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Hey friends! Let's talk about some of the different ways you can use Zapier to help level up your Slack game. 1. Send DM messages to different Slack users dynamically 2. Use emojis to generate to-dos automatically 3. Automate meeting reminders for your team 4. Automatically update your Slack status when you head into a meeting 5. Get a weekly digest of all new form submissions received1. Send DM messages to different Slack users dynamicallyEver wondered how to route DM notifications through to the different Slack users in a single Zap? Let’s say you wanted to set up a Zap to that triggers when new lead is added to Zoho CRM and sends a message the lead owner on Slack to let them know. Here's a couple of options you can try for that: Option 1One way to do this is by using a Formatter (Utilities > Lookup Table) action. It can help convert the name received from Zoho CRM into the relevant Slack Member ID number. For example:Then in a Send Direct Message Slack step, pick the Custom value
Hi folks! Clint here again with another Workflow Wednesday! This time we’re going to talk about using Paths in Loops to tackle a complex problem.The ChallengeI talked to someone recently who needed to do the following:Loop through a series of line items and add them to a Digest if they met certain criteria Release that digest on the very last iteration of the LoopIf we were doing either of these on their own, a Filter would be enough. But since we need to do both, then we’ll need to use Paths.The SolutionUsing a Path in a Loop is exactly the same as using Paths outside of a Loop - but it’s important to understand how Paths work in the first place.Using Paths is basically like having multiple filters in a single Zap. Every time a Zap with Paths runs, every Path will be evaluated and run if the criteria is met. So let’s say you have two paths:Path A: Only continue if Email Address Exists Path B: Only continue if Full Name ExistsIf the Zap triggers and has both an Email Address and a Full
Hi! Deb here, from the Zapier blog. Until very recently, our engineering team had to do a manual deploy every time we wanted to push out changes to our content. Because it had to happen every day, we set up a Zap to automatically send a reminder to the appropriate Slack channel.But then, our wonderful team of developers worked their magic so that it's no longer a manual process: now, every day at noon, the deploy happens automatically.No more Zap bot needed.That made me think: what other tasks do folks automate every day that could actually just be completely eliminated? For example: do you automate the creation of meeting agendas? What if you just didn't have the meeting at all? There's a lot of busywork that the robots should keep doing for us. But sometimes the busywork is a signal that something else is wrong—and there's a process that can be fixed to eliminate that busywork altogether.Do you have any tasks you automate that should really just be eliminated? Let me know in the comm
Today I'm going to cover a couple of different ways to segment leads. First we'll look at how to achieve this with Paths. Then we'll look at an alternative way of using a Formatter lookup table to segment the leads.Option 1 - Using Paths Setting up the Paths Setting up the Mailchimp action Option 2 - Using Formatter (Lookup Table) Setting up the lookup table Setting up the Mailchimp action Further Reading: Wrapping upOption 1 - Using PathsRegardless of which route we choose for this, one thing we will need is a way to identify what tag to add to the lead. For this we'll use the interest a lead selects in Facebook Lead Ads to determine what Mailchimp tag to give them.As you can see, the “What are you interested in?” field on my form has 4 options - Residential Properties, Commercial Properties, Industrial Properties and Land:Each Path in the Zap will be checking to see which of the interests the user selected. First things first, we need to set up a Zap using the desired app and tr
One of the highlights of our recent user conference, ZapConnect, was getting to hear from people who are using automation to do amazing things at their businesses. One of my personal favorites was Justin Samuels’ talk about how he is using automation to build community and connect his team. These Zaps help him and the team be more efficient and more profitable while bringing joy to the team. Here’s Justin on this process: In a process I've named "Funimation," we have developed a series of Zaps that create greater efficiencies and contribute to the bottom line—and have proven unique in generating the kind of traction that engages and empowers our internal team and external customers. And when employees are happy, then your customers, clients, and audiences are going to be happy, too. Justin’s using these Zaps to do things like send information from surveys to databases so everyone can access the information they need, reward user behavior in email campaigns, and reward responsive custom
This isn't my advice—it's advice from Lauren Fearn, a senior manager on Zapier's core support team who has made improving productivity into something of a science. She presented on her techniques at ZapConnect, our user conference held last month, and we've captured them in a blog article. Here's what Lauren recommends:Timebox your calendar and use swimlanes (a consistent schedule for different types of meetings) to increase focus. Categorize tasks and keep them in one place. Be intentional about your workday and your team.And, of course, use automation to make all these things easier. Lauren's article includes links to some of her favorite Zaps with Todoist, Google Calendar, Slack, and Google Tasks. Read Lauren's article on how to achieve optimal productivity.And, if you missed ZapConnect, here are 10 takeaways you won't want to miss.
