Connect & Chat

A place to meet Zapier users within similar industries and share best practices, workflows and ideas.

50 Topics

G
grantlantalawnNew
asked in Small Business Owners

Hi there! I'm new to Zapier (really liking it so far) and I'm interested in some advice from long time users (I run a landscape business in Atlanta for context)

So far I’ve set up two zaps. One for our customer contact form (when they request landscaping requests) and one for job applications (anyone that wants to apply to work with my company). The customer leads go to my Slack channel where the crew is so they can hop on it quickly. And the job applications go to a separate channel so we can see who’s interested in working with us.  I would love if there was a feature for Google My Business requests, Yelp requests, Nextdoor/Insta/Facebook/etc. Is that possible? Are there any other features I should take advantage of? I’ve only been using it a week so I'm brand new to this whole idea in general. Thanks for your time! PS for more context I use Square for invoicing, Squarespace for my website, and Google for our email. 

1
christina.d
Community Manager
15 hours ago
T
Tina LopezBeginner
asked in Marketers

Creating Twitter Threads from Blog Articles?

Hey There! I am thinking through how I can create this and would love some creative mind with me on this. I am wondering how I can turn my blog articles into twitter threads. I see that you can post to twitter but not necessarily make a thread for that same post? Ideally, I am wondering if we need to use AI at all to have it read the blog to select a few tweetable sentence. I was looking into AI by zapier, but I wasn’t sure if that was the best route to go. Does anyone have any tools they recommend that can do this? Of course, also integrate with zapier?My goal is to have the following workflowBlog article → ai picks and selects a few sentences → posts to twitter OR Blog article → breaks it down to mini tweets (we could use formatter by zapier) → then posts to twitter as a thread, not individual tweet. What are your thoughts on this? 

3
nicksimard
Community Manager
3 days ago
Rachael S
Community Manager
Rachael SCommunity Manager
posted in ZapConnect 2022

Introduction Thread: ZapConnect 2022

Hi all, welcome to the ZapConnect 2022 Community Forum. We’re glad to see you. One of our favorite things about conferences is seeing and meeting new faces, and this is no exception. With all the learning and building that we’ll see happening, it’s always great to put a face to the name. With that, we’d love to meet you! Can you tell us: Your name and location What industry do you work in Your favorite App to use in Zaps You come across a million dollars for the next best startup idea. What is it? Happy connecting! 

3
Liz_Roberts
Community Manager
11 days ago
Rachael S
Community Manager
Rachael SCommunity Manager
posted in ZapConnect 2022

Welcome to our ZapConnect Forum! Here's what you need to know.

Welcome, and glad to see you joining us at this years ZapConnect. We hope this space can be your home base for the conversations in and around ZapConnect (and bonus, it doesn’t stop when the event is over!). I’m Rachael, and you’ll probably see me around here often.  A few tips to get started: Be kind! We know that folks come here with best of intentions, and frustrations can (and do!) happen. We invite you to engage in this space with courtesy. If you want to see our full code of conduct, you can check it out here:  Say Hello! Getting to know your fellow ZapConnect attendees is a great way to feed two birds from the same hand; build your network of Automation Builders *and* learn more about what Zapier has in store.  Haven’t made a post before? Well you’re in the right place. Posting a new thread is easy. If you navigate to our ZapConnect forum, you’ll see an option to Create a Post: From there, you can make either a question or a conversation about what is on your mind. Of course, we

0
Rachael S
Community Manager
14 days ago
C
classicsailingNew
asked in IT Ops

Task - Update or create - missing Set Up step?

Working Zaps on editing lose the Set Up step in Create or update task.

4
NadiaW
1 month ago
9
98070 MediaNew
asked in Small Business Owners

Only Some Data Not Showing Up in Parser.

I am collecting basic data on trips. Almost all the data comes through except number of passengers and number of bags. The data gets sent to the secondary email no problem, but it never shows up in the parser email. 

