Asked & Answered

This guide explains how to automatically forward incoming WhatsApp Business messages to your email inbox using Zapier. This is useful if you want to monitor customer messages within your email client, create a backup of conversations, or route messages to a team inbox for tracking. In this guide we’ll use Gmail for the email action but you can swap it out for a different email app.Step-by-step guideSet up your trigger. Create a new Zap and for the trigger, search for the WhatsApp Business app and choose the New Message Received trigger. Connect your WhatsApp account. Select an existing WhatsApp connection or add a new one, then click Continue. Configure trigger options (optional). Leave all fields blank to receive all messages, or: Set Message types to receive only specific types (text, image, video, document, audio) Set From phone number to filter messages from a specific customer (use international format) Check Only replies to receive only messages that reply to messa

This post covers how to convert a base64-encoded string and upload it as a PDF directly into Google Drive. The approach uses the Zapier SDK inside a Code by Zapier step, so your existing Google Drive app connection handles authentication automatically, no API keys are needed in your code, and no additional action steps are required to upload the file after decoding.Step-by-step guideAdd a Code by Zapier step. In your existing Zap, click the + icon to add a new action step and search for Code by Zapier. Select Run JavaScript as the action event, then click Open in Code Editor. Enable the Zapier SDK. In the Code Editor, click the Packages icon in the left sidebar and toggle on @zapier/zapier-sdk. Add your app connection. Then click the App Connections icon in the left sidebar. From there, click + Add Connection, select Google Drive, and choose your connected account.  Add the input data. In the Input Data section, add the following three key/value pairs, mapping each value from your trig

This post outlines how to send WhatsApp messages via the Twilio app using Zapier. Twilio's Zapier integration has a Send WhatsApp Message action, so no API coding or workarounds are needed. PrerequisitesA WhatsApp-enabled sender configured in Twilio. This means connecting a WhatsApp Business phone number to Twilio via Facebook Business Manager. See Twilio's guide on how to register WhatsApp senders for details.Step-by-step guideSet up your trigger. Create a new Zap and choose whatever trigger makes sense for your workflow, for example New Entry (Typeform), New Contact (HubSpot), or New Spreadsheet Row (Google Sheets). This is the event that will kick off the WhatsApp message. Add the Twilio action. Click the plus icon to add a new action step, then search for and select the Twilio app. Select the action event. Choose Send WhatsApp Message from the Action event dropdown menu. Connect your Twilio account. Select an existing Twilio connection or add a new one using your Account SID a

This post outlines how to automatically send a PDF to ChatGPT for analysis using Zapier. Once set up, your Zap can pass PDF files directly to ChatGPT, which reads the embedded text and returns a response you can use in any subsequent step.Step-by-step guideSet up your trigger. Create a new Zap and choose a trigger that runs when a new PDF file is available, for example New File in Folder (Google Drive), or New Attachment (Microsoft Outlook). Add the ChatGPT app action. Click the plus icon to add a new action step, then search for the "ChatGPT (OpenAI)" app and select it. Select the Conversation action event. Choose "Conversation" from the Action event dropdown menu. Connect your ChatGPT account. Select an existing ChatGPT (OpenAI) connection or add a new one, then click Continue. Write your analysis prompt. On the Configure tab of the Conversation action add your prompt to the User Message field. For a general summary of the PDF, try a prompt like "Summarize the key points in this docu

This guide explains how to work with Google Sheets checkboxes in Zapier. We'll cover how to write checkbox values from a Zap, use checkboxes as trigger conditions, and set checkbox states dynamically.Step-by-step guideMethod 1: Add a checkbox to Google Sheets natively, then write to it via ZapierAdd a checkbox column to your Google Sheet. Open your spreadsheet, select at least one cell where you want checkboxes (e.g., the first data row in your checkbox column), click Insert in the top menu, then click Tick box. The selected cells will now show as unchecked boxes (false). Add a header to the column, such as "Completed" or "Approved". In your Zap action step, map true or false to the checkbox column. When setting up a Create Spreadsheet Row or Update Spreadsheet Row action in Zapier, find the field that corresponds to your checkbox column. Enter true to create a checked box, or false to create an unchecked box (capitalization doesn't matter: TRUE, true, FALSE, and false all work). You c