People often ask business owner L. Michelle Smith how she can be everywhere at once. Her answer: she has help. Help comes in the form of her team—which includes a virtual assistant, editors, illustrator, PR director, and more—but also from automation. Here are the three areas where automation has driven value for her business:Automate essential financial tasks Automate your executive assistant Automate your collaborationLearn from an expert: 3 ways to empower your team with automation(If that executive assistant idea sounds extra appealing, you can also check out this piece from Cortney Hickey, an EA at Zapier, who shares her tips for automating common tasks that EAs have to handle, whether you have one or not.)
Howdy Zappers!Trello is one of our most popular (and robust) integrations. Let’s take a look at some ways you can take Trello to the next level by using Zapier.1. Create Dynamic Recurring Trello Cards 2. Create Calendar Events from Trello Cards 3. Use Trello Cards to Create Tasks in Other Apps 4. Send Tweets Based on Card Due Dates 5. Quickly Create Trello Cards Using the Zapier Chrome Extension Bonus Wrapping Up1. Create Dynamic Recurring Trello CardsYes, you can create recurring tasks in Trello using their automations. Using the method below, however, you can easily remove items from the list since they live in a spreadsheet. Our very own Jared Clary wrote a post about how to create cards in Trello on a recurring basis. Check it out to get all the details :)What We’ll UseTrigger: Google SheetsThere’s some very specific setting up that we need to do in Google Sheets. See Jared’s post above.Action: TrelloEach row in the Google Sheet will create a separate card in Trello, including a d
Hi! I'm Deb at Zapier, and I'm definitely a full-on automation groupie. I didn't even know what automation was when I first started at Zapier, and now I can't imagine working without it. But the change didn't happen overnight: it took me a while before I was convinced to set up my first Zap and even longer before I was willing to dive into more complex workflows.It's not surprising, either. Very few of us really like change, and change is the name of the game when you go from manual work to automating processes. William Ratliff learned that the hard way when he first started beating the automation drum at his company. But since then, he's figured out how to get people on board. Read his story for his tips on how to make it happen.Overcoming automation resistanceHave you had trouble convincing people in your company to adopt automation? Let me know in the comments about resistance you've faced and strategies you've learned to overcome it. We might even feature you on the Zapier blog!