5
9
2 months ago
4
4iiz SupportNew
asked in Marketers

Infusionsoft ran into error (Fault 10 no field found) only at last step

I’m getting this error “While requesting "contact" from Infusionsoft we ran into an error: Fault (code 10) occurred. Message: [NoFieldFound]No field found: Contact._ReviewedBy” Though this field shows up on my Infusionsoft “Update/Create contact” step I still get this error. I’m not mapping any information to this field and still it hits the error. Is there something I can do? I checked on my IFS account and this field does not exist on the Custom Fields Thank you

1
Liz_Roberts
Community Manager
2 months ago
A
AJ02New
asked in Marketers

SFDC or Marketo -> Google Sheets

Hello - We are trying to configure a Zap that will push contacts from either a SFDC campaign or Marketo program to a running Google sheet used by sales. We have plenty of zaps that go the other way around (google sheets to Marketo), but I’m having trouble using Marketo as a starting point.  Problem: Contacts are signing up for an event and are getting added to a Marketo program and SFDC campaign. We want to take these new registrants and push them to a google sheet.  When I try to start a Zap in Marketo, the only option is “when a new lead is created”. This program has a list of new and existing contacts, so I’m not sure what would work. I expected to be able to filter on “is a member of this program” or “gets added to this static list”.  The second option is to use “contact gets added to SFDC campaign” as a trigger. However, the zapier options seem to only look for new records being created within a particular object (new person gets created or new campaign gets created, not “person i

0
A
2 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in Marketers

Webinar: Automate MarOps with Industry Leaders

Check out this webinar recording to learn how the best marketing operations folks in the business streamline their processes with automation. Featured Speakers:Mike Rama, Founder of Brands Meet Creators Winners of the Zapier Marketing Ops Awards: Christina Kay, VP of Marketing and RevOps at ResellerRatings; Romana Amato, Marketing Operations LeaderIn this 30-minute webinar, you'll discover how to: Accurately track leads and share them with your team Onboard new customers the moment you close a deal Overcome common marketing ops pain points  Connect HubSpot, Calendly, Slack, Google Sheets, and more with Zapier View the recording here!!

180
Liz_Roberts
Community Manager
2 months ago
R
robofomoNew
posted in Marketers

Anyone constantly creating new html forms or surveys?

Looking to see if anyone constantly creating different custom forms they need to share/email -- looking to better understand the use case and how integrations or form generation automation may help that use case.

1
Liz_Roberts
Community Manager
2 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in Small Business Owners

New Small Business Resource Hub!

Are you looking to begin automating your systems?Maybe on the hunt for some advanced features?We have a 💫brand new💫  resource hub just for Small Business Owners that contains tutorials, additional customer stories and ways to level up your Zapier knowledge.Check it out and let us know what you found most helpful! 

230
Liz_Roberts
Community Manager
2 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in Marketers

New Marketing Resource Hub!

Are you looking to get started with your automations? Maybe on the hunt for some inspiration? We have a 💫shiny💫 new resource hub just for Marketers that contains tutorials, additional customer stories and ways to level up your Zapier knowledge.Check it out and let us know what you found most helpful! 

340
Liz_Roberts
Community Manager
2 months ago
T
Tina LopezBeginner
asked in Marketers

Add Royalty Free Music to Zapier

Hello, I am curious if there is an app on zapier that allows you to add music to a video?For example, I create an mp4 video with Bannerbear and then I would like an app to download the video, add royalty free music, and give me that same MP4 video link so I can upload it across social channels? 

2
Satya09
2 months ago
L
luckyboltBeginner
asked in Small Business Owners

Using Zapier to connect Shopify POS and FreshKDS at multiple store locations

I run a restaurant that has multiple storefronts as well as an online storefront that delivers directly to people’s homes. We currently just use Shopify for the online storefront and Square POS for the brick-and-mortar locations; however, we plan on replacing Square POS with Shopify POS. This way we’ll have all of our sales on a single platform. Here’s the catch: we use Fresh KDS at our brick-and-mortar locations. I can see that Zapier has some standard Zap integrations that will send Orders from Shopify to Fresh KDS. We need to be able to direct Orders based on the location of the store, i.e. we don’t want to send every Order in Shopify to Fresh KDS. We need to send Orders for Location A to the Fresh KDS at Location A and Orders for Location B to the Fresh KDS at Location B. Can Zapier support this particular use case?

6
Danvers
Community Manager
2 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in Small Business Owners

Customer Story: Gold Rush Vinyl

Gold Rush Vinyl now relies on over 100 Zaps to automate processes from customer communication to team collaboration but they started off with just one!⚡How did they use automation to support their mission of helping musicians build sustainable incomes?Find out here and learn why this customer’s automation story is music to our ears 🎼 Are you a small business looking for ways to automate some processes? Let us know below!

190
Liz_Roberts
Community Manager
2 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in Small Business Owners

6 Google Cal automations for small businesses

Calendars: best friend or worst nemesis?😨 Zapier can help you automate your Google Calendar so you can focus on scaling your business, not managing your schedule.Check out these Zaps and learn how to quickly connect Google Calendar to your favorite apps creating a seamless process and freed up time!