You can schedule WhatsApp messages in Zapier by pairing a Schedule by Zapier trigger with a WhatsApp action. To message yourself (for personal reminders and alerts), use WhatsApp Notifications by Zapier. To message external contacts, use WhatsApp Business. Step-by-step guideMethod 1: Schedule a WhatsApp message to yourself (WhatsApp Notifications)Create a new Zap and add a Schedule trigger. In the Zap editor, select Schedule by Zapier as the trigger app. Choose your frequency, for example, every Monday at 9 AM. Click Continue. Add a WhatsApp Notifications action. Click the + icon to add an action. Search for and select the WhatsApp Notifications app. Choose Send Message as the action event. Connect your WhatsApp account. Follow the authentication steps: send a pre-filled message to Zapier via WhatsApp, then enter your phone number and the OTP code Zapier sends you. Select a message template. Choose a template from the dropdown (such as New Lead, New Message or Payment Confirmation) and

Zapier's direct X (Twitter) integration is no longer available, but you can still automate X (Twitter) posting using social media management tools like Buffer or Hootsuite. These tools connect to your X (Twitter) account and publish content on your behalf when triggered by your Zap workflows.Step-by-step guideMethod 1: Use Buffer to post to X (Twitter)Choose a trigger app. Select the app that will start your Zap (for example Google Sheets or wherever you’re storing your post content). Add the Buffer action. Search for Buffer and select the Add to Queue action. Connect Buffer to Zapier. You'll need an active Buffer account. Zapier will prompt you to connect Buffer and authorize access. Connect Buffer to your X (Twitter) account. In Buffer's settings, connect your X (Twitter) account so Buffer can post on your behalf. Configure your post. Map the content from your trigger to Buffer's post fields. You can customize the text, add images, and schedule when Buffer should publish to X (Twitte

You can automatically remove duplicate rows in Google Sheets by building a Zap that detects new data as it arrives in your spreadsheet from multiple sources and deletes any matching row that already exists. The Zap would use a Lookup Spreadsheet Row action to search for an existing match, then a Delete Spreadsheet Row action to remove the duplicate. This approach keeps your spreadsheet clean on an ongoing basis without any manual effort.Step-by-step guideCreate a new Zap and set your trigger. In the Zap editor, choose Google Sheets as the trigger app and select New Spreadsheet Row as the trigger event. Connect your Google account and select the spreadsheet and worksheet you want to monitor. Add a Lookup Spreadsheet Row action. Add a new action step, choose Google Sheets, and select Lookup Spreadsheet Row as the action event. Select the same spreadsheet and worksheet as your trigger. Set the Lookup Column to the field you want to use to detect duplicates - for example, an email address,

You can create Dropbox folders and share them automatically using Zapier. Zapier's Dropbox integration includes two actions for generating share links: Create Shared Link (to generate a view/download link for a file or folder), and Create File Request (to generate an upload link that lets anyone submit files to a specific Dropbox folder without needing a Dropbox account). Which action you need depends on what you want the recipient to be able to do.Step-by-step guideMethod 1: Create a folder and generate a shared link for viewing or downloadingAdd a Dropbox action to your Zap. In the Zap editor, add a Dropbox action and choose Create Folder as the action event.  Choose your Dropbox account. Select the Dropbox account you previously connected to Zapier, then click Continue. If you haven't connected a Dropbox account yet, click + Connect a new account and follow the prompts to authorize Zapier. Then click Continue. Set the folder name and path. In the Folder field, enter the path and n

You can pass images to ChatGPT in Zapier using the Analyze Images action or the Conversation action, both powered by OpenAI's Responses API. These actions let you upload images, then send a message or question about them. This is useful for workflows that need to describe, classify, extract data from, or moderate image content automatically.Step-by-step guideMethod 1: Use the Analyze Images actionAdd a ChatGPT (OpenAI) action to your Zap. In the Zap editor, click the + icon to add an action step. Search for and select ChatGPT (OpenAI). Select Analyze Images as the action event. Click the Action event dropdown and choose Analyze Images. Click Continue. Connect your OpenAI account. Select an existing connection or add a new one using your OpenAI API key. Click Continue. Add your image in the Images field. In the Images field, map an image file or URL from a previous step (such as an email attachment or Google Drive file trigger) in your Zap. The image must be in a supported format (JPEG,