Hello! Deb here, from the Zapier blog. The week before last, we had our first-ever user conference, ZapConnect. It was awesome to connect with thousands of our customers and learn how everyone is using Zapier—and what we could be doing better.Our CEO, Wade, opened the conference with a keynote about the history of technology, and he turned part of that talk into a blog post about the issue of "engagement" with apps. Take a look.Engagement isn't the future of softwareThe main takeaway is that people shouldn't have to engage with their apps all the time. Apps shouldn't distract us; they should focus us. They shouldn't take time away from our days; they should give us time back in our days. And that's exactly what Wade and the rest of us want to be sure Zapier does for you.The Zap I rely on most (send new saved Slack messages to my to-do list in Google Sheets) is one I set up over three years ago—and I haven't touched it since. Not one time. It's the epitome of set it and forget it. It ha
Howdy Zappers!Airtable is one of our most popular integrations. It’s a great choice when you need more than a spreadsheet but not quite as much as a database.Let’s take a look at some ways you can take Airtable to the next level by using Zapier.1. Combine Airtable Automations with Zapier to Create Super Workflows 2. Trigger When Records Are Updated in Airtable 3. Trigger Your Zap When a Date/Time Value Has Arrived 4. How to Work With Airtable Linked Records in Zapier 5. Use Advanced Search Formulas in Your Zaps Wrapping Up1. Combine Airtable Automations with Zapier to Create Super WorkflowsThere are times when using Airtable’s built-in automations will make more sense, especially if your workflow doesn’t involve any other apps. It will save you Zapier tasks, sometimes work more quickly, and it reduces the confusion of using multiple apps.BUT… if you run into limitations with Airtable’s automation feature, you can get the best of both worlds by combining it with Zaps.In AirtableIf I wa
Hi, I’m Clint, a Customer Champion at Zapier! I’m obsessed with Google Sheets, Zap loops, and becoming omniscient through the power of Zapier. This week, I want to discuss a simple Zap that will let you know whenever multiple keywords are mentioned in any public Slack channel.The ChallengeWhen I first started at Zapier, there were a couple of people who seemed to show up magically whenever their name was mentioned, OR any projects they were responsible for. It took me way too long to figure out that this was a fairly simple Zap that essentially let them monitor our entire Slack for multiple keywords in a single Zap - pretty slick!The SolutionBy using the “New Public Message Posted Anywhere” trigger, we can make a Zap that triggers on every single message in a non-private channel. Of course, this should be used with caution - this can use up all of your tasks very quickly! That’s where the Filter comes in. By filtering on the “Text” field, we can stop the Zap from running unless a speci
I’m a big fan of Automation (surprise).And I really like when an App offers workflow automation directly in-App in addition to Zapier.For example in this post - I cover how to use Pipedrive’s Workflow tool to trigger Zaps.Whenever an App provides a level of automation directly - this opens up new opportunities for what we can do in Zapier.In other words - combining in-App automation with Zapier increases the Workflow Automations we can create!Butler - Trello’s In-App Automation Sending HTTP Requests from Butler A Real Zap Example Step 1: Create a Zap Step 2: Create a Butler “Rule” Configuring Our Butler Trigger Choosing Our Butler Action Testing Our Trigger Step 3: Complete our Zap SummaryButler - Trello’s In-App AutomationI’m also a big fan of Trello - and have previously written about how I use Google Sheets to create recurring Trello Cards.Trello’s in-App automation tool is called Butler.Butler is fantastic - and similar to Zapier - enables you to choose trigger events and th
Hey, Zapier community! Janine from the blog team here. We talk a lot about how automation can save you time or help you be more efficient, but one of the things I love the most about it is that it also helps me get tasks I hate doing off my plate.David Bell, owner of Diving Bell Creative, wrote about some of the ways he's done just that and has advice for how to get started.Automate these 5 painful tasks with Zapier workflow automationHere's what he recommends: Integrate your CRM with project management tools Monitor SEO Automatically track time Pull marketing campaign information into your CRM Automate social media posts Learn about how this helps him and the team at Diving Bell and see if there's a Zap that could help you out. Do you have a Zap that takes painful tasks off your plate? Let us know in the comments!