90
Liz_Roberts
Community Manager
2 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in Marketers

Quiz: Discover what to automate

Selecting which processes to automate can be 1) exciting and 2) overwhelming!Take our automation quiz to see which processes you could benefit from automating and prepare yourself for some serious extra time 🙌🏾 

160
Liz_Roberts
Community Manager
2 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in Marketers

How Orchard leveled up their customer experience

Orchard looks to take the stress out of selling and buying homes by providing a smooth customer experience—and that requires personalized customer profiles that are up-to-date across multiple platforms. They began looking to automation to level up their referral program and referred customer profiles to provide a better customer experience.⚡Learn more about their story and how they streamlined their lead funnel here!

110
Liz_Roberts
Community Manager
2 months ago
Satya09
Satya09Beginner
posted in Marketers

Capture Lead Source into CRM or Spreadsheet using UTM Parameters for Paid Advertising

Hello guys,I have seen many asking how to capture UTM Parameters data and add them into CRM softwares.Being a Digital Marketer I know how helpful it can be for you to identify which traffic sources are bringing you Quality Leads looking in the CRM.Good News I have recently found a Form Builder called Growforms and yes it can capture the UTM Parameters individually and transfer that data to a CRM or Spreadsheet along with the Lead Information.The best part is that many form builders capture the Entire Referer URL with UTM Parameters but I found this can capture all the parameters individually without the need to use a Formatter or Code step inside Zapier.Here is how you can capture the UTM Parameters when you create a form using Growform.There is form field available called Hidden Field and you just need to add that field in the form builder configuring them to capture every specific parameter that you want to track individually.Remember you can add these on any step of the form if its

0
Satya09
2 months ago
B
Bridge MediaBeginner
asked in Marketers

Integration - Stats campaigns Facebook ads in Google Sheet

Hi all, We’re using Google Data Studio in my marketing agency. We want to import all datas from Do you know if we can export stats (campaign name, results, Clicks, views etc...) of Facebook campaigns in a Google Sheet with Zapier ?  Thank you 

2
Satya09
2 months ago
TWhip
TWhipNew
asked in Small Business Owners

Action details aren't connected to my trigger

I have set up a trigger and an action - which works, sort of anyway. The problem is I want the trigger and the action to work for new items, future items, not the specific items that I am testing. But the required Item ID will only let me choose current items (not the item that is connected to the trigger test or a general field). I have tried to use the Custom feature but nothing matches the trigger test item. Suggestions? Thanks.

11
Troy Tessalone
2 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in IT Ops

4 ways to automate your IT management workflows

Curious what the top ways IT professionals use Zaps (aka automated workflows)to create alert systems, communicate with customers, and more?This post will leave you wondering no more! 🙌🏽Let us know below which IT processes you hope to automate!⚡ 

120
Liz_Roberts
Community Manager
3 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in IT Ops

Automation to support SOC2

Risk. Security. Audits. SOC2.Data security is more important than ever.Check out how Poka leveraged Zapier to create their own SOC2 control processes using the tools they already had: Slack, Jira, Google Sheets, Google Calendar, Gmail, Github, and Intercom ⬇How a manufacturing tech company uses Zapier to support SOC2 and other security workflows

40
Liz_Roberts
Community Manager
3 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in IT Ops

Automate Complex Data Collection

Copy/paste: generally harmless unless it’s disastrous.Human error and data just don’t mix. One incorrect value can quickly cascade into a pretty hairy mess, yielding pretty hairy results!😬Insert ⚡️AUTOMATION⚡️and remove the possibility human error while also eliminating lots of repetitive work. Check out some of our top automation tips here! 

190
Liz_Roberts
Community Manager
3 months ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
posted in IT Ops

Welcome IT Professionals!

We are so excited that you’re here! This is a space specifically for folks in the IT space who are looking to:Learn more about IT-specific Zaps  Share helpful workflows  Discover new app integrations  Network with other IT folks who are ZappingWhile Zapier staff will be monitoring the conversation, adding relevant articles and chiming in, this is a user space to share, learn and grow your Zapier knowledge in a handy group setting. What should you post? Is there a workflow that’s made your systems work more efficiently? What’s the one app integration you can’t live without? Which integration is on your wishlist?  Curious if there are other IT folks nearby? Has anyone mastered a workflow for this one labor-intensive, repetitive marketing task? Sound good? Dive right in and create a post by clicking “New Post” on the top right corner of the page! 

0
Liz_Roberts
Community Manager
3 months ago
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