To use Telegram in a Zap, you need a chat ID so Zapier knows which conversation, channel, or group to send messages to. Zapier populates the Chat ID dropdown field automatically, but it will only show chats where your Telegram bot has been active in the last 24 hours. If your chat ID is not appearing, you need to make sure your bot has the right permissions and has sent or received at least one message in the chat.Step-by-step guideMethod 1: Get your chat to appear in the dropdownOpen BotFather in Telegram. Search for @BotFather in Telegram and open a chat with it. Type /mybots and select your bot. For groups: Disable privacy mode. Go to Bot Settings and select Group Privacy. If privacy mode is enabled, turn it off. This is required for the group to appear in Zapier's Chat ID dropdown field. Add your bot as an admin. Open your Telegram channel or group, go to Settings, then Administrators, and add your bot. The bot must be an admin, not a regular member, for Zapier to post messages the

You can automatically convert a Google Doc to a Microsoft Word (.docx) file in Zapier using a Google Docs trigger combined with a Google Drive Upload File action. Zapier can upload the Google Doc as a .docx file, so no manual downloading or conversion is required. You can also go the other direction and convert a Word file into a Google Doc using the Google Drive and Google Docs apps.Step-by-step guideCreate a new Zap and add a Google Docs trigger. In the Zap editor, click to add a trigger. Search for and select Google Docs. Choose New Document or New Document in Folder as the trigger event depending on whether you want to watch all new docs or just docs in a specific folder. Connect your Google account and set up the trigger. Select the Google account that contains the docs you want to convert. If using New Document in Folder, select the folder to watch. Click Continue. Test the trigger. Click Test trigger to pull in a recent document. Confirm the output includes a File Docx field. Ad

You can generate a Discord-compatible timestamp in Zapier using the Formatter app's Date / Time > Format transform or our built-in System variables feature. Discord uses unix timestamps wrapped in a special syntax to display times that automatically adjust to each viewer's local timezone. Zapier's Formatter can convert any date value in your Zap into the unix number Discord needs.Step-by-step guideMethod 1: Convert a date from a previous step to a Discord timestampAdd a Formatter step to your Zap. In the Zap editor, click the + icon to add a new action. Search for and select Formatter by Zapier. Select Date / Time as the action event. Click the Action event dropdown and choose Date / Time, then click Continue. Choose Format in the Transform field. Then, in the To Format field, select the X option. This outputs a plain unix number in seconds. Map your date field to the Input. In the Input field, map the date value from your trigger or a previous step. This could be a meeting start ti

You can include your Gmail signature in emails sent through Zapier by using the Add signature default field available in the Send Email, Reply to Email, Create Draft and Create Draft Reply actions. Zapier pulls the default signatures you have already set up in Gmail, so there is no need to manually recreate your signature inside the Zap using HTML.Step-by-step guideSet up your Gmail signature in Gmail first. Go to Gmail Settings, then See all settings, then the General tab. Scroll to the Signature section and create your signature. Make sure to set it as the default for new emails using the Signature defaults > For new emails use dropdown. Open your Zap and add or edit a Gmail action step. Choose Send Email, Reply to Email, Create Draft or Create Draft Reply as your action event. Connect your Gmail account. Select the Gmail account that has the signature configured. Find the Add signature default field. Scroll through the action fields until you see Add signature default. Click the

When someone completes a quiz in Google Forms, you can use Zapier to automatically send them their score by email. Google Forms handles the scoring natively using its Quiz mode, and Zapier picks up each new response and sends a personalized email with the result via Gmail. You don’t need to manually check responses or send scores one by one.Step-by-step guideStage 1: Set up your Google Form as a quizOpen your Google Form and enable Quiz mode. Go to Settings, select the Quizzes tab, and toggle on Make this a quiz. This unlocks scoring and automatic feedback features. Add an answer key and assign points. For each question, click Answer key, select the correct answer, and set a point value. Google Forms will calculate the total score for each submission automatically. Make sure the form captures the respondent’s email address. Go to Settings, then Responses, and turn on Collect email addresses. The email address will be available as a field when you set up your Zap. Link your form to a G