Hi! Deb here from the Zapier blog. Our staff writer Justin recently wrote about Google's Smart Compose feature—namely, how to turn it off.He points out that having Google write your Google Docs for you is...a lot. But that doesn't mean you shouldn't let the robots near your Google Docs. There are a lot of ways you can automate your documents, including actually creating them from scratch.Here are a few of my favorite examples.How to create and autopopulate a Google Docs templateAutomate the template editing process, sending information from the other apps you use most into your Google Docs templates. You'll be able to automatically create new Google Docs from an existing template without lifting a finger.How to create Google Docs templates based on form responsesAny time you find yourself copying a document to reuse over and over again or find yourself filling out blanks in a document, it's time to automate: automatically fill out Google Docs templates based on triggers from other apps
Welcome back friends of Zapier! Today, let’s have a look at the Import CSV transform! This function will allow you to pass Zapier either a string in Comma Separated Values (CSV) format or a CSV file coming to you from a prior step in the Zap. For advanced users, Zapier can also offer you line item objects which can unlock advanced functionality in the apps we offer which support them.Add Inbound Emailed Spreadsheet Files to a Google SheetLet’s say you have a Gmail inbox that receives automated emails that have a CSV attached, and you would love to have those added to a Google Sheet automatically for you. Zapier can help with that!If your purpose is to interact with attachments in Gmail, using the “New Attachment” trigger is the best one to use! In some cases, more than a single attachment may be sent in a single email. For example, image footers are separate attachments which can be displayed inline in the email you are viewing. In these cases, if you are NOT using “New Attachment”, Z
Sometimes you know exactly what you need to automate—like sending Facebook Lead Ads to Google Sheets or creating contacts in Pipedrive when someone fills out your Typeform. But figuring out your next Zap can be a challenge, especially if you've only ever used Zapier to solve a very specific problem. Automation is powerful, and with so many possibilities, it can be tough to decide what else to do with Zapier. So we put together a quiz to help you find a Zap that will help you work better. It takes a few minutes to complete, and when you're finished, you'll get a personalized recommendation for what to automate—saving you time and giving you the satisfaction of a job well done.Take the quiz
How many calendars are important to you? Every day, I need to know what's going on in my work calendar, my husband's work calendar, my kids' school calendar, our family calendar, and my personal calendar. That's a lot of calendars. If I wanted every appointment I made in my personal calendar to show up in my work calendar—so I can easily see everything I have going on each day—copying events over every time would get old. Or maybe your team has a shared calendar that tracks time out of the office, but people keep forgetting to copy their scheduled time off to the shared calendar and it's making it difficult to coordinate coverage.That's where automation comes in. You can use Zapier to automatically add new appointments from one calendar to another, so you never have to duplicate an event again.Copy events from one calendar to anotherWe've got step-by-step directions written out at the above link for Google Calendar, but you could apply this technique to any calendar app on Zapier—like
How goes it, fine Zappers! Nick from the Community team here, back with another Formatter Features article. Last week we explored the Text to Line-Item feature. [insert that post]Today, I’ll be taking a look at the Formatter's Line-Item to Text feature.Not sure what line items are?You're in luck because Tyler Robertson of Zapier recently published a comprehensive guide to line items that explains it much better than I can in this article. Please refer to that if you need some clarification :) This option can be found at:Formatter by Zapier — Utilities — Line-Item to TextWhat It Looks LikeWhile the Text to Line-Item does not let you specify a separator, Line-Item to Text does: What It Can (and Can't) DoThings you can do with it:1) Convert a single mapped field from line items to text2) Convert multiple mapped fields from line items into text. (See example #1 below)3) Combine mapped fields with typed textHere I've added a label before each line item property:Things you can not do with it
In this ’by Zapier’ article, we’re going to be taking a look at Delay by Zapier, a handy way to control the timing of steps in your Zap. What it isDelay by Zapier allows you to put a Zap run on pause. It’s an action that you can add anywhere in your Zap that will halt the workflow until a set time. I like to think of Delay as a doorkeeper for your Zap, it holds up the data and waits until the right time to before allowing the steps to continue.Adding a Delay step is useful when:You want some steps in your Zap to run some time after the others You want to wait for a specific date to run some steps in a Zap You need to space out the timing of Zap runsHow it worksThere are three different types of delay that you can add to a Zap:Delay for Delay until Delay after queueDelay forWith Delay for you can pause a Zap certain amount of time. The Zap will run as usual until it hits the Delay step where it pauses, not running any other actions, until the end of the Delay period. After the delay per
