

bash

curl -X POST https://hooks.zapier.com/hooks/catch/[your-url]

常见问题：

URL错误 - 确保你复制了Test标签页中的完整URL
Zap未启用 - 在Zapier控制台中启用该Zap
触发器节点错误 - 必须是“Webhooks by Zapier” → “Catch Hook”
防火墙/网络问题 - 先检查curl命令在终端中是否能正常运行

手动测试：

bash

curl -X POST https://hooks.zapier.com/hooks/catch/[your-url]

"Claude keeps asking to document tools I already documented"

"Claude一直要求记录我已记录过的工具"

Likely causes:

Tools documented but file not saved properly
Using different Claude Code instance/installation
Skill installed at project level, not global

Fix:

Check
```
references/mcp-patterns.md
```
has your tools
Verify skill location:
```
~/.claude/skills/
```
(global) vs
```
./.claude/skills/
```
(project)
If project-level, copy to global for cross-project persistence

可能原因：

工具已记录但文件未正确保存
使用了不同的Claude Code实例/安装
Skill安装在项目级别，而非全局

解决方法：

检查
```
references/mcp-patterns.md
```
中是否有你的工具
验证Skill位置：
```
~/.claude/skills/
```
（全局） vs
```
./.claude/skills/
```
（项目）
如果是项目级别安装，复制到全局以实现跨项目持久化

"How do I know if the skill is working?"

"如何判断Skill是否正常工作"

Signs it's working:

When you mention Zapier/workflows, Claude mentions checking references
Claude asks detailed questions (WHEN/WHY/HOW) about tools
After using tools, Claude suggests saving patterns
Claude successfully triggers your webhooks

Quick test:

Ask: "What Zapier tools do I have?"
Add a fake webhook and tell Claude about it
Check if it was added to
```
references/zaps.md
```

正常工作的迹象：

当你提及Zapier/工作流时，Claude会提到查看参考文件
Claude会询问关于工具的详细问题（何时/为何/如何）
使用工具后，Claude会提议保存模式
Claude能成功触发你的Webhook

快速测试：

询问：“我有哪些Zapier工具？”
添加一个假的Webhook并告诉Claude
检查它是否已添加到
```
references/zaps.md
```

"Skill files getting too large / slow to load"

"Skill文件变得太大 / 加载缓慢"

If reference files grow too large:

Review and remove outdated/unused patterns
Consolidate similar workflows
Keep only actively-used tools documented
Consider splitting into multiple skill instances for different domains

Performance tips:

Keep trigger phrases concise and specific
Avoid documenting one-off workflows
Use pattern categories to organize

如果参考文件过大：

查看并移除过时/未使用的模式
合并类似的工作流
仅保留常用工具的记录
考虑将不同领域的工作流拆分为多个Skill实例

性能提示：

保持触发短语简洁且具体
不要记录单次请求的工作流
使用模式类别进行组织

"I want to reset the skill to template state"

"我想将Skill重置为模板状态"

To start fresh:

Backup your current skill files (if you want to keep anything)
Delete the skill directory
Re-clone from GitHub: https://github.com/AlexBoudreaux/claude-zapier-skill
Copy fresh template to
```
~/.claude/skills/
```

重新开始：

备份当前Skill文件（如果你想保留某些内容）
删除Skill目录
从GitHub重新克隆：https://github.com/AlexBoudreaux/claude-zapier-skill
将新模板复制到
```
~/.claude/skills/
```

"Can I use this skill without Zapier MCP?"

"我可以不使用Zapier MCP来使用本Skill吗？"

Yes! The skill works with:

Only webhooks - Trigger multi-step Zaps without MCP
Only MCP tools - Document tool usage without webhooks
Both - Get full functionality

Each mode is independent and valuable on its own.

是的！ 本Skill支持：

仅Webhook - 无需MCP即可触发多步骤Zap
仅MCP工具 - 无需Webhook即可记录工具使用情况
两者都用 - 获取完整功能

每种模式都是独立的，各自都有价值。

"Security: I accidentally committed webhook URLs"

"安全问题：我不小心提交了Webhook URL"

Immediate actions:

Remove the commit from git history (git rebase, BFG Repo-Cleaner)
Regenerate webhook URLs in Zapier dashboard:
- Edit the Zap
- Delete and re-add the webhook trigger node
- Get new webhook URL
Update skill files with new URLs
Add
```
.claude/
```
to
```
.gitignore
```

Prevention:

Install skill globally (
```
~/.claude/skills/
```
)
Never commit
```
.claude/
```
directory in projects
Use placeholder URLs in shared examples

立即采取的行动：

从git历史中移除该提交（使用git rebase、BFG Repo-Cleaner等）
在Zapier控制台中重新生成Webhook URL：
- 编辑该Zap
- 删除并重新添加Webhook触发器节点
- 获取新的Webhook URL
使用新URL更新Skill文件
将
```
.claude/
```
添加到
```
.gitignore
```

预防措施：

全局安装Skill（
```
~/.claude/skills/
```
）
切勿在项目中提交
```
.claude/
```
目录
在共享示例中使用占位符URL

Important Notes

重要说明

Webhooks don't need payloads - Zaps get their data from Zapier Tables
Always read reference files before executing - they contain critical details
Update skill files when learning something new - don't just remember it for this conversation

Webhook不需要负载 - Zap从Zapier Tables获取数据
执行前务必读取参考文件 - 它们包含关键细节
学习新内容时更新Skill文件 - 不要只在本次对话中记住

Claude Code Tools Used

使用的Claude Code工具

This skill uses the following Claude Code tools:

Read - To view reference files (zaps.md, mcp-patterns.md)
Edit - To update skill files with new workflows, patterns, or preferences
Bash - To trigger Zapier webhooks using curl POST requests
MCP Tools - To call Perplexity Search, Google Sheets, and other integrations

本Skill使用以下Claude Code工具：

Read - 查看参考文件（zaps.md, mcp-patterns.md）
Edit - 更新Skill文件，添加新工作流、模式或偏好设置
Bash - 使用curl POST请求触发Zapier Webhook
MCP Tools - 调用Perplexity搜索、Google Sheets和其他集成工具",