Hi! Deb here, from the Zapier blog. On our team, automation and Zapier are kind of synonymous, but automation is (obviously) so much more than Zapier. The more we write about apps and technology on the blog, the more I'm introduced to and reminded of all the types of automation available to us as knowledge workers, business owners, and just...humans. And I'm not only talking about the basics like getting an automated reminder that your doctor's appointment is coming up. Here are a few topics that have come up recently that have reminded me how we can "automatically" do things all over the place. Keyboard shortcuts (the person who wrote this piece has one-key shortcuts that set off pretty complex workflows) Automatically closing those annoying "Launch Meeting" tabs from Zoom (why click when you don't have to?) Your phone offering to share your Wi-Fi password with someone nearby Data validation (jury's still out: is this automation? I say yes.) What kind of automation do you use on
Hi! Deb here, from the Zapier blog. We just did our annual update of our picks for the best landing page builder apps. In the introduction, the writer/app-tester talks about how there are three key things you'd do with a landing page: Promote or sell a product or service Sign customers up to your email list Offer an easy way for people to reach you You'll notice all of these involve connecting your landing page to the other apps you use. So once you pick the right landing page builder, make sure you're automating every last bit of it. Automatically send a personalized message to new contacts Add contacts to your email list Add new leads to your CRM Get notified about new sign-ups or subscriptions Here are some tips for how to get started with landing page automation, from our staff writer Krystina.Fast follow-up: Automatic workflows to get the most out of your landing pageWhat's your favorite landing page automation? Let me know in the comments, and we might feature on the Za
Hey there, Zappers! Nick here, from the Community team. Today, I’ll be taking a look at the Formatter's Text to Line-Item feature.You may think that you don't have a need for line items, and maybe you don't...yet. There's likely a day in the future where it will come up. Maybe you'll remember this article (or at least that it exists).Wait, Nick! What are line items?Oh yeah, sorry. As luck would have it, Tyler Robertson of Zapier recently published a comprehensive guide to line items that can explain it much better than I can in this article. Please refer to that if you need some clarification :) This option can be found at:Formatter by Zapier — Utilities — Text to Line-ItemWhat It Looks LikeThere is only one field to fill out: What It Can (and Can't) DoWays you can create line items from text:1) Map 1 single field that contains comma-separated text2) Map multiple fields, that are separated by commas3) Manually type text into the field, meaning that it's not dynamic4) Map line items in
Hey there, automation fans! This week’s workflow is a pretty straightforward one, but I thought I would share it since it touches on a couple of neat features.The Challenge The Solution What We’ll Be Building Trigger: Zapier Manager Action: Digest by Zapier — Append Entry and Schedule Digest Action: Email by Zapier — Send Outbound Email Wrapping UpThe ChallengeThere is so much to keep track of, especially if you’re into productivity and apps. Wouldn’t it be great if you always knew about the latest app integrations on Zapier?The SolutionYou can build a simple Zap that will gather all the newly-added apps and then send you a digest email weekly. NOTE: You can change the frequency, and also how you receive the digest. For this example, we’ll be sending a weekly email.What We’ll Be BuildingThis is a 3-step Zap that triggers on new apps, adds them to the scheduled digest and then sends them to you (or others) via your chosen method.Trigger: Zapier Manager — New Public AppAction: Digest
Hi! Deb here, from the Zapier blog. We talk a lot about using productivity gains to get more done. But what if you used your productivity gains to...relax? Watch Netflix? Snuggle my your dog?Justin Pot calls this "automate and chill."Automate and chill: Put the computers to work so you don't have toIt's second nature to fill in regained time with even more work. And that's not a bad thing, especially if you're trying to grow a business. But it's possible that automate and chill will be better for you than replacing automated tasks with more work. Give it a spin, and see what happens.What do you do with the time you save using automation? Let me know in the comments, and we might feature you on the Zapier blog!